13F Insight
DOSSIER · 13F-HR · Q2 2026

Houlihan Financial Resource Group, Ltd.

$281M in tracked AUM across 113 positions as of Q2 2026.

HF
CIK 0001802879 · last filed Jun 30, 2026
Total AUM
$281M
as of Q2 2026
Holdings
113
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Houlihan Financial Resource Group, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$30M40K10.7%02
IJR
ISHARES TR
$15M99K5.2%03
GOOGL
ALPHABET INC
$14M38K4.9%04
JPST
J P MORGAN EXCHANGE TRADED F
$12M231K4.2%05
VO
VANGUARD INDEX FDS
$11M135K3.9%06
DGRO
ISHARES TR
$8M110K3.0%07
IVV
ISHARES TR
$8M10K2.8%08
AMZN
AMAZON COM INC
$7M28K2.4%09
BSV
VANGUARD BD INDEX FDS
$7M87K2.4%10
MSFT
MICROSOFT CORP
$6M17K2.2%

Filing history

2026Q2Jun 30
$281M▲ 9.3%
113 positionsView →2026Q1Mar 31
$257M▼ 2.4%
109 positionsView →2025Q4Dec 31
$263M▲ 131.0%
109 positionsView →2025Q3Sep 30
$114M▼ 52.8%
72 positionsView →2025Q2Jun 30
$241M▲ 8.3%
107 positionsLocked2025Q1Mar 31
$223M▼ 5.1%
103 positionsLocked2024Q4Dec 31
$235M▼ 3.0%
103 positionsLocked2024Q3Sep 30
$242M▲ 64.9%
107 positionsLocked2024Q2Jun 30
$147M▼ 34.2%
62 positionsLocked2024Q1Mar 31
$223M▲ 8.1%
102 positionsLocked2023Q4Dec 31
$206M▲ 10.4%
100 positionsLocked2023Q3Sep 30
$187M▼ 94.2%
94 positionsLocked
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