Houlihan Financial Resource Group, Ltd. — 13F holdings

Houlihan Financial Resource Group, Ltd. reported 113 holdings worth $281M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $30.0M (10.7%)
2. IJR ISHARES TR — $14.7M (5.2%)
3. GOOGL ALPHABET INC — $13.7M (4.9%)
4. JPST J P MORGAN EXCHANGE TRADED F — $11.7M (4.2%)
5. VO VANGUARD INDEX FDS — $10.9M (3.9%)
6. DGRO ISHARES TR — $8.37M (3.0%)
7. IVV ISHARES TR — $7.73M (2.8%)
8. AMZN AMAZON COM INC — $6.79M (2.4%)
9. BSV VANGUARD BD INDEX FDS — $6.75M (2.4%)
10. MSFT MICROSOFT CORP — $6.28M (2.2%)