13F Filings History of Houlihan Financial Resource Group, Ltd.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$262,994,207
Signature - Title
Ashleigh Swayze - Counsel
Location
Ashburn, VA
Summary
This page shows a list of all the recent 13F filings made by Houlihan Financial Resource Group, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Houlihan Financial Resource Group, Ltd. reported 109 stock holdings with total value $262,994,207 as of Q4 2025. Top holdings included SPY, IJR, GOOGL, JPST, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 109 $262,994,207 +$148,646,531 -$2,420,346 +$146,226,185 SPY, IJR, GOOGL, JPST, VO 13F-HR 09 Feb 2026, 21:45
Q3 2025 72 $113,851,188 +$102,387 -$138,211,055 -$138,108,668 SPY, IJR, GOOGL, VO, JPST 13F-HR 28 Oct 2025, 12:53
Q2 2025 107 $241,206,000 +$9,375,621 -$4,630,922 +$4,744,699 SPY, IJR, JPST, VO, MSFT 13F-HR 13 Aug 2025, 18:07
Q1 2025 103 $222,647,000 +$855,673 -$5,759,240 -$4,903,567 SPY, IJR, JPST, VO, BSV 13F-HR 12 May 2025, 15:50
Q4 2024 102 $234,566,000 +$3,723,742 -$12,808,858 -$9,085,116 SPY, IJR, JPST, VO, GOOGL 13F-HR 11 Feb 2025, 16:47
Q3 2024 107 $241,806,000 +$90,150,550 -$1,477,883 +$88,672,667 SPY, IJR, JPST, VO, BSV 13F-HR 01 Nov 2024, 11:37
Q2 2024 62 $146,599,000 +$3,277,736 -$81,478,870 -$78,201,134 SPY, JPST, GOOGL, IBDP, IBDQ 13F-HR 31 Jul 2024, 09:05
Q1 2024 102 $222,945,000 +$7,968,986 -$1,273,223 +$6,695,763 SPY, IJR, JPST, VO, BSV 13F-HR 06 May 2024, 15:12
Q4 2023 100 $206,215,000 +$9,766,133 -$8,262,090 +$1,504,043 SPY, IJR, JPST, VO, BSV 13F-HR 14 Feb 2024, 14:52
Q3 2023 94 $186,810,000 +$78,464,000 -$3,068,653,865 -$2,990,189,865 SPY, IJR, JPST, BSV, VO 13F-HR 09 Nov 2023, 12:03
Q2 2023 134 $3,198,663,000 +$3,093,004,616 -$78,385,000 +$3,014,619,616 SPY, JPST, DGRO, IBDO, IBDP 13F-HR 02 Aug 2023, 12:18
Q1 2023 91 $183,299,000 +$7,565,464 -$1,745,281 +$5,820,183 SPY, IJR, JPST, BSV, VO 13F-HR 11 May 2023, 09:40
Q4 2022 88 $173,105,000 +$11,467,754 -$7,951,956 +$3,515,798 SPY, IJR, JPST, BSV, VO 13F-HR 14 Feb 2023, 10:45
Q3 2022 78 $163,738,000 $0 $0 $0 SPY, IJR, BSV, JPST, VO 13F-HR 13 Dec 2022, 13:38
Q3 2020 309 $170,182,000 +$31,829,255 -$5,464,142 +$26,365,113 SPY, IJR, BSV, PFF, VO 13F-HR 13 Nov 2020, 12:58
Q1 2020 84 $114,999,000 +$4,015,784 -$20,219,227 -$16,203,443 SPY, BSV, IJR, PFF, VO 13F-HR 01 May 2020, 17:03
Q4 2019 93 $154,530,000 $0 $0 $0 SPY, IJR, JPST, BSV, PFF 13F-HR 10 Feb 2020, 18:30