account_balance
Investment manager · 13F filer · SEC CIK 1802879
Houlihan Financial Resource Group, Ltd.
Reported value$273Mas of Sep 30, 2026
Positions114 6 new, 5 sold out
Top 10 weight41.5%SPY alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
10.4%Trimmed −7%
IJRiShares Tr
4.7%Trimmed −6%
JPSTJ P Morgan Exchange Traded F
4.3%
GOOGLAlphabet Inc.
4.2%Trimmed −5%
VOVanguard Index FDS
4.0%
MSFTMicrosoft Corp
3.5%Added +11%
DGROiShares Tr
3.1%
IVViShares Tr
2.5%Trimmed −13%
AMZNAmazon.com Inc
2.5%Trimmed −3%
BSVVanguard Bd Index FDS
2.3%Trimmed −5%
JCPBJ P Morgan Exchange Traded F
2.1%Added +3%
IBDSiShares Tr
2.1%
SPYSPDR S&P 500 ETF Trust
10.4%Trimmed −7%
IJRiShares Tr
4.7%
JPSTJ P Morgan Exchange Traded F
4.3%
GOOGLAlphabet Inc.
4.2%Trimmed −5%
VOVanguard Index FDS
4.0%
MSFTMicrosoft Corp
3.5%
DGROiShares Tr
3.1%
IVViShares Tr
2.5%
AMZNAmazon.com Inc
2.5%
BSV2.3%
JCPB2.1%
IBDS2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 10.4% Trimmed −7%
IJR iShares Tr 4.7% Trimmed −6%
JPST J P Morgan Exchange Traded F 4.3% Held
GOOGL Alphabet Inc. 4.2% Trimmed −5%VO Vanguard Index FDS 4.0% Held
MSFT Microsoft Corp 3.5% Added +11%DGRO iShares Tr 3.1% Held
IVV iShares Tr 2.5% Trimmed −13%
AMZN Amazon.com Inc 2.5% Trimmed −3%BSV Vanguard Bd Index FDS 2.3% Trimmed −5%
JCPB J P Morgan Exchange Traded F 2.1% Added +3%
IBDS iShares Tr 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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