Arkolith/Funds/Houlihan Financial Resource Group, Ltd.

Houlihan Financial Resource Group, Ltd.

CIK 1802879
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Houlihan Financial Resource Group, Ltd. holds a diversified book of 113 reported positions worth $280.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Intel Corp and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.9%
+10.2%/yr · since Oct '25
Their reported book
+9.0%
held from quarter-end
S&P 500
+11.9%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Mar '26May '26Jul '26Sep '26
Houlihan Financial Resource Group, Ltd. (copied at disclosure) S&P 500

Growth of $10,000 cloning Houlihan Financial Resource Group, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
42%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

26% mapped to company sectors

ETFs / funds
74%
Information Technology
12%
Financials
5%
Consumer Discretionary
4%
Health Care
2%
Industrials
1%
Utilities
1%
Materials
1%

+3 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Houlihan Financial Resource Group, Ltd.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Hoffman, Alan N Investment Management9 / 80$161.3M
Swiss Re Ltd28 / 80$1.0B
Emerald Advisors, LLC34 / 80$661.7M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$381.1M
Ardent Capital Management, Inc.21 / 80$191.6M
Independent Investors Inc24 / 80$410.7M
Trust Asset Management LLC24 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Houlihan Financial Resource Group, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

113 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$30.0M40.1K
10.7%
−0.9%
Reduced · −367 sh
2Ishares TR
CORE S&P SCP ETF
$14.7M99.2K
5.2%
−2.1%
Reduced · −2K sh
3Alphabet Inc
CAP STK CL A
$13.7M38.3K
4.9%
−0.3%
Reduced · −98 sh
4J P Morgan Exchange Traded F
ULTRA SHRT ETF
$11.7M231.2K
4.2%
+3.5%
Added · +8K sh
5Vanguard Index FDS
MID CAP ETF
$10.9M135.1K
3.9%
+308%
Added · +102K sh
6Ishares TR
CORE DIV GRWTH
$8.4M110.5K
3.0%
+2.7%
Added · +3K sh
7Ishares TR
CORE S&P500 ETF
$7.7M10.3K
2.8%
Held
8Amazon Com Inc
COM
$6.8M28.5K
2.4%
+0.3%
Added · +95 sh
9Vanguard BD Index FDS
SHORT TRM BOND
$6.8M86.7K
2.4%
−1.1%
Reduced · −950 sh
10Microsoft Corp
COM
$6.3M16.8K
2.2%
~0%
Added · +1 sh
11J P Morgan Exchange Traded F
CORE PLUS BD ETF
$5.9M125.5K
2.1%
+4.1%
Added · +5K sh
12SPDR Series Trust
ST STR SP DIV
$5.9M38.6K
2.1%
−1.2%
Reduced · −457 sh
13Ishares TR
IBDS DEC28 ETF
$5.8M230.3K
2.1%
+2.9%
Added · +6K sh
14Ishares TR
IBONDS 27 ETF
$5.8M238.7K
2.1%
+2.4%
Added · +6K sh
15Ishares TR
IBONDS DEC 29
$5.4M232.7K
1.9%
+4.3%
Added · +10K sh
16Ishares TR
IBONDS DEC2026
$5.4M222.1K
1.9%
−1.1%
Reduced · −3K sh
17Ishares TR
CORE HIGH DV ETF
$5.2M188.4K
1.8%
+399%
Added · +151K sh
18Vanguard World FD
INF TECH ETF
$4.8M39.7K
1.7%
+700%
Added · +35K sh
19Ishares TR
IBONDS DEC 2030
$4.7M216.1K
1.7%
+5.6%
Added · +12K sh
20Vanguard Index FDS
GROWTH ETF
$4.7M54.2K
1.7%
+497%
Added · +45K sh
21State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$4.6M6.5K
1.6%
−0.9%
Reduced · −58 sh
22Vanguard Index FDS
MCAP VL IDXVIP
$4.0M20.3K
1.4%
−1.7%
Reduced · −359 sh
23Ishares TR
IBONDS DEC 2031
$3.9M186.3K
1.4%
+12%
Added · +19K sh
24Apple Inc
COM
$3.8M13.2K
1.4%
−4.3%
Reduced · −597 sh
25Ishares TR
MSCI USA MIN ETF
$3.8M39.3K
1.4%
+1.0%
Added · +376 sh
26Visa Inc
COM CL A
$3.8M11.0K
1.3%
−1.0%
Reduced · −116 sh
27BlackRock ETF Trust
ISHARES US EQUIT
$3.8M55.5K
1.3%
+5.4%
Added · +3K sh
28Mastercard Incorporated
CL A
$3.8M7.3K
1.3%
−1.4%
Reduced · −107 sh
29Ishares TR
MSCI USA QLT FCT
$3.6M16.3K
1.3%
+7.5%
Added · +1K sh
30Ishares TR
IBONDS DEC 2032
$3.3M132.5K
1.2%
+27%
Added · +28K sh
31Ishares TR
PFD AND INCM SEC
$3.3M108.5K
1.2%
−0.9%
Reduced · −986 sh
32Vanguard Index FDS
REAL ESTATE ETF
$3.2M33.5K
1.2%
−4.5%
Reduced · −2K sh
33Ishares TR
EXPND TEC SC ETF
$2.8M17.3K
1.0%
−0.6%
Reduced · −100 sh
34Vanguard BD Index FDS
INTERMED TERM
$2.6M33.6K
0.9%
Held
35J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.5M45.0K
0.9%
+3.9%
Added · +2K sh
36Profesionally Managed Portfo
AKRE FOCUS ETF
$2.3M44.1K
0.8%
−8.2%
Reduced · −4K sh
37Nvidia Corporation
COM
$2.3M11.4K
0.8%
−4.5%
Reduced · −530 sh
38Vanguard World FD
CONSUM STP ETF
$1.9M8.3K
0.7%
−0.6%
Reduced · −50 sh
39Johnson & Johnson
COM
$1.8M7.3K
0.7%
−1.0%
Reduced · −74 sh
40Vanguard World FD
HEALTH CAR ETF
$1.8M6.2K
0.7%
Held
41Vanguard World FD
CONSUM DIS ETF
$1.8M4.5K
0.6%
−0.7%
Reduced · −30 sh
42Salesforce Inc
COM
$1.7M10.7K
0.6%
−4.8%
Reduced · −540 sh
43Kinder Morgan Inc Del
COM
$1.7M52.2K
0.6%
~0%
Added · +1 sh
44SPDR Gold TR
GOLD SHS
$1.5M4.2K
0.5%
−0.7%
Reduced · −30 sh
45Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.5M18.7K
0.5%
−0.3%
Reduced · −48 sh
46Select Sector SPDR TR
ST STR INDL ETF
$1.3M7.1K
0.5%
Held
47Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.4%
Held
48Bank Of Amer Corp
COM
$1.2M21.1K
0.4%
−5.1%
Reduced · −1K sh
49Ishares TR
EXPANDED TECH
$1.2M13.3K
0.4%
Held
50Amgen Inc
COM
$1.2M3.3K
0.4%
Held
Showing 50 of 113 positions
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Filing history

As-of date vs the date the SEC received each filing

$280.6M · Q2 2026Q3 2025 · $113.9MQ2 2026 · $280.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d113$280.6M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202629d109$256.6M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d109$263.0M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202528d72$113.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.