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Houlihan Financial Resource Group, LTD.
Houlihan Financial Resource Group, Ltd. is an SEC-registered investment adviser founded in 1999 and headquartered in Ashburn, Virginia. The firm is co-owned by Patricia P. Houlihan and Ryan Houlihan and provides asset management services, focusing on portfolio management for individuals, high-net-worth clients, and institutions. With a small team of approximately 4 employees—mostly investment professionals—the firm manages several hundred million dollars using a disciplined, diversified investment approach.
Investment Strategy
Houlihan Financial Resource Group, Ltd. employs a diversified, multi-asset portfolio approach focused on long-term capital appreciation and prudent risk management. The firm emphasizes broad exposure to equities, fixed income, and ETFs, as evidenced by significant holdings across S&P 500 funds, sector-specific ETFs, and large-cap growth stocks such as Microsoft and Alphabet. The strategy involves both tactical asset allocation and a core-satellite approach, blending passive and select active investment positions to meet clients' individual goals.
Latest 13F Filing Activity
Houlihan Financial Resource Group, LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $241M. The fund increased holdings in SPDR S&P 500 Etf TR, Blackrock Etf Trust, Microsoft Corp. among other positions. Houlihan Financial Resource Group, LTD. reduced exposure to Vanguard Index FDS, Vanguard BD Index FDS, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 10.79% | $26.0M | 41,658 | $442.79 | $617.85 | +$2.6M |
I IJR | ISHARES TR | 4.91% | $11.8M | 107,823 | $116.96 | $109.29 | +$106.0K |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.25% | $10.2M | 202,281 | $50.15 | $50.68 | +$29.0K |
V VO | VANGUARD INDEX FDS | 3.80% | $9.2M | 32,422 | $263.83 | $279.83 | +$652.0K |
M MSFT | MICROSOFT CORP | 3.57% | $8.6M | 16,891 | $430.30 | $497.41 | +$2.2M |
Industry Allocation
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