Houlihan Financial Resource Group, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $27.85M | 10.6% |
| ISHARES TR | $12.57M | 4.8% |
| Alphabet Inc. | $12.49M | 4.7% |
| J P MORGAN EXCHANGE TRADED F | $10.93M | 4.2% |
| VANGUARD INDEX FDS | $9.65M | 3.7% |
| MICROSOFT CORP | $7.84M | 3.0% |
| ISHARES TR | $7.55M | 2.9% |
| ISHARES TR | $7.12M | 2.7% |
| VANGUARD BD INDEX FDS | $6.94M | 2.6% |
| Amazon.com, Inc. | $6.62M | 2.5% |
| SPDR SERIES TRUST | $5.64M | 2.1% |
| ISHARES TR | $5.61M | 2.1% |
| ISHARES TR | $5.59M | 2.1% |
| ISHARES TR | $5.58M | 2.1% |
| J P MORGAN EXCHANGE TRADED F | $5.46M | 2.1% |
| ISHARES TR | $5.14M | 2.0% |
| ISHARES TR | $4.76M | 1.8% |
| VANGUARD INDEX FDS | $4.42M | 1.7% |
| ISHARES TR | $4.36M | 1.7% |
| Mastercard Inc | $4.14M | 1.6% |
| SPDR S&P MIDCAP 400 ETF TR | $4.08M | 1.6% |
| Visa Inc | $3.77M | 1.4% |
| VANGUARD INDEX FDS | $3.75M | 1.4% |
| VANGUARD WORLD FD | $3.73M | 1.4% |
| iShares MSCI UAE ETF | $3.66M | 1.4% |
| Apple Inc. | $3.61M | 1.4% |
| ISHARES TR | $3.55M | 1.4% |
| ISHARES TR | $3.22M | 1.2% |
| VANGUARD INDEX FDS | $3.15M | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $3.11M | 1.2% |
| PROFESIONALLY MANAGED PORTFO | $3.09M | 1.2% |
| iShares MSCI UAE ETF | $2.92M | 1.1% |
| Salesforce Inc | $2.75M | 1.0% |
| VANGUARD BD INDEX FDS | $2.62M | 1.0% |
| J P MORGAN EXCHANGE TRADED F | $2.38M | 0.9% |
| ISHARES TR | $2.25M | 0.9% |
| NVIDIA Corp | $2.23M | 0.8% |
| VANGUARD WORLD FD | $1.85M | 0.7% |
| VANGUARD WORLD FD | $1.81M | 0.7% |
| VANGUARD WORLD FD | $1.77M | 0.7% |
| SPDR GOLD TR | $1.73M | 0.7% |
| ISHARES TR | $1.69M | 0.6% |
| JOHNSON & JOHNSON | $1.58M | 0.6% |
| KINDER MORGAN, INC. | $1.50M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $1.50M | 0.6% |
| ISHARES TR | $1.27M | 0.5% |
| BANK OF AMERICA CORP /DE | $1.19M | 0.5% |
| Alphabet Inc. | $1.15M | 0.4% |
| SELECT SECTOR SPDR TR | $1.13M | 0.4% |
| AMGEN INC | $1.10M | 0.4% |