Houlihan Financial Resource Group, Ltd. Last Quarter Change: USA ETF, Unchanged

Houlihan Financial Resource Group, Ltd. quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Houlihan Financial Resource Group, Ltd. opened 5 positions, added to 18, reduced 13, sold out of 3 and left 18 unchanged. The largest increase in value was SDY (+$5,879,466); the largest decrease was SDY (-$5,705,126).

IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 10,326; Shares 2026-06-30 10,326.
VHT: Country of operation —; Class HEALTH CAR ETF; Shares 2026-03-31 6,159; Shares 2026-06-30 6,159.
VBK: Country of operation —; Class SML CP GRW ETF; Shares 2026-03-31 2,257; Shares 2026-06-30 2,257.
IGV: Country of operation —; Class EXPANDED TECH; Shares 2026-03-31 13,283; Shares 2026-06-30 13,283.

Two Form 13F-HR filings compared (SEC CIK 1802879): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
IVV ISHARES TR	CORE S&P500 ETF	10,326	10,326	$6,745,489	$7,733,553	+$988,064
VHT VANGUARD WORLD FD	HEALTH CAR ETF	6,159	6,159	$1,677,183	$1,841,527	+$164,344
VBK VANGUARD INDEX FDS	SML CP GRW ETF	2,257	2,257	$681,986	$825,167	+$143,181
IGV ISHARES TR	EXPANDED TECH	13,283	13,283	$1,063,314	$1,203,441	+$140,127
IWV ISHARES TR	RUSSELL 3000 ETF	2,324	2,324	$861,462	$990,954	+$129,492
IJJ ISHARES TR	S&P MC 400VL ETF	7,727	7,727	$1,023,834	$1,141,517	+$117,683
IWB ISHARES TR	RUS 1000 ETF	1,850	1,850	$659,636	$757,575	+$97,939
VTI VANGUARD INDEX FDS	TOTAL STK MKT	1,856	1,856	$595,424	$686,794	+$91,370
QQQ INVESCO QQQ TR	UNIT SER 1	554	554	$319,735	$407,937	+$88,202
ARKK ARK ETF TR	INNOVATION ETF	4,376	4,376	$295,776	$353,668	+$57,892
DIA STATE STR SPDR DOW JONES IND	UT SER 1	976	976	$451,884	$509,765	+$57,881
VXF VANGUARD INDEX FDS	EXTEND MKT ETF	1,370	1,370	$281,946	$337,308	+$55,362
IJH ISHARES TR	CORE S&P MCP ETF	5,755	5,755	$388,635	$443,768	+$55,133
IHI ISHARES TR	U.S. MED DVC ETF	8,220	8,220	$438,537	$406,150	-$32,387
BIV VANGUARD BD INDEX FDS	INTERMED TERM	33,617	33,617	$2,594,569	$2,578,481	-$16,088
DVY ISHARES TR	SELECT DIVID ETF	1,524	1,524	$230,749	$238,201	+$7,452
VGIT VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	11,228	11,228	$668,635	$662,229	-$6,406
TIP ISHARES TR	TIPS BD ETF	3,846	3,846	$424,444	$420,870	-$3,574

Similar Firms

Firm Name	Country	13F Value	Holdings
Eagle Bluffs Wealth Management LLC	United States	$0.257B	80
AXA S.A.	France	$0.256B	86
GATE CITY CAPITAL MANAGEMENT, LLC	United States	$0.257B	16
HILLMAN CO	United States	$0.257B	14
Corigliano Investment Advisers, LLC	United States	$0.256B	37
ADW Capital Management, LLC	United States	$0.257B	11
Cruiser Capital Advisors, LLC	United States	$0.257B	53
TOWLE & CO	United States	$0.257B	54
Trueblood Wealth Management, LLC	United States	$0.256B	256
Peirce Capital Management, LLC	United States	$0.256B	43