# EDGAR Filing Document

**Accession Number:** 0001802879
**File Stem:** 0001802879-25-000004
**Filing Date:** 2025-8
**Character Count:** 13727
**Document Hash:** 2f4607682aba9e9e56249005323300fd
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802879-25-000004.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001802879-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Houlihan Financial Resource Group, Ltd.
- **CENTRAL INDEX KEY:** 0001802879

**ORGANIZATION NAME:**
- **EIN:** 541955328
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19830
- **FILM NUMBER:** 251213361

**BUSINESS ADDRESS:**
- **STREET 1:** 20405 EXCHANGE STREET, SUITE 371
- **CITY:** ASHBURN
- **STATE:** VA
- **ZIP:** 20147
- **BUSINESS PHONE:** 703-796-0800

**MAIL ADDRESS:**
- **STREET 1:** 20405 EXCHANGE STREET, SUITE 371
- **CITY:** ASHBURN
- **STATE:** VA
- **ZIP:** 20147

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Houlihan Financial Resource Group Ltd.<br>**Address:** 20405 EXCHANGE STREET SUITE 371<br>ASHBURN, VA 20147

**Form 13F File Number:** 028-19830

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  Princeton, NJ  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 107

**Form 13F Information Table Value Total:** $241206

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7250 | 39433 | SH |  | SOLE |  | 0 | 0 | 39433 |
| AMAZON COM INC | COM | 023135106 |  | 6502 | 28693 | SH |  | SOLE |  | 0 | 0 | 28693 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 5197 | 204720 | SH |  | SOLE |  | 0 | 0 | 204720 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 3003 | 136941 | SH |  | SOLE |  | 0 | 0 | 136941 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 5338 | 220299 | SH |  | SOLE |  | 0 | 0 | 220299 |
| SALESFORCE INC | COM | 79466L302 |  | 3083 | 11582 | SH |  | SOLE |  | 0 | 0 | 11582 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 2303 | 41800 | SH |  | SOLE |  | 0 | 0 | 41800 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1197 | 10819 | SH |  | SOLE |  | 0 | 0 | 10819 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2115 | 11535 | SH |  | SOLE |  | 0 | 0 | 11535 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 6880 | 107036 | SH |  | SOLE |  | 0 | 0 | 107036 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 7265 | 92494 | SH |  | SOLE |  | 0 | 0 | 92494 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 3639 | 38980 | SH |  | SOLE |  | 0 | 0 | 38980 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 3707 | 78985 | SH |  | SOLE |  | 0 | 0 | 78985 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 10248 | 202281 | SH |  | SOLE |  | 0 | 0 | 202281 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 5279 | 217744 | SH |  | SOLE |  | 0 | 0 | 217744 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 11834 | 107823 | SH |  | SOLE |  | 0 | 0 | 107823 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 4152 | 7363 | SH |  | SOLE |  | 0 | 0 | 7363 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 3514 | 21182 | SH |  | SOLE |  | 0 | 0 | 21182 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 3207 | 35993 | SH |  | SOLE |  | 0 | 0 | 35993 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 6418 | 254942 | SH |  | SOLE |  | 0 | 0 | 254942 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 4595 | 148685 | SH |  | SOLE |  | 0 | 0 | 148685 |
| WALMART INC | COM | 931142103 |  | 638 | 6515 | SH |  | SOLE |  | 0 | 0 | 6515 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1406 | 17718 | SH |  | SOLE |  | 0 | 0 | 17718 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 944 | 11402 | SH |  | SOLE |  | 0 | 0 | 11402 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 9164 | 32422 | SH |  | SOLE |  | 0 | 0 | 32422 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 26024 | 41658 | SH |  | SOLE |  | 0 | 0 | 41658 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 5467 | 40117 | SH |  | SOLE |  | 0 | 0 | 40117 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 4480 | 38069 | SH |  | SOLE |  | 0 | 0 | 38069 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 425 | 5899 | SH |  | SOLE |  | 0 | 0 | 5899 |
| VISA INC | COM CL A | 92826C839 |  | 3854 | 10990 | SH |  | SOLE |  | 0 | 0 | 10990 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2632 | 34119 | SH |  | SOLE |  | 0 | 0 | 34119 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 4728 | 202900 | SH |  | SOLE |  | 0 | 0 | 202900 |
| MICROSOFT CORP | COM | 594918104 |  | 8606 | 16891 | SH |  | SOLE |  | 0 | 0 | 16891 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 428 | 3895 | SH |  | SOLE |  | 0 | 0 | 3895 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 733 | 12278 | SH |  | SOLE |  | 0 | 0 | 12278 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1402 | 4611 | SH |  | SOLE |  | 0 | 0 | 4611 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 692 | 2476 | SH |  | SOLE |  | 0 | 0 | 2476 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 654 | 15195 | SH |  | SOLE |  | 0 | 0 | 15195 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 269 | 3693 | SH |  | SOLE |  | 0 | 0 | 3693 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4058 | 9078 | SH |  | SOLE |  | 0 | 0 | 9078 |
| ISHARES TR | CORE S ETF | 464287200 |  | 6506 | 10357 | SH |  | SOLE |  | 0 | 0 | 10357 |
| AMGEN INC | COM | 031162100 |  | 964 | 3356 | SH |  | SOLE |  | 0 | 0 | 3356 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1192 | 7545 | SH |  | SOLE |  | 0 | 0 | 7545 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 652 | 5927 | SH |  | SOLE |  | 0 | 0 | 5927 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 1682 | 4585 | SH |  | SOLE |  | 0 | 0 | 4585 |
| HOME DEPOT INC | COM | 437076102 |  | 338 | 921 | SH |  | SOLE |  | 0 | 0 | 921 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 1541 | 53455 | SH |  | SOLE |  | 0 | 0 | 53455 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1071 | 7143 | SH |  | SOLE |  | 0 | 0 | 7143 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 3436 | 5068 | SH |  | SOLE |  | 0 | 0 | 5068 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 851 | 8430 | SH |  | SOLE |  | 0 | 0 | 8430 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 959 | 7727 | SH |  | SOLE |  | 0 | 0 | 7727 |
| MERCK  CO INC | COM | 58933Y105 |  | 341 | 4336 | SH |  | SOLE |  | 0 | 0 | 4336 |
| 3M CO | COM | 88579Y101 |  | 252 | 1673 | SH |  | SOLE |  | 0 | 0 | 1673 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 210 | 4871 | SH |  | SOLE |  | 0 | 0 | 4871 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 958 | 3429 | SH |  | SOLE |  | 0 | 0 | 3429 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 1531 | 6283 | SH |  | SOLE |  | 0 | 0 | 6283 |
| APPLE INC | COM | 037833100 |  | 3007 | 14516 | SH |  | SOLE |  | 0 | 0 | 14516 |
| FEDEX CORP | COM | 31428X106 |  | 220 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| PEPSICO INC | COM | 713448108 |  | 433 | 3242 | SH |  | SOLE |  | 0 | 0 | 3242 |
| SYSCO CORP | COM | 871829107 |  | 334 | 4377 | SH |  | SOLE |  | 0 | 0 | 4377 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 237 | 2949 | SH |  | SOLE |  | 0 | 0 | 2949 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 2024 | 17767 | SH |  | SOLE |  | 0 | 0 | 17767 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 1840 | 8479 | SH |  | SOLE |  | 0 | 0 | 8479 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1025 | 8037 | SH |  | SOLE |  | 0 | 0 | 8037 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 774 | 5010 | SH |  | SOLE |  | 0 | 0 | 5010 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1029 | 1046 | SH |  | SOLE |  | 0 | 0 | 1046 |
| CISCO SYS INC | COM | 17275R102 |  | 323 | 4672 | SH |  | SOLE |  | 0 | 0 | 4672 |
| DISNEY WALT CO | COM | 254687106 |  | 402 | 3308 | SH |  | SOLE |  | 0 | 0 | 3308 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 3975 | 6965 | SH |  | SOLE |  | 0 | 0 | 6965 |
| CHEVRON CORP NEW | COM | 166764100 |  | 640 | 4324 | SH |  | SOLE |  | 0 | 0 | 4324 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 816 | 2324 | SH |  | SOLE |  | 0 | 0 | 2324 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 668 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 347 | 16550 | SH |  | SOLE |  | 0 | 0 | 16550 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 503 | 8900 | SH |  | SOLE |  | 0 | 0 | 8900 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 360 | 5755 | SH |  | SOLE |  | 0 | 0 | 5755 |
| ELI LILLY  CO | COM | 532457108 |  | 372 | 495 | SH |  | SOLE |  | 0 | 0 | 495 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 659 | 3631 | SH |  | SOLE |  | 0 | 0 | 3631 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 423 | 2320 | SH |  | SOLE |  | 0 | 0 | 2320 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 432 | 1357 | SH |  | SOLE |  | 0 | 0 | 1357 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 524 | 8520 | SH |  | SOLE |  | 0 | 0 | 8520 |
| TESLA INC | COM | 88160R101 |  | 322 | 1043 | SH |  | SOLE |  | 0 | 0 | 1043 |
| GE AEROSPACE | COM NEW | 369604301 |  | 267 | 1011 | SH |  | SOLE |  | 0 | 0 | 1011 |
| EMERSON ELEC CO | COM | 291011104 |  | 359 | 2610 | SH |  | SOLE |  | 0 | 0 | 2610 |
| DOW INC | COM | 260557103 |  | 256 | 9661 | SH |  | SOLE |  | 0 | 0 | 9661 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 484 | 7057 | SH |  | SOLE |  | 0 | 0 | 7057 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 490 | 8635 | SH |  | SOLE |  | 0 | 0 | 8635 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 554 | 1822 | SH |  | SOLE |  | 0 | 0 | 1822 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1778 | 11017 | SH |  | SOLE |  | 0 | 0 | 11017 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 752 | 2752 | SH |  | SOLE |  | 0 | 0 | 2752 |
| WEBSTER FINL CORP | COM | 947890109 |  | 850 | 15575 | SH |  | SOLE |  | 0 | 0 | 15575 |
| S GLOBAL INC | COM | 78409V104 |  | 464 | 879 | SH |  | SOLE |  | 0 | 0 | 879 |
| CORTEVA INC | COM | 22052L104 |  | 684 | 9183 | SH |  | SOLE |  | 0 | 0 | 9183 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 628 | 1850 | SH |  | SOLE |  | 0 | 0 | 1850 |
| ORACLE CORP | COM | 68389X105 |  | 953 | 4022 | SH |  | SOLE |  | 0 | 0 | 4022 |
| CATERPILLAR INC | COM | 149123101 |  | 264 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| UNION PAC CORP | COM | 907818108 |  | 267 | 1202 | SH |  | SOLE |  | 0 | 0 | 1202 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 430 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 206 | 1524 | SH |  | SOLE |  | 0 | 0 | 1524 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 516 | 1744 | SH |  | SOLE |  | 0 | 0 | 1744 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 264 | 1370 | SH |  | SOLE |  | 0 | 0 | 1370 |
| NETFLIX INC | COM | 64110L106 |  | 347 | 295 | SH |  | SOLE |  | 0 | 0 | 295 |
| BALL CORP | COM | 058498106 |  | 772 | 13550 | SH |  | SOLE |  | 0 | 0 | 13550 |
| OMNICOM GROUP INC | COM | 681919106 |  | 324 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 311 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| STRYKER CORPORATION | COM | 863667101 |  | 205 | 521 | SH |  | SOLE |  | 0 | 0 | 521 |
| BANK AMERICA CORP | COM | 060505104 |  | 1075 | 22743 | SH |  | SOLE |  | 0 | 0 | 22743 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 203 | 583 | SH |  | SOLE |  | 0 | 0 | 583 |

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