# EDGAR Filing Document

**Accession Number:** 0001802879
**File Stem:** 0001802879-25-000006
**Filing Date:** 2025-10
**Character Count:** 11610
**Document Hash:** 754b773fe169f558e52fe68ab008b70d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001802879-25-000006.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001802879-25-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**EFFECTIVENESS DATE**: 20251028

**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:** 251422617

**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:** 09-30-2025

**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:**

/s/Ashleigh Swayze  Princeton, NJ  10-28-2025<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:** 72

**Form 13F Information Table Value Total:** $113851188

      (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 | BBG009S39JY5 | 4664869 | 19189 | SH |  | SOLE |  | 0 | 0 | 19189 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 231616 | 951 | SH |  | SOLE |  | 0 | 0 | 951 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 3086056 | 14055 | SH |  | SOLE |  | 0 | 0 | 14055 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 478893 | 1697 | SH |  | SOLE |  | 0 | 0 | 1697 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3105350 | 12196 | SH |  | SOLE |  | 0 | 0 | 12196 |
| BALL CORP | COM | 058498106 | BBG001S5P7Q4 | 504200 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 1173323 | 22743 | SH |  | SOLE |  | 0 | 0 | 22743 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 429340 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | BBG00NNWBWQ2 | 1135752 | 19185 | SH |  | SOLE |  | 0 | 0 | 19185 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 384079 | 2473 | SH |  | SOLE |  | 0 | 0 | 2473 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 201228 | 1757 | SH |  | SOLE |  | 0 | 0 | 1757 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 275443 | 361 | SH |  | SOLE |  | 0 | 0 | 361 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 464109 | 4116 | SH |  | SOLE |  | 0 | 0 | 4116 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 220423 | 544 | SH |  | SOLE |  | 0 | 0 | 544 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 360389 | 1277 | SH |  | SOLE |  | 0 | 0 | 1277 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 330204 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 3441852 | 50556 | SH |  | SOLE |  | 0 | 0 | 50556 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | BBG001V0XLT8 | 2160435 | 17643 | SH |  | SOLE |  | 0 | 0 | 17643 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 6009263 | 50570 | SH |  | SOLE |  | 0 | 0 | 50570 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 3604471 | 5385 | SH |  | SOLE |  | 0 | 0 | 5385 |
| ISHARES TR | EXPANDED TECH | 464287515 | BBG001S7W2J1 | 687760 | 5980 | SH |  | SOLE |  | 0 | 0 | 5980 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | BBG001SHHYT5 | 972712 | 7723 | SH |  | SOLE |  | 0 | 0 | 7723 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | BBG00M0P3SC7 | 2476971 | 97060 | SH |  | SOLE |  | 0 | 0 | 97060 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | BBG00HPLJP02 | 2397003 | 98480 | SH |  | SOLE |  | 0 | 0 | 98480 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | BBG00VJHRTY3 | 1750958 | 79050 | SH |  | SOLE |  | 0 | 0 | 79050 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 | BBG011HVQSJ9 | 453578 | 21375 | SH |  | SOLE |  | 0 | 0 | 21375 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 | BBG00Q79F703 | 2260865 | 96330 | SH |  | SOLE |  | 0 | 0 | 96330 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | BBG00DST7FD2 | 2382737 | 98055 | SH |  | SOLE |  | 0 | 0 | 98055 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 | BBG0088JX9H8 | 2395821 | 95110 | SH |  | SOLE |  | 0 | 0 | 95110 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | BBG0025X2G81 | 1516532 | 15940 | SH |  | SOLE |  | 0 | 0 | 15940 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 1047966 | 5388 | SH |  | SOLE |  | 0 | 0 | 5388 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 1845027 | 58350 | SH |  | SOLE |  | 0 | 0 | 58350 |
| ISHARES TR | S MC 400VL ETF | 464287705 | BBG001SFQJM9 | 447151 | 3447 | SH |  | SOLE |  | 0 | 0 | 3447 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | BBG00N6W8XF5 | 1770049 | 37225 | SH |  | SOLE |  | 0 | 0 | 37225 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | BBG00TSG0SK6 | 441098 | 7725 | SH |  | SOLE |  | 0 | 0 | 7725 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 4274713 | 84264 | SH |  | SOLE |  | 0 | 0 | 84264 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 582465 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 528430 | 1675 | SH |  | SOLE |  | 0 | 0 | 1675 |
| KINDER MORGAN INC DEL | COM | 49456B101 | BBG001TG2YZ5 | 664294 | 23465 | SH |  | SOLE |  | 0 | 0 | 23465 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 1883291 | 3311 | SH |  | SOLE |  | 0 | 0 | 3311 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2935591 | 5668 | SH |  | SOLE |  | 0 | 0 | 5668 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 322509 | 269 | SH |  | SOLE |  | 0 | 0 | 269 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 381556 | 2045 | SH |  | SOLE |  | 0 | 0 | 2045 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 633451 | 2252 | SH |  | SOLE |  | 0 | 0 | 2252 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 419250 | 2729 | SH |  | SOLE |  | 0 | 0 | 2729 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 1238806 | 5227 | SH |  | SOLE |  | 0 | 0 | 5227 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | BBG001S7T232 | 605579 | 3926 | SH |  | SOLE |  | 0 | 0 | 3926 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 598967 | 1685 | SH |  | SOLE |  | 0 | 0 | 1685 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 13378755 | 20083 | SH |  | SOLE |  | 0 | 0 | 20083 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 1911706 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 | BBG001SPTBP8 | 2505752 | 17892 | SH |  | SOLE |  | 0 | 0 | 17892 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 440273 | 990 | SH |  | SOLE |  | 0 | 0 | 990 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 266389 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 1150266 | 14730 | SH |  | SOLE |  | 0 | 0 | 14730 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 3456749 | 43806 | SH |  | SOLE |  | 0 | 0 | 43806 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 2243540 | 4678 | SH |  | SOLE |  | 0 | 0 | 4678 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | BBG001SRN7W1 | 1812490 | 10382 | SH |  | SOLE |  | 0 | 0 | 10382 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 4392460 | 14954 | SH |  | SOLE |  | 0 | 0 | 14954 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 1544230 | 16892 | SH |  | SOLE |  | 0 | 0 | 16892 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | BBG001SHTTW9 | 293156 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 225293 | 3753 | SH |  | SOLE |  | 0 | 0 | 3753 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | BBG001T62M38 | 477844 | 5681 | SH |  | SOLE |  | 0 | 0 | 5681 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 827997 | 10359 | SH |  | SOLE |  | 0 | 0 | 10359 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | BBG001SHVTQ3 | 1152845 | 2910 | SH |  | SOLE |  | 0 | 0 | 2910 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | BBG001SHVR41 | 1216997 | 5694 | SH |  | SOLE |  | 0 | 0 | 5694 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | BBG001SHTTM0 | 562591 | 4287 | SH |  | SOLE |  | 0 | 0 | 4287 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | BBG001SHVR32 | 1091237 | 4204 | SH |  | SOLE |  | 0 | 0 | 4204 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 2048713 | 2744 | SH |  | SOLE |  | 0 | 0 | 2744 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | BBG001SHVTP4 | 294099 | 1553 | SH |  | SOLE |  | 0 | 0 | 1553 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 311929 | 7097 | SH |  | SOLE |  | 0 | 0 | 7097 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 1784459 | 5227 | SH |  | SOLE |  | 0 | 0 | 5227 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 284993 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |

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