Hurlow Wealth Management Group, Inc.

CIK 0001747749 · BLOOMINGTON, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Hurlow Wealth Management Group, Inc. reported 125 positions worth $480.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VV (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$480.6M
2026 Q2
Positions
125
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
63.9%
Est. Net Flow (Q)
2026 Q2
10 / 125 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VVVANGUARD INDEX FDSSH$66.8M13.90%194,273
2DFUSDIMENSIONAL ETF TRUSTSH$57.1M11.88%697,119
3DFASDIMENSIONAL ETF TRUSTSH$41.5M8.64%504,189
4DFICDIMENSIONAL ETF TRUSTSH$31.8M6.61%853,239
5VEAVANGUARD TAX-MANAGED FDSSH$31.1M6.47%436,379
6VBVANGUARD INDEX FDSSH$26.3M5.47%86,672
7DFEMDIMENSIONAL ETF TRUSTSH$14.6M3.04%359,677
8VUGVANGUARD INDEX FDSSH$12.9M2.68%149,351
9VNQVANGUARD INDEX FDSSH$12.6M2.62%130,770
10VWOBVANGUARD WHITEHALL FDSSH$12.6M2.62%187,058

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hurlow Wealth Management Group, Inc. hold as of Q2 2026?

Hurlow Wealth Management Group, Inc. reported 125 positions worth $480.6M in its Q2 2026 13F filing. Largest positions: VV (13.9%), DFUS (11.9%), DFAS (8.6%), DFIC (6.6%) and VEA (6.5%).

What did Hurlow Wealth Management Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hurlow Wealth Management Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.