Q3 2026 13F · SEC CIK 1747749

Hurlow Wealth Management Group, Inc.

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $480.3M
Reported positions: 125
Top holdings a year, 3 yrs: +15.8%
Assets under management: $794.4M

Hurlow Wealth Management Group, Inc. is a wealth manager that reported 125 positions worth $480.3M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard Index Fds (VV, 14.5%), Dimensional ETF Trust (DFUS, 12.4%), Dimensional ETF Trust (DFAS, 8.4%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

Hurlow Wealth Management Group, Inc. holdings largest 50 of 125 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hurlow Wealth Management Group, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VVVanguard Index Fds	14.5%	13.9%	198,185	+2.0%	$69.7M
DFUSDimensional ETF Trust	12.4%	11.9%	718,718	+3.1%	$59.7M
DFASDimensional ETF Trust	8.4%	8.6%	521,737	+3.5%	$40.4M
DFICDimensional ETF Trust	7.1%	6.6%	912,579	+7.0%	$34.3M
VEAVanguard Ftse Developed Markets Index Fu	6.5%	6.5%	438,907	+0.6%	$31.0M
VBVanguard Index Fds	5.0%	5.5%	85,212	-1.7%	$24.2M
DFEMDimensional ETF Trust	3.1%	3.0%	379,978	+5.6%	$15.1M
VUGVanguard Index Fds	2.8%	2.7%	148,963	-0.3%	$13.4M
VWOVanguard Intl Equity Index F	2.6%	2.6%	208,764	+0.3%	$12.4M
VWOBVanguard Whitehall Fds	2.5%	2.6%	186,432	-0.3%	$11.8M
VNQVanguard Index Fds	2.4%	2.6%	127,644	-2.4%	$11.4M
VCITVanguard Scottsdale Fds	2.4%	2.2%	144,403	+10.8%	$11.3M
DFAXDimensional ETF Trust	2.3%	2.3%	301,450	-0.5%	$11.2M
BIVVanguard Bd Index Fds	2.3%	2.2%	151,595	+10.3%	$11.0M
VCSHVanguard Scottsdale Fds	2.2%	2.2%	139,499	+5.9%	$10.8M
VTEBVanguard Mun Bd Fds	1.6%	1.6%	158,095	+2.4%	$7.5M
DFAIDimensional ETF Trust	1.5%	1.5%	176,347	-0.3%	$7.3M
VTIVanguard Index Fds	1.4%	1.4%	17,354	-1.8%	$6.5M
SPHYSpdr Series Trust	1.3%	1.2%	275,154	+10.0%	$6.2M
VIGVanguard Specialized Funds	1.2%	1.3%	25,358	-5.9%	$5.9M
AAPLApple Inc	1.2%	1.0%	16,729	-0.2%	$5.6M
VTIPVanguard Malvern Fds	1.0%	1.0%	99,801	+6.7%	$4.9M
SCHXSchwab Strategic Tr	0.8%	0.8%	130,717	-0.4%	$3.9M
LLYEli Lilly & Co	0.8%	0.8%	3,365	-0.3%	$3.9M
VTVVanguard Index Fds	0.7%	0.7%	14,481	-0.8%	$3.1M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	4,984	+0.0%	$2.5M
MSFTMicrosoft Corp	0.4%	0.3%	3,963	+0.0%	$2.0M
JNJJohnson & Johnson	0.4%	0.4%	7,602	+0.0%	$2.0M
JPMJpmorgan Chase & Co	0.4%	0.4%	5,223	+0.0%	$1.7M
WMTWalmart Inc	0.3%	0.4%	15,743	-0.1%	$1.6M
CINFCincinnati Finl Corporation	0.3%	0.4%	9,982	+0.1%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	2	+0.0%	$1.5M
SHMSpdr Series Trust	0.3%	0.3%	29,773	-4.6%	$1.4M
VOVanguard Index Fds	0.3%	0.3%	17,244	+0.0%	$1.4M
MUBIshares Tr	0.3%	0.3%	12,036	+2.2%	$1.2M
JCIJohnson Controls Internation	0.3%	0.2%	8,169	+0.0%	$1.2M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	1,528	-0.2%	$1.2M
AMZNAmazon Com Inc	0.2%	0.2%	4,520	-6.4%	$1.1M
SCHASchwab Strategic Tr	0.2%	0.3%	34,368	-0.5%	$1.1M
ABBVAbbvie Inc	0.2%	0.2%	4,076	+0.0%	$1.1M
NVDANvidia Corporation	0.2%	0.2%	4,581	+0.0%	$1.0M
ADIAnalog Devices Inc	0.2%	0.2%	2,242	+0.0%	$889K
IWBIshares Tr	0.2%	0.2%	2,007	+0.0%	$835K
VYMVanguard Whitehall Fds	0.2%	0.2%	5,312	+0.1%	$824K
VOOVanguard Index Fds	0.2%	0.2%	1,160	-0.3%	$813K
AMDAdvanced Micro Devices Inc	0.1%	0.1%	1,087	-1.8%	$665K
GEGe Aerospace	0.1%	0.2%	2,084	-5.7%	$651K
VTESVanguard Wellington Fd	0.1%	—	6,238	—	$615K
AFLAflac Inc	0.1%	—	5,455	—	$610K
CATCaterpillar Inc	0.1%	0.2%	750	-0.1%	$608K

What Hurlow Wealth Management Group, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +15.8% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$480.3M	125
Q2 2026	$480.6M	125
Q1 2026	$420.1M	120
Q4 2025	$408.5M	120
Q3 2025	$386.1M	119
Q2 2025	$354.0M	127
Q1 2025	$319.9M	120
Q4 2024	$320.2M	121
Q3 2024	$320.6M	118
Q2 2024	$291.3M	116
Q1 2024	$283.3M	115
Q4 2023	$264.0M	111

Questions about Hurlow Wealth Management Group, Inc.'s portfolio

What stocks does Hurlow Wealth Management Group, Inc. own?

Hurlow Wealth Management Group, Inc.'s latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 125 positions worth $480.3M. The largest are Vanguard Index Fds (VV) at 14.5%, Dimensional ETF Trust (DFUS) at 12.4%, Dimensional ETF Trust (DFAS) at 8.4%, Dimensional ETF Trust (DFIC) at 7.1% and Vanguard Ftse Developed Markets Index Fu (VEA) at 6.5%.

What did Hurlow Wealth Management Group, Inc. buy last quarter?

In Q3 2026, Hurlow Wealth Management Group, Inc. added Vanguard Scottsdale Fds (VCIT) (+10.8% shares), Vanguard Bd Index Fds (BIV) (+10.3% shares) and Spdr Series Trust (SPHY) (+10.0% shares), compared with its Q2 2026 filing.

What did Hurlow Wealth Management Group, Inc. sell last quarter?

In Q3 2026, Hurlow Wealth Management Group, Inc. cut from its top 50 Dimensional US Real (DFAR), cut from its top 50 Brookfield Corp (BN), Amazon Com Inc (AMZN) (-6.4% shares), Vanguard Specialized Funds (VIG) (-5.9% shares) and Ge Aerospace (GE) (-5.7% shares), compared with its Q2 2026 filing.

How has Hurlow Wealth Management Group, Inc.'s portfolio performed?

A portfolio copying Hurlow Wealth Management Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Hurlow Wealth Management Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hurlow Wealth Management Group, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hurlow Wealth Management Group, Inc. manage?

Hurlow Wealth Management Group, Inc. reported $794.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $480.3M.