CIK: 0001747749
Total reported value
$420.1M
Reporting period: 2026-03-31 · Number of holdings: 120
Hurlow Wealth Management Group, Inc. disclosed 120 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $420.1M and a quarterly turnover rate of 5.8%.
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Hurlow Wealth Management Group, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, well below its 120 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.42), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 7% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add DFIC
+9.4% $3.1M
Add DFAS
+7.0% $2.9M
Trim VUG
-2.8% -$1.6M
Trim VV
+5.8% $263.9K
Add DFEM
+10.8% $1.5M
Add BIV
+16.0% $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 13.49% | -0.31% | +5.83% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.11% | -0.14% | +6.25% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.13% | +0.48% | +7.00% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.67% | -0.15% | -2.03% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 6.57% | +0.58% | +9.35% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.46% | -0.06% | +0.09% | |
| 7 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.85% | +0.08% | +8.50% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.80% | -0.10% | -1.00% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.75% | — | -0.63% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.67% | +0.30% | +10.76% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.59% | -0.48% | -2.83% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.49% | -0.04% | +2.53% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.46% | +0.06% | +1.66% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.38% | +0.25% | +16.01% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | +0.04% | +5.25% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.82% | +0.02% | +5.21% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.67% | +0.03% | +3.01% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | -0.10% | +0.08% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.30% | -0.14% | -4.54% | |
| 20 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.28% | +0.04% | +7.09% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.07% | +0.06% | +8.27% | |
| 22 | AAPL | Apple INC | Stock-Tech | 1.02% | -0.12% | -0.70% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.92% | +0.20% | +27.76% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.07% | -0.40% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.81% | -0.07% | -0.51% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | -0.15% | +0.18% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | +0.06% | +9.51% | |
| 28 | WMT | Walmart INC | Stock-Consumer Staples | 0.46% | +0.03% | +0.11% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.06% | +0.13% | |
| 30 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.37% | — | +0.07% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.05% | +0.02% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.35% | — | +0.97% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.34% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.11% | -0.18% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | — | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | +0.01% | +0.05% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.24% | — | -0.84% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | -0.13% | |
| 40 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.23% | -0.03% | +1.00% | |
| 41 | ABBV | Abbvie INC | Stock-Healthcare | 0.21% | — | +0.07% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | — | -2.09% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.17% | — | — | |
| 44 | ADI | Analog Devices INC | Stock-Tech | 0.17% | +0.02% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | — | +2.64% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.04% | +39.88% | |
| 47 | GE | General Electric | Stock-Industrials | 0.15% | — | +0.09% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.15% | +0.02% | +0.16% | |
| 49 | AFL | Aflac INC | Stock-Financials | 0.14% | — | +0.06% | |
| 50 | NEE | Nextera Energy INC | Stock-Utilities | 0.14% | +0.01% | +0.06% |
Performance for Q3 2026
+3%
Performance Last 4 Quarters
+19%
Based on 52% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 120 | $420.1M | 6 | |
| 2025-12-31 | 120 | $408.5M | 9 | |
| 2025-09-30 | 119 | $386.1M | 30 | |
| 2025-06-30 | 127 | $354.0M | 0 | |
| 2025-03-31 | 120 | $319.9M | 100 | |
| 2024-12-31 | 121 | $320.2M | 0 | |
| 2024-09-30 | 118 | $320.6M | 0 | |
| 2024-06-30 | 116 | $291.3M | 0 | |
| 2024-03-31 | 115 | $283.3M | 0 | |
| 2023-12-31 | 111 | $264.0M | 0 | |
| 2023-09-30 | 105 | $229.8M | 0 | |
| 2023-06-30 | 108 | $234.0M | 0 | |
| 2023-03-31 | 102 | $216.2M | 0 | |
| 2022-12-31 | 96 | $192.1M | 0 | |
| 2022-09-30 | 94 | $171.5M | 0 | |
| 2022-06-30 | 92 | $173.6M | 0 | |
| 2022-03-31 | 96 | $163.1M | 0 | |
| 2021-12-31 | 89 | $127.4M | 0 | |
| 2021-09-30 | 94 | $168.2M | 0 | |
| 2021-06-30 | 98 | $151.9M | 95 | |
| 2021-03-31 | 96 | $138.7M | 11 | |
| 2020-12-31 | 93 | $127.4M | 17 | |
| 2020-09-30 | 88 | $109.1M | 11 | |
| 2020-06-30 | 89 | $103.6M | 35 | |
| 2020-03-31 | 90 | $93.4M | 18 | |
| 2019-12-31 | 96 | $102.1M | 12 | |
| 2019-09-30 | 94 | $94.1M | 20 | |
| 2019-06-30 | 94 | $95.2M | 6 | |
| 2019-03-31 | 97 | $93.2M | 13 | |
| 2018-12-31 | 89 | $82.9M | 0 |
Hurlow Wealth Management Group, Inc.'s most significant position changes for 2026-03-31: Sold out: Vanguard Ftse All-world Ex-u (VEU); Sold out: Factset Research Systems INC (FDS); New buy: Phillips 66 (PSX); New buy: Spdr Gold Shares (GLD); Sold out: Medtronic plc (MDT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.6% | +9.35% | Add |
| 2 | DFAS | Dimensional US Small Cap ETF | +0.5% | +7.00% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +10.76% | Add |
| 4 | BIV | Vanguard Intermediate-term B | +0.3% | +16.01% | Add |
| 5 | DFAR | Dimensional US Real Est ETF | +0.2% | +27.76% | Add |
| 6 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +8.50% | Add |
| 7 | DFAX | Dimensional World Ex US Core | +0.1% | +1.66% | Add |
| 8 | VTIP | Vanguard Short-term Tips | +0.1% | +8.27% | Add |
| 9 | VTV | Vanguard Value ETF | +0.1% | +9.51% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.13% | Add |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +5.25% | Add |
| 12 | SPHY | Ss Spdr P High Yield ETF | 0% | +7.09% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +39.88% | Add |
| 14 | DFAI | Dimensional International Co | 0% | +3.01% | Add |
| 15 | WMT | Walmart INC | 0% | +0.11% | Add |
| 16 | XOM | Exxon Mobil CORP | 0% | +0.76% | Add |
| 17 | CVX | Chevron CORP | 0% | +0.09% | Add |
| 18 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | +30.87% | Add |
| 19 | GEV | GE Vernova INC | 0% | +0.19% | Add |
| 20 | CAT | Caterpillar INC | 0% | +0.40% | Add |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +5.21% | Add |
| 22 | ADI | Analog Devices INC | 0% | — | Unchanged |
| 23 | LIN | Linde plc | 0% | +0.16% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +0.05% | Add |
| 25 | LHX | L3harris Technologies INC | 0% | +0.12% | Add |
| 26 | NEE | Nextera Energy INC | 0% | +0.06% | Add |
| 27 | AMZN | Amazon.com INC | 0% | +1.00% | Add |
| 28 | ADP | Automatic Data Processing | 0% | -0.06% | Trim |
| 29 | VCIT | Vanguard Int-term Corporate | 0% | +2.53% | Add |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | +0.02% | Add |
| 31 | VB | Vanguard Small-cap ETF | -0.1% | +0.09% | Add |
| 32 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.51% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.40% | Trim |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.08% | Add |
| 35 | VNQ | Vanguard Real Estate ETF | -0.1% | -1.00% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | -0.18% | Trim |
| 37 | AAPL | Apple INC | -0.1% | -0.70% | Trim |
| 38 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | +6.25% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -4.54% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.2% | +0.18% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.2% | -2.03% | Trim |
| 42 | VV | Vanguard Large-cap ETF | -0.3% | +5.83% | Add |
| 43 | VUG | Vanguard Growth ETF | -0.5% | -2.83% | Trim |
| 44 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | Sold out |
| 45 | FDS | Factset Research Systems INC | — | EXIT | Sold out |
| 46 | PSX | Phillips 66 | — | NEW | New buy |
| 47 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 48 | MDT | Medtronic plc | — | EXIT | Sold out |
| 49 | T | At&t INC | — | NEW | New buy |
| 50 | PM | Philip Morris International | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-08 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-12 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-19 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-13 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-02 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-08 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-22 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-20 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-19 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-27 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-15 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-16 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-17 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-16 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-18 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-01 | 13F-HR | View on EDGAR |
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