Hurlow Wealth Management Group, Inc.

Q3 2025 13F-HR Holdings

Location
Bloomington, IN
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
119
Total value ($000)
$386,118
Net value change ($000)
+32,096 (9.1%)
New positions
5
Sold out positions
13
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VV 10,652 25.0%
DFUS 8,635 25.3%
DFIC 8,552 76.6%
DFAS 6,182 28.9%
DFEM 3,548 80.6%
VEA 2,211 9.0%
VB 2,168 10.9%
VWO 1,483 14.2%
BIV 1,412 24.1%
DFAR 1,378 287.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -9,793 -82.5%
LLY -1,837 -41.8%
ORCL -929 -100.0%
PG -826 -62.8%
HD -784 -100.0%
PM -596 -100.0%
DVY -542 -100.0%
DFAI -505 -6.6%
WMT -495 -22.7%
META -346 -36.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type