Hurlow Wealth Management Group, Inc.

Q4 2025 13F-HR Holdings

Location
Bloomington, IN
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$408,497
Net value change ($000)
+22,379 (5.8%)
New positions
7
Sold out positions
6
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFIC 4,748 24.1%
DFAS 3,721 13.5%
DFUS 3,239 7.6%
VV 3,196 6.0%
DFEM 1,750 22.0%
BIV 1,438 19.8%
VEA 1,197 4.5%
DFAR 1,081 58.2%
LLY 1,037 40.5%
VWOB 885 8.5%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -807 -6.4%
VO -571 -31.3%
VUG -486 -3.7%
DFAI -481 -6.7%
VWO -334 -2.8%
VT -318 -100.0%
VTI -292 -4.7%
VTEB -238 -3.1%
ES -230 -100.0%
AAPL -223 -4.6%
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