Hurlow Wealth Management Group, Inc.

Q1 2026 13F-HR Holdings

Location
Bloomington, IN
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$420,086
Net value change ($000)
+11,589 (2.8%)
New positions
4
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,119 12.7%
DFAS 2,890 9.2%
DFEM 1,521 15.7%
BIV 1,303 15.0%
DFAR 938 31.9%
DFUS 727 1.6%
VWOB 646 5.7%
DFAX 539 5.5%
VCSH 444 4.7%
VTIP 384 9.3%
Top Reduces (Value $000, Stocks/ETFs)
VUG -1,628 -13.0%
LLY -513 -14.3%
MSFT -438 -23.6%
VIG -387 -6.6%
AAPL -339 -7.3%
VEU -281 -100.0%
VTI -250 -4.2%
FDS -240 -100.0%
MDT -210 -100.0%
SCHX -187 -5.2%
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