Hurlow Wealth Management Group, Inc.

Q2 2026 13F-HR Holdings

Location
Bloomington, IN
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$480,634
Net value change ($000)
+60,548 (14.4%)
New positions
9
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFUS 10,435 22.4%
VV 10,159 17.9%
DFAS 7,359 21.5%
DFIC 4,203 15.2%
DFEM 3,397 30.3%
VB 3,347 14.6%
VEA 3,090 11.0%
VUG 1,967 18.0%
DFAR 1,298 33.5%
LLY 965 31.3%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,003 -28.7%
BSV -522 -100.0%
ABT -224 -100.0%
GLD -215 -100.0%
T -203 -100.0%
MCD -181 -23.0%
WMT -164 -8.4%
CVX -96 -20.8%
LHX -89 -15.8%
SUB -87 -25.4%
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