Hurlow Wealth Management Group, Inc.

Q3 2026 13F-HR Holdings

Location
Bloomington, IN
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$480,309
Net value change ($000)
-325 (-0.1%)
New positions
6
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VV 2,918 4.4%
DFUS 2,553 4.5%
DFIC 2,530 8.0%
AAPL 720 14.8%
VPLS 605 NEW
VUG 558 4.3%
MSFT 555 37.6%
VCIT 540 5.0%
BIV 502 4.8%
DFEM 476 3.3%
Top Reduces (Value $000, Stocks/ETFs)
DFAR -5,175 -100.0%
VB -2,030 -7.7%
VNQ -1,169 -9.3%
DFAS -1,122 -2.7%
VWOB -809 -6.4%
VIG -458 -7.2%
XOM -392 -100.0%
VTEB -322 -4.1%
IBM -263 -100.0%
CINF -256 -13.9%
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