Hurlow Wealth Management Group, Inc.
All 13F Filings
- Location
- Bloomington, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 420,086
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 120 | 420,086 | 13F-HR | Hurlow Wealth Management Group, Inc. |
| Q4 2025 | 2/17/2026 | 120 | 408,497 | 13F-HR | Hurlow Wealth Management Group, Inc. |
| Q3 2025 | 11/5/2025 | 119 | 386,118 | 13F-HR | Hurlow Wealth Management Group, Inc. |
| Q2 2025 | 7/10/2025 | 127 | 354,022 | 13F-HR | Hurlow Wealth Management Group, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.24 K | 10.3% | 0 | 624 | -624 |
| ETFs | 376.9 K | 89.7% | 12.21 K | 0 | 12.21 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
420,086
Holdings
120
QoQ value change ($000)
11,589
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.