Hurlow Wealth Management Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Hurlow Wealth Management Group, Inc. disclosed 125 stock positions valued at approximately $480.31M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 125
- Portfolio Value
- $480.31M
Holdings by Sector
Hurlow Wealth Management Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | Other | 14.52% | 198,185 | +3,912 | +2.01% | $69,731,351 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 12.42% | 718,718 | +21,599 | +3.10% | $59,675,138 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 8.41% | 521,737 | +17,548 | +3.48% | $40,392,847 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 7.15% | 912,579 | +59,340 | +6.95% | $34,322,089 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.45% | 438,907 | +2,528 | +0.58% | $30,991,250 |
| VANGUARD INDEX FDS | VB | Other | 5.05% | 85,212 | -1,460 | -1.68% | $24,242,010 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.14% | 379,978 | +20,301 | +5.64% | $15,092,729 |
| VANGUARD INDEX FDS | VUG | Other | 2.79% | 148,963 | -388 | -0.26% | $13,423,056 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.58% | 208,764 | +587 | +0.28% | $12,381,787 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 2.45% | 186,432 | -626 | -0.33% | $11,769,465 |
| VANGUARD INDEX FDS | VNQ | Other | 2.38% | 127,644 | -3,126 | -2.39% | $11,440,760 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.35% | 144,403 | +14,113 | +10.83% | $11,308,199 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.32% | 301,450 | -1,485 | -0.49% | $11,159,696 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.30% | 151,595 | +14,143 | +10.29% | $11,045,195 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.24% | 139,499 | +7,760 | +5.89% | $10,776,274 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.56% | 158,095 | +3,714 | +2.41% | $7,487,357 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.52% | 176,347 | -507 | -0.29% | $7,306,043 |
| VANGUARD INDEX FDS | VTI | Other | 1.35% | 17,354 | -318 | -1.80% | $6,494,503 |
| SPDR SERIES TRUST | SPHY | Other | 1.29% | 275,154 | +25,122 | +10.05% | $6,215,729 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.23% | 25,358 | -1,580 | -5.87% | $5,916,233 |
| APPLE INC | AAPL | Technology | 1.16% | 16,729 | -34 | -0.20% | $5,571,182 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.02% | 99,801 | +6,305 | +6.74% | $4,912,189 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.82% | 130,717 | -552 | -0.42% | $3,921,496 |
| ELI LILLY & CO | LLY | Healthcare | 0.81% | 3,365 | -10 | -0.30% | $3,893,668 |
| VANGUARD INDEX FDS | VTV | Other | 0.65% | 14,481 | -123 | -0.84% | $3,128,970 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 4,984 | - | - | $2,481,783 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 3,963 | - | - | $2,032,679 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.42% | 7,602 | +2 | +0.03% | $2,012,472 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 5,223 | - | - | $1,727,925 |
| WALMART INC | WMT | Consumer Defensive | 0.34% | 15,743 | -13 | -0.08% | $1,636,014 |
Showing 30 of 125 holdings in the latest reporting period.