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Hurlow Wealth Management Group, Inc.
Updated 7 days agoManaged by Hurlow Wealth Management Group, Inc. • Latest filing Q3 2026
Portfolio value
$480.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $386.1M |
| Q4 2025 | $408.5M |
| Q1 2026 | $420.1M |
| Q2 2026 | $480.6M |
| Q3 2026 | $480.3M |
Top holdings
125 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $69.7M | 198.2K | 14.52% | — | |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $59.7M | 718.7K | 12.42% | — |
| 3 | $40.4M | 521.7K | 8.41% | — | |
| 4 | $34.3M | 912.6K | 7.15% | — | |
| 5 | $31M | 438.9K | 6.45% | — | |
| 6 | $24.2M | 85.2K | 5.05% | — | |
| 7 | $15.1M | 380.0K | 3.14% | — | |
| 8 | $13.4M | 149.0K | 2.79% | — | |
| 9 | $12.4M | 208.8K | 2.58% | — | |
| 10 | $11.8M | 186.4K | 2.45% | — | |
| 11 | $11.4M | 127.6K | 2.38% | — | |
| 12 | $11.3M | 144.4K | 2.35% | — | |
| 13 | $11.2M | 301.4K | 2.32% | — | |
| 14 | $11M | 151.6K | 2.30% | — | |
| 15 | $10.8M | 139.5K | 2.24% | — | |
| 16 | $7.5M | 158.1K | 1.56% | — | |
| 17 | $7.3M | 176.3K | 1.52% | — | |
| 18 | $6.5M | 17.4K | 1.35% | — | |
| 19 | $6.2M | 275.2K | 1.29% | — | |
| 20 | $5.9M | 25.4K | 1.23% | — |