Hurlow Wealth Management Group, Inc.
CIK 1747749
13F filing for Q2 2026・No. 3,992
- Holdings
- US$480.63M
- Quarter change
- +US$60.55M
- Entries
- 125
- Net bought (estimate)
- +US$14.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 4
- Cut 26
- Added 61
- Corporate actions 0
- Unchanged 29
Largest holdings
125 stocks worth US$480.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSLARGE CAP ETF | Added | 194,273 | US$66.81M | 13.90% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 697,119 | US$57.12M | 11.88% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 504,189 | US$41.51M | 8.64% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 853,239 | US$31.79M | 6.61% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 436,379 | US$31.09M | 6.47% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 86,672 | US$26.27M | 5.47% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 359,677 | US$14.62M | 3.04% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 149,351 | US$12.87M | 2.68% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Cut | 130,770 | US$12.61M | 2.62% |
| VANGUARD WHITEHALL FDSEM MK GOV BD ETF | Added | 187,058 | US$12.58M | 2.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.