Hurlow Wealth Management Group
Hurlow Wealth Management Group reported 125 stocks worth $480M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VV (14.5%), DFUS (12.4%) and Dimensional U S Small Cap ETF (8.4%). Compared with Q2 2026, the fund opened new positions in VPLS, XOM and SCMB, added to VV, DFUS and DFIC, trimmed VB, VUG and VWOB and sold out of XOM, IBM and GLW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $69.7M | 14.5% | 198K | +3,912 (+2%) | 8 of 8 | |
| 2 |  DFUS Dimensional US Equity Market ETF | $59.7M | 12.4% | 719K | +22K (+3%) | 8 of 8 | |
| 3 | DIMENSIONAL U S SMALL CAP ETF | $40.4M | 8.4% | 522K | +18K (+3%) | 8 of 8 | |
| 4 |  DFIC Dimensional Intern Core | $34.3M | 7.2% | 913K | +59K (+7%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $31M | 6.5% | 439K | +2,528 (+1%) | 8 of 8 | |
| 6 |  VB Vanguard Index Fds | $24.2M | 5.0% | 85K | −1,460 (−2%) | 8 of 8 | |
| 7 |  DFEM Dimensional ETF Trust | $15.1M | 3.1% | 380K | +20K (+6%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $13.4M | 2.8% | 149K | −388 (−0%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $12.4M | 2.6% | 209K | +587 (+0%) | 8 of 8 | |
| 10 |  VWOB Vanguard Whitehall Fds | $11.8M | 2.5% | 186K | −626 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $5.2M | 198K |
 XOM Exxon Mobil Corp | $392K | 2,869 |
 IBM Ibm Corp | $263K | 936 |
 GLW Corning Inc | $242K | 946 |
 FITB Fifth Third Bancorp | $211K | 3,743 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hurlow Wealth Management Group 13F FAQ
What does Hurlow Wealth Management Group own?
Hurlow Wealth Management Group reported 125 stocks worth $480M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VV (14.5%), DFUS (12.4%) and Dimensional U S Small Cap ETF (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Hurlow Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 30 added to, 33 trimmed and 6 sold out. New positions include VPLS, XOM and SCMB. It sold all of XOM, IBM and GLW.
When will Hurlow Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hurlow Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $480M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.