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Hurlow Wealth Management Group, Inc. - Portfolio Stock Holdings

Hurlow Wealth Management Group, Inc. disclosed 130 stock positions in a recent SEC 13F filing. $480,308,972 of stock holdings were filed, with the largest holdings including VV, DFUS, and DFAS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $794,361,686 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

130

Est. Stock Holding Value:

$480,308,972

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hurlow Wealth Management Group, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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