StockDriftsStockDriftsTop 50 Hurlow Wealth Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 13.9% | 194.3K | $66.8M | +2.48%(+4.70K) | $197.55(+80.47%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 11.88% | 697.1K | $57.1M | +5.88%(+38.73K) | $54.49(+55.77%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 8.64% | 504.2K | $41.5M | +5.00%(+24.00K) | $60.11(+40.01%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.61% | 853.2K | $31.8M | +9.88%(+76.74K) | $30.42(+29.27%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.47% | 436.4K | $31.1M | -0.14%(-608) | $44.00(+68.19%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.47% | 86.7K | $26.3M | -0.98%(-854) | $168.83(+82.71%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.04% | 359.7K | $14.6M | +10.76%(+34.93K) | $30.45(+32.70%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.68% | 149.4K | $12.9M | -0.23%(-349) | $25.22(+253.62%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.62% | 130.8K | $12.6M | -1.39%(-1.84K) | $82.40(+18.69%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 2.62% | 187.1K | $12.6M | +2.69%(+4.90K) | $70.80(-6.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.55% | +7.90% | +46.26% |
| Top 20 Holdings Unweighted | +13.70% | +46.99% | +7.95% | +46.56% |
Hurlow Wealth Management Group, Inc. reports $480.63M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are VV (13.9%), DFUS (11.9%) and DFAS (8.6%). The top 20 holdings account for 82.49% of reported assets. Its disclosed equity book has returned +51.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hurlow Wealth Management Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1747749). View Hurlow Wealth Management Group, Inc.’s 13F filings on SEC