Filed: 4/22/2026ACC: 0001747749-26-000005
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $420.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$420.09M
Total AUM (reported)
5.60M
Total Shares
Allocation by class
ETF$376.85M89.7%
STOCK$42.68M10.2%
ADR$559.4K0.1%
Portfolio Concentration
Top 3$137.50M32.7%
4–10$125.03M29.8%
11–25$102.47M24.4%
Rest$55.08M13.1%
Top 3 weight
32.7%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
VANGUARD LARGE-CAP ETF
SOLEShares189.57K
TypeSH
Market value$56.65M
13.49%
Sole
0.00
Shared
0.00
None
189.57K
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares658.39K
TypeSH
Market value$46.69M
11.11%
Sole
0.00
Shared
0.00
None
658.39K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares480.19K
TypeSH
Market value$34.16M
8.13%
Sole
0.00
Shared
0.00
None
480.19K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares436.99K
TypeSH
Market value$28.00M
6.67%
Sole
0.00
Shared
0.00
None
436.99K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares776.50K
TypeSH
Market value$27.59M
6.57%
Sole
0.00
Shared
0.00
None
776.50K
VANGUARD SMALL-CAP ETF
SOLEShares87.53K
TypeSH
Market value$22.92M
5.46%
Sole
0.00
Shared
0.00
None
87.53K
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
SOLEShares182.15K
TypeSH
Market value$11.97M
2.85%
Sole
0.00
Shared
0.00
None
182.15K
VANGUARD REAL ESTATE ETF
SOLEShares132.61K
TypeSH
Market value$11.76M
2.80%
Sole
0.00
Shared
0.00
None
132.61K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares214K
TypeSH
Market value$11.57M
2.75%
Sole
0.00
Shared
0.00
None
214K
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
SOLEShares324.75K
TypeSH
Market value$11.22M
2.67%
Sole
0.00
Shared
0.00
None
324.75K
VANGUARD GROWTH ETF
SOLEShares24.95K
TypeSH
Market value$10.90M
2.59%
Sole
0.00
Shared
0.00
None
24.95K
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
SOLEShares126.40K
TypeSH
Market value$10.46M
2.49%
Sole
0.00
Shared
0.00
None
126.40K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares303.92K
TypeSH
Market value$10.32M
2.46%
Sole
0.00
Shared
0.00
None
303.92K
VANGUARD INTERMEDIATE-TERM BOND ETF
SOLEShares129.74K
TypeSH
Market value$10.01M
2.38%
Sole
0.00
Shared
0.00
None
129.74K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares125.98K
TypeSH
Market value$9.99M
2.38%
Sole
0.00
Shared
0.00
None
125.98K
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares153.63K
TypeSH
Market value$7.66M
1.82%
Sole
0.00
Shared
0.00
None
153.63K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares180.57K
TypeSH
Market value$7.04M
1.67%
Sole
0.00
Shared
0.00
None
180.57K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares17.70K
TypeSH
Market value$5.68M
1.35%
Sole
0.00
Shared
0.00
None
17.70K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares25.48K
TypeSH
Market value$5.48M
1.30%
Sole
0.00
Shared
0.00
None
25.48K
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
SOLEShares229.92K
TypeSH
Market value$5.36M
1.28%
Sole
0.00
Shared
0.00
None
229.92K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares89.97K
TypeSH
Market value$4.49M
1.07%
Sole
0.00
Shared
0.00
None
89.97K
APPLE INC COM
SOLEShares16.95K
TypeSH
Market value$4.30M
1.02%
Sole
0.00
Shared
0.00
None
16.95K
DIMENSIONAL US REAL ESTATE ETF
SOLEShares163.94K
TypeSH
Market value$3.88M
0.92%
Sole
0.00
Shared
0.00
None
163.94K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.30K
TypeSH
Market value$3.50M
0.83%
Sole
0.00
Shared
0.00
None
7.30K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares132.72K
TypeSH
Market value$3.40M
0.81%
Sole
0.00
Shared
0.00
None
132.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFSOLE | ETF | 189.57K | SH | $56.65M 13.49% | 0.00 | 0.00 | 189.57K |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 658.39K | SH | $46.69M 11.11% | 0.00 | 0.00 | 658.39K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 480.19K | SH | $34.16M 8.13% | 0.00 | 0.00 | 480.19K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 436.99K | SH | $28.00M 6.67% | 0.00 | 0.00 | 436.99K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 776.50K | SH | $27.59M 6.57% | 0.00 | 0.00 | 776.50K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 87.53K | SH | $22.92M 5.46% | 0.00 | 0.00 | 87.53K |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFSOLE | ETF | 182.15K | SH | $11.97M 2.85% | 0.00 | 0.00 | 182.15K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 132.61K | SH | $11.76M 2.80% | 0.00 | 0.00 | 132.61K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 214K | SH | $11.57M 2.75% | 0.00 | 0.00 | 214K |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | ETF | 324.75K | SH | $11.22M 2.67% | 0.00 | 0.00 | 324.75K |
VANGUARD GROWTH ETFSOLE | ETF | 24.95K | SH | $10.90M 2.59% | 0.00 | 0.00 | 24.95K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 126.40K | SH | $10.46M 2.49% | 0.00 | 0.00 | 126.40K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 303.92K | SH | $10.32M 2.46% | 0.00 | 0.00 | 303.92K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 129.74K | SH | $10.01M 2.38% | 0.00 | 0.00 | 129.74K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 125.98K | SH | $9.99M 2.38% | 0.00 | 0.00 | 125.98K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 153.63K | SH | $7.66M 1.82% | 0.00 | 0.00 | 153.63K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 180.57K | SH | $7.04M 1.67% | 0.00 | 0.00 | 180.57K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 17.70K | SH | $5.68M 1.35% | 0.00 | 0.00 | 17.70K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 25.48K | SH | $5.48M 1.30% | 0.00 | 0.00 | 25.48K |
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 229.92K | SH | $5.36M 1.28% | 0.00 | 0.00 | 229.92K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 89.97K | SH | $4.49M 1.07% | 0.00 | 0.00 | 89.97K |
APPLE INC COMSOLE | Stock | 16.95K | SH | $4.30M 1.02% | 0.00 | 0.00 | 16.95K |
DIMENSIONAL US REAL ESTATE ETFSOLE | ETF | 163.94K | SH | $3.88M 0.92% | 0.00 | 0.00 | 163.94K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.30K | SH | $3.50M 0.83% | 0.00 | 0.00 | 7.30K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 132.72K | SH | $3.40M 0.81% | 0.00 | 0.00 | 132.72K |
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