Hurlow Wealth Management Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer and Vice President Michael Carson, lists a portfolio of over 150 individual securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion allocated to Vanguard Index Funds. The top holdings include the Vanguard Total Stock Market ETF, which accounts for 198,184 shares, and the Vanguard Total International Stock ETF, which holds 208,763 shares. Other major ETF positions include the Vanguard Small-Cap Index Fund (85,212 shares) and the Vanguard Emerging Markets Stock ETF (379,978 shares).
Among individual common stocks, Apple Inc. is the largest holding, with 16,729 shares. Other notable individual stock positions include JPMorgan Chase & Co. (5,223 shares), Walmart Inc. (15,743 shares), and Eli Lilly & Co. (3,365 shares). The filing also lists significant positions in Dimensional ETF Trust funds, including the US Small Cap ETF (521,737 shares) and the US Equity Market ETF (718,718 shares).
The report details a total of 1,672,929 shares of Apple Inc. across Class A and Class C stock, alongside a position in Berkshire Hathaway Inc. Class A shares (2 shares) and Class B shares (4,984 shares). The filing covers a wide range of sectors, including technology, healthcare, finance, and consumer staples, utilizing a mix of passive index funds and actively selected individual equities.
