Hurlow Wealth Management Group, Inc.

CIK 0001747749 · Q2 2026

13F Equity AUM

$480.6M

+14.4% QoQ

Positions

125

+5 QoQ

AUM Rank

#3,785

Top 43%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,220 · Top 51%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 47.5%Top 10: 63.9%Top 20: 82.5%

VV13.9%

DFUS11.9%

DFAS8.6%

DFIC6.6%

VEA6.5%

VB5.5%

DFEM3.0%

VUG2.7%

VNQ2.6%

VWOB2.6%

Others (115)36.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services91.7%

Technology2.1%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 125Median: 0.11%Avg: 0.80%

0–0.5%

98(11.6%)

0.5–1%

5(3.8%)

1–3%

15(28.6%)

3–5%

1(3.0%)

5%+

6(53.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 125vs 20 funds

0%Low

125

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased65Decreased25Exited4

New Positions

BN0.2%

+18K

VGUS0.1%

+7K

VT0.1%

+1K

AVGO0.1%

+636

GLW0.1%

+946

DELL0.1%

+552

ES0.0%

+3K

FITB0.0%

+4K

HURA0.0%

+38K

Increased

VUG2.7%

+124K(+499%)

DFIC6.6%

+77K(+10%)

DFUS11.9%

+39K(+6%)

DFEM3.0%

+35K(+11%)

DFAR1.1%

+34K(+21%)

DFAS8.6%

+24K(+5%)

SPHY1.2%

+20K(+9%)

VO0.3%

+13K(+300%)

BIV2.2%

+8K(+6%)

VCSH2.2%

+6K(+5%)

Decreased

VWO2.6%

-5,824(-3%)

DFAI1.5%

-3,719(-2%)

BRK/B0.5%

-2,314(-32%)

VNQ2.6%

-1,842(-1%)

SCHX0.8%

-1,448(-1%)

DFAX2.3%

-988(-0%)

VB5.5%

-854(-1%)

SUB0.1%

-816(-25%)

VEA6.5%

-608(-0%)

SCHA0.3%

-424(-1%)

Exited

BSV

-6,658

-6,987

GQ9

-500

ABT

-2,181

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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