Hurlow Wealth Management Group, Inc.
•CIK: 1747749•Filing: Q4 2025
**Hurlow Wealth Management Group, Inc.** manages $408M across a diversified portfolio of 120 positions. The fund exhibits significant concentration in specific names, notably allocating $56.4M to VV and $46.0M to DFUS. Further substantial exposure includes $31.3M in DFAS and $27.9M in VEA, suggesting a targeted, multi-sector approach. This positioning indicates a focus on established growth and value opportunities across various asset classes.
Total AUM
$408.5M
QoQ Performance
+5.8%
Positions
120
Top 10 Concentration
62.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
DFUS
DFAS
VEA
DFIC
VB
VV13.8%
DFUS11.3%
DFAS7.7%
VEA6.8%
DFIC6.0%
VB5.5%
VUG3.1%
VNQ2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.5%
Technology2.3%
Financial1.9%
Healthcare1.6%
Consumer1.0%
Industrial0.6%
ETF0.5%
Materials0.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW7 new positions
↑31 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023