Hurlow Wealth Management Group, Inc. has disclosed its latest investment holdings in a 13F-HR filing, revealing a total value of approximately $480 million in assets under management as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and portfolio composition.

Hurlow Wealth Management Group, based in Bloomington, Indiana, is a registered investment advisor that focuses on managing wealth for its clients. The firm has been active in the financial markets, as evidenced by its recent filings, which include multiple 13F-HR submissions throughout 2026.

The filing indicates that Hurlow holds significant positions in several well-known companies. For instance, the firm reported owning 4,520 shares of Amazon.com Inc., valued at approximately $1,126,206. Additionally, it has invested in the Invesco QQQ Trust, with 812 shares valued at around $600,903, and the Select Sector SPDR Fund, with 2,466 shares worth about $482,720. Other notable investments include Elevance Health Inc. and iShares Gold Trust, among others.

According to the filing, Hurlow's total number of reported holdings is 125, reflecting a diversified investment approach. The total value of the reported holdings is approximately $480,309,296, showcasing the firm's capability in managing substantial assets.

This update is relevant not only for Hurlow Wealth Management but also for the broader wealth management industry. As firms like Hurlow continue to navigate the complexities of the financial markets, their investment choices may influence trends and strategies among competitors.

What’s next for Hurlow Wealth Management remains unclear, as the filing does not specify any upcoming events or changes in strategy. However, the firm’s ongoing commitment to transparency through regular filings will likely continue to provide valuable insights for investors and industry analysts alike.