Hurlow Wealth Management Group
Latest statistics and disclosures from Hurlow Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, DFUS, DFAS, VEA, DFIC, and represent 45.52% of Hurlow Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: DFIC, DFAS, DFUS, VV, DFEM, BIV, DFAR, VWOB, VCSH, SPHY.
- Started 7 new stock positions in AMD, LRGF, IVW, BSV, IAU, QUAL, IVE.
- Reduced shares in these 10 stocks: DFAI, VUG, AAPL, VO, VTI, VNQ, VT, VTEB, VIG, VWO.
- Sold out of its positions in BDX, CLX, DIS, ES, MMM, VT.
- Hurlow Wealth Management Group was a net buyer of stock by $15M.
- Hurlow Wealth Management Group has $409M in assets under management (AUM), dropping by 5.80%.
- Central Index Key (CIK): 0001747749
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Portfolio Holdings for Hurlow Wealth Management Group
Hurlow Wealth Management Group holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon Etf (VV) | 13.8 | $56M | +3% | 179k | 314.80 |
|
| Global Pmts Etf (DFUS) | 11.3 | $46M | +5% | 620k | 74.17 |
|
| Rollins Etf (DFAS) | 7.7 | $31M | +11% | 449k | 69.67 |
|
| Prudential Finl Etf (VEA) | 6.8 | $28M | 446k | 62.47 |
|
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| Hewlett Packard Enterprise Etf (DFIC) | 6.0 | $25M | +18% | 710k | 34.46 |
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| Sealed Air Corp Etf (VB) | 5.5 | $23M | 87k | 257.95 |
|
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| Wynn Resorts Etf (VUG) | 3.1 | $13M | -5% | 26k | 487.86 |
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| Ulta Beauty Etf (VNQ) | 2.9 | $12M | -3% | 134k | 88.49 |
|
| Archrock Etf (VWO) | 2.8 | $12M | -2% | 215k | 53.76 |
|
| Radnet Etf (VWOB) | 2.8 | $11M | +7% | 168k | 67.43 |
|
| Invesco Qqq Trust Series I Etf (VCIT) | 2.5 | $10M | +5% | 123k | 83.75 |
|
| State Street Technology Select Sector Spdr Etf Etf (DFAX) | 2.4 | $9.8M | 299k | 32.73 |
|
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| Starbucks Corp Etf (DFEM) | 2.4 | $9.7M | +18% | 293k | 33.08 |
|
| Sempra Etf (VCSH) | 2.3 | $9.5M | +7% | 120k | 79.73 |
|
| Public Svc Enterprise Grp Etf (BIV) | 2.1 | $8.7M | +20% | 112k | 77.88 |
|
| Old Rep Intl Corp Etf (VTEB) | 1.8 | $7.3M | -3% | 146k | 50.29 |
|
| Ati Etf (DFAI) | 1.6 | $6.7M | -11% | 175k | 38.11 |
|
| Louisiana Pac Corp Etf (VTI) | 1.5 | $5.9M | -6% | 18k | 335.27 |
|
| Block Inc Cl A Etf (VIG) | 1.4 | $5.9M | -4% | 27k | 219.78 |
|
| Hecla Mng Etf (SPHY) | 1.2 | $5.1M | +14% | 215k | 23.67 |
|
| Alnylam Pharmaceuticals Stock (AAPL) | 1.1 | $4.6M | -10% | 17k | 271.86 |
|
| Interdigital Etf (VTIP) | 1.0 | $4.1M | +13% | 83k | 49.46 |
|
| Onemain Hldgs Stock (BRK.B) | 0.9 | $3.7M | 7.3k | 502.65 |
|
|
| Xpo Stock (LLY) | 0.9 | $3.6M | 3.3k | 1074.68 |
|
|
| Elevance Health Inc Formerly A Etf (SCHX) | 0.9 | $3.6M | 133k | 26.91 |
|
|
| Ishares Gold Trust Etf (DFAR) | 0.7 | $2.9M | +64% | 128k | 22.90 |
|
| Ebay Etf (VTV) | 0.6 | $2.6M | -2% | 13k | 190.99 |
|
| Alto Ingredients Stock (MSFT) | 0.5 | $1.9M | -4% | 3.8k | 483.63 |
|
| Dollar Gen Corp Stock (WMT) | 0.4 | $1.7M | -4% | 16k | 111.41 |
|
| Rmr Group Inc Cl A Stock (JPM) | 0.4 | $1.7M | 5.2k | 322.22 |
|
|
| Hubbell Stock (CINF) | 0.4 | $1.6M | 10k | 163.33 |
|
|
| Bgc Group Inc Cl A Stock (JNJ) | 0.4 | $1.6M | -3% | 7.6k | 206.95 |
|
| Tripadvisor Stock (BRK.A) | 0.4 | $1.5M | 2.00 | 754800.00 |
|
|
| Willis Towers Watson Etf (SHM) | 0.4 | $1.5M | -8% | 31k | 47.99 |
|
| Monster Beverage Corp Etf (MUB) | 0.3 | $1.3M | 12k | 107.11 |
|
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| Vulcan Matls Etf (VO) | 0.3 | $1.3M | -30% | 4.3k | 290.22 |
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| Johnson & Johnson Stock (AMZN) | 0.3 | $1.1M | 4.6k | 230.83 |
|
|
| Ishares U.s. Equity Factor Etf Etf (SPY) | 0.3 | $1.0M | 1.5k | 681.80 |
|
|
| Akamai Technologies Etf (SCHA) | 0.2 | $1.0M | 35k | 28.48 |
|
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| Corpay Stock (JCI) | 0.2 | $973k | 8.1k | 119.75 |
|
|
| Take-two Interactive Software Stock (ABBV) | 0.2 | $919k | -3% | 4.0k | 228.51 |
|
| Seagate Technology Hldngs Plc Ord Stock (MCD) | 0.2 | $790k | -5% | 2.6k | 305.63 |
|
| Williams Sonoma Etf (IWB) | 0.2 | $750k | 2.0k | 373.44 |
|
|
| Kirby Corp Stock (NVDA) | 0.2 | $729k | +2% | 3.9k | 186.50 |
|
| Lkq Corp Stock (GE) | 0.2 | $680k | 2.2k | 308.03 |
|
|
| Waste Mgmt Inc Del Stock (ADI) | 0.1 | $602k | -10% | 2.2k | 271.20 |
|
| Advanced Energy Inds Stock (AFL) | 0.1 | $601k | -8% | 5.4k | 110.27 |
|
| Vanguard Total Stock Market Etf Stock (META) | 0.1 | $581k | +7% | 880.00 | 660.09 |
|
| Thomson Reuters Corp Stock (TJX) | 0.1 | $552k | 3.6k | 153.61 |
|
|
| Bank Ozk Little Rock Ark Stock (NSC) | 0.1 | $532k | -9% | 1.8k | 288.72 |
|
| Dexcom Etf (VYM) | 0.1 | $528k | 3.7k | 143.52 |
|
|
| Vanguard International Dividend Appreciation Etf Etf (BSV) | 0.1 | $525k | NEW | 6.7k | 78.81 |
|
| Costco Whsl Corp Stock (LIN) | 0.1 | $524k | -10% | 1.2k | 426.39 |
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| Cleveland-cliffs Etf (VOO) | 0.1 | $520k | 830.00 | 626.80 |
|
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| Hca Healthcare Stock (GOOG) | 0.1 | $517k | 1.6k | 313.80 |
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| Cabot Corp Stock (NEE) | 0.1 | $515k | -9% | 6.4k | 80.28 |
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| Choice Hotels Intl Etf (QQQ) | 0.1 | $499k | 812.00 | 614.51 |
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| Goldman Sachs Group Stock (LHX) | 0.1 | $480k | -10% | 1.6k | 293.57 |
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| Las Vegas Sands Corp Stock (ELV) | 0.1 | $472k | +4% | 1.3k | 350.55 |
|
| State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Stock (GWW) | 0.1 | $455k | -15% | 451.00 | 1009.05 |
|
| Scotts Miracle-gro Co Cl A Stock (ADP) | 0.1 | $434k | -10% | 1.7k | 257.23 |
|
| Watsco Stock (CAT) | 0.1 | $428k | 747.00 | 572.87 |
|
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| Diodes Stock (RTX) | 0.1 | $415k | -2% | 2.3k | 183.40 |
|
| Ishares Esg Msci Kld 400 Etf Stock (MS) | 0.1 | $412k | -10% | 2.3k | 177.53 |
|
| Shell Plc Spon Ads Stock (PG) | 0.1 | $411k | -9% | 2.9k | 143.31 |
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| Gap Stock (ED) | 0.1 | $398k | 4.0k | 99.32 |
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| Teledyne Technologies Stock (BLK) | 0.1 | $398k | -6% | 372.00 | 1070.34 |
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| Yum Brands Stock (ITW) | 0.1 | $398k | -9% | 1.6k | 246.35 |
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| Old Dominion Freight Line Stock (EMR) | 0.1 | $397k | -9% | 3.0k | 132.72 |
|
| Abercrombie & Fitch Co Cl A Stock (PAYX) | 0.1 | $386k | -9% | 3.4k | 112.18 |
|
| Knight-swift Transn Hldgs Inc Cl A Etf (VTES) | 0.1 | $380k | +24% | 3.7k | 101.58 |
|
| Boston Scientific Corp Etf (IVV) | 0.1 | $377k | +56% | 550.00 | 684.94 |
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| East West Bancorp Etf (SCHF) | 0.1 | $376k | 16k | 24.04 |
|
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| F5 Stock (GD) | 0.1 | $375k | -9% | 1.1k | 336.66 |
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| Viasat Etf (VXUS) | 0.1 | $373k | +25% | 4.9k | 75.44 |
|
| Magnolia Oil & Gas Corp Cl A Stock (SYK) | 0.1 | $363k | -8% | 1.0k | 351.47 |
|
| Ishares U.s. Industrials Etf Etf (XLK) | 0.1 | $355k | +84% | 2.5k | 143.97 |
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| Procter And Gamble Etf (VGSH) | 0.1 | $351k | 6.0k | 58.73 |
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| Coca Cola Etf (DFCA) | 0.1 | $349k | 7.0k | 50.08 |
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| Ishares U.s. Healthcare Etf Stock (LOW) | 0.1 | $346k | -19% | 1.4k | 241.16 |
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| General Mls Etf (IAU) | 0.1 | $344k | NEW | 4.2k | 81.17 |
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| Ameren Corp Stock (GEV) | 0.1 | $340k | 520.00 | 653.57 |
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| Idex Corp Stock (CVX) | 0.1 | $340k | -4% | 2.2k | 152.41 |
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| Ppg Inds Stock (V) | 0.1 | $336k | 958.00 | 350.71 |
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| Ishares U.s. Energy Etf Stock (XOM) | 0.1 | $334k | -11% | 2.8k | 120.34 |
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| Occidental Pete Corp Stock (PEP) | 0.1 | $331k | -8% | 2.3k | 143.52 |
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| Truist Finl Corp Etf (VBK) | 0.1 | $324k | 1.1k | 302.11 |
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| United Parcel Service Inc Cl B Stock (GOOGL) | 0.1 | $322k | 1.0k | 313.00 |
|
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| Ingevity Corp Etf (EFG) | 0.1 | $318k | +44% | 2.8k | 113.92 |
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| Marriott Intl Inc New Cl A Etf (VGT) | 0.1 | $316k | +32% | 420.00 | 753.11 |
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| Vanguard Real Estate Etf Stock (SYY) | 0.1 | $316k | -8% | 4.3k | 73.69 |
|
| Biogen Etf (IVW) | 0.1 | $315k | NEW | 2.6k | 123.26 |
|
| Carnival Corp Paired Ctf Etf (QUAL) | 0.1 | $314k | NEW | 1.6k | 198.62 |
|
| Us Foods Hldg Corp Etf (VTEC) | 0.1 | $312k | +3% | 3.1k | 100.26 |
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| Grand Canyon Ed Etf (LRGF) | 0.1 | $311k | NEW | 4.5k | 69.43 |
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| Mueller Inds Stock (ONB) | 0.1 | $302k | 14k | 22.31 |
|
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| Intel Corp Etf (SUB) | 0.1 | $290k | +2% | 2.7k | 106.70 |
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| Modine Mfg Etf (XLY) | 0.1 | $289k | +86% | 2.4k | 119.41 |
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| Prestige Consmr Healthcare Stock (APD) | 0.1 | $286k | -10% | 1.2k | 247.02 |
|
| Perrigo Etf (ESML) | 0.1 | $285k | 6.2k | 45.98 |
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| Reliance Etf (VEU) | 0.1 | $281k | 3.8k | 73.56 |
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| Cme Group Stock (WEC) | 0.1 | $275k | -6% | 2.6k | 105.46 |
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| Selective Ins Group Stock (CSCO) | 0.1 | $274k | -19% | 3.6k | 77.03 |
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| Western Alliance Bancorp Stock (ABT) | 0.1 | $272k | -7% | 2.2k | 125.29 |
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| Hunt J B Trans Svcs Etf (DIA) | 0.1 | $272k | 566.00 | 480.57 |
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| Wiley John & Sons Inc Cl A Etf (VOOG) | 0.1 | $269k | +20% | 606.00 | 444.59 |
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| Vail Resorts Stock (IBM) | 0.1 | $268k | -5% | 906.00 | 296.27 |
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| Msa Safety Etf (FQAL) | 0.1 | $264k | 3.5k | 75.59 |
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| Atkore Etf (IVE) | 0.1 | $263k | NEW | 1.2k | 212.07 |
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| State Str Corp Etf (IQLT) | 0.1 | $263k | 5.8k | 45.45 |
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| Medtronic Etf (AVUV) | 0.1 | $249k | 2.4k | 101.98 |
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| Clorox Co Del Stock (FDS) | 0.1 | $240k | -12% | 827.00 | 290.19 |
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| Comerica Adr (NVS) | 0.1 | $239k | -11% | 1.7k | 137.87 |
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| Weatherford Intl Plc Ord Stock (AMD) | 0.1 | $236k | NEW | 1.1k | 214.16 |
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| Crocs Stock (CL) | 0.1 | $231k | -8% | 2.9k | 79.02 |
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| Fortive Corp Stock (SHW) | 0.1 | $218k | 673.00 | 324.03 |
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| Netflix Adr (BP) | 0.1 | $218k | 6.3k | 34.73 |
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| Primoris Svcs Corp Stock (TGT) | 0.1 | $213k | -10% | 2.2k | 97.75 |
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| Herc Hldgs Stock (MDT) | 0.1 | $210k | -5% | 2.2k | 96.06 |
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| Ishares Esg Aware Usd Corporate Bond Etf Stock (HURA) | 0.0 | $24k | 31k | 0.76 |
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Past Filings by Hurlow Wealth Management Group
SEC 13F filings are viewable for Hurlow Wealth Management Group going back to 2018
- Hurlow Wealth Management Group 2025 Q4 filed Feb. 17, 2026
- Hurlow Wealth Management Group 2025 Q3 filed Nov. 5, 2025
- Hurlow Wealth Management Group 2025 Q2 filed July 10, 2025
- Hurlow Wealth Management Group 2025 Q1 filed May 8, 2025
- Hurlow Wealth Management Group 2024 Q4 filed Feb. 13, 2025
- Hurlow Wealth Management Group 2024 Q3 filed Oct. 7, 2024
- Hurlow Wealth Management Group 2024 Q2 filed July 12, 2024
- Hurlow Wealth Management Group 2024 Q1 filed April 16, 2024
- Hurlow Wealth Management Group 2023 Q4 filed Jan. 9, 2024
- Hurlow Wealth Management Group 2023 Q3 filed Oct. 11, 2023
- Hurlow Wealth Management Group 2023 Q2 filed July 12, 2023
- Hurlow Wealth Management Group 2023 Q1 filed April 11, 2023
- Hurlow Wealth Management Group 2022 Q4 filed Jan. 19, 2023
- Hurlow Wealth Management Group 2022 Q3 filed Oct. 13, 2022
- Hurlow Wealth Management Group 2022 Q2 filed July 11, 2022
- Hurlow Wealth Management Group 2022 Q1 filed April 13, 2022