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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, VB, and represent 44.58% of Hurlow Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: DFIC (+$7.9M), VV (+$7.3M), DFUS (+$5.9M), DFAS, DFEM, DFAR, BIV, VCSH, VEA, VWOB.
Started 5 new stock positions in GOOGL, BDX, BP, VTES, EFG.
Reduced shares in these 10 stocks: MSFT (-$10M), LLY, VUG, , DFAI, HD, PG, VIG, WMT, PM.
Sold out of its positions in T, COP, COST, DUK, HD, SPHQ, DVY, MRK, ORCL, PM. PSX, VZ, WFC.
Hurlow Wealth Management Group was a net buyer of stock by $11M.
Hurlow Wealth Management Group has $386M in assets under management (AUM), dropping by 9.07%.
Central Index Key (CIK): 0001747749

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Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 119 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	13.8	$53M	+15%	173k	307.86	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	11.1	$43M	+15%	590k	72.44	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	7.1	$28M	+19%	402k	68.46	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.9	$27M	+3%	445k	59.92	View chart
Vanguard Small-cap Etf Etf (VB)	5.7	$22M	+3%	87k	254.28	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	5.1	$20M	+67%	602k	32.79	View chart
Vanguard Growth Etf Etf (VUG)	3.4	$13M	-10%	27k	479.61	View chart
Vanguard Real Estate Etf Etf (VNQ)	3.3	$13M	+3%	139k	91.42	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.1	$12M	+4%	220k	54.18	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	2.7	$10M	+8%	156k	66.90	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	2.5	$9.8M	-2%	117k	84.11	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	2.4	$9.2M	-4%	294k	31.38	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.3	$8.9M	+13%	111k	79.93	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.1	$7.9M	+67%	248k	32.07	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	2.0	$7.6M	+2%	151k	50.07	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.9	$7.3M	+22%	93k	78.09	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.9	$7.2M	-11%	197k	36.35	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.6	$6.2M		19k	328.16	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.6	$6.0M	-10%	28k	215.79	View chart
Apple Stock (AAPL)	1.3	$4.9M		19k	254.63	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	1.2	$4.5M	+5%	187k	23.94	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.0	$3.7M	-3%	73k	50.63	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$3.7M	-3%	7.3k	502.74	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.9	$3.5M		134k	26.34	View chart
Eli Lilly & Co Stock (LLY)	0.7	$2.6M	-40%	3.4k	763.00	View chart
Vanguard Value Etf Etf (VTV)	0.7	$2.6M	-7%	14k	186.49	View chart
Microsoft Corp Stock (MSFT)	0.5	$2.1M	-83%	4.0k	517.96	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.5	$1.9M	+280%	78k	23.85	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$1.8M		6.2k	293.74	View chart
Walmart Stock (WMT)	0.4	$1.7M	-26%	16k	103.06	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.6M	-10%	5.2k	315.43	View chart
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.4	$1.6M		34k	48.22	View chart
Cincinnati Finl Corp Stock (CINF)	0.4	$1.6M	-3%	10k	158.10	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.5M		2.00	754200.00	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.5M	-20%	7.9k	185.42	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$1.3M		12k	106.49	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$1.0M		1.5k	666.04	View chart
Amazon Stock (AMZN)	0.3	$1.0M		4.6k	219.58	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$987k	-10%	35k	27.90	View chart
Abbvie Stock (ABBV)	0.2	$961k	-24%	4.2k	231.56	View chart
Johnson Ctls Intl Stock (JCI)	0.2	$893k		8.1k	109.95	View chart
Mcdonalds Corp Stock (MCD)	0.2	$832k		2.7k	303.89	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$734k		2.0k	365.48	View chart
Nvidia Corporation Stock (NVDA)	0.2	$710k	-10%	3.8k	186.58	View chart
Aflac Stock (AFL)	0.2	$665k		6.0k	111.70	View chart
Ge Aerospace Stock (GE)	0.2	$664k		2.2k	300.82	View chart
Linde Stock (LIN)	0.2	$655k		1.4k	475.00	View chart
Analog Devices Stock (ADI)	0.2	$611k	-2%	2.5k	245.70	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$609k		2.0k	300.41	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$599k	-36%	816.00	734.38	View chart
L3harris Technologies Stock (LHX)	0.1	$559k		1.8k	305.41	View chart
Automatic Data Processing Stock (ADP)	0.1	$552k	-9%	1.9k	293.50	View chart
Nextera Energy Stock (NEE)	0.1	$533k		7.1k	75.49	View chart
Tjx Cos Stock (TJX)	0.1	$520k		3.6k	144.54	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$518k		3.7k	140.95	View chart
Grainger W W Stock (GWW)	0.1	$509k		534.00	952.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$501k		818.00	612.65	View chart
Procter And Gamble Stock (PG)	0.1	$489k	-61%	3.2k	153.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$488k	-19%	812.00	600.55	View chart
Paychex Stock (PAYX)	0.1	$480k	-15%	3.8k	126.76	View chart
Blackrock Stock (BLK)	0.1	$465k		399.00	1165.87	View chart
Illinois Tool Wks Stock (ITW)	0.1	$463k		1.8k	260.69	View chart
Lowes Cos Stock (LOW)	0.1	$450k	-48%	1.8k	251.31	View chart
Emerson Elec Stock (EMR)	0.1	$435k	-37%	3.3k	131.18	View chart
General Dynamics Corp Stock (GD)	0.1	$421k	-14%	1.2k	341.00	View chart
Stryker Corporation Stock (SYK)	0.1	$416k		1.1k	369.67	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$415k		1.3k	323.12	View chart
Morgan Stanley Stock (MS)	0.1	$412k		2.6k	158.96	View chart
Consolidated Edison Stock (ED)	0.1	$403k		4.0k	100.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$401k		1.6k	243.55	View chart
Rtx Corporation Stock (RTX)	0.1	$389k	-3%	2.3k	167.33	View chart
Sysco Corp Stock (SYY)	0.1	$384k	-4%	4.7k	82.34	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$377k		1.3k	281.86	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$367k	-2%	16k	23.28	View chart
Chevron Corp Stock (CVX)	0.1	$363k	-12%	2.3k	155.29	View chart
Caterpillar Stock (CAT)	0.1	$356k		747.00	477.15	View chart
Pepsico Stock (PEP)	0.1	$355k	-28%	2.5k	140.44	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$354k	-20%	3.1k	112.76	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$352k		6.0k	58.85	View chart
Air Prods & Chems Stock (APD)	0.1	$351k	-13%	1.3k	272.72	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$347k	+6%	7.0k	49.83	View chart
Visa Inc Com Cl A Stock (V)	0.1	$327k		959.00	341.38	View chart
Wec Energy Group Stock (WEC)	0.1	$320k		2.8k	114.59	View chart
Ge Vernova Stock (GEV)	0.1	$320k		520.00	614.90	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$319k		1.1k	297.62	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$318k	-4%	2.3k	137.81	View chart
Abbott Labs Stock (ABT)	0.1	$314k	-37%	2.3k	133.94	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$310k		1.3k	239.64	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$307k	NEW	3.0k	101.92	View chart
Cisco Sys Stock (CSCO)	0.1	$302k	-31%	4.4k	68.42	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$300k		3.0k	99.77	View chart
Old Natl Bancorp Ind Stock (ONB)	0.1	$297k		14k	21.95	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$290k	-9%	3.9k	73.46	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$283k	+20%	2.7k	106.78	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$279k	-26%	6.2k	45.08	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$273k		3.8k	71.37	View chart
Factset Resh Sys Stock (FDS)	0.1	$272k	-3%	950.00	286.49	View chart
International Business Machs Stock (IBM)	0.1	$269k		954.00	282.16	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$263k		566.00	463.74	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$261k		3.5k	74.72	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$255k		5.8k	44.19	View chart
Colgate Palmolive Stock (CL)	0.1	$255k		3.2k	79.94	View chart
Novartis Adr (NVS)	0.1	$252k	-33%	2.0k	128.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$250k	NEW	1.0k	243.10	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$243k	+9%	2.4k	99.53	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$237k		318.00	745.75	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$236k		352.00	669.30	View chart
Sherwin Williams Stock (SHW)	0.1	$233k		673.00	346.26	View chart
Eversource Energy Stock (ES)	0.1	$230k	-15%	3.2k	71.14	View chart
3M Stock (MMM)	0.1	$222k		1.4k	155.13	View chart
Medtronic Stock (MDT)	0.1	$221k	-30%	2.3k	95.24	View chart
Disney Walt Stock (DIS)	0.1	$220k		1.9k	114.50	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$220k	NEW	1.9k	113.88	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$219k	-42%	503.00	435.46	View chart
Target Corp Stock (TGT)	0.1	$217k	-2%	2.4k	89.70	View chart
BP Adr (BP)	0.1	$216k	NEW	6.3k	34.46	View chart
Clorox Co Del Stock (CLX)	0.1	$209k		1.7k	123.30	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$205k	NEW	1.1k	187.17	View chart
Tuhura Biosciences Stock (HURA)	0.0	$78k		31k	2.48	View chart

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 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
Hurlow Wealth Management Group 2021 Q4 filed Feb. 2, 2022

View all past filings

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