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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, DFIC, VEA, and represent 47.51% of Hurlow Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$11M), DFUS, DFIC, DFAS, VV, DFEM, VO, DFAR, BN, BIV.
Started 9 new stock positions in FITB, BN, ES, VGUS, VT, DELL, GLW, AVGO, HURA.
Reduced shares in these 10 stocks: BRK.B, BSV, VWO, VB, ABT, , , VNQ, DFAI, SUB.
Sold out of its positions in T, ABT, GLD, BSV.
Hurlow Wealth Management Group was a net buyer of stock by $27M.
Hurlow Wealth Management Group has $481M in assets under management (AUM), dropping by 14.41%.
Central Index Key (CIK): 0001747749

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Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 125 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	13.9	$67M	+2%	194k	343.91	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.9	$57M	+5%	697k	81.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.6	$42M	+4%	504k	82.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.6	$32M	+9%	853k	37.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$31M		436k	71.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.5	$26M		87k	303.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.0	$15M	+10%	360k	40.64	View chart
Vanguard Index Fds Growth Etf (VUG)	2.7	$13M	+498%	149k	86.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.6	$13M		131k	96.43	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	2.6	$13M	+2%	187k	67.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.6	$12M	-2%	208k	59.69	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.3	$11M		303k	36.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.2	$11M	+3%	130k	82.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.2	$11M	+5%	138k	76.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$10M	+4%	132k	79.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.6	$7.8M		154k	50.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$7.3M	-2%	177k	41.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$6.5M		18k	370.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$6.4M	+5%	27k	236.62	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.2	$5.9M	+8%	250k	23.44	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	1.1	$5.2M	+20%	198k	26.16	View chart
Apple (AAPL)	1.0	$4.9M		17k	289.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$4.7M	+3%	94k	50.23	View chart
Eli Lilly & Co. (LLY)	0.8	$4.0M		3.4k	1199.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$3.9M		131k	29.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.2M		15k	217.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.5M	-31%	5.0k	500.39	View chart
Johnson & Johnson (JNJ)	0.4	$1.9M		7.6k	253.97	View chart
Cincinnati Financial Corporation (CINF)	0.4	$1.8M		10k	185.15	View chart
Wal-Mart Stores (WMT)	0.4	$1.8M		16k	113.26	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M		5.2k	327.33	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	748850.00	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.5M		31k	47.97	View chart
Microsoft Corporation (MSFT)	0.3	$1.5M	+3%	4.0k	373.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.4M	+300%	17k	80.57	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.3M		12k	107.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.2M		35k	36.13	View chart
Johnson Controls Internation SHS (JCI)	0.2	$1.2M		8.2k	146.11	View chart
Amazon (AMZN)	0.2	$1.2M	+4%	4.8k	238.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.1M		1.5k	746.70	View chart
Abbvie (ABBV)	0.2	$1.0M		4.1k	251.67	View chart
NVIDIA Corporation (NVDA)	0.2	$917k	+14%	4.6k	200.09	View chart
Analog Devices (ADI)	0.2	$891k		2.2k	397.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$839k	+44%	5.3k	158.03	View chart
Ge Aerospace Com New (GE)	0.2	$826k		2.2k	373.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$822k		2.0k	409.50	View chart
Caterpillar (CAT)	0.2	$800k		751.00	1064.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$799k		1.2k	686.68	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$781k	NEW	18k	42.59	View chart
Advanced Micro Devices (AMD)	0.1	$643k		1.1k	580.91	View chart
Linde SHS (LIN)	0.1	$640k		1.2k	518.94	View chart
AFLAC Incorporated (AFL)	0.1	$639k		5.5k	117.25	View chart
W.W. Grainger (GWW)	0.1	$615k		452.00	1360.40	View chart
Ge Vernova (GEV)	0.1	$612k		521.00	1174.86	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$606k	+22%	6.0k	101.31	View chart
McDonald's Corporation (MCD)	0.1	$605k	-11%	2.2k	270.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$598k		812.00	736.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$590k		1.7k	353.33	View chart
Meta Platforms Cl A (META)	0.1	$585k	+9%	1.0k	563.29	View chart
Norfolk Southern (NSC)	0.1	$581k		1.8k	314.59	View chart
TJX Companies (TJX)	0.1	$568k	+4%	3.7k	151.50	View chart
Nextera Energy (NEE)	0.1	$567k		6.5k	87.77	View chart
Anthem (ELV)	0.1	$534k	+2%	1.4k	386.73	View chart
Vanguard Instl Index Ultr Shor Tr Etf (VGUS)	0.1	$520k	NEW	6.9k	75.66	View chart
Morgan Stanley Com New (MS)	0.1	$488k		2.3k	209.04	View chart
L3harris Technologies (LHX)	0.1	$476k		1.6k	290.59	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$470k		2.5k	190.52	View chart
Consolidated Edison (ED)	0.1	$444k		4.0k	110.63	View chart
Illinois Tool Works (ITW)	0.1	$438k		1.6k	270.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$431k		2.3k	189.73	View chart
Emerson Electric (EMR)	0.1	$429k		3.0k	143.15	View chart
Cisco Systems (CSCO)	0.1	$425k		3.6k	117.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$422k		15k	27.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$412k		550.00	748.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$402k	+700%	3.4k	119.51	View chart
General Dynamics Corporation (GD)	0.1	$395k		1.1k	354.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$392k	-7%	4.6k	85.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$392k	+2%	2.9k	136.72	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$392k		1.1k	365.70	View chart
Visa Com Cl A (V)	0.1	$384k	+15%	1.1k	343.09	View chart
Automatic Data Processing (ADP)	0.1	$384k		1.7k	223.95	View chart
Procter & Gamble Company (PG)	0.1	$375k	-5%	2.6k	146.64	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$369k	+7%	3.7k	100.60	View chart
Chevron Corporation (CVX)	0.1	$367k		2.2k	165.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$364k	+10%	1.0k	357.37	View chart
Blackrock (BLK)	0.1	$358k		372.00	961.56	View chart
SYSCO Corporation (SYY)	0.1	$355k		4.2k	83.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$352k		2.6k	137.53	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$350k		7.0k	50.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$348k		6.0k	58.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$347k		1.6k	219.43	View chart
Old National Ban (ONB)	0.1	$346k		13k	25.90	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$346k		6.2k	55.93	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$346k		2.8k	124.42	View chart
Air Products & Chemicals (APD)	0.1	$345k	+2%	1.2k	293.18	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$339k		4.5k	75.63	View chart
Paychex (PAYX)	0.1	$334k		3.4k	98.33	View chart
Stryker Corporation (SYK)	0.1	$326k		1.0k	314.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$320k		4.2k	75.51	View chart
Lowe's Companies (LOW)	0.1	$316k		1.4k	220.49	View chart
Wec Energy Group (WEC)	0.1	$313k	+2%	2.7k	116.77	View chart
Pepsi (PEP)	0.1	$313k		2.3k	135.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$309k		2.5k	124.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$300k	+500%	3.6k	82.62	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$296k		566.00	522.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$286k		5.8k	49.55	View chart
Target Corporation (TGT)	0.1	$285k		2.2k	130.61	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$284k		3.5k	81.36	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$283k		2.4k	117.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$282k		1.2k	227.06	View chart
Novartis Sponsored Adr (NVS)	0.1	$272k		1.7k	156.72	View chart
Colgate-Palmolive Company (CL)	0.1	$270k		2.9k	91.68	View chart
International Business Machines (IBM)	0.1	$263k	+2%	936.00	281.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$256k	-25%	2.4k	106.47	View chart
Corning Incorporated (GLW)	0.1	$242k	NEW	946.00	255.43	View chart
Broadcom (AVGO)	0.0	$240k	NEW	636.00	377.75	View chart
Dell Technologies CL C (DELL)	0.0	$238k	NEW	552.00	431.46	View chart
Sherwin-Williams Company (SHW)	0.0	$232k		675.00	344.32	View chart
BP Sponsored Adr (BP)	0.0	$232k		6.3k	36.95	View chart
Philip Morris International (PM)	0.0	$220k		1.2k	180.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$218k	NEW	1.4k	156.93	View chart
Fifth Third Ban (FITB)	0.0	$211k	NEW	3.7k	56.37	View chart
Eversource Energy (ES)	0.0	$208k	NEW	2.9k	72.27	View chart
Phillips 66 (PSX)	0.0	$204k		1.2k	169.05	View chart
Tuhura Biosciences (HURA)	0.0	$90k	NEW	38k	2.34	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 2026 Q2 filed Aug. 5, 2026
Hurlow Wealth Management Group 2026 Q1 filed April 22, 2026
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

View all past filings

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