Hurlow Wealth Management Group, Inc.
13F Reported Value
ⓘ$420.1M
Holdings
120
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Hurlow Wealth Management Group, Inc. disclosed 120 positions worth $420.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $PSX. The portfolio is most concentrated in Other (86.6% of disclosed assets). All figures are sourced directly from Hurlow Wealth Management Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1747749.
AI Fund Analysis
Stable
$SNPSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD LARGE-CAP ETF
—Quality
$56.7M189,574 shDIMENSIONAL U.S. EQUITY MARKET ETF
—Quality
$46.7M658,393 shDIMENSIONAL U.S. SMALL CAP ETF
—Quality
$34.2M480,193 shVANGUARD FTSE DEVELOPED MARKETS ETF
—Quality
$28.0M436,987 shDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
—Quality
$27.6M776,503 shVANGUARD SMALL-CAP ETF
—Quality
$22.9M87,526 sh- 63.1
Quality
$12.0M182,154 sh VANGUARD REAL ESTATE ETF
—Quality
$11.8M132,612 shVANGUARD FTSE EMERGING MARKETS ETF
—Quality
$11.6M214,001 shDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
—Quality
$11.2M324,748 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD LARGE-CAP ETF | — | $56.7M | 189,574 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | — | $46.7M | 658,393 |
| DIMENSIONAL U.S. SMALL CAP ETF | — | $34.2M | 480,193 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | — | $28.0M | 436,987 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | — | $27.6M | 776,503 |
| VANGUARD SMALL-CAP ETF | — | $22.9M | 87,526 |
| SYNOPSYS INC$SNPS | 63.1 | $12.0M | 182,154 |
| VANGUARD REAL ESTATE ETF | — | $11.8M | 132,612 |
| VANGUARD FTSE EMERGING MARKETS ETF | — | $11.6M | 214,001 |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | — | $11.2M | 324,748 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hurlow Wealth Management Group, Inc.'s 120 positions.
Showing top 10 of 120 holdings.
Sector Allocation
Other
$363.8M
Technology
$24.1M
Financials
$10.5M
Healthcare
$7.0M
Consumer Discretionary
$5.9M
Industrials
$3.6M
Energy
$1.4M
Utilities
$1.4M
Full Holdings — Hurlow Wealth Management Group, Inc. (Q1 2026)
All 120 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD LARGE-CAP ETF | $56.7M | 13.5% | +6% | — |
| 2 | — | DIMENSIONAL U.S. EQUITY MARKET ETF | $46.7M | 11.1% | +6% | — |
| 3 | — | DIMENSIONAL U.S. SMALL CAP ETF | $34.2M | 8.1% | +7% | — |
| 4 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $28.0M | 6.7% | -2% | — |
| 5 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $27.6M | 6.6% | +9% | — |
| 6 | — | VANGUARD SMALL-CAP ETF | $22.9M | 5.5% | +0% | — |
| 7 | $SNPS | SYNOPSYS INC | $12.0M | 2.9% | +9% | 63.1 |
| 8 | — | VANGUARD REAL ESTATE ETF | $11.8M | 2.8% | -1% | — |
| 9 | — | VANGUARD FTSE EMERGING MARKETS ETF | $11.6M | 2.8% | -1% | — |
| 10 | — | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $11.2M | 2.7% | +11% | — |
| 11 | — | VANGUARD GROWTH ETF | $10.9M | 2.6% | -3% | — |
| 12 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $10.5M | 2.5% | +3% | — |
| 13 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $10.3M | 2.5% | +2% | — |
| 14 | — | VANGUARD INTERMEDIATE-TERM BOND ETF | $10.0M | 2.4% | +16% | — |
| 15 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10.0M | 2.4% | +5% | — |
| 16 | — | VANGUARD TAX-EXEMPT BOND ETF | $7.7M | 1.8% | +5% | — |
| 17 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $7.0M | 1.7% | +3% | — |
| 18 | — | VANGUARD TOTAL STOCK MARKET ETF | $5.7M | 1.4% | +0% | — |
| 19 | — | VANGUARD DIVIDEND APPRECIATION ETF | $5.5M | 1.3% | -5% | — |
| 20 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $5.4M | 1.3% | +7% | — |
| 21 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4.5M | 1.1% | +8% | — |
| 22 |  $AAPL | Apple Inc. | $4.3M | 1.0% | -1% | 76.1 |
| 23 | — | DIMENSIONAL US REAL ESTATE ETF | $3.9M | 0.9% | +28% | — |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 0.8% | -0% | 64.5 |
| 25 | — | SCHWAB U.S. LARGE-CAP ETF | $3.4M | 0.8% | -1% | — |
| 26 |  $LLY | ELI LILLY & Co | $3.1M | 0.7% | +0% | 89.3 |
| 27 | — | VANGUARD VALUE ETF | $2.9M | 0.7% | +10% | — |
| 28 |  $WMT | Walmart Inc. | $1.9M | 0.5% | +0% | 63.2 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.4% | +0% | 72.8 |
| 30 |  $CINF | CINCINNATI FINANCIAL CORP | $1.6M | 0.4% | +0% | 77 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.4% | +0% | 35.6 |
| 32 | — | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $1.5M | 0.3% | +1% | — |
| 33 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +0% | 64.5 |
| 34 |  $MSFT | MICROSOFT CORP | $1.4M | 0.3% | -0% | 83.7 |
| 35 | — | ISHARES NATIONAL MUNI BOND ETF | $1.3M | 0.3% | +0% | — |
| 36 | — | VANGUARD MID-CAP ETF | $1.2M | 0.3% | +0% | — |
| 37 |  $JCI | Johnson Controls International plc | $1.1M | 0.3% | +0% | — |
| 38 | — | SCHWAB U.S. SMALL-CAP ETF | $1.0M | 0.2% | -1% | — |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $997,489 | 0.2% | -0% | — |
| 40 |  $AMZN | AMAZON COM INC | $963,497 | 0.2% | +1% | 74.6 |
| 41 |  $ABBV | AbbVie Inc. | $875,274 | 0.2% | +0% | 59.3 |
| 42 |  $MCD | MCDONALDS CORP | $786,299 | 0.2% | -2% | 73.9 |
| 43 | — | ISHARES RUSSELL 1000 ETF | $715,616 | 0.2% | +0% | — |
| 44 |  $ADI | ANALOG DEVICES INC | $705,953 | 0.2% | +0% | 76.2 |
| 45 |  $NVDA | NVIDIA CORP | $699,174 | 0.2% | +3% | 90.2 |
| 46 | — | VANGUARD S&P 500 ETF | $693,564 | 0.2% | +40% | — |
| 47 |  $GE | GENERAL ELECTRIC CO | $626,848 | 0.1% | +0% | 74.8 |
| 48 |  $LIN | LINDE PLC | $610,281 | 0.1% | +0% | — |
| 49 |  $AFL | AFLAC INC | $597,920 | 0.1% | +0% | 60.3 |
| 50 |  $NEE | NEXTERA ENERGY INC | $596,197 | 0.1% | +0% | 71.7 |
| 51 |  $TJX | TJX COMPANIES INC /DE/ | $575,080 | 0.1% | +0% | 70.7 |
| 52 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $565,356 | 0.1% | +0% | 66.5 |
| 53 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $544,564 | 0.1% | +0% | — |
| 54 |  $META | Meta Platforms, Inc. | $541,235 | 0.1% | +8% | 80.9 |
| 55 |  $CAT | CATERPILLAR INC | $531,345 | 0.1% | +0% | 67.8 |
| 56 |  $NSC | NORFOLK SOUTHERN CORP | $529,802 | 0.1% | +0% | 70.8 |
| 57 | $META | Meta Platforms, Inc. | $522,054 | 0.1% | +0% | 80.9 |
| 58 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $495,181 | 0.1% | +31% | — |
| 59 |  $GWW | W.W. GRAINGER, INC. | $491,955 | 0.1% | +0% | 69.5 |
| 60 |  $GOOGL | Alphabet Inc. | $477,048 | 0.1% | +1% | 80.2 |
| 61 |  $XOM | EXXON MOBIL CORP | $474,030 | 0.1% | +1% | 61.8 |
| 62 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $468,828 | 0.1% | +0% | — |
| 63 |  $CVX | CHEVRON CORP | $461,594 | 0.1% | +0% | 54.7 |
| 64 |  $GEV | GE Vernova Inc. | $454,781 | 0.1% | +0% | 70.1 |
| 65 |  $ED | CONSOLIDATED EDISON INC | $454,191 | 0.1% | +0% | 71.6 |
| 66 |  $RTX | RTX Corp | $437,111 | 0.1% | +0% | 70 |
| 67 |  $ITW | ILLINOIS TOOL WORKS INC | $421,168 | 0.1% | +0% | 71.2 |
| 68 |  $ELV | Elevance Health, Inc. | $394,627 | 0.1% | +0% | 59.4 |
| 69 |  $PG | PROCTER & GAMBLE Co | $392,877 | 0.1% | -5% | 72.9 |
| 70 |  $EMR | EMERSON ELECTRIC CO | $392,143 | 0.1% | +0% | 65.9 |
| 71 |  $MS | MORGAN STANLEY | $383,284 | 0.1% | +0% | — |
| 72 |  $GD | GENERAL DYNAMICS CORP | $382,347 | 0.1% | +0% | 73 |
| 73 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $381,463 | 0.1% | +0% | — |
| 74 | — | SCHWAB INTERNATIONAL EQUITY ETF | $379,256 | 0.1% | -2% | — |
| 75 |  $IAU | ISHARES GOLD TRUST | $373,534 | 0.1% | +0% | — |
| 76 | — | ISHARES CORE S&P 500 ETF | $359,266 | 0.1% | +0% | — |
| 77 |  $PEP | PEPSICO INC | $358,720 | 0.1% | +0% | 62.7 |
| 78 |  $BLK | BlackRock, Inc. | $358,718 | 0.1% | +0% | 70.3 |
| 79 | — | VANGUARD SHORT-TERM TREASURY ETF | $349,894 | 0.1% | +0% | — |
| 80 | — | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $347,255 | 0.1% | +0% | — |
| 81 |  $ADP | AUTOMATIC DATA PROCESSING INC | $342,765 | 0.1% | -0% | 77.9 |
| 82 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $342,611 | 0.1% | +18% | — |
| 83 |  $SYK | STRYKER CORP | $339,762 | 0.1% | +0% | 69.8 |
| 84 |  $LOW | LOWES COMPANIES INC | $339,062 | 0.1% | +0% | 63.5 |
| 85 | — | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $338,358 | 0.1% | +10% | — |
| 86 |  $APD | Air Products & Chemicals, Inc. | $332,611 | 0.1% | -1% | 41.2 |
| 87 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $327,731 | 0.1% | +0% | — |
| 88 | — | VANGUARD SMALL-CAP GROWTH ETF | $324,012 | 0.1% | +0% | — |
| 89 |  $PAYX | PAYCHEX INC | $316,893 | 0.1% | -0% | 75.1 |
| 90 | — | ISHARES MSCI EAFE GROWTH ETF | $309,274 | 0.1% | -0% | — |
| 91 |  $SYY | SYSCO CORP | $305,934 | 0.1% | +0% | 58.4 |
| 92 | — | ISHARES MSCI USA QUALITY FACTOR ETF | $302,868 | 0.1% | +0% | — |
| 93 |  $WEC | WEC ENERGY GROUP, INC. | $302,160 | 0.1% | +0% | 67 |
| 94 |  $ONB | OLD NATIONAL BANCORP /IN/ | $298,836 | 0.1% | +0% | — |
| 95 | — | ISHARES U.S. EQUITY FACTOR ETF | $295,680 | 0.1% | +0% | — |
| 96 |  $BP | BP PLC | $294,408 | 0.1% | +0% | — |
| 97 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $292,782 | 0.1% | +0% | — |
| 98 |  $V | VISA INC. | $291,964 | 0.1% | +1% | 83.5 |
| 99 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $290,960 | 0.1% | +0% | — |
| 100 | — | ISHARES S&P 500 GROWTH ETF | $288,657 | 0.1% | +0% | — |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $276,841 | 0.1% | +0% | 72.3 |
| 102 | — | AVANTIS U.S. SMALL CAP VALUE ETF | $273,634 | 0.1% | +1% | — |
| 103 | — | ISHARES MSCI INTL QUALITY FACTOR ETF | $267,071 | 0.1% | +0% | — |
| 104 |  $TGT | TARGET CORP | $266,761 | 0.1% | +1% | 53.1 |
| 105 |  $GOOG | Alphabet Inc. | $265,705 | 0.1% | -10% | 80.2 |
| 106 |  $NVS | NOVARTIS AG | $265,021 | 0.1% | +0% | — |
| 107 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $263,296 | 0.1% | +0% | — |
| 108 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $262,166 | 0.1% | +0% | — |
| 109 | — | ISHARES S&P 500 VALUE ETF | $261,826 | 0.1% | +0% | — |
| 110 | — | FIDELITY QUALITY FACTOR ETF | $253,229 | 0.1% | +0% | — |
| 111 |  $CL | COLGATE PALMOLIVE CO | $250,576 | 0.1% | +0% | 72.4 |
| 112 | — | VANGUARD S&P 500 GROWTH ETF | $247,060 | 0.1% | +0% | — |
| 113 |  $AMD | ADVANCED MICRO DEVICES INC | $224,587 | 0.1% | +0% | 78.8 |
| 114 |  $ABT | ABBOTT LABORATORIES | $223,923 | 0.1% | +0% | 67 |
| 115 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $220,885 | 0.1% | +1% | 66.7 |
| 116 |  $PSX | Phillips 66 | $219,891 | 0.1% | NEW | 47.6 |
| 117 |  $SHW | SHERWIN WILLIAMS CO | $216,371 | 0.1% | +0% | 65.3 |
| 118 |  $GLD | SPDR GOLD TRUST | $215,145 | 0.1% | NEW | — |
| 119 |  $T | AT&T INC. | $202,553 | 0.1% | NEW | 71.9 |
| 120 |  $PM | Philip Morris International Inc. | $201,053 | 0.1% | NEW | 80.5 |
New Positions (4)
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