What does Hurlow Wealth Management Group, Inc. hold?

Hurlow Wealth Management Group, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1747749.

What is Hurlow Wealth Management Group, Inc.'s AUM?

Hurlow Wealth Management Group, Inc. reported approximately $480.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $794.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Hurlow Wealth Management Group, Inc.'s holdings?

All Hurlow Wealth Management Group, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1747749. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Hurlow Wealth Management Group, Inc.'s 13F data updated on 13F Pro?

Hurlow Wealth Management Group, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Hurlow Wealth Management Group, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1747749

Institutional-grade research for retail investors

Sector Allocation

Other87.2%$419.1M
Technology5.3%$25.3M
Financials2.1%$10.3M
Healthcare1.7%$8.2M
Industrials1.2%$5.9M
Consumer Discretionary0.8%$3.6M
Consumer Staples0.7%$3.2M
Utilities0.3%$1.5M
Materials0.3%$1.5M
Energy0.3%$1.2M

AUM History

13fpro.ai/research/fund/hurlow-wealth-management-group-inc-1747749

Conviction and streaks

Concentrating · top 10 = 63.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold13.9% weight · held 10 quarters

$Conviction hold11.9% weight · held 10 quarters

$Conviction hold8.6% weight · held 10 quarters

$Conviction hold6.6% weight · held 10 quarters

$Conviction hold6.5% weight · held 10 quarters

$Accumulating+112% shares · 9 quarters running

$Accumulating+681% shares · 9 quarters running

$Accumulating+2858% shares · 9 quarters running

$SNPSAccumulating+62% shares · 9 quarters running

$Accumulating+206% shares · 9 quarters running

$Trimming-28% shares · 6 quarters running

$Trimming-50% shares · 5 quarters running

$Trimming-3% shares · 4 quarters running

$BRK-ATrimming-35% shares · 4 quarters running

$PGTrimming-69% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$66.8M
DIMENSIONAL
$57.1M
DIMENSIONAL
$41.5M
DIMENSIONAL
$31.8M
VANGUARD
$31.1M
VANGUARD
$26.3M
DIMENSIONAL
$14.6M
VANGUARD
$12.9M
VANGUARD
$12.6M
SNPS
$12.6M
VANGUARD
$12.4M
DIMENSIONAL
$11.2M
VANGUARD
$10.8M
VANGUARD
$10.5M
VANGUARD
$10.4M
VANGUARD
$7.8M
DIMENSIONAL
$7.3M
VANGUARD
$6.5M
VANGUARD
$6.4M
SPDR
$5.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hurlow-wealth-management-group-inc-1747749

Hurlow Wealth Management Group, Inc. 13F holdings — Q2 2026

$480.6M portfolio (+14.4% QoQ) · 125 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio

1
VANGUARD INDEX FDS - LARGE CAP ETF
$66.8M
13.9% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$57.1M
11.9% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
3
DIMENSIONAL ETF TRUST - US SMALL CAP ETF
$41.5M
8.6% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$31.8M
6.6% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$31.1M
6.5% of stocks
-0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - SMALL CP ETF
$26.3M
5.5% of stocks
-1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
7
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$14.6M
3.0% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - GROWTH ETF
$12.9M
2.7% of stocks
+499%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - REAL ESTATE ETF
$12.6M
2.6% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SYNOPSYS INC
$SNPS
$12.6M
2.6% of stocks
+3%This quarter+13.3%Since filed9+ qtrsHeld
AIQuality67.7#346Est. buyEstimated buy price is Pro: unlock with a free trialAdded 8 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - LARGE CAP ETF	$66.8M	13.9%	+2%	—	—	—	—
2	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$57.1M	11.9%	+6%	—	—	—	—
3	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$41.5M	8.6%	+5%	—	—	—	—
4	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$31.8M	6.6%	+10%	—	—	—	—
5	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$31.1M	6.5%	-0.1%	—	—	—	—
6	VANGUARD INDEX FDS - SMALL CP ETF	$26.3M	5.5%	-1.0%	—	—	—	—
7	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$14.6M	3.0%	+11%	—	—	—	—
8	VANGUARD INDEX FDS - GROWTH ETF	$12.9M	2.7%	+499%	—	—	—	—
9	VANGUARD INDEX FDS - REAL ESTATE ETF	$12.6M	2.6%	-1%	—	—	—	—
10	SYNOPSYS INC$SNPS	$12.6M	2.6%	+3%	+13.3%	9+ qtrsAdded 8 qtrs in a row	67.7#346	Estimated buy price is Pro: unlock with a free trial

All holdings — Hurlow Wealth Management Group, Inc. (Q2 2026)

Sort

125 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund	—	$12.4M	2.6%	208K	-3%	—	—	13F
12	—	DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund	—	$11.2M	2.3%	303K	-0.3%	—	—	13F
13	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund	—	$10.8M	2.2%	130K	+3%	—	—	13F
14	—	VANGUARD BD INDEX FDS - INTERMED TERMetf/fund	—	$10.5M	2.2%	137K	+6%	—	—	13F
15	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund	—	$10.4M	2.2%	132K	+5%	—	—	13F
16	—	VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund	—	$7.8M	1.6%	154K	+0.5%	—	—	13F
17	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund	—	$7.3M	1.5%	177K	-2%	—	—	13F
18	—	VANGUARD INDEX FDS - TOTAL STK MKTetf/fund	—	$6.5M	1.4%	18K	-0.1%	—	—	13F
19	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$6.4M	1.3%	27K	+6%	—	—	13F
20	—	SPDR SERIES TRUST - ST PORT HIGH ETFetf/fund	—	$5.9M	1.2%	250K	+9%	—	—	13F
21	—	DIMENSIONAL ETF TRUST - US REAL ESTA ETFetf/fund	—	$5.2M	1.1%	198K	+21%	—	—	13F
22	$AAPL	Apple Inc.	Technology	$4.9M	1.0%	17K	-1%	9+ qtrs	75.7	13F
23	—	VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund	—	$4.7M	1.0%	93K	+4%	—	—	13F
24	$LLY	ELI LILLY & Co	Healthcare	$4.0M	0.8%	3,375	+0.7%	9+ qtrs	85.6	13F
25	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$3.9M	0.8%	131K	-1%	—	—	13F
26	—	VANGUARD INDEX FDS - VALUE ETF	—	$3.2M	0.7%	15K	-0.1%
27	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.5M	0.5%	4,984	-32%
28	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.9M	0.4%	7,600	+0.2%
29	$CINF	CINCINNATI FINANCIAL CORP	Financials	$1.8M	0.4%	9,975	+0.1%
30	$WMT	Walmart Inc.	Consumer Staples	$1.8M	0.4%	16K	+0.5%
31	$JPM	JPMORGAN CHASE & CO	Financials	$1.7M	0.4%	5,223	+0.6%
32	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$1.5M	0.3%	2	—
33	—	SPDR SERIES TRUST - ST NUVE TERM ETF	—	$1.5M	0.3%	31K	+0.3%
34	$MSFT	MICROSOFT CORP	Technology	$1.5M	0.3%	3,963	+3%
35	—	VANGUARD INDEX FDS - MID CAP ETF	—	$1.4M	0.3%	17K	+300%
36	—	ISHARES TR - NATIONAL MUN ETF	—	$1.3M	0.3%	12K	—
37	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$1.2M	0.3%	35K	-1%
38	$JCI	Johnson Controls International plc	Industrials	$1.2M	0.3%	8,169	+0.5%
39	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.2M	0.2%	4,827	+4%
40	$SPY	SPDR S&P 500 ETF TRUST	—	$1.1M	0.2%	1,531	-0.2%
41	$ABBV	AbbVie Inc.	Healthcare	$1.0M	0.2%	4,076	+1%
42	$NVDA	NVIDIA CORP	Technology	$917K	0.2%	4,581	+14%
43	$ADI	ANALOG DEVICES INC	Technology	$890K	0.2%	2,242	+1%
44	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$839K	0.2%	5,307	+44%
45	$GE	GENERAL ELECTRIC CO	Industrials	$826K	0.2%	2,210	+0.0%
46	—	ISHARES TR - RUS 1000 ETF	—	$822K	0.2%	2,007	—
47	$CAT	CATERPILLAR INC	Industrials	$800K	0.2%	751	+0.1%
48	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$799K	0.2%	1,163	+0.2%
49	$BN	BROOKFIELD Corp /ON/	Real Estate	$781K	0.2%	18K	New
50	$AMD	ADVANCED MICRO DEVICES INC	Technology	$643K	0.1%	1,107	+0.3%
51	$LIN	LINDE PLC	Materials	$640K	0.1%	1,233	+0.2%
52	$AFL	AFLAC INC	Financials	$639K	0.1%	5,453	+0.1%
53	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$615K	0.1%	452	+0.2%
54	$GEV	GE Vernova Inc.	Industrials	$612K	0.1%	521	—
55	—	VANGUARD WELLINGTON FD - SHORT TRM TAX EX	—	$606K	0.1%	5,983	+22%
56	$MCD	MCDONALDS CORP	Consumer Discretionary	$605K	0.1%	2,239	-12%
57	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$598K	0.1%	812	—
58	$GOOG	Alphabet Inc.	Technology	$590K	0.1%	1,670	+0.4%
59	$META	Meta Platforms, Inc.	Technology	$585K	0.1%	1,039	+10%
60	$NSC	NORFOLK SOUTHERN CORP	Industrials	$581K	0.1%	1,846	—
61	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$568K	0.1%	3,749	+4%
62	$NEE	NEXTERA ENERGY INC	Utilities	$567K	0.1%	6,465	+0.7%
63	$ELV	Elevance Health, Inc.	Healthcare	$534K	0.1%	1,381	+2%
64	—	VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF	—	$520K	0.1%	6,870	New
65	$MS	MORGAN STANLEY	Financials	$488K	0.1%	2,333	+0.2%
66	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$476K	0.1%	1,638	—
67	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$470K	0.1%	2,469	+0.1%
68	$ED	CONSOLIDATED EDISON INC	Utilities	$444K	0.1%	4,014	+0.0%
69	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$438K	0.1%	1,621	+0.2%
70	$RTX	RTX Corp	Industrials	$430K	0.1%	2,269	+0.1%
71	$EMR	EMERSON ELECTRIC CO	Industrials	$429K	0.1%	2,998	+0.2%
72	$CSCO	CISCO SYSTEMS, INC.	Technology	$425K	0.1%	3,620	+1%
73	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$422K	0.1%	15K	-0.7%
74	—	ISHARES TR - CORE S&P500 ETF	—	$412K	0.1%	550	—
75	—	VANGUARD WORLD FD - INF TECH ETF	—	$402K	0.1%	3,360	+700%
76	$GD	GENERAL DYNAMICS CORP	Industrials	$395K	0.1%	1,115	+0.1%
77	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$392K	0.1%	4,589	-7%
78	$XOM.R34088	EXXON MOBIL CORP	Energy	$392K	0.1%	2,869	+3%
79	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$392K	0.1%	1,072	—
80	$V	VISA INC.	Financials	$384K	0.1%	1,120	+16%
81	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$384K	0.1%	1,714	+2%
82	$PG	PROCTER & GAMBLE Co	Consumer Staples	$375K	0.1%	2,558	-6%
83	—	VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD	—	$369K	0.1%	3,665	+7%
84	$CVX	CHEVRON CORP	Energy	$366K	0.1%	2,211	-0.9%
85	$GOOGL	Alphabet Inc.	Technology	$364K	0.1%	1,019	+10%
86	$BLK	BlackRock, Inc.	Financials	$358K	0.1%	372	-0.3%
87	$SYY	SYSCO CORP	Consumer Discretionary	$355K	0.1%	4,243	-1%
88	—	ISHARES TR - S&P 500 GRWT ETF	—	$352K	0.1%	2,562	+0.4%
89	—	DIMENSIONAL ETF TRUST - CALIF MUN BD ETF	—	$350K	0.1%	6,966	—
90	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$348K	0.1%	5,977	—
91	—	ISHARES TR - MSCI USA QLT FCT	—	$346K	0.1%	1,579	—
92	$ONB	OLD NATIONAL BANCORP /IN/	Financials	$346K	0.1%	13K	-1%
93	—	ISHARES TR - ESG AWARE MSCI	—	$346K	0.1%	6,188	—
94	—	ISHARES TR - EAFE GRWTH ETF	—	$346K	0.1%	2,777	—
95	$APD	Air Products & Chemicals, Inc.	Materials	$345K	0.1%	1,176	+3%
96	—	ISHARES TR - U S EQUITY FACTR	—	$339K	0.1%	4,480	—
97	$PAYX	PAYCHEX INC	Technology	$334K	0.1%	3,401	-1%
98	$SYK	STRYKER CORP	Healthcare	$326K	0.1%	1,036	+0.2%
99	$IAU	ISHARES GOLD TRUST	Financials	$320K	0.1%	4,237	—
100	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$316K	0.1%	1,433	-0.1%
101	$WEC	WEC ENERGY GROUP, INC.	Utilities	$313K	0.1%	2,684	+3%
102	$PEP	PEPSICO INC	Consumer Staples	$313K	0.1%	2,310	—
103	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$309K	0.1%	2,477	—
104	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	—	$300K	0.1%	3,636	+500%
105	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$296K	0.1%	566	—
106	—	ISHARES TR - MSCI INTL QUALTY	—	$286K	0.1%	5,777	—
107	$TGT	TARGET CORP	Consumer Staples	$285K	0.1%	2,180	-1.0%
108	—	FIDELITY COVINGTON TRUST - QLTY FCTOR ETF	—	$284K	0.1%	3,488	—
109	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$283K	0.1%	2,416	—
110	—	ISHARES TR - S&P 500 VAL ETF	—	$282K	0.1%	1,240	—
111	$NVS	NOVARTIS AG	Healthcare	$272K	0.1%	1,735	—
112	$CL	COLGATE PALMOLIVE CO	Consumer Staples	$270K	0.1%	2,942	+0.1%
113	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$263K	0.1%	936	+3%
114	—	ISHARES TR - SHRT NAT MUN ETF	—	$256K	0.1%	2,401	-25%
115	$GLW	CORNING INC /NY	Materials	$242K	0.1%	946	New
116	$AVGO	Broadcom Inc.	Technology	$240K	0.1%	636	New
117	$DELL	Dell Technologies Inc.	Technology	$238K	0.1%	552	New
118	$SHW	SHERWIN WILLIAMS CO	Materials	$232K	0.1%	675	—
119	$BP	BP PLC	Energy	$231K	0.1%	6,264	—
120	$PM	Philip Morris International Inc.	Consumer Staples	$220K	0.1%	1,218	+0.2%
121	$DOV	DOVER Corp	Industrials	$218K	0.1%	1,387	New
122	$FITB	FIFTH THIRD BANCORP	Financials	$211K	0.0%	3,743	New
123	$ES	EVERSOURCE ENERGY	Utilities	$208K	0.0%	2,880	New
124	$PSX	Phillips 66	Energy	$204K	0.0%	1,209	+0.2%
125	$HURA	TuHURA Biosciences, Inc./NV	Healthcare	$90K	0.0%	38K	New

What changed in Q2 2026

Against the previous quarter's 13F: 9 new, 65 added to, 25 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (9)

$BNBROOKFIELD Corp /ON/$781K
first bought this quarter
VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF$520K
first bought this quarter
$GLWCORNING INC /NY$242K
first bought this quarter
$AVGOBroadcom Inc.$240K
first bought this quarter
$DELLDell Technologies Inc.$238K
first bought this quarter
$DOVDOVER Corp$218K
first bought this quarter

+3 more in the Excel export

Added to (65)

VANGUARD INDEX FDS - GROWTH ETF+499%
now $12.9M
DIMENSIONAL ETF TRUST - US EQUI MARK ETF+6%
now $57.1M
DIMENSIONAL ETF TRUST - INTL CORE EQUITY+10%
now $31.8M
DIMENSIONAL ETF TRUST - US SMALL CAP ETF+5%
now $41.5M
VANGUARD INDEX FDS - LARGE CAP ETF+2%
now $66.8M
DIMENSIONAL ETF TRUST - EMERGING MKTS CO+11%
now $14.6M

+59 more in the Excel export

Trimmed (25)

$BRK.BBERKSHIRE HATHAWAY INC-32%
now $2.5M · held 9+ qtrs
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-3%
now $12.4M
VANGUARD INDEX FDS - SMALL CP ETF-1.0%
now $26.3M
VANGUARD INDEX FDS - REAL ESTATE ETF-1%
now $12.6M
DIMENSIONAL ETF TRUST - INTL CORE EQT MK-2%
now $7.3M
ISHARES TR - SHRT NAT MUN ETF-25%
now $256K

+19 more in the Excel export

Sold out (3)

$ABTABBOTT LABORATORIESwas $224K
held 9+ qtrs
$GLDSPDR GOLD TRUSTwas $215K
held 1 qtr
$TAT&T INC.was $203K
held 1 qtr

Firm AUM (Form ADV): $794.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Hurlow Wealth Management Group, Inc. has filed, 30 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Hurlow Wealth Management Group's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+5.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 11% over the last 4

Top 10 weight

64%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Hurlow Wealth Management Group, Inc. disclosed 125 positions worth $480.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $BN and a full exit from $ABT. The portfolio is most concentrated in Other (87.2% 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.

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POTOMAC FUND MANAGEMENT INC /ADV$3.97B 13F book · 4 shared top holdingsSNPSADIMCDLHX BlueSky Wealth Advisors, LLC$863.33M 13F book · 4 shared top holdingsSNPSCINFGWWADI Marotta Asset Management$588.95M 13F book · 3 shared top holdingsSNPSNSCGD Trust Co$1.15B 13F book · 3 shared top holdingsSNPSMCDGD Robinswood Financial LLC$324.10M 13F book · 3 shared top holdingsSNPSMSMCD JOHNSON INVESTMENT COUNSEL INC$13.69B 13F book · 5 shared top holdingsCINFADIMCDTJX

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AI-Powered Hedge Fund Analysis: Hurlow Wealth Management Group, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Hurlow Wealth Management Group, Inc. (SEC CIK: 1747749), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Hurlow Wealth Management Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.