Hurlow Wealth Management Group, Inc.
13F Reported Value
ⓘ$480.6M
Holdings
125
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$SNPSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$66.8M194,273 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$57.1M697,119 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$41.5M504,189 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$31.8M853,239 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$31.1M436,379 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$26.3M86,672 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$14.6M359,677 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$12.9M149,351 shVANGUARD INDEX FDS - REAL ESTATE ETF
—Quality
$12.6M130,770 sh- 67.9
Quality
$12.6M187,058 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $66.8M | 194,273 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $57.1M | 697,119 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $41.5M | 504,189 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $31.8M | 853,239 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $31.1M | 436,379 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $26.3M | 86,672 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $14.6M | 359,677 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $12.9M | 149,351 |
| VANGUARD INDEX FDS - REAL ESTATE ETF | — | $12.6M | 130,770 |
| SYNOPSYS INC$SNPS | 67.9 | $12.6M | 187,058 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hurlow Wealth Management Group, Inc.'s 125 positions.
Showing top 10 of 125 holdings.
Sector Allocation
Other
$419.1M
Technology
$26.9M
Financials
$10.3M
Healthcare
$8.2M
Consumer Discretionary
$5.9M
Industrials
$4.3M
Utilities
$1.5M
Materials
$1.2M
Full Holdings — Hurlow Wealth Management Group, Inc. (Q2 2026)
All 125 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 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% | — |
| 6 | — | VANGUARD INDEX FDS - SMALL CP ETF | $26.3M | 5.5% | -1% | — |
| 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 | $SNPS | SYNOPSYS INC | $12.6M | 2.6% | +3% | 67.9 |
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $12.4M | 2.6% | -3% | — |
| 12 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $11.2M | 2.3% | -0% | — |
| 13 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $10.8M | 2.2% | +3% | — |
| 14 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $10.5M | 2.2% | +6% | — |
| 15 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $10.4M | 2.2% | +5% | — |
| 16 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $7.8M | 1.6% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $7.3M | 1.5% | -2% | — |
| 18 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $6.5M | 1.4% | -0% | — |
| 19 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6.4M | 1.3% | +6% | — |
| 20 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $5.9M | 1.2% | +9% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $5.2M | 1.1% | +21% | — |
| 22 |  $AAPL | Apple Inc. | $4.9M | 1.0% | -1% | 76.4 |
| 23 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $4.7M | 1.0% | +4% | — |
| 24 |  $LLY | ELI LILLY & Co | $4.0M | 0.8% | +1% | 87.5 |
| 25 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.9M | 0.8% | -1% | — |
| 26 | — | VANGUARD INDEX FDS - VALUE ETF | $3.2M | 0.7% | -0% | — |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.5M | 0.5% | -32% | 73.8 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.4% | +0% | 69 |
| 29 |  $CINF | CINCINNATI FINANCIAL CORP | $1.8M | 0.4% | +0% | 84.3 |
| 30 |  $WMT | Walmart Inc. | $1.8M | 0.4% | +0% | 60.2 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.4% | +1% | 70.7 |
| 32 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 73.8 |
| 33 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $1.5M | 0.3% | +0% | — |
| 34 |  $MSFT | MICROSOFT CORP | $1.5M | 0.3% | +3% | 79.8 |
| 35 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.3% | +300% | — |
| 36 | — | ISHARES TR - NATIONAL MUN ETF | $1.3M | 0.3% | +0% | — |
| 37 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.2M | 0.3% | -1% | — |
| 38 |  $JCI | Johnson Controls International plc | $1.2M | 0.3% | +1% | — |
| 39 |  $AMZN | AMAZON COM INC | $1.2M | 0.2% | +4% | 68.7 |
| 40 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.2% | -0% | — |
| 41 |  $ABBV | AbbVie Inc. | $1.0M | 0.2% | +1% | 72.6 |
| 42 |  $NVDA | NVIDIA CORP | $916,616 | 0.2% | +14% | 85.9 |
| 43 |  $ADI | ANALOG DEVICES INC | $890,455 | 0.2% | +1% | 79.2 |
| 44 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $838,665 | 0.2% | +44% | — |
| 45 |  $GE | GENERAL ELECTRIC CO | $825,943 | 0.2% | +0% | 73.8 |
| 46 | — | ISHARES TR - RUS 1000 ETF | $821,867 | 0.2% | +0% | — |
| 47 |  $CAT | CATERPILLAR INC | $799,740 | 0.2% | +0% | 66.5 |
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $798,612 | 0.2% | +0% | — |
| 49 |  $BN | BROOKFIELD Corp /ON/ | $781,015 | 0.2% | NEW | — |
| 50 |  $AMD | ADVANCED MICRO DEVICES INC | $643,067 | 0.1% | +0% | 79.8 |
| 51 |  $LIN | LINDE PLC | $639,853 | 0.1% | +0% | — |
| 52 |  $AFL | AFLAC INC | $639,364 | 0.1% | +0% | 61.3 |
| 53 |  $GWW | W.W. GRAINGER, INC. | $614,901 | 0.1% | +0% | 61.8 |
| 54 |  $GEV | GE Vernova Inc. | $612,102 | 0.1% | +0% | 81.1 |
| 55 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $606,138 | 0.1% | +22% | — |
| 56 |  $MCD | MCDONALDS CORP | $605,224 | 0.1% | -12% | 69 |
| 57 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $598,159 | 0.1% | +0% | — |
| 58 |  $GOOGL | Alphabet Inc. | $590,061 | 0.1% | +0% | 78.2 |
| 59 |  $META | Meta Platforms, Inc. | $585,258 | 0.1% | +10% | 79.6 |
| 60 |  $NSC | NORFOLK SOUTHERN CORP | $580,733 | 0.1% | +0% | 63.2 |
| 61 |  $TJX | TJX COMPANIES INC /DE/ | $567,974 | 0.1% | +4% | 68.7 |
| 62 |  $NEE | NEXTERA ENERGY INC | $567,433 | 0.1% | +1% | 64.6 |
| 63 |  $ELV | Elevance Health, Inc. | $534,074 | 0.1% | +2% | 59 |
| 64 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF | $519,784 | 0.1% | NEW | — |
| 65 |  $MS | MORGAN STANLEY | $487,690 | 0.1% | +0% | 75.8 |
| 66 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $475,986 | 0.1% | +0% | 64.4 |
| 67 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $470,394 | 0.1% | +0% | — |
| 68 |  $ED | CONSOLIDATED EDISON INC | $444,069 | 0.1% | +0% | 67.3 |
| 69 |  $ITW | ILLINOIS TOOL WORKS INC | $438,375 | 0.1% | +0% | 63.6 |
| 70 |  $RTX | RTX Corp | $430,497 | 0.1% | +0% | 73.2 |
| 71 |  $EMR | EMERSON ELECTRIC CO | $429,164 | 0.1% | +0% | 65.3 |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $425,205 | 0.1% | +1% | 70.3 |
| 73 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $421,603 | 0.1% | -1% | — |
| 74 | — | ISHARES TR - CORE S&P500 ETF | $411,890 | 0.1% | +0% | — |
| 75 | — | VANGUARD WORLD FD - INF TECH ETF | $401,537 | 0.1% | +700% | — |
| 76 |  $GD | GENERAL DYNAMICS CORP | $394,978 | 0.1% | +0% | 68.7 |
| 77 | — | VANGUARD STAR FDS - VG TL INTL STK F | $392,314 | 0.1% | -7% | — |
| 78 |  $XOM.R34088 | EXXON MOBIL CORP | $392,250 | 0.1% | +3% | 57.9 |
| 79 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $392,030 | 0.1% | +0% | — |
| 80 |  $V | VISA INC. | $384,261 | 0.1% | +16% | 82.9 |
| 81 |  $ADP | AUTOMATIC DATA PROCESSING INC | $383,850 | 0.1% | +2% | 69.8 |
| 82 |  $PG | PROCTER & GAMBLE Co | $375,105 | 0.1% | -6% | 64.6 |
| 83 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $368,699 | 0.1% | +7% | — |
| 84 |  $CVX | CHEVRON CORP | $366,495 | 0.1% | -1% | 62.8 |
| 85 |  $GOOG | Alphabet Inc. | $364,160 | 0.1% | +10% | 78.2 |
| 86 |  $BLK | BlackRock, Inc. | $357,700 | 0.1% | -0% | 70 |
| 87 |  $SYY | SYSCO CORP | $354,630 | 0.1% | -1% | 54.7 |
| 88 | — | ISHARES TR - S&P 500 GRWT ETF | $352,352 | 0.1% | +0% | — |
| 89 | — | DIMENSIONAL ETF TRUST - CALIF MUN BD ETF | $349,554 | 0.1% | +0% | — |
| 90 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $347,861 | 0.1% | +0% | — |
| 91 | — | ISHARES TR - MSCI USA QLT FCT | $346,480 | 0.1% | +0% | — |
| 92 |  $ONB | OLD NATIONAL BANCORP /IN/ | $346,205 | 0.1% | -1% | 66.8 |
| 93 | — | ISHARES TR - ESG AWARE MSCI | $346,095 | 0.1% | +0% | — |
| 94 | — | ISHARES TR - EAFE GRWTH ETF | $345,514 | 0.1% | +0% | — |
| 95 |  $APD | Air Products & Chemicals, Inc. | $344,780 | 0.1% | +3% | 46.4 |
| 96 | — | ISHARES TR - U S EQUITY FACTR | $338,822 | 0.1% | +0% | — |
| 97 |  $PAYX | PAYCHEX INC | $334,420 | 0.1% | -1% | 74.6 |
| 98 |  $SYK | STRYKER CORP | $326,174 | 0.1% | +0% | 72.1 |
| 99 |  $IAU | ISHARES GOLD TRUST | $319,936 | 0.1% | +0% | — |
| 100 |  $LOW | LOWES COMPANIES INC | $315,962 | 0.1% | -0% | 60.8 |
| 101 |  $WEC | WEC ENERGY GROUP, INC. | $313,411 | 0.1% | +3% | 60.1 |
| 102 |  $PEP | PEPSICO INC | $312,774 | 0.1% | +0% | 63.4 |
| 103 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $309,031 | 0.1% | +0% | — |
| 104 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $300,406 | 0.1% | +500% | — |
| 105 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $295,673 | 0.1% | +0% | — |
| 106 | — | ISHARES TR - MSCI INTL QUALTY | $286,250 | 0.1% | +0% | — |
| 107 |  $TGT | TARGET CORP | $284,730 | 0.1% | -1% | 60.7 |
| 108 | — | FIDELITY COVINGTON TRUST - QLTY FCTOR ETF | $283,786 | 0.1% | +0% | — |
| 109 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $283,348 | 0.1% | +0% | — |
| 110 | — | ISHARES TR - S&P 500 VAL ETF | $281,554 | 0.1% | +0% | — |
| 111 |  $NVS | NOVARTIS AG | $271,909 | 0.1% | +0% | — |
| 112 |  $CL | COLGATE PALMOLIVE CO | $269,723 | 0.1% | +0% | 61.3 |
| 113 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $263,317 | 0.1% | +3% | 70 |
| 114 | — | ISHARES TR - SHRT NAT MUN ETF | $255,634 | 0.1% | -25% | — |
| 115 |  $GLW | CORNING INC /NY | $241,637 | 0.1% | NEW | 73.7 |
| 116 |  $AVGO | Broadcom Inc. | $240,249 | 0.1% | NEW | 84.5 |
| 117 |  $DELL | Dell Technologies Inc. | $238,166 | 0.1% | NEW | 71.2 |
| 118 |  $SHW | SHERWIN WILLIAMS CO | $232,416 | 0.1% | +0% | 61.3 |
| 119 |  $BP | BP PLC | $231,455 | 0.1% | +0% | — |
| 120 |  $PM | Philip Morris International Inc. | $220,348 | 0.1% | +0% | 75.9 |
| 121 |  $DOV | DOVER Corp | $217,667 | 0.1% | NEW | 58.1 |
| 122 |  $FITB | FIFTH THIRD BANCORP | $210,993 | 0.0% | NEW | 63.2 |
| 123 |  $ES | EVERSOURCE ENERGY | $208,138 | 0.0% | NEW | 66.1 |
| 124 |  $PSX | Phillips 66 | $204,381 | 0.0% | +0% | 57.8 |
| 125 |  $HURA | TuHURA Biosciences, Inc./NV | $89,666 | 0.0% | NEW | — |
New Positions (9)
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