Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2026) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $420.09 million in total holdings as of March 31, 2026.Hurlow Wealth Management Group, Inc. owns shares of 120 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 120 new stocks and bought additional shares in 67 stocks.Hurlow Wealth Management Group, Inc. sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $56,654,130Dimensional U.S. Equity ETF $46,687,008Dimensional U.S. Small Cap ETF $34,156,160Vanguard FTSE Developed Markets ETF $28,002,152Dimensional International Core Equity 2 ETF $27,589,165 Largest New Holdings this Quarter 718546104 - Phillips 66 $219,891 Holding78463V107 - SPDR Gold Shares $215,145 Holding00206R102 - AT&T $202,553 Holding718172109 - Philip Morris International $201,053 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 10,444 shares (about $3.12M)Dimensional U.S. Equity ETF 38,734 shares (about $2.75M)Dimensional International Core Equity 2 ETF 66,410 shares (about $2.36M)Dimensional U.S. Small Cap ETF 31,427 shares (about $2.24M)Vanguard Intermediate-Term Bond ETF 17,903 shares (about $1.38M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 9,045 shares (about $579.60K)Vanguard Growth ETF 726 shares (about $317.11K)Vanguard Dividend Appreciation ETF 1,213 shares (about $260.87K)Vanguard Real Estate ETF 1,340 shares (about $118.86K)Vanguard FTSE Emerging Markets ETF 1,361 shares (about $73.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHurlow Wealth Management Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$56,654,130$3,121,186 ▲5.8%189,57413.5%ETFDFUSDimensional U.S. Equity ETF$46,687,008$2,746,649 ▲6.3%658,39311.1%ETFDFASDimensional U.S. Small Cap ETF$34,156,160$2,235,405 ▲7.0%480,1938.1%ETFVEAVanguard FTSE Developed Markets ETF$28,002,152$579,604 ▼-2.0%436,9876.7%ETFDFICDimensional International Core Equity 2 ETF$27,589,165$2,359,548 ▲9.4%776,5036.6%ETFVBVanguard Small-Cap ETF$22,924,827$20,168 ▲0.1%87,5265.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$11,965,709$937,594 ▲8.5%182,1542.8%ETFVNQVanguard Real Estate ETF$11,762,662$118,858 ▼-1.0%132,6122.8%ETFVWOVanguard FTSE Emerging Markets ETF$11,566,735$73,562 ▼-0.6%214,0012.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$11,220,056$1,090,365 ▲10.8%324,7482.7%ETFVUGVanguard Growth ETF$10,897,911$317,110 ▼-2.8%24,9502.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,459,931$257,849 ▲2.5%126,4042.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$10,324,271$168,423 ▲1.7%303,9232.5%ETFBIVVanguard Intermediate-Term Bond ETF$10,013,084$1,381,751 ▲16.0%129,7372.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,986,768$498,371 ▲5.3%125,9842.4%ETFVTEBVanguard Tax-Exempt Bond ETF$7,664,767$379,863 ▲5.2%153,6331.8%ETFDFAIDimensional International Core Equity Market ETF$7,035,133$205,787 ▲3.0%180,5731.7%ETFVTIVanguard Total Stock Market ETF$5,677,514$4,812 ▲0.1%17,6971.4%ETFVIGVanguard Dividend Appreciation ETF$5,479,361$260,871 ▼-4.5%25,4781.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$5,361,781$355,094 ▲7.1%229,9221.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,493,731$343,305 ▲8.3%89,9651.1%ManufacturingAAPLApple$4,303,079$30,455 ▼-0.7%16,9551.0%Computer and TechnologyDFARDimensional US Real Estate ETF$3,877,117$842,533 ▲27.8%163,9370.9%ETFBRK.BBerkshire Hathaway$3,497,202$13,897 ▼-0.4%7,2980.8%FinanceSCHXSchwab US Large-Cap ETF$3,402,862$17,307 ▼-0.5%132,7170.8%ETFLLYEli Lilly and Company$3,083,069$5,519 ▲0.2%3,3520.7%MedicalVTVVanguard Value ETF$2,868,836$249,174 ▲9.5%14,6220.7%ETFWALMART INC COM$1,949,084$2,113 ▲0.1%15,6830.5%StockJNJJohnson & Johnson$1,853,589$2,444 ▲0.1%7,5830.4%MedicalCINFCincinnati Financial$1,568,622$1,101 ▲0.1%9,9690.4%FinanceJPMJPMorgan Chase & Co.$1,526,985$294 ▲0.0%5,1910.4%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,488,422$14,301 ▲1.0%31,1190.4%FinanceBRK.ABerkshire Hathaway$1,436,2800.0%20.3%FinanceMSFTMicrosoft$1,417,792$2,591 ▼-0.2%3,8300.3%Computer and TechnologyMUBiShares National Muni Bond ETF$1,250,2350.0%11,7780.3%ETFVOVanguard Mid-Cap ETF$1,238,0330.0%4,3110.3%ETFJCIJohnson Controls International$1,064,100$524 ▲0.0%8,1260.3%ConstructionSCHASchwab US Small-Cap ETF$1,016,301$8,579 ▼-0.8%34,9480.2%ETFSPYSPDR S&P 500 ETF Trust$997,489$1,301 ▼-0.1%1,5340.2%FinanceAMZNAmazon.com$963,497$9,581 ▲1.0%4,6260.2%Retail/WholesaleABBVAbbVie$875,274$653 ▲0.1%4,0240.2%MedicalMCDMcDonald's$786,299$16,783 ▼-2.1%2,5300.2%Retail/WholesaleIWBiShares Russell 1000 ETF$715,6160.0%2,0070.2%ETFADIAnalog Devices$705,9530.0%2,2190.2%Computer and TechnologyNVDANVIDIA$699,174$17,963 ▲2.6%4,0090.2%Computer and TechnologyVOOVanguard S&P 500 ETF$693,564$197,734 ▲39.9%1,1610.2%ETFGEGE Aerospace$626,848$568 ▲0.1%2,2090.1%AerospaceLINDE PLC SHS$610,281$992 ▲0.2%1,2310.1%StockAFLAflac$597,920$329 ▲0.1%5,4500.1%FinanceNEENextEra Energy$596,197$372 ▲0.1%6,4190.1%UtilitiesTJXTJX Companies$575,080$958 ▲0.2%3,6010.1%Retail/WholesaleLHXL3Harris Technologies$565,356$690 ▲0.1%1,6380.1%AerospaceVYMVanguard High Dividend Yield ETF$544,5640.0%3,6770.1%ETFMETAMeta Platforms$541,235$37,761 ▲7.5%9460.1%Computer and TechnologyCATCaterpillar$531,345$2,125 ▲0.4%7500.1%IndustrialsNSCNorfolk Southern$529,802$574 ▲0.1%1,8460.1%TransportationBSVVanguard Short-Term Bond ETF$522,0540.0%6,6580.1%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$495,181$116,817 ▲30.9%4,8960.1%ETFGWWW.W. Grainger$491,9550.0%4510.1%IndustrialsGOOGAlphabet$477,048$4,303 ▲0.9%1,6630.1%Computer and TechnologyXOMExxonMobil$474,030$3,563 ▲0.8%2,7940.1%EnergyQQQInvesco QQQ$468,8280.0%8120.1%FinanceCVXChevron$461,594$414 ▲0.1%2,2310.1%EnergyGE VERNOVA INC COM$454,781$873 ▲0.2%5210.1%StockEDConsolidated Edison$454,191$340 ▲0.1%4,0130.1%UtilitiesRTXRTX$437,111$579 ▲0.1%2,2660.1%AerospaceITWIllinois Tool Works$421,168$1,041 ▲0.2%1,6180.1%IndustrialsELVElevance Health$394,627$586 ▲0.1%1,3480.1%MedicalPGProcter & Gamble$392,877$21,233 ▼-5.1%2,7200.1%Consumer StaplesEMREmerson Electric$392,143$131 ▲0.0%2,9930.1%IndustrialsMSMorgan Stanley$383,284$987 ▲0.3%2,3290.1%FinanceGDGeneral Dynamics$382,347$343 ▲0.1%1,1140.1%AerospaceVXUSVanguard Total International Stock ETF$381,4630.0%4,9470.1%ETFSCHFSchwab International Equity ETF$379,256$7,673 ▼-2.0%15,3230.1%ETFIAUiShares Gold Trust$373,5340.0%4,2370.1%FinanceIVViShares Core S&P 500 ETF$359,2660.0%5500.1%ETFPEPPepsiCo$358,720$1,087 ▲0.3%2,3100.1%Consumer StaplesBLACKROCK INC COM$358,718$962 ▲0.3%3730.1%StockVGSHVanguard Short-Term Treasury ETF$349,8940.0%5,9770.1%ETFDFCADimensional California Municipal Bond ETF$347,2550.0%6,9660.1%ETFADPAutomatic Data Processing$342,765$203 ▼-0.1%1,6870.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$342,611$52,824 ▲18.2%3,2170.1%ETFSYKStryker$339,7620.0%1,0340.1%MedicalLOWLowe's Companies$339,062$236 ▲0.1%1,4350.1%Retail/WholesaleVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF$338,358$30,219 ▲9.8%3,4150.1%ETFAPDAir Products and Chemicals$332,611$3,486 ▼-1.0%1,1450.1%Basic MaterialsXLKTechnology Select Sector SPDR Fund$327,7310.0%2,4660.1%ETFVBKVanguard Small-Cap Growth ETF$324,0120.0%1,0720.1%ETFPAYXPaychex$316,893$92 ▼0.0%3,4400.1%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$309,274$1,114 ▼-0.4%2,7770.1%ETFSYYSysco$305,934$143 ▲0.0%4,2890.1%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$302,8680.0%1,5790.1%ETFWECWEC Energy Group$302,160$232 ▲0.1%2,6100.1%UtilitiesONBOld National Bancorp$298,836$88 ▲0.0%13,5220.1%FinanceLRGFiShares U.S. Equity Factor ETF$295,6800.0%4,4800.1%ETFBPBP$294,4080.0%6,2640.1%EnergyVGTVanguard Information Technology ETF$292,7820.0%4200.1%ETFVVisa$291,964$2,418 ▲0.8%9660.1%Business ServicesESMLiShares ESG Aware MSCI USA Small-Cap ETF$290,9600.0%6,1880.1%ETFIVWiShares S&P 500 Growth ETF$288,6570.0%2,5520.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
