Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2026) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $480.63 million in total holdings as of June 30, 2026.Hurlow Wealth Management Group, Inc. owns shares of 125 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.39% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 120 new stocks and bought additional shares in 65 stocks.Hurlow Wealth Management Group, Inc. sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $66,812,596Dimensional U.S. Equity ETF $57,121,891Dimensional U.S. Small Cap ETF $41,514,902Dimensional International Core Equity 2 ETF $31,791,672Vanguard FTSE Developed Markets ETF $31,092,021 Largest New Holdings this Quarter 11271J107 - Brookfield $781,015 Holding922040852 - VANGUARD INSTL INDEX FD $519,784 Holding219350105 - Corning $241,637 Holding11135F101 - Broadcom $240,249 Holding24703L202 - Dell Technologies $238,166 Holding Largest Purchases this Quarter Vanguard Growth ETF 124,401 shares (about $10.72M)Dimensional U.S. Equity ETF 38,726 shares (about $3.17M)Dimensional International Core Equity 2 ETF 76,736 shares (about $2.86M)Dimensional U.S. Small Cap ETF 23,996 shares (about $1.98M)Vanguard Large-Cap ETF 4,699 shares (about $1.62M) Largest Sales this Quarter Berkshire Hathaway 2,314 shares (about $1.16M)Vanguard FTSE Emerging Markets ETF 5,824 shares (about $347.63K)Vanguard Small-Cap ETF 854 shares (about $258.86K)Vanguard Real Estate ETF 1,842 shares (about $177.62K)Dimensional International Core Equity Market ETF 3,719 shares (about $153.41K) 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$66,812,596$1,616,037 ▲2.5%194,27313.9%ETFDFUSDimensional U.S. Equity ETF$57,121,891$3,173,206 ▲5.9%697,11911.9%ETFDFASDimensional U.S. Small Cap ETF$41,514,902$1,975,830 ▲5.0%504,1898.6%ETFDFICDimensional International Core Equity 2 ETF$31,791,672$2,859,182 ▲9.9%853,2396.6%ETFVEAVanguard FTSE Developed Markets ETF$31,092,021$43,320 ▼-0.1%436,3796.5%ETFVBVanguard Small-Cap ETF$26,271,876$258,863 ▼-1.0%86,6725.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,617,291$1,419,516 ▲10.8%359,6773.0%ETFVUGVanguard Growth ETF$12,865,095$10,715,902 ▲498.6%149,3512.7%ETFVNQVanguard Real Estate ETF$12,610,147$177,624 ▼-1.4%130,7702.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$12,577,793$329,745 ▲2.7%187,0582.6%ETFVWOVanguard FTSE Emerging Markets ETF$12,426,091$347,635 ▼-2.7%208,1772.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$11,160,114$36,398 ▼-0.3%302,9352.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,768,469$321,178 ▲3.1%130,2902.2%ETFBIVVanguard Intermediate-Term Bond ETF$10,542,551$591,740 ▲5.9%137,4522.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,411,346$454,818 ▲4.6%131,7392.2%ETFVTEBVanguard Tax-Exempt Bond ETF$7,808,611$37,834 ▲0.5%154,3811.6%ETFDFAIDimensional International Core Equity Market ETF$7,295,216$153,409 ▼-2.1%176,8541.5%ETFVTIVanguard Total Stock Market ETF$6,539,526$9,251 ▼-0.1%17,6721.4%ETFVIGVanguard Dividend Appreciation ETF$6,374,106$345,467 ▲5.7%26,9381.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$5,860,750$471,378 ▲8.7%250,0321.2%ETFDFARDimensional US Real Estate ETF$5,174,518$885,933 ▲20.7%197,8031.1%ETFAAPLApple$4,850,621$55,558 ▼-1.1%16,7631.0%TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,696,298$177,362 ▲3.9%93,4961.0%ETFLLYEli Lilly and Company$4,048,076$27,587 ▲0.7%3,3750.8%HealthcareSCHXSchwab US Large-Cap ETF$3,863,241$42,615 ▼-1.1%131,2690.8%ETFVTVVanguard Value ETF$3,182,650$3,923 ▼-0.1%14,6040.7%ETFBRK.BBerkshire Hathaway$2,493,944$1,157,903 ▼-31.7%4,9840.5%FinanceJNJJohnson & Johnson$1,930,172$4,317 ▲0.2%7,6000.4%HealthcareCINFCincinnati Financial$1,846,862$1,111 ▲0.1%9,9750.4%FinanceWALMART INC$1,784,526$8,268 ▲0.5%15,7560.4%COMJPMJPMorgan Chase & Co.$1,709,645$10,475 ▲0.6%5,2230.4%FinanceBRK.ABerkshire Hathaway$1,497,7000.0%20.3%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,497,419$4,796 ▲0.3%31,2190.3%ETFMSFTMicrosoft$1,478,319$49,613 ▲3.5%3,9630.3%TechnologyVOVanguard Mid-Cap ETF$1,389,349$1,042,012 ▲300.0%17,2440.3%ETFMUBiShares National Muni Bond ETF$1,267,5480.0%11,7780.3%ETFSCHASchwab US Small-Cap ETF$1,247,334$15,319 ▼-1.2%34,5240.3%ETFJCIJohnson Controls International$1,193,573$6,283 ▲0.5%8,1690.2%IndustrialsAMZNAmazon.com$1,150,513$47,908 ▲4.3%4,8270.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,143,193$2,240 ▼-0.2%1,5310.2%ETFABBVAbbVie$1,025,795$13,087 ▲1.3%4,0760.2%HealthcareNVDANVIDIA$916,616$114,452 ▲14.3%4,5810.2%TechnologyADIAnalog Devices$890,455$9,135 ▲1.0%2,2420.2%TechnologyVYMVanguard High Dividend Yield ETF$838,665$257,589 ▲44.3%5,3070.2%ETFGEGE Aerospace$825,943$374 ▲0.0%2,2100.2%IndustrialsIWBiShares Russell 1000 ETF$821,8670.0%2,0070.2%ETFCATCaterpillar$799,740$1,065 ▲0.1%7510.2%IndustrialsVOOVanguard S&P 500 ETF$798,612$1,373 ▲0.2%1,1630.2%ETFBNBrookfield$781,015$781,015 ▲New Holding18,3380.2%FinanceAMDAdvanced Micro Devices$643,067$1,743 ▲0.3%1,1070.1%TechnologyLINDE PLC$639,853$1,038 ▲0.2%1,2330.1%SHSAFLAflac$639,364$352 ▲0.1%5,4530.1%FinanceGWWW.W. Grainger$614,901$1,360 ▲0.2%4520.1%IndustrialsGE VERNOVA INC$612,1020.0%5210.1%COMVTESVanguard Short-Term Tax-Exempt Bond ETF$606,138$110,124 ▲22.2%5,9830.1%ETFMCDMcDonald's$605,224$78,660 ▼-11.5%2,2390.1%Consumer DiscretionaryQQQInvesco QQQ$598,1590.0%8120.1%ETFGOOGAlphabet$590,061$2,473 ▲0.4%1,6700.1%Communication ServicesMETAMeta Platforms$585,258$52,386 ▲9.8%1,0390.1%Communication ServicesNSCNorfolk Southern$580,7330.0%1,8460.1%IndustrialsTJXTJX Companies$567,974$22,422 ▲4.1%3,7490.1%Consumer DiscretionaryNEENextEra Energy$567,433$4,037 ▲0.7%6,4650.1%UtilitiesELVElevance Health$534,074$12,762 ▲2.4%1,3810.1%HealthcareVANGUARD INSTL INDEX FD$519,784$519,784 ▲New Holding6,8700.1%ULTR SHOR TR ETFMSMorgan Stanley$487,690$836 ▲0.2%2,3330.1%FinanceLHXL3Harris Technologies$475,9860.0%1,6380.1%IndustrialsXLKTechnology Select Sector SPDR Fund$470,394$572 ▲0.1%2,4690.1%ETFEDConsolidated Edison$444,069$111 ▲0.0%4,0140.1%UtilitiesITWIllinois Tool Works$438,375$811 ▲0.2%1,6210.1%IndustrialsRTXRTX$430,497$569 ▲0.1%2,2690.1%IndustrialsEMREmerson Electric$429,164$716 ▲0.2%2,9980.1%IndustrialsCSCOCisco Systems$425,205$6,108 ▲1.5%3,6200.1%TechnologySCHFSchwab International Equity ETF$421,603$2,853 ▼-0.7%15,2200.1%ETFIVViShares Core S&P 500 ETF$411,8900.0%5500.1%ETFVGTVanguard Information Technology ETF$401,537$351,345 ▲700.0%3,3600.1%ETFGDGeneral Dynamics$394,978$354 ▲0.1%1,1150.1%IndustrialsVXUSVanguard Total International Stock ETF$392,314$30,605 ▼-7.2%4,5890.1%ETFXOMExxonMobil$392,250$10,254 ▲2.7%2,8690.1%EnergyVBKVanguard Small-Cap Growth ETF$392,0300.0%1,0720.1%ETFVVisa$384,261$52,836 ▲15.9%1,1200.1%FinanceADPAutomatic Data Processing$383,850$6,047 ▲1.6%1,7140.1%IndustrialsPGProcter & Gamble$375,105$23,756 ▼-6.0%2,5580.1%Consumer StaplesVANGUARD CALIF TAX FREE FDS$368,699$25,150 ▲7.3%3,6650.1%TAX EXEMPT BD FDCVXChevron$366,495$3,315 ▼-0.9%2,2110.1%EnergyGOOGLAlphabet$364,160$33,950 ▲10.3%1,0190.1%Communication ServicesBLACKROCK INC$357,700$962 ▼-0.3%3720.1%COMSYYSysco$354,630$3,845 ▼-1.1%4,2430.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$352,352$1,375 ▲0.4%2,5620.1%ETFDFCADimensional California Municipal Bond ETF$349,5540.0%6,9660.1%ETFVGSHVanguard Short-Term Treasury ETF$347,8610.0%5,9770.1%ETFQUALiShares MSCI USA Quality Factor ETF$346,4800.0%1,5790.1%ETFONBOld National Bancorp$346,205$4,014 ▼-1.1%13,3670.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$346,0950.0%6,1880.1%ETFEFGiShares MSCI EAFE Growth ETF$345,5140.0%2,7770.1%ETFAPDAir Products and Chemicals$344,780$9,089 ▲2.7%1,1760.1%MaterialsLRGFiShares U.S. Equity Factor ETF$338,8220.0%4,4800.1%ETFPAYXPaychex$334,420$3,835 ▼-1.1%3,4010.1%IndustrialsSYKStryker$326,174$630 ▲0.2%1,0360.1%HealthcareIAUiShares Gold Trust$319,9360.0%4,2370.1%ETFLOWLowe's Companies$315,962$441 ▼-0.1%1,4330.1%Consumer DiscretionaryShowing largest 100 holdings. 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