Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Hurlow Wealth Management Group, Inc.

Investment Activity

Hurlow 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: $66,812,596
Dimensional U.S. Equity ETF: $57,121,891
Dimensional U.S. Small Cap ETF: $41,514,902
Dimensional International Core Equity 2 ETF: $31,791,672
Vanguard FTSE Developed Markets ETF: $31,092,021

Largest New Holdings this Quarter

11271J107 - Brookfield: $781,015 Holding
922040852 - VANGUARD INSTL INDEX FD: $519,784 Holding
219350105 - Corning: $241,637 Holding
11135F101 - Broadcom: $240,249 Holding
24703L202 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VV Vanguard Large-Cap ETF	$66,812,596	$1,616,037 â–²	2.5%	194,273	13.9%	ETF
DFUS Dimensional U.S. Equity ETF	$57,121,891	$3,173,206 â–²	5.9%	697,119	11.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$41,514,902	$1,975,830 â–²	5.0%	504,189	8.6%	ETF
DFIC Dimensional International Core Equity 2 ETF	$31,791,672	$2,859,182 â–²	9.9%	853,239	6.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$31,092,021	$43,320 â–¼	-0.1%	436,379	6.5%	ETF
VB Vanguard Small-Cap ETF	$26,271,876	$258,863 â–¼	-1.0%	86,672	5.5%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$14,617,291	$1,419,516 â–²	10.8%	359,677	3.0%	ETF
VUG Vanguard Growth ETF	$12,865,095	$10,715,902 â–²	498.6%	149,351	2.7%	ETF
VNQ Vanguard Real Estate ETF	$12,610,147	$177,624 â–¼	-1.4%	130,770	2.6%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$12,577,793	$329,745 â–²	2.7%	187,058	2.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$12,426,091	$347,635 â–¼	-2.7%	208,177	2.6%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$11,160,114	$36,398 â–¼	-0.3%	302,935	2.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,768,469	$321,178 â–²	3.1%	130,290	2.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$10,542,551	$591,740 â–²	5.9%	137,452	2.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$10,411,346	$454,818 â–²	4.6%	131,739	2.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$7,808,611	$37,834 â–²	0.5%	154,381	1.6%	ETF
DFAI Dimensional International Core Equity Market ETF	$7,295,216	$153,409 â–¼	-2.1%	176,854	1.5%	ETF
VTI Vanguard Total Stock Market ETF	$6,539,526	$9,251 â–¼	-0.1%	17,672	1.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,374,106	$345,467 â–²	5.7%	26,938	1.3%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$5,860,750	$471,378 â–²	8.7%	250,032	1.2%	ETF
DFAR Dimensional US Real Estate ETF	$5,174,518	$885,933 â–²	20.7%	197,803	1.1%	ETF
AAPL Apple	$4,850,621	$55,558 â–¼	-1.1%	16,763	1.0%	Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$4,696,298	$177,362 â–²	3.9%	93,496	1.0%	ETF
LLY Eli Lilly and Company	$4,048,076	$27,587 â–²	0.7%	3,375	0.8%	Healthcare
SCHX Schwab US Large-Cap ETF	$3,863,241	$42,615 â–¼	-1.1%	131,269	0.8%	ETF
VTV Vanguard Value ETF	$3,182,650	$3,923 â–¼	-0.1%	14,604	0.7%	ETF
BRK.B Berkshire Hathaway	$2,493,944	$1,157,903 â–¼	-31.7%	4,984	0.5%	Finance
JNJ Johnson & Johnson	$1,930,172	$4,317 â–²	0.2%	7,600	0.4%	Healthcare
CINF Cincinnati Financial	$1,846,862	$1,111 â–²	0.1%	9,975	0.4%	Finance
WALMART INC	$1,784,526	$8,268 â–²	0.5%	15,756	0.4%	COM
JPM JPMorgan Chase & Co.	$1,709,645	$10,475 â–²	0.6%	5,223	0.4%	Finance
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.3%	Finance
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$1,497,419	$4,796 â–²	0.3%	31,219	0.3%	ETF
MSFT Microsoft	$1,478,319	$49,613 â–²	3.5%	3,963	0.3%	Technology
VO Vanguard Mid-Cap ETF	$1,389,349	$1,042,012 â–²	300.0%	17,244	0.3%	ETF
MUB iShares National Muni Bond ETF	$1,267,548		0.0%	11,778	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,247,334	$15,319 â–¼	-1.2%	34,524	0.3%	ETF
JCI Johnson Controls International	$1,193,573	$6,283 â–²	0.5%	8,169	0.2%	Industrials
AMZN Amazon.com	$1,150,513	$47,908 â–²	4.3%	4,827	0.2%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,143,193	$2,240 â–¼	-0.2%	1,531	0.2%	ETF
ABBV AbbVie	$1,025,795	$13,087 â–²	1.3%	4,076	0.2%	Healthcare
NVDA NVIDIA	$916,616	$114,452 â–²	14.3%	4,581	0.2%	Technology
ADI Analog Devices	$890,455	$9,135 â–²	1.0%	2,242	0.2%	Technology
VYM Vanguard High Dividend Yield ETF	$838,665	$257,589 â–²	44.3%	5,307	0.2%	ETF
GE GE Aerospace	$825,943	$374 â–²	0.0%	2,210	0.2%	Industrials
IWB iShares Russell 1000 ETF	$821,867		0.0%	2,007	0.2%	ETF
CAT Caterpillar	$799,740	$1,065 â–²	0.1%	751	0.2%	Industrials
VOO Vanguard S&P 500 ETF	$798,612	$1,373 â–²	0.2%	1,163	0.2%	ETF
BN Brookfield	$781,015	$781,015 â–²	New Holding	18,338	0.2%	Finance
AMD Advanced Micro Devices	$643,067	$1,743 â–²	0.3%	1,107	0.1%	Technology
LINDE PLC	$639,853	$1,038 â–²	0.2%	1,233	0.1%	SHS
AFL Aflac	$639,364	$352 â–²	0.1%	5,453	0.1%	Finance
GWW W.W. Grainger	$614,901	$1,360 â–²	0.2%	452	0.1%	Industrials
GE VERNOVA INC	$612,102		0.0%	521	0.1%	COM
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$606,138	$110,124 â–²	22.2%	5,983	0.1%	ETF
MCD McDonald's	$605,224	$78,660 â–¼	-11.5%	2,239	0.1%	Consumer Discretionary
QQQ Invesco QQQ	$598,159		0.0%	812	0.1%	ETF
GOOG Alphabet	$590,061	$2,473 â–²	0.4%	1,670	0.1%	Communication Services
META Meta Platforms	$585,258	$52,386 â–²	9.8%	1,039	0.1%	Communication Services
NSC Norfolk Southern	$580,733		0.0%	1,846	0.1%	Industrials
TJX TJX Companies	$567,974	$22,422 â–²	4.1%	3,749	0.1%	Consumer Discretionary
NEE NextEra Energy	$567,433	$4,037 â–²	0.7%	6,465	0.1%	Utilities
ELV Elevance Health	$534,074	$12,762 â–²	2.4%	1,381	0.1%	Healthcare
VANGUARD INSTL INDEX FD	$519,784	$519,784 â–²	New Holding	6,870	0.1%	ULTR SHOR TR ETF
MS Morgan Stanley	$487,690	$836 â–²	0.2%	2,333	0.1%	Finance
LHX L3Harris Technologies	$475,986		0.0%	1,638	0.1%	Industrials
XLK Technology Select Sector SPDR Fund	$470,394	$572 â–²	0.1%	2,469	0.1%	ETF
ED Consolidated Edison	$444,069	$111 â–²	0.0%	4,014	0.1%	Utilities
ITW Illinois Tool Works	$438,375	$811 â–²	0.2%	1,621	0.1%	Industrials
RTX RTX	$430,497	$569 â–²	0.1%	2,269	0.1%	Industrials
EMR Emerson Electric	$429,164	$716 â–²	0.2%	2,998	0.1%	Industrials
CSCO Cisco Systems	$425,205	$6,108 â–²	1.5%	3,620	0.1%	Technology
SCHF Schwab International Equity ETF	$421,603	$2,853 â–¼	-0.7%	15,220	0.1%	ETF
IVV iShares Core S&P 500 ETF	$411,890		0.0%	550	0.1%	ETF
VGT Vanguard Information Technology ETF	$401,537	$351,345 â–²	700.0%	3,360	0.1%	ETF
GD General Dynamics	$394,978	$354 â–²	0.1%	1,115	0.1%	Industrials
VXUS Vanguard Total International Stock ETF	$392,314	$30,605 â–¼	-7.2%	4,589	0.1%	ETF
XOM ExxonMobil	$392,250	$10,254 â–²	2.7%	2,869	0.1%	Energy
VBK Vanguard Small-Cap Growth ETF	$392,030		0.0%	1,072	0.1%	ETF
V Visa	$384,261	$52,836 â–²	15.9%	1,120	0.1%	Finance
ADP Automatic Data Processing	$383,850	$6,047 â–²	1.6%	1,714	0.1%	Industrials
PG Procter & Gamble	$375,105	$23,756 â–¼	-6.0%	2,558	0.1%	Consumer Staples
VANGUARD CALIF TAX FREE FDS	$368,699	$25,150 â–²	7.3%	3,665	0.1%	TAX EXEMPT BD FD
CVX Chevron	$366,495	$3,315 â–¼	-0.9%	2,211	0.1%	Energy
GOOGL Alphabet	$364,160	$33,950 â–²	10.3%	1,019	0.1%	Communication Services
BLACKROCK INC	$357,700	$962 â–¼	-0.3%	372	0.1%	COM
SYY Sysco	$354,630	$3,845 â–¼	-1.1%	4,243	0.1%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$352,352	$1,375 â–²	0.4%	2,562	0.1%	ETF
DFCA Dimensional California Municipal Bond ETF	$349,554		0.0%	6,966	0.1%	ETF
VGSH Vanguard Short-Term Treasury ETF	$347,861		0.0%	5,977	0.1%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$346,480		0.0%	1,579	0.1%	ETF
ONB Old National Bancorp	$346,205	$4,014 â–¼	-1.1%	13,367	0.1%	Finance
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$346,095		0.0%	6,188	0.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$345,514		0.0%	2,777	0.1%	ETF
APD Air Products and Chemicals	$344,780	$9,089 â–²	2.7%	1,176	0.1%	Materials
LRGF iShares U.S. Equity Factor ETF	$338,822		0.0%	4,480	0.1%	ETF
PAYX Paychex	$334,420	$3,835 â–¼	-1.1%	3,401	0.1%	Industrials
SYK Stryker	$326,174	$630 â–²	0.2%	1,036	0.1%	Healthcare
IAU iShares Gold Trust	$319,936		0.0%	4,237	0.1%	ETF
LOW Lowe's Companies	$315,962	$441 â–¼	-0.1%	1,433	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Hurlow Wealth Management Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2026)

About Hurlow Wealth Management Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHurlow Wealth Management Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools