Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2026) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $480.31 million in total holdings as of September 30, 2026.Hurlow Wealth Management Group, Inc. owns shares of 125 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 1.81% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 125 new stocks and bought additional shares in 41 stocks.Hurlow Wealth Management Group, Inc. sold shares of 38 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $69,731,351Dimensional U.S. Equity ETF $59,675,138Dimensional U.S. Small Cap ETF $40,392,847Dimensional International Core Equity 2 ETF $34,322,089Vanguard FTSE Developed Markets ETF $30,991,250 Largest New Holdings this Quarter 922020755 - VANGUARD MALVERN FDS $604,736 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $468,232 Holding808524649 - Schwab Municipal Bond ETF $337,201 Holding303075105 - FactSet Research Systems $214,340 Holding002824100 - Abbott Laboratories $205,665 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 59,340 shares (about $2.23M)Dimensional U.S. Equity ETF 21,599 shares (about $1.79M)Vanguard Large-Cap ETF 3,912 shares (about $1.38M)Dimensional U.S. Small Cap ETF 17,548 shares (about $1.36M)Vanguard Intermediate-Term Corporate Bond ETF 14,113 shares (about $1.11M) Largest Sales this Quarter Vanguard Small-Cap ETF 1,460 shares (about $415.36K)Meta Platforms 526 shares (about $381.44K)Vanguard Dividend Appreciation ETF 1,580 shares (about $368.63K)Vanguard Real Estate ETF 3,126 shares (about $280.18K)Brookfield 3,522 shares (about $128.41K) 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$69,731,351$1,376,436 ▲2.0%198,18514.5%ETFDFUSDimensional U.S. Equity ETF$59,675,138$1,793,364 ▲3.1%718,71812.4%ETFDFASDimensional U.S. Small Cap ETF$40,392,847$1,358,565 ▲3.5%521,7378.4%ETFDFICDimensional International Core Equity 2 ETF$34,322,089$2,231,777 ▲7.0%912,5797.1%ETFVEAVanguard FTSE Developed Markets ETF$30,991,250$178,502 ▲0.6%438,9076.5%ETFVBVanguard Small-Cap ETF$24,242,010$415,356 ▼-1.7%85,2125.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$15,092,729$806,356 ▲5.6%379,9783.1%ETFVUGVanguard Growth ETF$13,423,056$34,963 ▼-0.3%148,9632.8%ETFVWOVanguard FTSE Emerging Markets ETF$12,381,787$34,815 ▲0.3%208,7642.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$11,769,465$39,519 ▼-0.3%186,4322.5%ETFVNQVanguard Real Estate ETF$11,440,760$280,184 ▼-2.4%127,6442.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,308,199$1,105,189 ▲10.8%144,4032.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$11,159,696$54,975 ▼-0.5%301,4502.3%ETFBIVVanguard Intermediate-Term Bond ETF$11,045,195$1,030,457 ▲10.3%151,5952.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,776,274$599,459 ▲5.9%139,4992.2%ETFVTEBVanguard Tax-Exempt Bond ETF$7,487,357$175,895 ▲2.4%158,0951.6%ETFDFAIDimensional International Core Equity Market ETF$7,306,043$21,005 ▼-0.3%176,3471.5%ETFVTIVanguard Total Stock Market ETF$6,494,503$119,007 ▼-1.8%17,3541.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,215,729$567,506 ▲10.0%275,1541.3%ETFVIGVanguard Dividend Appreciation ETF$5,916,233$368,627 ▼-5.9%25,3581.2%ETFAAPLApple$5,571,182$11,323 ▼-0.2%16,7291.2%TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,912,189$310,331 ▲6.7%99,8011.0%ETFSCHXSchwab US Large-Cap ETF$3,921,496$16,560 ▼-0.4%130,7170.8%ETFLLYEli Lilly and Company$3,893,668$11,571 ▼-0.3%3,3650.8%HealthcareVTVVanguard Value ETF$3,128,970$26,577 ▼-0.8%14,4810.7%ETFBRK.BBerkshire Hathaway$2,481,7830.0%4,9840.5%FinanceMSFTMicrosoft$2,032,6790.0%3,9630.4%TechnologyJNJJohnson & Johnson$2,012,472$529 ▲0.0%7,6020.4%HealthcareJPMJPMorgan Chase & Co.$1,727,9250.0%5,2230.4%FinanceWALMART INC$1,636,014$1,351 ▼-0.1%15,7430.3%COMCINFCincinnati Financial$1,590,754$1,116 ▲0.1%9,9820.3%FinanceBRK.ABerkshire Hathaway$1,494,0100.0%20.3%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,388,910$67,456 ▼-4.6%29,7730.3%ETFVOVanguard Mid-Cap ETF$1,352,2740.0%17,2440.3%ETFMUBiShares National Muni Bond ETF$1,216,840$26,084 ▲2.2%12,0360.3%ETFJCIJohnson Controls International$1,214,3220.0%8,1690.3%IndustrialsSPYSPDR S&P 500 ETF Trust$1,165,228$2,288 ▼-0.2%1,5280.2%ETFAMZNAmazon.com$1,126,206$76,492 ▼-6.4%4,5200.2%Consumer DiscretionarySCHASchwab US Small-Cap ETF$1,121,413$5,090 ▼-0.5%34,3680.2%ETFABBVAbbVie$1,066,3560.0%4,0760.2%HealthcareNVDANVIDIA$1,046,2130.0%4,5810.2%TechnologyADIAnalog Devices$889,4240.0%2,2420.2%TechnologyIWBiShares Russell 1000 ETF$835,1730.0%2,0070.2%ETFVYMVanguard High Dividend Yield ETF$824,490$776 ▲0.1%5,3120.2%ETFVOOVanguard S&P 500 ETF$812,913$2,102 ▼-0.3%1,1600.2%ETFAMDAdvanced Micro Devices$664,983$12,235 ▼-1.8%1,0870.1%TechnologyGEGE Aerospace$650,812$39,349 ▼-5.7%2,0840.1%IndustrialsVTESVanguard Short-Term Tax-Exempt Bond ETF$615,067$25,143 ▲4.3%6,2380.1%ETFAFLAflac$609,799$224 ▲0.0%5,4550.1%FinanceCATCaterpillar$608,093$811 ▼-0.1%7500.1%IndustrialsVANGUARD MALVERN FDS$604,736$604,736 ▲New Holding8,1710.1%CORE-PLUS BD ETFQQQInvesco QQQ$600,9030.0%8120.1%ETFLINDE PLC$584,769$475 ▼-0.1%1,2320.1%SHSNSCNorfolk Southern$570,944$618 ▲0.1%1,8480.1%IndustrialsGOOGAlphabet$569,0360.0%1,6700.1%Communication ServicesGWWW.W. Grainger$563,0840.0%4520.1%IndustrialsELVElevance Health$553,680$16,719 ▲3.1%1,4240.1%HealthcareBNBrookfield$540,202$128,415 ▼-19.2%14,8160.1%FinanceVANGUARD INSTL INDEX FD$519,5090.0%6,8700.1%ULTR SHOR TR ETFMCDMcDonald's$517,394$231 ▲0.0%2,2400.1%Consumer DiscretionaryTJXTJX Companies$495,014$1,059 ▼-0.2%3,7410.1%Consumer DiscretionaryGE VERNOVA INC$493,304$1,901 ▼-0.4%5190.1%COMNEENextEra Energy$489,6470.0%6,4650.1%UtilitiesXLKTechnology Select Sector SPDR Fund$482,720$587 ▼-0.1%2,4660.1%ETFEXXONMOBIL HOLDINGS CORP$468,232$468,232 ▲New Holding2,8770.1%COM SHSEMREmerson Electric$465,300$310 ▲0.1%3,0000.1%IndustrialsCVXChevron$452,325$817 ▲0.2%2,2150.1%EnergyADPAutomatic Data Processing$442,831$516 ▲0.1%1,7160.1%IndustrialsMSMorgan Stanley$438,7910.0%2,3330.1%FinanceSCHFSchwab International Equity ETF$423,685$5,604 ▲1.3%15,4240.1%ETFVGTVanguard Information Technology ETF$422,557$251 ▲0.1%3,3620.1%ETFRTXRTX$421,338$186 ▲0.0%2,2700.1%IndustrialsIVViShares Core S&P 500 ETF$421,2180.0%5500.1%ETFITWIllinois Tool Works$417,184$257 ▲0.1%1,6220.1%IndustrialsEDConsolidated Edison$410,169$102 ▼0.0%4,0130.1%UtilitiesVVisa$398,856$3,593 ▼-0.9%1,1100.1%FinanceCSCOCisco Systems$389,6210.0%3,6200.1%TechnologyLHXL3Harris Technologies$387,372$474 ▼-0.1%1,6360.1%IndustrialsBLACKROCK INC$374,855$19,060 ▼-4.8%3540.1%COMMETAMeta Platforms$372,017$381,444 ▼-50.6%5130.1%Communication ServicesPGProcter & Gamble$371,336$291 ▼-0.1%2,5560.1%Consumer StaplesGDGeneral Dynamics$370,1220.0%1,1150.1%IndustrialsIVWiShares S&P 500 Growth ETF$363,048$1,423 ▼-0.4%2,5520.1%ETFVBKVanguard Small-Cap Growth ETF$362,1540.0%1,0720.1%ETFVANGUARD CALIF TAX FREE FDS$355,153$9,617 ▲2.8%3,7670.1%TAX EXEMPT BD FDVXUSVanguard Total International Stock ETF$352,584$37,297 ▼-9.6%4,1500.1%ETFQUALiShares MSCI USA Quality Factor ETF$350,9170.0%1,5790.1%ETFLRGFiShares U.S. Equity Factor ETF$348,7680.0%4,4800.1%ETFVGSHVanguard Short-Term Treasury ETF$347,950$3,914 ▲1.1%6,0450.1%ETFGOOGLAlphabet$343,736$6,882 ▼-2.0%9990.1%Communication ServicesTGTTarget$341,970$313 ▲0.1%2,1820.1%Consumer StaplesSCMBSchwab Municipal Bond ETF$337,201$337,201 ▲New Holding13,9570.1%ETFPAYXPaychex$335,743$788 ▲0.2%3,4090.1%IndustrialsEFGiShares MSCI EAFE Growth ETF$332,7680.0%2,7770.1%ETFDFCADimensional California Municipal Bond ETF$332,0690.0%6,9660.1%ETFIAUiShares Gold Trust$330,9100.0%4,2370.1%ETFONBOld National Bancorp$330,610$1,257 ▲0.4%13,4180.1%FinanceAPDAir Products and Chemicals$327,357$278 ▲0.1%1,1770.1%MaterialsESMLiShares ESG Aware MSCI USA Small-Cap ETF$321,7760.0%6,1880.1%ETFSYYSysco$321,585$9,199 ▼-2.8%4,1250.1%Consumer StaplesShowing largest 100 holdings. 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