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Latest Hurlow Wealth Management Group, Inc. Stock Portfolio

$420Million | No. of Holdings #120

Hurlow Wealth Management Group, Inc. Performance

2026 Q1-1.12%
YTD-1.12%
2025+13.91%

About Hurlow Wealth Management Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hurlow Wealth Management Group, Inc. reported an equity portfolio of $420.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Hurlow Wealth Management Group, Inc. are VB, DFAC, DFAC. The fund has invested 13.5% of it's portfolio in VANGUARD LARGE-CAP ETF and 11.1% of portfolio in DIMENSIONAL U.S. EQUITY MARKET ETF. <br><br> The fund managers got completely rid off RELIANCE INC COM (VEU), CLOROX CO DEL COM (FDS) and HERC HLDGS INC COM (MDT) stocks. They significantly reduced their stock positions in ALPHABET INC CAP STK CL A (GOOG), PROCTER & GAMBLE CO COM (PG) and VANGUARD DIVIDEND APPRECIATION ETF (VIG). Hurlow Wealth Management Group, Inc. opened new stock positions in PHILLIPS 66 COM (PSX), SPDR GOLD SHARES (GLD) and AT&T INC COM (T). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD S&P 500 ETF (VB), VANGUARD SHORT-TERM TAX EXEMPT BOND ETF (VFLQ) and DIMENSIONAL US REAL ESTATE ETF (DFAC).
Hurlow Wealth Management Group, Inc. Equity Portfolio Value
Last Reported on: 22 Apr, 2026
$420Million
  as of Apr 22, 2026

Hurlow Wealth Management Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Hurlow Wealth Management Group, Inc. made a return of -1.12% in the last quarter. In trailing 12 months, it's portfolio return was 14.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
phillips 66 com219,891
spdr gold shares215,145
at&t inc com202,553
philip morris intl inc com201,053
New stocks bought by Hurlow Wealth Management Group, Inc.

Additions

Ticker% Inc.
vanguard s&p 500 etf39.88
vanguard short-term tax exempt bond etf30.87
dimensional us real estate etf27.76
ishares short-term national muni bond etf18.23
vanguard intermediate-term bond etf16.01
dimensional emerging markets core equity 2 etf10.76
vanguard california tax-exempt bond etf9.81
vanguard value etf9.51
Additions to existing portfolio by Hurlow Wealth Management Group, Inc.

Reductions

Ticker% Reduced
alphabet inc cap stk cl a-10.29
procter & gamble co com-5.13
vanguard dividend appreciation etf-4.54
vanguard growth etf-2.83
mcdonalds corp com-2.09
vanguard ftse developed markets etf-2.03
schwab international equity etf-1.98
air products and chemicals inc com-1.04
Hurlow Wealth Management Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares esg aware usd corporate bond etf-23,794
reliance inc com-281,441
herc hldgs inc com-209,987
clorox co del com-239,987
Hurlow Wealth Management Group, Inc. got rid off the above stocks

Sector Distribution

Hurlow Wealth Management Group, Inc. has about 91.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
Sector%
Others91.2
Technology1.9
Healthcare1.6
Industrials1.5
Financial Services1.1

Market Cap. Distribution

Hurlow Wealth Management Group, Inc. has about 8.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.2
MEGA-CAP5.8
LARGE-CAP2.8

Stocks belong to which Index?

About 8.6% of the stocks held by Hurlow Wealth Management Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.3
S&P 5008.6
Top 5 Winners (%)%
XOM
exxon mobil corp com
40.8 %
CVX
chevron corporation com
35.7 %
BP
bp plc sponsored adr
35.3 %
ge vernova inc com
33.5 %
TGT
target corp com
23.8 %
Top 5 Winners ($)$
DFAC
dimensional international core equity 2 etf
0.8 M
VEA
vanguard ftse developed markets etf
0.7 M
DFAC
dimensional u.s. small cap etf
0.7 M
DFAC
dimensional emerging markets core equity 2 etf
0.5 M
DFAC
dimensional world ex u.s. core equity 2 etf
0.4 M
Top 5 Losers (%)%
MSFT
microsoft corp com
-23.4 %
ADP
automatic data processing inc com
-21.0 %
IBM
international business machs com
-18.1 %
ABT
abbott laboratories com
-18.0 %
PAYX
paychex inc com
-17.9 %
Top 5 Losers ($)$
VB
vanguard large-cap etf
-2.9 M
DFAC
dimensional u.s. equity market etf
-2.1 M
VB
vanguard growth etf
-1.3 M
LLY
eli lilly & co com
-0.5 M
MSFT
microsoft corp com
-0.4 M

Hurlow Wealth Management Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hurlow Wealth Management Group, Inc.

Hurlow Wealth Management Group, Inc. has 120 stocks in it's portfolio. About 62.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Hurlow Wealth Management Group, Inc. last quarter.

$420.09MTotal Value
124Positions
22 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Hurlow Wealth Management Group, Inc., last reported on 22 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Hurlow Wealth Management Group, Inc.'s holding in Ishares National Muni Bond Etf over time
0.3%11,778
$1.25M
0.3%
unchanged 0 percentunchanged
AAXJ
Ishares Short-Term National Muni Bond Etf

Ishares Short-Term National Muni Bond Etf

AAXJ
Hurlow Wealth Management Group, Inc.'s holding in Ishares Short-Term National Muni Bond Etf over time
0.08%3,217
$342.6K
0.08%
increased 18.23 percentadded
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
Hurlow Wealth Management Group, Inc.'s holding in Ishares Msci Eafe Growth Etf over time
0.07%2,777
$309.3K
0.07%
decreased 0.36 percentreduced
ACWF
Ishares U.S. Equity Factor Etf

Ishares U.S. Equity Factor Etf

ACWF
Hurlow Wealth Management Group, Inc.'s holding in Ishares U.S. Equity Factor Etf over time
0.07%4,480
$295.7K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Msci Intl Quality Factor Etf

Ishares Msci Intl Quality Factor Etf

ACWF
Hurlow Wealth Management Group, Inc.'s holding in Ishares Msci Intl Quality Factor Etf over time
0.06%5,777
$267.1K
0.06%
unchanged 0 percentunchanged
AEMB
Avantis U.S. Small Cap Value Etf

Avantis U.S. Small Cap Value Etf

AEMB
Hurlow Wealth Management Group, Inc.'s holding in Avantis U.S. Small Cap Value Etf over time
0.06%2,477
$273.6K
0.06%
increased 1.27 percentadded
BGRN
Ishares Esg Aware Msci Usa Small-Cap Etf

Ishares Esg Aware Msci Usa Small-Cap Etf

BGRN
Hurlow Wealth Management Group, Inc.'s holding in Ishares Esg Aware Msci Usa Small-Cap Etf over time
0.07%6,188
$291.0K
0.07%
unchanged 0 percentunchanged
BIL
State Street Spdr Portfolio High Yield Bond Etf

State Street Spdr Portfolio High Yield Bond Etf

BIL
Hurlow Wealth Management Group, Inc.'s holding in State Street Spdr Portfolio High Yield Bond Etf over time
1.28%229,922
$5.36M
1.28%
increased 7.09 percentadded
BIL
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf

State Street Spdr Nuveen Ice Short Term Municipal Bond Etf

BIL
Hurlow Wealth Management Group, Inc.'s holding in State Street Spdr Nuveen Ice Short Term Municipal Bond Etf over time
0.35%31,119
$1.49M
0.35%
increased 0.97 percentadded
BIV
Vanguard Intermediate-Term Bond Etf

Vanguard Intermediate-Term Bond Etf

BIV
Hurlow Wealth Management Group, Inc.'s holding in Vanguard Intermediate-Term Bond Etf over time
2.38%129,737
$10.01M
2.38%
increased 16.01 percentadded