Latest Hurlow Wealth Management Group, Inc. Stock Portfolio

Hurlow Wealth Management Group, Inc. Performance:

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

Performance for 2026 Q1 is -1.12%, and YTD is -1.12%, and 2025 is 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.

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.

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. 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 com	219,891
spdr gold shares	215,145
at&t inc com	202,553
philip morris intl inc com	201,053

New stocks bought by Hurlow Wealth Management Group, Inc.

Additions

Ticker	% Inc.
vanguard s&p 500 etf	39.88
vanguard short-term tax exempt bond etf	30.87
dimensional us real estate etf	27.76
ishares short-term national muni bond etf	18.23
vanguard intermediate-term bond etf	16.01
dimensional emerging markets core equity 2 etf	10.76
vanguard california tax-exempt bond etf	9.81
vanguard value etf	9.51

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.

Sector	%
Others	91.2
Technology	1.9
Healthcare	1.6
Industrials	1.5
Financial Services	1.1

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.

Category	%
UNALLOCATED	91.2
MEGA-CAP	5.8
LARGE-CAP	2.8

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.

Index	%
Others	91.3
S&P 500	8.6

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.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	1.02	16,955	4,303,080	reduced	-0.7

AAXJ	ishares national muni bond etf	0.30	11,778	1,250,240	unchanged	0.00

AAXJ	ishares short-term national muni bond etf	0.08	3,217	342,611	added	18.23

AAXJ	ishares msci eafe growth etf	0.07	2,777	309,274	reduced	-0.36

ABBV	abbvie inc com	0.21	4,024	875,274	added	0.07

ABT	abbott laboratories com	0.05	2,181	223,923	added	0.32

ACWF	ishares u.s. equity factor etf	0.07	4,480	295,680	unchanged	0.00

ACWF	ishares msci intl quality factor etf	0.06	5,777	267,071	unchanged	0.00

ADI	analog devices inc com	0.17	2,219	705,953	unchanged	0.00

ADP	automatic data processing inc com	0.08	1,687	342,765	reduced	-0.06

AEMB	avantis u.s. small cap value etf	0.06	2,477	273,634	added	1.27

AFL	aflac inc com	0.14	5,450	597,920	added	0.06

AMD	advanced micro devices inc com	0.05	1,104	224,587	added	0.36

AMZN	amazon com inc com	0.23	4,626	963,497	added	1.00

ANTX	elevance health inc formerly a com	0.09	1,348	394,627	added	0.15

APD	air products and chemicals inc com	0.08	1,145	332,611	reduced	-1.04

BGRN	ishares esg aware msci usa small-cap etf	0.07	6,188	290,960	unchanged	0.00

BIL	state street spdr portfolio high yield bond etf	1.28	229,922	5,361,780	added	7.09

BIL	state street spdr nuveen ice short term municipal bond etf	0.35	31,119	1,488,420	added	0.97

BIV	vanguard intermediate-term bond etf	2.38	129,737	10,013,100	added	16.01