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Latest Hurlow Wealth Management Group, Inc. Stock Portfolio

$480Million | No. of Holdings #125

Hurlow Wealth Management Group, Inc. Performance

2026 Q2+2.05%
YTD+0.91%
2025+13.91%

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

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hurlow Wealth Management Group, Inc. reported an equity portfolio of $480.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Hurlow Wealth Management Group, Inc. are VB, DFAC, DFAC. The fund has invested 13.9% of it's portfolio in VANGUARD INDEX FDS and 11.9% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off VANGUARD SHORT-TERM BOND ETF (BIV), ABBOTT LABORATORIES COM (ABT) and SPDR GOLD SHARES (GLD) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, ISHARES TR (AAXJ) and MCDONALDS CORP (MCD). Hurlow Wealth Management Group, Inc. opened new stock positions in BROOKFIELD CORP, CORNING INC (GLW) and BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD ADMIRAL FDS INC (IVOG) and VANGUARD INDEX FDS (VB).
Hurlow Wealth Management Group, Inc. Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$480Million
  as of Aug 05, 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 2.05% in the last quarter. In trailing 12 months, it's portfolio return was 8.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
brookfield corp781,015
vanguard instl index fd519,784
corning inc241,637
broadcom inc240,249
dell technologies inc238,166
vanguard intl equity index f217,667
fifth third bancorp210,993
eversource energy208,138
New stocks bought by Hurlow Wealth Management Group, Inc.

Additions

Ticker% Inc.
vanguard world fd700
vanguard admiral fds inc500
vanguard index fds498
vanguard index fds300
vanguard whitehall fds44.33
vanguard wellington fd22.2
dimensional etf trust20.66
visa inc15.94
Additions to existing portfolio by Hurlow Wealth Management Group, Inc.

Reductions

Ticker% Reduced
berkshire hathaway inc del-31.71
ishares tr-25.37
mcdonalds corp-11.5
vanguard star fds-7.24
procter & gamble co-5.96
vanguard intl equity index f-2.72
dimensional etf trust-2.06
vanguard index fds-1.39
Hurlow Wealth Management Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
at&t inc com-202,553
vanguard short-term bond etf-522,054
abbott laboratories com-223,923
spdr gold shares-215,145
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
Technology2.1
Healthcare1.6
Industrials1.4
Financial Services1.2

Market Cap. Distribution

Hurlow Wealth Management Group, Inc. has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.2
MEGA-CAP5.7
LARGE-CAP3

Stocks belong to which Index?

About 8.5% 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%
Others91.4
S&P 5008.5
Top 5 Winners (%)%
AMD
advanced micro devices inc
184.8 %
CSCO
cisco sys inc
50.8 %
CAT
caterpillar inc
50.3 %
XLB
select sector spdr tr
43.3 %
ge vernova inc
34.6 %
Top 5 Winners ($)$
VB
vanguard index fds
8.6 M
DFAC
dimensional etf trust
7.5 M
DFAC
dimensional etf trust
5.5 M
VB
vanguard index fds
3.6 M
VEA
vanguard tax-managed fds
3.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
IVOG
vanguard admiral fds inc
-69.7 %
VB
vanguard index fds
-61.6 %
BP
bp plc
-21.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-30.6 M
VB
vanguard index fds
-2.2 M
VAW
vanguard world fd
-1.1 M
IVOG
vanguard admiral fds inc
-0.7 M
WMT
walmart inc
-0.2 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 125 stocks in it's portfolio. About 63.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Hurlow Wealth Management Group, Inc. last quarter.

$480.63MTotal Value
129Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Hurlow Wealth Management Group, Inc., last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hurlow Wealth Management Group, Inc.'s holding in Ishares Tr over time
0.26%11,778
$1.27M
0.26%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hurlow Wealth Management Group, Inc.'s holding in Ishares Tr over time
0.07%2,777
$345.5K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Hurlow Wealth Management Group, Inc.'s holding in Ishares Tr over time
0.05%2,401
$255.6K
0.05%
decreased 25.37 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Hurlow Wealth Management Group, Inc.'s holding in Ishares Tr over time
0.07%4,480
$338.8K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Hurlow Wealth Management Group, Inc.'s holding in Ishares Tr over time
0.06%5,777
$286.3K
0.06%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Hurlow Wealth Management Group, Inc.'s holding in American Centy Etf Tr over time
0.06%2,477
$309.0K
0.06%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
Hurlow Wealth Management Group, Inc.'s holding in Ishares Tr over time
0.07%6,188
$346.1K
0.07%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Hurlow Wealth Management Group, Inc.'s holding in Spdr Series Trust over time
1.22%250,032
$5.86M
1.22%
increased 8.75 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Hurlow Wealth Management Group, Inc.'s holding in Spdr Series Trust over time
0.31%31,219
$1.50M
0.31%
increased 0.32 percentadded