Q2 2026 13F · SEC CIK 1747749

Hurlow Wealth Management Group, Inc.

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $480.6M
Reported positions: 125
Top holdings a year, 3 yrs: +15.8%
Assets under management: $794.4M

Hurlow Wealth Management Group, Inc. is a wealth manager that reported 125 positions worth $480.6M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Vanguard Inx Lrg (VV, 13.9%), Dimensional ETF Trust (DFUS, 11.9%), Dimensional ETF Trust (DFAS, 8.6%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

Hurlow Wealth Management Group, Inc. holdings largest 50 of 125 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hurlow Wealth Management Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VVVanguard Inx Lrg	13.9%	13.5%	194,273	+2.5%	$66.8M
DFUSDimensional ETF Trust	11.9%	11.1%	697,119	+5.9%	$57.1M
DFASDimensional ETF Trust	8.6%	8.1%	504,189	+5.0%	$41.5M
DFICDfa Dimensional Intl Core Equit	6.6%	6.6%	853,239	+9.9%	$31.8M
VEAVanguard Tax-Managed Fds	6.5%	6.7%	436,379	-0.1%	$31.1M
VBVanguard Indx Fd	5.5%	5.5%	86,672	-1.0%	$26.3M
DFEMDimensional	3.0%	2.7%	359,677	+10.8%	$14.6M
VUGVanguard Indx Fd	2.7%	2.6%	149,351	+498.6%	$12.9M
VNQVanguard Real Estate ETF	2.6%	2.8%	130,770	-1.4%	$12.6M
VWOBVanguard Whitehall Fds	2.6%	2.8%	187,058	+2.7%	$12.6M
VWOVanguard Intl Equity Index F	2.6%	2.8%	208,177	-2.7%	$12.4M
DFAXDimensional World Ex U.s. Core	2.3%	2.5%	302,935	-0.3%	$11.2M
VCITVanguard Scottsdale Fds	2.2%	2.5%	130,290	+3.1%	$10.8M
BIVVanguard Bd Index Fds	2.2%	2.4%	137,452	+5.9%	$10.5M
VCSHVanguard Scottsdale Fds	2.2%	2.4%	131,739	+4.6%	$10.4M
VTEBVanguard Tx Ex Bd	1.6%	1.8%	154,381	+0.5%	$7.8M
DFAIDimensional International Core Equity Ma	1.5%	1.7%	176,854	-2.1%	$7.3M
VTIVanguard Index Fds	1.4%	1.4%	17,672	-0.1%	$6.5M
VIGVanguard Dividend Appreciation ETF	1.3%	1.3%	26,938	+5.7%	$6.4M
SPHYSpdr Series Trust	1.2%	1.3%	250,032	+8.7%	$5.9M
DFARDimensional ETF Trust	1.1%	0.9%	197,803	+20.7%	$5.2M
AAPLApple Inc	1.0%	1.0%	16,763	-1.1%	$4.9M
VTIPVanguard Malvern Fds	1.0%	1.1%	93,496	+3.9%	$4.7M
LLYLilly Eli & Co	0.8%	0.7%	3,375	+0.7%	$4.0M
SCHXSchwab Stratgc Tr	0.8%	0.8%	131,269	-1.1%	$3.9M
VTVVanguard Value ETF	0.7%	0.7%	14,604	-0.1%	$3.2M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.8%	4,984	-31.7%	$2.5M
JNJJohnson & Johnson	0.4%	0.4%	7,600	+0.2%	$1.9M
CINFCincinnati Financial Corporation	0.4%	0.4%	9,975	+0.1%	$1.8M
WMTWalmart Inc	0.4%	0.5%	15,756	+0.5%	$1.8M
JPMJpmorgan Chase & Co	0.4%	0.4%	5,223	+0.6%	$1.7M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	2	+0.0%	$1.5M
SHMState Street ETF/USA	0.3%	0.4%	31,219	+0.3%	$1.5M
MSFTMicrosoft Corp	0.3%	0.3%	3,963	+3.5%	$1.5M
VOVanguard Index Fds	0.3%	0.3%	17,244	+300.0%	$1.4M
MUBIshares National Muni Bond ETF	0.3%	0.3%	11,778	+0.0%	$1.3M
SCHASchwab U.s. Small-Cap ETF	0.3%	0.2%	34,524	-1.2%	$1.2M
JCIJohnson Controls Internation	0.2%	0.3%	8,169	+0.5%	$1.2M
AMZNAmazon Com Inc Com	0.2%	0.2%	4,827	+4.3%	$1.2M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	1,531	-0.2%	$1.1M
ABBVAbbvie Inc	0.2%	0.2%	4,076	+1.3%	$1.0M
NVDANvidia Corporation Com	0.2%	0.2%	4,581	+14.3%	$917K
ADIAnalog Devices Inc	0.2%	0.2%	2,242	+1.0%	$890K
VYMVym	0.2%	—	5,307	—	$839K
GEGe Aerospace	0.2%	0.1%	2,210	+0.0%	$826K
IWBIshares Russell 1000 ETF	0.2%	0.2%	2,007	+0.0%	$822K
CATCaterpillar Inc Com	0.2%	—	751	—	$800K
VOOVanguard S&p 500 ETF	0.2%	0.2%	1,163	+0.2%	$799K
BNBrookfield Corp	0.2%	—	18,338	—	$781K
AMDAdvanced Micro Devices Inc	0.1%	—	1,107	—	$643K

What Hurlow Wealth Management Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+498.6% shares
VO Vanguard Index Fds+300.0% shares
DFAR Dimensional ETF Trust+20.7% shares
NVDA Nvidia Corporation Com+14.3% shares
DFEM Dimensional+10.8% shares
DFIC Dfa Dimensional Intl Core Equit+9.9% shares
SPHY Spdr Series Trust+8.7% shares
BIV Vanguard Bd Index Fds+5.9% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-31.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +15.8% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$480.6M	125
Q1 2026	$420.1M	120
Q4 2025	$408.5M	120
Q3 2025	$386.1M	119
Q2 2025	$354.0M	127
Q1 2025	$319.9M	120
Q4 2024	$320.2M	121
Q3 2024	$320.6M	118
Q2 2024	$291.3M	116
Q1 2024	$283.3M	115
Q4 2023	$264.0M	111
Q3 2023	$229.8M	104

Questions about Hurlow Wealth Management Group, Inc.'s portfolio

What stocks does Hurlow Wealth Management Group, Inc. own?

Hurlow Wealth Management Group, Inc.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 125 positions worth $480.6M. The largest are Vanguard Inx Lrg (VV) at 13.9%, Dimensional ETF Trust (DFUS) at 11.9%, Dimensional ETF Trust (DFAS) at 8.6%, Dfa Dimensional Intl Core Equit (DFIC) at 6.6% and Vanguard Tax-Managed Fds (VEA) at 6.5%.

What did Hurlow Wealth Management Group, Inc. buy last quarter?

In Q2 2026, Hurlow Wealth Management Group, Inc. added Vanguard Indx Fd (VUG) (+498.6% shares), Vanguard Index Fds (VO) (+300.0% shares) and Dimensional ETF Trust (DFAR) (+20.7% shares), compared with its Q1 2026 filing.

What did Hurlow Wealth Management Group, Inc. sell last quarter?

In Q2 2026, Hurlow Wealth Management Group, Inc. cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Linde PLC (LIN), cut from its top 50 Aflac Inc (AFL), cut from its top 50 Nextera Energy Inc Com (NEE) and Berkshire Hathaway Inc Del (BRK-B) (-31.7% shares), compared with its Q1 2026 filing.

How has Hurlow Wealth Management Group, Inc.'s portfolio performed?

A portfolio copying Hurlow Wealth Management Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Hurlow Wealth Management Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hurlow Wealth Management Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hurlow Wealth Management Group, Inc. manage?

Hurlow Wealth Management Group, Inc. reported $794.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $480.6M.