Hurlow Wealth Management Group, Inc. Portfolio Stock Holdings
Hurlow Wealth Management Group, Inc. disclosed 125 stock positions valued at approximately $480.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 125
- Portfolio Value
- $480.6M
Holdings by Sector
Hurlow Wealth Management Group, Inc. Portfolio Holdings in Q2 2026
123 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | Other | 13.90% | 194,273 | +4,699 | +2.48% | $66,812,596 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 11.88% | 697,119 | +38,726 | +5.88% | $57,121,891 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 8.64% | 504,189 | +23,996 | +5.00% | $41,514,902 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 6.61% | 853,239 | +76,736 | +9.88% | $31,791,672 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.47% | 436,379 | -608 | -0.14% | $31,092,021 |
| VANGUARD INDEX FDS | VB | Other | 5.47% | 86,672 | -854 | -0.98% | $26,271,876 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.04% | 359,677 | +34,929 | +10.76% | $14,617,291 |
| VANGUARD INDEX FDS | VUG | Other | 2.68% | 149,351 | +124,401 | +498.60% | $12,865,095 |
| VANGUARD INDEX FDS | VNQ | Other | 2.62% | 130,770 | -1,842 | -1.39% | $12,610,147 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 2.62% | 187,058 | +4,904 | +2.69% | $12,577,793 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.59% | 208,177 | -5,824 | -2.72% | $12,426,091 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.32% | 302,935 | -988 | -0.33% | $11,160,114 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.24% | 130,290 | +3,886 | +3.07% | $10,768,469 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.19% | 137,452 | +7,715 | +5.95% | $10,542,551 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.17% | 131,739 | +5,755 | +4.57% | $10,411,346 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.62% | 154,381 | +748 | +0.49% | $7,808,611 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.52% | 176,854 | -3,719 | -2.06% | $7,295,216 |
| VANGUARD INDEX FDS | VTI | Other | 1.36% | 17,672 | -25 | -0.14% | $6,539,526 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.33% | 26,938 | +1,460 | +5.73% | $6,374,106 |
| SPDR SERIES TRUST | SPHY | Other | 1.22% | 250,032 | +20,110 | +8.75% | $5,860,750 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 1.08% | 197,803 | +33,866 | +20.66% | $5,174,518 |
| APPLE INC | AAPL | Technology | 1.01% | 16,763 | -192 | -1.13% | $4,850,621 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.98% | 93,496 | +3,531 | +3.92% | $4,696,298 |
| ELI LILLY & CO | LLY | Healthcare | 0.84% | 3,375 | +23 | +0.69% | $4,048,076 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.80% | 131,269 | -1,448 | -1.09% | $3,863,241 |
| VANGUARD INDEX FDS | VTV | Other | 0.66% | 14,604 | -18 | -0.12% | $3,182,650 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 4,984 | -2,314 | -31.71% | $2,493,944 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.40% | 7,600 | +17 | +0.22% | $1,930,172 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.38% | 9,975 | +6 | +0.06% | $1,846,862 |
| WALMART INC | WMT | Consumer Defensive | 0.37% | 15,756 | +73 | +0.47% | $1,784,526 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 5,223 | +32 | +0.62% | $1,709,645 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.31% | 2 | - | - | $1,497,700 |
| SPDR SERIES TRUST | SHM | Other | 0.31% | 31,219 | +100 | +0.32% | $1,497,419 |
| MICROSOFT CORP | MSFT | Technology | 0.31% | 3,963 | +133 | +3.47% | $1,478,319 |
| VANGUARD INDEX FDS | VO | Other | 0.29% | 17,244 | +12,933 | +300.00% | $1,389,349 |
| ISHARES TR | MUB | Other | 0.26% | 11,778 | - | - | $1,267,548 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.26% | 34,524 | -424 | -1.21% | $1,247,334 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.25% | 8,169 | +43 | +0.53% | $1,193,573 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.24% | 4,827 | +201 | +4.35% | $1,150,513 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.24% | 1,531 | -3 | -0.20% | $1,143,193 |
| ABBVIE INC | ABBV | Healthcare | 0.21% | 4,076 | +52 | +1.29% | $1,025,795 |
| NVIDIA CORPORATION | NVDA | Technology | 0.19% | 4,581 | +572 | +14.27% | $916,616 |
| ANALOG DEVICES INC | ADI | Technology | 0.19% | 2,242 | +23 | +1.04% | $890,455 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.17% | 5,307 | +1,630 | +44.33% | $838,665 |
| GE AEROSPACE | GE | Industrials | 0.17% | 2,210 | +1 | +0.05% | $825,943 |
| ISHARES TR | IWB | Other | 0.17% | 2,007 | - | - | $821,867 |
| CATERPILLAR INC | CAT | Industrials | 0.17% | 751 | +1 | +0.13% | $799,740 |
| VANGUARD INDEX FDS | VOO | Other | 0.17% | 1,163 | +2 | +0.17% | $798,612 |
| BROOKFIELD CORP | BN | Financial Services | 0.16% | 18,338 | +18,338 | +100.00% | $781,015 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.13% | 1,107 | +3 | +0.27% | $643,067 |
| LINDE PLC | LIN | Other | 0.13% | 1,233 | +2 | +0.16% | $639,853 |
| AFLAC INC | AFL | Financial Services | 0.13% | 5,453 | +3 | +0.06% | $639,364 |
| WW GRAINGER INC | GWW | Industrials | 0.13% | 452 | +1 | +0.22% | $614,901 |
| GE VERNOVA INC | GEV | Utilities | 0.13% | 521 | - | - | $612,102 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.13% | 5,983 | +1,087 | +22.20% | $606,138 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.13% | 2,239 | -291 | -11.50% | $605,224 |
| INVESCO QQQ TR | QQQ | Other | 0.12% | 812 | - | - | $598,159 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,670 | +7 | +0.42% | $590,061 |
| META PLATFORMS INC | META | Communication Services | 0.12% | 1,039 | +93 | +9.83% | $585,258 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.12% | 1,846 | - | - | $580,733 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.12% | 3,749 | +148 | +4.11% | $567,974 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.12% | 6,465 | +46 | +0.72% | $567,433 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.11% | 1,381 | +33 | +2.45% | $534,074 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 2,333 | +4 | +0.17% | $487,690 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.10% | 1,638 | - | - | $475,986 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.10% | 2,469 | +3 | +0.12% | $470,394 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.09% | 4,014 | +1 | +0.02% | $444,069 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.09% | 1,621 | +3 | +0.19% | $438,375 |
| RTX CORPORATION | RTX | Industrials | 0.09% | 2,269 | +3 | +0.13% | $430,497 |
| EMERSON ELEC CO | EMR | Industrials | 0.09% | 2,998 | +5 | +0.17% | $429,164 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 3,620 | +52 | +1.46% | $425,205 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.09% | 15,220 | -103 | -0.67% | $421,603 |
| ISHARES TR | IVV | Other | 0.09% | 550 | - | - | $411,890 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 3,360 | +2,940 | +700.00% | $401,537 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.08% | 1,115 | +1 | +0.09% | $394,978 |
| VANGUARD STAR FDS | VXUS | Other | 0.08% | 4,589 | -358 | -7.24% | $392,314 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 2,869 | +75 | +2.68% | $392,250 |
| VANGUARD INDEX FDS | VBK | Other | 0.08% | 1,072 | - | - | $392,030 |
| VISA INC | V | Financial Services | 0.08% | 1,120 | +154 | +15.94% | $384,261 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.08% | 1,714 | +27 | +1.60% | $383,850 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 2,558 | -162 | -5.96% | $375,105 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.08% | 3,665 | +250 | +7.32% | $368,699 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 2,211 | -20 | -0.90% | $366,495 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 1,019 | +95 | +10.28% | $364,160 |
| BLACKROCK INC | BLK | Other | 0.07% | 372 | -1 | -0.27% | $357,700 |
| SYSCO CORP | SYY | Consumer Defensive | 0.07% | 4,243 | -46 | -1.07% | $354,630 |
| ISHARES TR | IVW | Other | 0.07% | 2,562 | +10 | +0.39% | $352,352 |
| DIMENSIONAL ETF TRUST | DFCA | Other | 0.07% | 6,966 | - | - | $349,554 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.07% | 5,977 | - | - | $347,861 |
| ISHARES TR | QUAL | Other | 0.07% | 1,579 | - | - | $346,480 |
| OLD NATL BANCORP IND | ONB | Financial Services | 0.07% | 13,367 | -155 | -1.15% | $346,205 |
| ISHARES TR | ESML | Other | 0.07% | 6,188 | - | - | $346,095 |
| ISHARES TR | EFG | Other | 0.07% | 2,777 | - | - | $345,514 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.07% | 1,176 | +31 | +2.71% | $344,780 |
| ISHARES TR | LRGF | Other | 0.07% | 4,480 | - | - | $338,822 |
| PAYCHEX INC | PAYX | Technology | 0.07% | 3,401 | -39 | -1.13% | $334,420 |
| STRYKER CORPORATION | SYK | Healthcare | 0.07% | 1,036 | +2 | +0.19% | $326,174 |
| ISHARES GOLD TR | IAU | Other | 0.07% | 4,237 | - | - | $319,936 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.07% | 1,433 | -2 | -0.14% | $315,962 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.07% | 2,684 | +74 | +2.84% | $313,411 |