# Hurlow Wealth Management Group, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1747749. Source: https://holderbook.com/funds/1747749-hurlow-wealth-management-group-inc/

- Reported value: $480.6M
- Positions: 125
- Weight of the ten largest: 63.9%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $66.8M | 194,273 | 13.9% | 31 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $57.1M | 697,119 | 11.9% | 17 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $41.5M | 504,189 | 8.6% | 17 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $31.8M | 853,239 | 6.6% | 15 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $31.1M | 436,379 | 6.5% | 31 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $26.3M | 86,672 | 5.5% | 31 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $14.6M | 359,677 | 3.0% | 10 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $12.9M | 149,351 | 2.7% | 31 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $12.6M | 130,770 | 2.6% | 31 |
| VANGUARD WHITEHALL FDS | [VWOB](https://holderbook.com/stocks/VWOB/) | $12.6M | 187,058 | 2.6% | 30 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $12.4M | 208,177 | 2.6% | 31 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $11.2M | 302,935 | 2.3% | 17 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $10.8M | 130,290 | 2.2% | 27 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $10.5M | 137,452 | 2.2% | 25 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $10.4M | 131,739 | 2.2% | 27 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $7.8M | 154,381 | 1.6% | 24 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $7.3M | 176,854 | 1.5% | 18 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.5M | 17,672 | 1.4% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $6.4M | 26,938 | 1.3% | 31 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $5.9M | 250,032 | 1.2% | 8 |
| DIMENSIONAL ETF TRUST | [DFAR](https://holderbook.com/stocks/DFAR/) | $5.2M | 197,803 | 1.1% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.9M | 16,763 | 1.0% | 31 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $4.7M | 93,496 | 1.0% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.0M | 3,375 | 0.8% | 31 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $3.9M | 131,269 | 0.8% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $3.2M | 14,604 | 0.7% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.5M | 4,984 | 0.5% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.9M | 7,600 | 0.4% | 31 |
| CINCINNATI FINL CORP | [CINF](https://holderbook.com/stocks/CINF/) | $1.8M | 9,975 | 0.4% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.8M | 15,756 | 0.4% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.7M | 5,223 | 0.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.3% | 24 |
| SPDR SERIES TRUST | [SHM](https://holderbook.com/stocks/SHM/) | $1.5M | 31,219 | 0.3% | 16 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 3,963 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.4M | 17,244 | 0.3% | 31 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $1.3M | 11,778 | 0.3% | 16 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $1.2M | 34,524 | 0.3% | 31 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $1.2M | 8,169 | 0.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.2M | 4,827 | 0.2% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.1M | 1,531 | 0.2% | 14 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.0M | 4,076 | 0.2% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $916.6K | 4,581 | 0.2% | 9 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $890.5K | 2,242 | 0.2% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $838.7K | 5,307 | 0.2% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $825.9K | 2,210 | 0.2% | 14 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $821.9K | 2,007 | 0.2% | 13 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $799.7K | 751 | 0.2% | 12 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $798.6K | 1,163 | 0.2% | 14 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $781.0K | 18,338 | 0.2% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $643.1K | 1,107 | 0.1% | 3 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $639.9K | 1,233 | 0.1% | 14 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $639.4K | 5,453 | 0.1% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $614.9K | 452 | 0.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $612.1K | 521 | 0.1% | 5 |
| VANGUARD WELLINGTON FD | [VTES](https://holderbook.com/stocks/VTES/) | $606.1K | 5,983 | 0.1% | 4 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $605.2K | 2,239 | 0.1% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $598.2K | 812 | 0.1% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $590.1K | 1,670 | 0.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $585.3K | 1,039 | 0.1% | 10 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $580.7K | 1,846 | 0.1% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $568.0K | 3,749 | 0.1% | 24 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $567.4K | 6,465 | 0.1% | 31 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $534.1K | 1,381 | 0.1% | 24 |
| VANGUARD INSTL INDEX FD | [VGUS](https://holderbook.com/stocks/VGUS/) | $519.8K | 6,870 | 0.1% | 1 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $487.7K | 2,333 | 0.1% | 18 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $476.0K | 1,638 | 0.1% | 28 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $470.4K | 2,469 | 0.1% | 11 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $444.1K | 4,014 | 0.1% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $438.4K | 1,621 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $430.5K | 2,269 | 0.1% | 11 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $429.2K | 2,998 | 0.1% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $425.2K | 3,620 | 0.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $421.6K | 15,220 | 0.1% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $411.9K | 550 | 0.1% | 5 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $401.5K | 3,360 | 0.1% | 5 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $395.0K | 1,115 | 0.1% | 31 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $392.3K | 4,589 | 0.1% | 13 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $392.2K | 2,869 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $392.0K | 1,072 | 0.1% | 9 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $384.3K | 1,120 | 0.1% | 12 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $383.9K | 1,714 | 0.1% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $375.1K | 2,558 | 0.1% | 31 |
| VANGUARD CALIF TAX FREE FDS | [VTEC](https://holderbook.com/stocks/VTEC/) | $368.7K | 3,665 | 0.1% | 5 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $366.5K | 2,211 | 0.1% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $364.2K | 1,019 | 0.1% | 4 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $357.7K | 372 | 0.1% | 7 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $354.6K | 4,243 | 0.1% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $352.4K | 2,562 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFCA](https://holderbook.com/stocks/DFCA/) | $349.6K | 6,966 | 0.1% | 5 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $347.9K | 5,977 | 0.1% | 14 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $346.5K | 1,579 | 0.1% | 3 |
| OLD NATL BANCORP IND | [ONB](https://holderbook.com/stocks/ONB/) | $346.2K | 13,367 | 0.1% | 9 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $346.1K | 6,188 | 0.1% | 18 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $345.5K | 2,777 | 0.1% | 4 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $344.8K | 1,176 | 0.1% | 31 |
| ISHARES TR | [LRGF](https://holderbook.com/stocks/LRGF/) | $338.8K | 4,480 | 0.1% | 3 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $334.4K | 3,401 | 0.1% | 31 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $326.2K | 1,036 | 0.1% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $319.9K | 4,237 | 0.1% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $316.0K | 1,433 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.9% | +14.8% | -3.9% | 100% |
| Q1 2026 | -1.2% | -4.6% | +3.5% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +6.0% | +7.8% | -1.8% | 100% |
| Q2 2025 | +7.5% | +10.5% | -3.0% | 100% |
| Q1 2025 | -1.5% | -4.6% | +3.1% | 100% |
| Q4 2024 | -1.8% | +2.1% | -4.0% | 100% |
| Q3 2024 | +6.5% | +5.4% | +1.0% | 100% |

## Quarter by quarter

| Quarter | 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 | 105 |