Top Institutional Investors

Hurlow Wealth Management Group, Inc. — 13F Holdings & Portfolio

CIK 1747749 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Hurlow Wealth Management Group, Inc. manages $480.6M in 13F-reported U.S. long-equity assets across 125 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VV (13.90%), DFUS (11.88%), DFAS (8.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 4, added to 78, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3925 HAGAN STREET
SUITE 300
BLOOMINGTON, IN 47401
Phone
(812) 333-4726
Filing Manager
Hurlow Wealth Management Group, Inc.
BLOOMINGTON, IN
Signatory
Michael Carson
Chief Compliance Officer and Vice President
Loading holdings…
AUM

$480.6M

Long-equity book

Holdings

125

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+9 / −4 / ↑78 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$10.4M +22.4%
  • VANGUARD INDEX FDS$10.2M +17.9%
  • DIMENSIONAL ETF TRUST$7.4M +21.5%
  • DIMENSIONAL ETF TRUST$4.2M +15.2%
  • DIMENSIONAL ETF TRUST$3.4M +30.3%
Show all 78 →

Top Trims

  • BERKSHIRE HATHAWAY INC DEL-$1.0M -28.7%
  • MCDONALDS CORP-$181.1K -23.0%
  • WALMART INC-$164.6K -8.4%
  • CHEVRON CORPORATION-$95.1K -20.6%
  • L3HARRIS TECHNOLOGIES INC-$89.4K -15.8%
Show all 12 →

New Positions

  • BROOKFIELD CORP$781.0K
  • VANGUARD INSTL INDEX FD$519.8K
  • CORNING INC$241.6K
  • BROADCOM INC$240.2K
  • DELL TECHNOLOGIES INC$238.2K
Show all 9 →

Exited Positions

  • VANGUARD SHORT-TERM BOND ETF$522.1K
  • ABBOTT LABORATORIES COM$223.9K
  • SPDR GOLD SHARES$215.1K
  • AT&T INC COM$202.6K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VV 922908637 $66.8M 13.90% 194,273 SH
2 DIMENSIONAL ETF TRUST DFUS 25434V401 $57.1M 11.88% 697,119 SH
3 DIMENSIONAL ETF TRUST DFAS 25434V500 $41.5M 8.64% 504,189 SH
4 DIMENSIONAL ETF TRUST DFIC 25434V799 $31.8M 6.61% 853,239 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $31.1M 6.47% 436,379 SH
6 VANGUARD INDEX FDS VB 922908751 $26.3M 5.47% 86,672 SH
7 DIMENSIONAL ETF TRUST DFEM 25434V732 $14.6M 3.04% 359,677 SH
8 VANGUARD INDEX FDS VUG 922908736 $12.9M 2.68% 149,351 SH
9 VANGUARD INDEX FDS VNQ 922908553 $12.6M 2.62% 130,770 SH
10 VANGUARD WHITEHALL FDS VWOB 921946885 $12.6M 2.62% 187,058 SH
11 VANGUARD INTL EQUITY INDEX F VWO 922042858 $12.4M 2.59% 208,177 SH
12 DIMENSIONAL ETF TRUST DFAX 25434V880 $11.2M 2.32% 302,935 SH
13 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $10.8M 2.24% 130,290 SH
14 VANGUARD BD INDEX FDS BIV 921937819 $10.5M 2.19% 137,452 SH
15 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $10.4M 2.17% 131,739 SH
16 VANGUARD MUN BD FDS VTEB 922907746 $7.8M 1.62% 154,381 SH
17 DIMENSIONAL ETF TRUST DFAI 25434V203 $7.3M 1.52% 176,854 SH
18 VANGUARD INDEX FDS VTI 922908769 $6.5M 1.36% 17,672 SH
19 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.4M 1.33% 26,938 SH
20 SPDR SERIES TRUST SPHY 78468R606 $5.9M 1.22% 250,032 SH
21 DIMENSIONAL ETF TRUST DFAR 25434V823 $5.2M 1.08% 197,803 SH
22 APPLE INC AAPL 037833100 $4.9M 1.01% 16,763 SH
23 VANGUARD MALVERN FDS VTIP 922020805 $4.7M 0.98% 93,496 SH
24 ELI LILLY & CO LLY 532457108 $4.0M 0.84% 3,375 SH
25 SCHWAB STRATEGIC TR SCHX 808524201 $3.9M 0.80% 131,269 SH
26 VANGUARD INDEX FDS VTV 922908744 $3.2M 0.66% 14,604 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.5M 0.52% 4,984 SH
28 JOHNSON & JOHNSON JNJ 478160104 $1.9M 0.40% 7,600 SH
29 CINCINNATI FINL CORP CINF 172062101 $1.8M 0.38% 9,975 SH
30 WALMART INC WMT 931142103 $1.8M 0.37% 15,756 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $1.7M 0.36% 5,223 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.31% 2 SH
33 SPDR SERIES TRUST SHM 78468R739 $1.5M 0.31% 31,219 SH
34 MICROSOFT CORP MSFT 594918104 $1.5M 0.31% 3,963 SH
35 VANGUARD INDEX FDS VO 922908629 $1.4M 0.29% 17,244 SH
36 ISHARES TR MUB 464288414 $1.3M 0.26% 11,778 SH
37 SCHWAB STRATEGIC TR SCHA 808524607 $1.2M 0.26% 34,524 SH
38 JOHNSON CONTROLS INTERNATION JCI G51502105 $1.2M 0.25% 8,169 SH
39 AMAZON COM INC AMZN 023135106 $1.2M 0.24% 4,827 SH
40 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.1M 0.24% 1,531 SH
41 ABBVIE INC ABBV 00287Y109 $1.0M 0.21% 4,076 SH
42 NVIDIA CORPORATION NVDA 67066G104 $916.6K 0.19% 4,581 SH
43 ANALOG DEVICES INC ADI 032654105 $890.5K 0.19% 2,242 SH
44 VANGUARD WHITEHALL FDS VYM 921946406 $838.7K 0.17% 5,307 SH
45 GE AEROSPACE GE 369604301 $825.9K 0.17% 2,210 SH
46 ISHARES TR IWB 464287622 $821.9K 0.17% 2,007 SH
47 CATERPILLAR INC CAT 149123101 $799.7K 0.17% 751 SH
48 VANGUARD INDEX FDS VOO 922908363 $798.6K 0.17% 1,163 SH
49 BROOKFIELD CORP BN 11271J107 $781.0K 0.16% 18,338 SH
50 ADVANCED MICRO DEVICES INC AMD 007903107 $643.1K 0.13% 1,107 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $480.6M 125 0001747749-26-000007
2026-03-31 2026-04-22 $420.1M 120 0001747749-26-000005
2025-12-31 2026-02-17 $408.5M 120 0001747749-26-000002