Hurlow Wealth Management Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$420.1M
Q ending 2026-03-31
Prior quarter
$408.5M
Q ending 2025-12-31
Change
+2.8% QoQ · +31.3% YoY
Positions
120
reported holdings
Largest positions
Top 100 of 120 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Large-Cap Etf | VV | Shares | $56.7M | 190K |
| Dimensional U.S. Equity Market Etf | DFUS | Shares | $46.7M | 658K |
| Dimensional U.S. Small Cap Etf | DFAS | Shares | $34.2M | 480K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $28.0M | 437K |
| Dimensional International Core Equ | DFIC | Shares | $27.6M | 777K |
| Vanguard Small-Cap Etf | VB | Shares | $22.9M | 88K |
| Vanguard Emerging Markets Governme | VWOB | Shares | $12.0M | 182K |
| Vanguard Real Estate Etf | VNQ | Shares | $11.8M | 133K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $11.6M | 214K |
| Dimensional Emerging Markets Core | DFEM | Shares | $11.2M | 325K |
| Vanguard Growth Etf | VUG | Shares | $10.9M | 25K |
| Vanguard Intermediate-Term Corpora | VCIT | Shares | $10.5M | 126K |
| Dimensional World Ex U.S. Core Equ | DFAX | Shares | $10.3M | 304K |
| Vanguard Intermediate-Term Bond Et | BIV | Shares | $10.0M | 130K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $10.0M | 126K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $7.7M | 154K |
| Dimensional International Core Equ | DFAI | Shares | $7.0M | 181K |
| Vanguard Total Stock Market Etf | VTI | Shares | $5.7M | 18K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $5.5M | 25K |
| State Street Spdr Portfolio High Y | SPHY | Shares | $5.4M | 230K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $4.5M | 90K |
| Apple Inc Com | AAPL | Shares | $4.3M | 17K |
| Dimensional Us Real Estate Etf | DFAR | Shares | $3.9M | 164K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $3.5M | 7K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $3.4M | 133K |
| Eli Lilly & Co Com | LLY | Shares | $3.1M | 3K |
| Vanguard Value Etf | VTV | Shares | $2.9M | 15K |
| Walmart Inc Com | WMT | Shares | $1.9M | 16K |
| Johnson & Johnson Com | JNJ | Shares | $1.9M | 8K |
| Cincinnati Finl Corp Com | CINF | Shares | $1.6M | 10K |
| Jpmorgan Chase & Co Com | JPM | Shares | $1.5M | 5K |
| State Street Spdr Nuveen Ice Short | SHM | Shares | $1.5M | 31K |
| Berkshire Hathaway Inc Del Cl A | BRK/A | Shares | $1.4M | 2 |
| Microsoft Corp Com | MSFT | Shares | $1.4M | 4K |
| Ishares National Muni Bond Etf | MUB | Shares | $1.3M | 12K |
| Vanguard Mid-Cap Etf | VO | Shares | $1.2M | 4K |
| Johnson Ctls Intl Plc Shs | Shares | $1.1M | 8K | |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $1.0M | 35K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $997K | 2K |
| Amazon Com Inc Com | AMZN | Shares | $963K | 5K |
| Abbvie Inc Com | ABBV | Shares | $875K | 4K |
| Mcdonalds Corp Com | MCD | Shares | $786K | 3K |
| Ishares Russell 1000 Etf | IWB | Shares | $716K | 2K |
| Analog Devices Inc Com | ADI | Shares | $706K | 2K |
| Nvidia Corporation Com | NVDA | Shares | $699K | 4K |
| Vanguard S&P 500 Etf | VOO | Shares | $694K | 1K |
| Ge Aerospace Com New | GE | Shares | $627K | 2K |
| Linde Plc Shs | Shares | $610K | 1K | |
| Aflac Inc Com | AFL | Shares | $598K | 5K |
| Nextera Energy Inc Com | NEE | Shares | $596K | 6K |
| Tjx Cos Inc New Com | TJX | Shares | $575K | 4K |
| L3Harris Technologies Inc Com | LHX | Shares | $565K | 2K |
| Vanguard High Dividend Yield Index | VYM | Shares | $545K | 4K |
| Meta Platforms Inc Cl A | META | Shares | $541K | 946 |
| Caterpillar Inc Com | CAT | Shares | $531K | 750 |
| Norfolk Southn Corp Com | NSC | Shares | $530K | 2K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $522K | 7K |
| Vanguard Short-Term Tax Exempt Bon | VTES | Shares | $495K | 5K |
| Ww Grainger Inc Com | GWW | Shares | $492K | 451 |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $477K | 2K |
| Exxon Mobil Corp Com | XOM | Shares | $474K | 3K |
| Invesco Qqq Trust Series I | QQQ | Shares | $469K | 812 |
| Chevron Corporation Com | CVX | Shares | $462K | 2K |
| Ge Vernova Inc Com | GEV | Shares | $455K | 521 |
| Consolidated Edison Inc Com | ED | Shares | $454K | 4K |
| Rtx Corporation Com | RTX | Shares | $437K | 2K |
| Illinois Tool Wks Inc Com | ITW | Shares | $421K | 2K |
| Elevance Health Inc Formerly A Com | ELV | Shares | $395K | 1K |
| Procter & Gamble Co Com | PG | Shares | $393K | 3K |
| Emerson Elec Co Com | EMR | Shares | $392K | 3K |
| Morgan Stanley Com New | MS | Shares | $383K | 2K |
| General Dynamics Corp Com | GD | Shares | $382K | 1K |
| Vanguard Total International Stock | VXUS | Shares | $381K | 5K |
| Schwab International Equity Etf | SCHF | Shares | $379K | 15K |
| Ishares Gold Trust | IAU | Shares | $374K | 4K |
| Ishares Core S&P 500 Etf | IVV | Shares | $359K | 550 |
| Pepsico Inc Com | PEP | Shares | $359K | 2K |
| Blackrock Inc Com | BLK | Shares | $359K | 373 |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $350K | 6K |
| Dimensional California Municipal B | DFCA | Shares | $347K | 7K |
| Automatic Data Processing Inc Com | ADP | Shares | $343K | 2K |
| Ishares Short-Term National Muni B | SUB | Shares | $343K | 3K |
| Stryker Corporation Com | SYK | Shares | $340K | 1K |
| Lowes Cos Inc Com | LOW | Shares | $339K | 1K |
| Vanguard California Tax-Exempt Bon | VTEC | Shares | $338K | 3K |
| Air Products And Chemicals Inc Com | APD | Shares | $333K | 1K |
| State Street Technology Select Sec | XLK | Shares | $328K | 2K |
| Vanguard Small-Cap Growth Etf | VBK | Shares | $324K | 1K |
| Paychex Inc Com | PAYX | Shares | $317K | 3K |
| Ishares Msci Eafe Growth Etf | EFG | Shares | $309K | 3K |
| Sysco Corp Com | SYY | Shares | $306K | 4K |
| Ishares Msci Usa Quality Factor Et | QUAL | Shares | $303K | 2K |
| Wec Energy Group Inc Com | WEC | Shares | $302K | 3K |
| Old Natl Bancorp Ind Com | ONB | Shares | $299K | 14K |
| Ishares U.S. Equity Factor Etf | LRGF | Shares | $296K | 4K |
| Bp Plc Sponsored Adr | BP | Shares | $294K | 6K |
| Vanguard Information Technology Et | VGT | Shares | $293K | 420 |
| Visa Inc Com Cl A | V | Shares | $292K | 966 |
| Ishares Esg Aware Msci Usa Small-C | ESML | Shares | $291K | 6K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $289K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.