Hurlow Wealth Management Group, Inc.
CIK 1747749 · View on SEC EDGAR ↗
- Portfolio value
- $480.6M
- Positions
- 125
- As of
- June 30, 2026
#3,873 of 9,443 by 13F value · top 41.0%
Portfolio value QoQ: +14.4% 13F does not disclose cash
- Top 10 holdings weight
- 63.93%
- Top 25 holdings weight
- 87.20%
- Positions above 1%
- 22
- Effective number of positions
- 16.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.82% Est. buys $30,698,234 · sells $3,709,640
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held
- New positions
- 9
- Increased
- 65
- Decreased
- 25
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.0%
Healthcare
1.7%
Industrials
1.6%
Financials
1.0%
Retail
0.9%
Financial Services
0.4%
Materials
0.3%
Communication Services
0.3%
Utilities
0.3%
Energy
0.2%
Consumer Discretionary
0.1%
Communications
0.1%
Consumer products
0.1%
Consumer Staples
0.1%
Other/Unmapped
90.8%
Full portfolio 125 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VV | $66,812,596 | 13.90% | 194,273 | $10,158,466 | Up ×6 | ||
| DFUS | $57,121,891 | 11.88% | 697,119 | $10,434,883 | Up ×5 | ||
| DFAS | $41,514,902 | 8.64% | 504,189 | $7,358,742 | Up ×6 | ||
| DFIC | $31,791,672 | 6.61% | 853,239 | $4,202,507 | Up ×6 | ||
| VEA | $31,092,021 | 6.47% | 436,379 | $3,089,869 | Down ×2 | ||
| VB | $26,271,876 | 5.47% | 86,672 | $3,347,049 | Down ×1 | ||
| DFEM | $14,617,291 | 3.04% | 359,677 | $3,397,235 | Up ×6 | ||
| VUG | $12,865,095 | 2.68% | 149,351 | $1,967,184 | Up ×1 | ||
| VNQ | $12,610,147 | 2.62% | 130,770 | $847,485 | Down ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $12,577,793 | 2.62% | 187,058 | $612,084 | Up ×6 | ||
| VWO | $12,426,091 | 2.59% | 208,177 | $859,356 | Down ×3 | ||
| DFAX | $11,160,114 | 2.32% | 302,935 | $835,843 | Down ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10,768,469 | 2.24% | 130,290 | $308,538 | Up ×3 | ||
| BIV | $10,542,551 | 2.19% | 137,452 | $529,467 | Up ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $10,411,346 | 2.17% | 131,739 | $424,578 | Up ×6 | ||
| VTEB | $7,808,611 | 1.62% | 154,381 | $143,844 | Up ×2 | ||
| DFAI | $7,295,216 | 1.52% | 176,854 | $260,083 | Down ×1 | ||
| VTI | $6,539,526 | 1.36% | 17,672 | $862,012 | Down ×1 | ||
| VIG | $6,374,106 | 1.33% | 26,938 | $894,745 | Up ×1 | ||
| SPHY | $5,860,750 | 1.22% | 250,032 | $498,969 | Up ×6 | ||
| DFAR | $5,174,518 | 1.08% | 197,803 | $1,297,401 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $4,850,621 | 1.01% | 16,763 | $547,542 | Down ×3 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $4,696,298 | 0.98% | 93,496 | $202,567 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $4,048,076 | 0.84% | 3,375 | $965,007 | Up ×2 | ||
| SCHX | $3,863,241 | 0.80% | 131,269 | $460,379 | Down ×4 | ||
| VTV | $3,182,650 | 0.66% | 14,604 | $313,814 | Down ×1 | ||
| BRKB | $2,493,944 | 0.52% | 4,984 | $-1,003,258 | Down ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1,930,172 | 0.40% | 7,600 | $76,583 | Up ×2 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $1,846,862 | 0.38% | 9,975 | $278,240 | Up ×3 | ||
| WMT Walmart Inc. - Common Stock | $1,784,526 | 0.37% | 15,756 | $-164,558 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,709,645 | 0.36% | 5,223 | $182,660 | Up ×2 | ||
| BRKA | $1,497,700 | 0.31% | 2 | $61,420 | |||
| SHM | $1,497,419 | 0.31% | 31,219 | $8,997 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,478,319 | 0.31% | 3,963 | $60,527 | Up ×1 | ||
| VO | $1,389,349 | 0.29% | 17,244 | $151,316 | Up ×1 | ||
| MUB | $1,267,548 | 0.26% | 11,778 | $17,313 | |||
| SCHA | $1,247,334 | 0.26% | 34,524 | $231,033 | Down ×5 | ||
| JCI Johnson Controls International plc Ordinary Share | $1,193,573 | 0.25% | 8,169 | $129,473 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,150,513 | 0.24% | 4,827 | $187,016 | Up ×3 | ||
| SPY SPY | $1,143,193 | 0.24% | 1,531 | $145,704 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1,025,795 | 0.21% | 4,076 | $150,521 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $916,616 | 0.19% | 4,581 | $217,442 | Up ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $890,455 | 0.19% | 2,242 | $184,502 | Up ×1 | ||
| VYM | $838,665 | 0.17% | 5,307 | $294,101 | Up ×1 | ||
| GE GE Aerospace Common Stock | $825,943 | 0.17% | 2,210 | $199,095 | Up ×2 | ||
| IWB | $821,867 | 0.17% | 2,007 | $106,251 | |||
| CAT Caterpillar, Inc. Common Stock | $799,740 | 0.17% | 751 | $268,395 | Up ×2 | ||
| VOO | $798,612 | 0.17% | 1,163 | $105,048 | Up ×3 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $781,015 | 0.16% | 18,338 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $643,067 | 0.13% | 1,107 | $418,480 | Up ×2 | ||
| LIN Linde plc - Ordinary Shares | $639,853 | 0.13% | 1,233 | $29,572 | Up ×2 | ||
| AFL AFLAC Incorporated Common Stock | $639,364 | 0.13% | 5,453 | $41,444 | Up ×2 | ||
| GWW W.W. Grainger, Inc. Common Stock | $614,901 | 0.13% | 452 | $122,946 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $612,102 | 0.13% | 521 | $157,321 | |||
| VTES | $606,138 | 0.13% | 5,983 | $110,957 | Up ×3 | ||
| MCD McDonald's Corporation Common Stock | $605,224 | 0.13% | 2,239 | $-181,075 | Down ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $598,159 | 0.12% | 812 | $129,331 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $590,061 | 0.12% | 1,670 | $113,013 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $585,258 | 0.12% | 1,039 | $44,023 | Up ×3 | ||
| NSC Norfolk Southern Corporation Common Stock | $580,733 | 0.12% | 1,846 | $50,931 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $567,974 | 0.12% | 3,749 | $-7,106 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $567,433 | 0.12% | 6,465 | $-28,764 | Up ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $534,074 | 0.11% | 1,381 | $139,447 | Up ×3 | ||
| VGUS Vanguard Ultra-Short Treasury ETF | $519,784 | 0.11% | 6,870 | Up ×1 | |||
| MS Morgan Stanley Common Stock | $487,690 | 0.10% | 2,333 | $104,406 | Up ×2 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $475,986 | 0.10% | 1,638 | $-89,370 | |||
| XLK XLK | $470,394 | 0.10% | 2,469 | $142,663 | Up ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $444,069 | 0.09% | 4,014 | $-10,122 | Up ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $438,375 | 0.09% | 1,621 | $17,207 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $430,497 | 0.09% | 2,269 | $-6,614 | Up ×2 | ||
| EMR Emerson Electric Company Common Stock | $429,164 | 0.09% | 2,998 | $37,021 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $425,205 | 0.09% | 3,620 | $148,364 | Up ×2 | ||
| SCHF | $421,603 | 0.09% | 15,220 | $42,347 | Down ×6 | ||
| IVV | $411,890 | 0.09% | 550 | $52,624 | |||
| VGT | $401,537 | 0.08% | 3,360 | $108,755 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $394,978 | 0.08% | 1,115 | $12,631 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $392,314 | 0.08% | 4,589 | $10,851 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $392,250 | 0.08% | 2,869 | $-81,780 | Up ×2 | ||
| VBK | $392,030 | 0.08% | 1,072 | $68,018 | |||
| V Visa Inc. | $384,261 | 0.08% | 1,120 | $92,297 | Up ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $383,850 | 0.08% | 1,714 | $41,085 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $375,105 | 0.08% | 2,558 | $-17,772 | Down ×4 | ||
| VTEC | $368,699 | 0.08% | 3,665 | $30,341 | Up ×3 | ||
| CVX Chevron Corporation Common Stock | $366,495 | 0.08% | 2,211 | $-95,099 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $364,160 | 0.08% | 1,019 | $98,455 | Up ×1 | ||
| BLK BlackRock, Inc. Common Stock | $357,700 | 0.07% | 372 | $-1,018 | Down ×1 | ||
| SYY Sysco Corporation Common Stock | $354,630 | 0.07% | 4,243 | $48,696 | Down ×1 | ||
| IVW | $352,352 | 0.07% | 2,562 | $63,695 | Up ×1 | ||
| DFCA | $349,554 | 0.07% | 6,966 | $2,299 | |||
| VGSH Vanguard Short-Term Treasury ETF | $347,861 | 0.07% | 5,977 | $-2,033 | |||
| QUAL | $346,480 | 0.07% | 1,579 | $43,612 | |||
| ONB Old National Bancorp - Common Stock | $346,205 | 0.07% | 13,367 | $47,369 | Down ×1 | ||
| ESML | $346,095 | 0.07% | 6,188 | $55,135 | |||
| EFG | $345,514 | 0.07% | 2,777 | $36,240 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $344,780 | 0.07% | 1,176 | $12,169 | Up ×1 | ||
| LRGF | $338,822 | 0.07% | 4,480 | $43,142 | |||
| PAYX Paychex, Inc. - Common Stock | $334,420 | 0.07% | 3,401 | $17,527 | Down ×4 | ||
| SYK Stryker Corporation Common Stock | $326,174 | 0.07% | 1,036 | $-13,588 | Up ×1 | ||
| IAU | $319,936 | 0.07% | 4,237 | $-53,598 | |||
| LOW Lowe's Companies, Inc. Common Stock | $315,962 | 0.07% | 1,433 | $-23,100 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VV | $66,812,596 | 13.90% | up ×6 |
| DFUS | $57,121,891 | 11.88% | up ×5 |
| DFAS | $41,514,902 | 8.64% | up ×6 |
| DFIC | $31,791,672 | 6.61% | up ×6 |
| DFEM | $14,617,291 | 3.04% | up ×6 |
| VWOB | $12,577,793 | 2.62% | up ×6 |
| VCIT | $10,768,469 | 2.24% | up ×3 |
| BIV | $10,542,551 | 2.19% | up ×6 |
| VCSH | $10,411,346 | 2.17% | up ×6 |
| SPHY | $5,860,750 | 1.22% | up ×6 |
| DFAR | $5,174,518 | 1.08% | up ×4 |
| VTIP | $4,696,298 | 0.98% | up ×3 |
| CINF | $1,846,862 | 0.38% | up ×3 |
| AMZN | $1,150,513 | 0.24% | up ×3 |
| NVDA | $916,616 | 0.19% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFUS | Bought more | +39K | +$10.4M |
| VV | Bought more | +5K | +$10.2M |
| DFAS | Bought more | +24K | +$7.4M |
| DFIC | Bought more | +77K | +$4.2M |
| DFEM | Bought more | +35K | +$3.4M |
| VB | Trimmed | -854 | +$3.3M |
| VEA | Trimmed | -608 | +$3.1M |
| VUG | Bought more | +124K | +$2.0M |
| DFAR | Bought more | +34K | +$1.3M |
| BRKB | Trimmed | -2K | -$1.0M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ORCL | Sept. 30, 2025 | 4,250 | $929,178 | -47.9% |
| HD | Sept. 30, 2025 | 2,139 | $784,243 | -17.2% |
| PM | Sept. 30, 2025 | 3,271 | $595,747 | 17.0% |
| DVY | Sept. 30, 2025 | 4,079 | $541,732 | |
| BSV | June 30, 2026 | 6,658 | $522,054 | No longer tracked |
| VT | Dec. 31, 2025 | 2,309 | $318,213 | No longer tracked |
| MRK | Sept. 30, 2025 | 3,833 | $303,449 | 80.7% |
| WM | June 30, 2025 | 1,273 | $294,712 | -2.1% |
| VEU | March 31, 2026 | 3,826 | $281,441 | No longer tracked |
| COST | Sept. 30, 2025 | 283 | $280,153 | 1.9% |
| PSX | Sept. 30, 2025 | 2,323 | $277,134 | 78.7% |
| TSLA | March 31, 2025 | 676 | $272,996 | 34.6% |
| DUK | Sept. 30, 2025 | 2,287 | $269,896 | -1.3% |
| WFC | Sept. 30, 2025 | 3,291 | $263,675 | 1.0% |
| VZ | Sept. 30, 2025 | 5,806 | $251,226 | 12.5% |
| BDX | June 30, 2025 | 1,093 | $250,363 | 39.4% |
| COP | Sept. 30, 2025 | 2,767 | $248,311 | 43.2% |
| GOOGL | June 30, 2025 | 1,564 | $241,823 | 94.1% |
| FDS | March 31, 2026 | 827 | $239,987 | 37.5% |
| ES | Dec. 31, 2025 | 3,228 | $229,640 | 6.8% |
| ABT | June 30, 2026 | 2,181 | $223,923 | 26.1% |
| DIS | March 31, 2025 | 1,999 | $222,607 | 8.5% |
| MMM | Dec. 31, 2025 | 1,429 | $221,683 | 12.3% |
| DIS | Dec. 31, 2025 | 1,922 | $220,069 | -5.8% |
| AVUV | March 31, 2025 | 2,235 | $215,745 | No longer tracked |
| GLD | June 30, 2026 | 500 | $215,145 | No longer tracked |
| BP | June 30, 2025 | 6,264 | $211,661 | 51.1% |
| MDT | March 31, 2026 | 2,186 | $209,987 | 6.3% |
| CLX | Dec. 31, 2025 | 1,695 | $208,994 | 4.6% |
| IVV | March 31, 2025 | 352 | $207,215 | No longer tracked |
| SPHQ | Sept. 30, 2025 | 2,898 | $206,511 | No longer tracked |
| ACN | March 31, 2025 | 587 | $206,501 | -41.5% |
| BDX | Dec. 31, 2025 | 1,094 | $204,764 | 23.7% |
| T | June 30, 2026 | 6,987 | $202,553 | 22.6% |
| PFE | March 31, 2025 | 7,616 | $202,052 | 10.7% |
| T | Sept. 30, 2025 | 6,935 | $200,699 | -10.2% |
| HURA | March 31, 2026 | 31,444 | $23,794 | 24.4% |