Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $66.8M | 13.9% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $57.1M | 11.9% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $41.5M | 8.6% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $31.8M | 6.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $31.1M | 6.5% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $26.3M | 5.5% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $14.6M | 3.0% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $12.9M | 2.7% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $12.6M | 2.6% |
| Vanguard Whitehall FdsEM MK GOV BD ETF | EM MK GOV BD ETF | $12.6M | 2.6% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $12.4M | 2.6% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $11.2M | 2.3% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $10.8M | 2.2% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $10.5M | 2.2% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $10.4M | 2.2% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $7.81M | 1.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $7.3M | 1.5% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $6.54M | 1.4% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $6.37M | 1.3% |
| SPDR Series TrustST PORT HIGH ETF | ST PORT HIGH ETF | $5.86M | 1.2% |
| Dimensional ETF TrustUS REAL ESTA ETF | US REAL ESTA ETF | $5.17M | 1.1% |
| Apple Inc.COM | COM | $4.85M | 1.0% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $4.7M | 1.0% |
| Eli Lilly & COCOM | COM | $4.05M | 0.8% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $3.86M | 0.8% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $3.18M | 0.7% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.49M | 0.5% |
| Johnson & JohnsonCOM | COM | $1.93M | 0.4% |
| Cincinnati Finl Corp.COM | COM | $1.85M | 0.4% |
| Walmart Inc.COM | COM | $1.78M | 0.4% |
| JPMORGAN Chase & COCOM | COM | $1.71M | 0.4% |
| Berkshire Hathaway Inc. DelCL A | CL A | $1.5M | 0.3% |
| SPDR Series TrustST NUVE TERM ETF | ST NUVE TERM ETF | $1.5M | 0.3% |
| Microsoft Corp.COM | COM | $1.48M | 0.3% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $1.39M | 0.3% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $1.27M | 0.3% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $1.25M | 0.3% |
| Johnson Controls InternationSHS | SHS | $1.19M | 0.2% |
| Amazon Com Inc.COM | COM | $1.15M | 0.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.14M | 0.2% |
| Abbvie Inc.COM | COM | $1.03M | 0.2% |
| Nvidia CorporationCOM | COM | $917K | 0.2% |
| Analog Devices Inc.COM | COM | $890K | 0.2% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $839K | 0.2% |
| GE AerospaceCOM NEW | COM NEW | $826K | 0.2% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $822K | 0.2% |
| Caterpillar Inc.COM | COM | $800K | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $799K | 0.2% |
| Brookfield Corp.CL A LTD VT SH | CL A LTD VT SH | $781K | 0.2% |
| Advanced Micro Devices Inc.COM | COM | $643K | 0.1% |
Vanguard Index FdsLARGE CAP ETF$66.8M
- Class
- LARGE CAP ETF
- Share
- 13.9%
Dimensional ETF TrustUS EQUI MARK ETF$57.1M
- Class
- US EQUI MARK ETF
- Share
- 11.9%
Dimensional ETF TrustUS SMALL CAP ETF$41.5M
- Class
- US SMALL CAP ETF
- Share
- 8.6%
Dimensional ETF TrustINTL CORE EQUITY$31.8M
- Class
- INTL CORE EQUITY
- Share
- 6.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$31.1M
- Class
- VAN FTSE DEV MKT
- Share
- 6.5%
Vanguard Index FdsSMALL CP ETF$26.3M
- Class
- SMALL CP ETF
- Share
- 5.5%
Dimensional ETF TrustEMERGING MKTS CO$14.6M
- Class
- EMERGING MKTS CO
- Share
- 3.0%
Vanguard Index FdsGROWTH ETF$12.9M
- Class
- GROWTH ETF
- Share
- 2.7%
Vanguard Index FdsREAL ESTATE ETF$12.6M
- Class
- REAL ESTATE ETF
- Share
- 2.6%
Vanguard Whitehall FdsEM MK GOV BD ETF$12.6M
- Class
- EM MK GOV BD ETF
- Share
- 2.6%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$12.4M
- Class
- FTSE EMR MKT ETF
- Share
- 2.6%
Dimensional ETF TrustWORLD EX US CORE$11.2M
- Class
- WORLD EX US CORE
- Share
- 2.3%
Vanguard Scottsdale FdsINT-TERM CORP$10.8M
- Class
- INT-TERM CORP
- Share
- 2.2%
Vanguard BD Index FdsINTERMED TERM$10.5M
- Class
- INTERMED TERM
- Share
- 2.2%
Vanguard Scottsdale FdsSHRT TRM CORP BD$10.4M
- Class
- SHRT TRM CORP BD
- Share
- 2.2%
Vanguard Mun BD FdsTAX EXEMPT BD$7.81M
- Class
- TAX EXEMPT BD
- Share
- 1.6%
Dimensional ETF TrustINTL CORE EQT MK$7.3M
- Class
- INTL CORE EQT MK
- Share
- 1.5%
Vanguard Index FdsTOTAL STK MKT$6.54M
- Class
- TOTAL STK MKT
- Share
- 1.4%
Vanguard Specialized FundsDIV APP ETF$6.37M
- Class
- DIV APP ETF
- Share
- 1.3%
SPDR Series TrustST PORT HIGH ETF$5.86M
- Class
- ST PORT HIGH ETF
- Share
- 1.2%
Dimensional ETF TrustUS REAL ESTA ETF$5.17M
- Class
- US REAL ESTA ETF
- Share
- 1.1%
Apple Inc.COM$4.85M
- Class
- COM
- Share
- 1.0%
Vanguard Malvern FdsSTRM INFPROIDX$4.7M
- Class
- STRM INFPROIDX
- Share
- 1.0%
Eli Lilly & COCOM$4.05M
- Class
- COM
- Share
- 0.8%
Schwab Strategic TRUS LRG CAP ETF$3.86M
- Class
- US LRG CAP ETF
- Share
- 0.8%
Vanguard Index FdsVALUE ETF$3.18M
- Class
- VALUE ETF
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL B NEW$2.49M
- Class
- CL B NEW
- Share
- 0.5%
Johnson & JohnsonCOM$1.93M
- Class
- COM
- Share
- 0.4%
Cincinnati Finl Corp.COM$1.85M
- Class
- COM
- Share
- 0.4%
Walmart Inc.COM$1.78M
- Class
- COM
- Share
- 0.4%
JPMORGAN Chase & COCOM$1.71M
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL A$1.5M
- Class
- CL A
- Share
- 0.3%
SPDR Series TrustST NUVE TERM ETF$1.5M
- Class
- ST NUVE TERM ETF
- Share
- 0.3%
Microsoft Corp.COM$1.48M
- Class
- COM
- Share
- 0.3%
Vanguard Index FdsMID CAP ETF$1.39M
- Class
- MID CAP ETF
- Share
- 0.3%
iShares TRNATIONAL MUN ETF$1.27M
- Class
- NATIONAL MUN ETF
- Share
- 0.3%
Schwab Strategic TRUS SML CAP ETF$1.25M
- Class
- US SML CAP ETF
- Share
- 0.3%
Johnson Controls InternationSHS$1.19M
- Class
- SHS
- Share
- 0.2%
Amazon Com Inc.COM$1.15M
- Class
- COM
- Share
- 0.2%
State Str SPDR S&P 500 ETF TTR UNIT$1.14M
- Class
- TR UNIT
- Share
- 0.2%
Abbvie Inc.COM$1.03M
- Class
- COM
- Share
- 0.2%
Nvidia CorporationCOM$917K
- Class
- COM
- Share
- 0.2%
Analog Devices Inc.COM$890K
- Class
- COM
- Share
- 0.2%
Vanguard Whitehall FdsHIGH DIV YLD$839K
- Class
- HIGH DIV YLD
- Share
- 0.2%
GE AerospaceCOM NEW$826K
- Class
- COM NEW
- Share
- 0.2%
iShares TRRUS 1000 ETF$822K
- Class
- RUS 1000 ETF
- Share
- 0.2%
Caterpillar Inc.COM$800K
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsS&P 500 ETF SHS$799K
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
Brookfield Corp.CL A LTD VT SH$781K
- Class
- CL A LTD VT SH
- Share
- 0.2%
Advanced Micro Devices Inc.COM$643K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 125 positions by value, with holdings of the same security combined. The 125 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1747749
- File number
- 028-19002
- Options
- 0 call, 0 put
- In the 25 largest
- 87.2%
- Prior quarter
- $420M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 4
Common questions
What are Hurlow Wealth Management Group’s 13F holdings worth?
$481 million across 125 positions for the quarter ended 30 June 2026.
What is Hurlow Wealth Management Group’s largest 13F holding?
VANGUARD INDEX FDS (LARGE CAP ETF) was the largest position at $66.8 million, or 13.9% of reported 13F value, as of 30 June 2026.
How concentrated is Hurlow Wealth Management Group’s 13F portfolio?
The ten largest positions accounted for 63.9% of reported value and the twenty-five largest for 87.2%, across 125 positions as of 30 June 2026.
Does Form 13F show everything Hurlow Wealth Management Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Hurlow Wealth Management Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.