Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $351 Million
  • Q2 2025

Hurlow Wealth Management Group, Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $351 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $42.5M, Dimensional ETF Tr U S Equity with a value of $34.1M, Vanguard Ftse Developed Market with a value of $24.5M, Dimensional ETF Tr U S Small C with a value of $21.4M, and Vanguard Small Cap ETF with a value of $19.8M.

Examining the 13F form we can see an increase of $32.7M in the current position value, from $318M to 351M.

Below you can find more details about Hurlow Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $351 Million
ETFs: $281 Million
Technology: $18.7 Million
Financial Services: $10.7 Million
Healthcare: $9.33 Million
Industrials: $6.68 Million
Consumer Defensive: $5.94 Million
Consumer Cyclical: $3.8 Million
Communication Services: $1.93 Million
Other: $3.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.5 Million 12.13% of portfolio
149,114
Q2 2025 Added 3.98%
$0
$34.1 Million 9.72% of portfolio
508,591
Q2 2025 Added 6.69%
$0
$24.5 Million 6.97% of portfolio
428,980
Q2 2025 Reduced 0.49%
$0
$21.4 Million 6.09% of portfolio
335,322
Q2 2025 Added 10.2%
$0
$19.8 Million 5.65% of portfolio
83,713
Q2 2025 Added 0.45%
$0
$13.2 Million 3.77% of portfolio
30,200
Q2 2025 Reduced 8.09%
$0
$11.9 Million 3.4% of portfolio
134,073
Q2 2025 Reduced 16.05%
$3.95T
$11.9 Million 3.38% of portfolio
23,863
Q2 2025 Reduced 0.52%
$0
$11.2 Million 3.18% of portfolio
359,284
Q2 2025 Added 16.78%
$0
$10.4 Million 2.97% of portfolio
210,864
Q2 2025 Added 3.41%
$0
$9.95 Million 2.84% of portfolio
119,965
Q2 2025 Added 1.44%
$0
$9.09 Million 2.59% of portfolio
309,426
Q2 2025 Reduced 0.41%
$0
$9 Million 2.56% of portfolio
144,191
Q2 2025 Added 8.16%
$0
$7.77 Million 2.21% of portfolio
97,711
Q2 2025 Added 4.48%
$0
$7.67 Million 2.18% of portfolio
221,749
Q2 2025 Reduced 1.77%
$0
$7.24 Million 2.06% of portfolio
147,712
Q2 2025 Added 9.11%
$0
$5.73 Million 1.63% of portfolio
18,854
Q2 2025 Reduced 2.8%
$0
$5.64 Million 1.61% of portfolio
30,987
Q2 2025 Reduced 4.17%
$0
$4.4 Million 1.25% of portfolio
148,270
Q2 2025 Added 84.48%
$608B
$4.4 Million 1.25% of portfolio
5,639
Q2 2025 Reduced 8.13%
$0
$4.22 Million 1.2% of portfolio
177,163
Q2 2025 Added 8.74%
$3.69T
$3.92 Million 1.12% of portfolio
19,096
Q2 2025 Reduced 0.12%
$0
$3.81 Million 1.09% of portfolio
75,889
Q2 2025 Added 4.34%
$621B
$3.7 Million 1.05% of portfolio
7,607
Q1 2025 Reduced 1.3%
$0
$3.29 Million 0.94% of portfolio
134,651
Q2 2025 Added 35.39%
$0
$2.63 Million 0.75% of portfolio
14,888
Q2 2025 Reduced 4.31%
$281B
$2.18 Million 0.62% of portfolio
22,311
Q1 2025 Added 8.1%
$0
$1.72 Million 0.49% of portfolio
6,140
Q2 2025 Reduced 0.92%
$859B
$1.69 Million 0.48% of portfolio
5,824
Q2 2025 Reduced 4.48%
$0
$1.59 Million 0.45% of portfolio
33,168
Q2 2025 Reduced 0.72%
$24.1B
$1.53 Million 0.44% of portfolio
10,284
Q2 2025 Reduced 1.81%
$452B
$1.51 Million 0.43% of portfolio
9,876
Q2 2025 Added 0.01%
$423B
$1.46 Million 0.42% of portfolio
2
Q1 2025 Reduced 33.33%
$368B
$1.31 Million 0.37% of portfolio
8,252
Q3 2024 Reduced 0.01%
$0
$1.23 Million 0.35% of portfolio
11,788
Q1 2025 Reduced 2.38%
$351B
$1.03 Million 0.29% of portfolio
5,531
Q4 2024 Added 0.88%
$2.26T
$1 Million 0.29% of portfolio
4,576
Q2 2025 Added 37.25%
$0
$997,000 0.28% of portfolio
39,442
Q2 2025 Reduced 43.0%
$1.78T
$944,000 0.27% of portfolio
1,280
Q2 2025 Added 28.64%
$0
$949,000 0.27% of portfolio
1,537
Q1 2025 Added 29.49%
$684B
$929,000 0.26% of portfolio
4,250
Q2 2025 Added 2.43%
$73.5B
$857,000 0.24% of portfolio
8,122
Q2 2025 Added 0.02%
$222B
$799,000 0.23% of portfolio
2,738
Q1 2025 Reduced 3.52%
$405B
$784,000 0.22% of portfolio
2,139
Q2 2025 Added 0.19%
$152B
$768,000 0.22% of portfolio
3,464
Q2 2025 Reduced 8.65%
$78.6B
$708,000 0.2% of portfolio
5,317
Q2 2025 Reduced 0.02%
$456B
$674,000 0.19% of portfolio
4,269
Q2 2025 Added 48.07%
$0
$681,000 0.19% of portfolio
2,007
Q2 2023 New
$48.7B
$648,000 0.18% of portfolio
4,459
Q4 2024 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $351 Million
  • Prior Value $318 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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