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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$11.9 Million 3.38% of portfolio
23,863
Q2 2025 Reduced 0.52%
$608B
$4.4 Million 1.25% of portfolio
5,639
Q2 2025 Reduced 8.13%
$3.69T
$3.92 Million 1.12% of portfolio
19,096
Q2 2025 Reduced 0.12%
$621B
$3.7 Million 1.05% of portfolio
7,607
Q1 2025 Reduced 1.3%
$281B
$2.18 Million 0.62% of portfolio
22,311
Q1 2025 Added 8.1%
$859B
$1.69 Million 0.48% of portfolio
5,824
Q2 2025 Reduced 4.48%
$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%
$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%
$1.78T
$944,000 0.27% of portfolio
1,280
Q2 2025 Added 28.64%
$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%
$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%
$48.7B
$648,000 0.18% of portfolio
4,459
Q4 2024 Added 0.02%
$124B
$643,000 0.18% of portfolio
2,085
Q2 2025 Reduced 10.32%
$65.4B
$627,000 0.18% of portfolio
5,954
Q4 2024 Reduced 0.33%
$119B
$606,000 0.17% of portfolio
2,550
Q2 2025 Reduced 0.43%
$261B
$595,000 0.17% of portfolio
3,271
Q2 2025 Added 0.03%
$48.5B
$555,000 0.16% of portfolio
534
Q2 2025 Reduced 2.91%
$306B
$568,000 0.16% of portfolio
2,207
Q1 2025 Added 5.55%
$64.4B
$519,000 0.15% of portfolio
2,028
Q4 2024 Reduced 1.17%
$141B
$490,000 0.14% of portfolio
7,059
Q2 2025 Added 0.03%
$70.7B
$500,000 0.14% of portfolio
1,288
Q2 2025 Added 0.08%
$229B
$506,000 0.14% of portfolio
3,724
Q2 2025 Added 0.03%
$14.1B
$441,000 0.13% of portfolio
988
Q4 2024 Reduced 3.04%
$155B
$443,000 0.13% of portfolio
3,595
Q2 2025 Reduced 5.27%
$293B
$444,000 0.13% of portfolio
6,406
Q1 2025 Added 10.3%
$142B
$445,000 0.13% of portfolio
1,126
Q2 2025 Reduced 23.03%
$51.7B
$459,000 0.13% of portfolio
1,831
Q2 2025 Reduced 5.13%
$202B
$464,000 0.13% of portfolio
3,518
Q2 2025 Reduced 0.09%
$64.2B
$421,000 0.12% of portfolio
1,496
Q2 2025 Reduced 0.13%
$86.2B
$422,000 0.12% of portfolio
1,449
Q2 2025 Reduced 0.07%
$442B
$425,000 0.12% of portfolio
3,944
Q2 2025 Reduced 0.13%
$80B
$438,000 0.12% of portfolio
1,775
Q2 2025 Added 0.06%
$36.8B
$402,000 0.11% of portfolio
4,010
Q2 2025 Reduced 0.02%
$302B
$383,000 0.11% of portfolio
2,677
Q2 2025 Reduced 0.22%
$551B
$340,000 0.1% of portfolio
959
Q2 2025 Added 0.1%
$229B
$353,000 0.1% of portfolio
2,418
Q2 2024 Reduced 0.41%
$257B
$359,000 0.1% of portfolio
2,969
Q2 2024 Reduced 0.34%
$250B
$365,000 0.1% of portfolio
2,593
Q4 2024 Reduced 1.41%
$40.9B
$368,000 0.1% of portfolio
4,866
Q2 2025 Added 0.08%
$203B
$303,000 0.09% of portfolio
3,833
Q2 2025 Reduced 23.93%
$439B
$280,000 0.08% of portfolio
283
Q1 2024 New

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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