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 Market Cap. of $200 Billions or more
