Hurlow Wealth Management Group, Inc. Portfolio Holdings

Hurlow Wealth Management Group, Inc.

  • $382 Million
  • Q3 2025

Hurlow Wealth Management Group, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $382 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $53.2M, Dimensional ETF Tr U S Equity with a value of $42.7M, Dimensional ETF Tr U S Small C with a value of $27.5M, Vanguard Ftse Developed Market with a value of $26.7M, and Vanguard Small Cap ETF with a value of $22M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $351M to 382M.

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

Portfolio value $382 Million
ETFs: $329 Million
Financial Services: $10.4 Million
Technology: $8.83 Million
Healthcare: $6.8 Million
Industrials: $6.55 Million
Consumer Defensive: $3.59 Million
Consumer Cyclical: $2.81 Million
Utilities: $1.48 Million
Other: $2.98 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.08B
$296,000 0.08% of portfolio
13,518
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $382 Million
  • Prior Value $351 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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