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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VV Vanguard Large Cap ETF ETFs	$0	$53.2 Million 13.93% of portfolio	172,787	Q3 2025 Added 15.88%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$42.7 Million 11.18% of portfolio	589,748	Q3 2025 Added 15.96%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$27.5 Million 7.21% of portfolio	402,356	Q3 2025 Added 19.99%
VEA Vanguard Ftse Developed Market ETFs	$0	$26.7 Million 6.98% of portfolio	445,040	Q3 2025 Added 3.74%
VB Vanguard Small Cap ETF ETFs	$0	$22 Million 5.76% of portfolio	86,541	Q3 2025 Added 3.38%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$19.7 Million 5.16% of portfolio	601,477	Q3 2025 Added 67.41%
VUG Vanguard Growth ETF ETFs	$0	$13 Million 3.41% of portfolio	27,130	Q3 2025 Reduced 10.17%
VNQ Vanguard Specialized Funds Van ETFs	$0	$12.7 Million 3.31% of portfolio	138,480	Q3 2025 Added 3.29%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$11.9 Million 3.12% of portfolio	219,857	Q3 2025 Added 4.26%

VCIT Vanguard Intermediate Term Cor ETFs	$0	$9.81 Million 2.57% of portfolio	116,680	Q3 2025 Reduced 2.74%
VWOB Vanguard Emerging Mkts Govt Bd ETFs	$0	$9.73 Million 2.55% of portfolio	155,983	Q3 2025 Added 8.18%
DFAX Dimensional ETF Tr	$0	$9.24 Million 2.42% of portfolio	294,398	Q3 2025 Reduced 4.86%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$8.9 Million 2.33% of portfolio	111,348	Q3 2025 Added 13.96%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$7.95 Million 2.08% of portfolio	247,861	Q3 2025 Added 67.17%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$7.58 Million 1.98% of portfolio	151,405	Q3 2025 Added 2.5%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$7.27 Million 1.9% of portfolio	93,124	Q3 2025 Added 22.91%
DFAI Dimensional ETF Tr ETFs	$0	$7.16 Million 1.87% of portfolio	197,005	Q3 2025 Reduced 11.16%
VTI Vanguard Total Stock Market Et ETFs	$0	$6.22 Million 1.63% of portfolio	18,955	Q3 2025 Added 0.54%

VIG Vanguard Dividend Appreciation ETFs	$0	$5.08 Million 1.33% of portfolio	27,878	Q3 2025 Reduced 10.03%
AAPL Apple Inc. Technology	$4.3T	$4.86 Million 1.27% of portfolio	19,106	Q3 2025 Added 0.05%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$4.49 Million 1.17% of portfolio	187,433	Q3 2025 Added 5.8%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.69 Million 0.97% of portfolio	7,335	Q3 2025 Reduced 3.58%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$3.69 Million 0.97% of portfolio	72,968	Q3 2025 Reduced 3.85%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$3.53 Million 0.92% of portfolio	134,107	Q3 2025 Reduced 0.4%
LLY Eli Lilly & CO Healthcare	$971B	$2.56 Million 0.67% of portfolio	3,354	Q3 2025 Reduced 40.52%
VTV Vanguard Value ETF ETFs	$0	$2.56 Million 0.67% of portfolio	13,710	Q3 2025 Reduced 7.91%
MSFT Microsoft Corp Technology	$3.78T	$2.08 Million 0.54% of portfolio	4,010	Q3 2025 Reduced 83.2%
DFAR Dimensional ETF Tr Dimensional ETFs	$0	$1.86 Million 0.49% of portfolio	77,905	Q3 2025 Added 280.41%
VO Vanguard Mid Cap ETF ETFs	$0	$1.82 Million 0.48% of portfolio	6,203	Q3 2025 Added 1.03%
WMT Walmart Inc. Consumer Defensive	$279B	$1.69 Million 0.44% of portfolio	16,371	Q3 2025 Reduced 26.62%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.64 Million 0.43% of portfolio	5,190	Q3 2025 Reduced 10.89%
SHM Spdr Nuveen Bloomberg Short Te ETFs	$0	$1.62 Million 0.42% of portfolio	33,552	Q3 2025 Added 1.16%
CINF Cincinnati Financial Corp Financial Services	$26.1B	$1.57 Million 0.41% of portfolio	9,956	Q3 2025 Reduced 3.19%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$1.51 Million 0.39% of portfolio	2	Q1 2025 Reduced 33.33%
JNJ Johnson & Johnson Healthcare	$522B	$1.46 Million 0.38% of portfolio	7,866	Q3 2025 Reduced 20.35%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.26 Million 0.33% of portfolio	11,788	Q1 2025 Reduced 2.38%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.02 Million 0.27% of portfolio	1,536	Q3 2025 Reduced 0.07%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1 Million 0.26% of portfolio	4,576	Q2 2025 Added 37.25%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$987,000 0.26% of portfolio	35,388	Q3 2025 Reduced 10.28%
ABBV Abb Vie Inc. Healthcare	$414B	$961,000 0.25% of portfolio	4,151	Q3 2025 Reduced 24.95%
JCI Johnson Controls International PLC Industrials	$81.8B	$893,000 0.23% of portfolio	8,122	Q2 2025 Added 0.02%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$832,000 0.22% of portfolio	2,738	Q1 2025 Reduced 3.52%
NVDA Nvidia Corp Technology	$465B	$710,000 0.19% of portfolio	3,807	Q3 2025 Reduced 10.82%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$733,000 0.19% of portfolio	2,007	Q2 2023 New
AFL Aflac Inc Financial Services	$72.3B	$665,000 0.17% of portfolio	5,955	Q3 2025 Added 0.02%
GE General Electric CO Industrials	$328B	$663,000 0.17% of portfolio	2,207	Q1 2025 Added 5.55%
ADI Analog Devices Inc Technology	$118B	$610,000 0.16% of portfolio	2,486	Q3 2025 Reduced 2.51%
NSC Norfolk Southern Corp Industrials	$65.7B	$609,000 0.16% of portfolio	2,028	Q4 2024 Reduced 1.17%
META Meta Platforms, Inc. Communication Services	$1.37T	$599,000 0.16% of portfolio	816	Q3 2025 Reduced 36.25%
LHX L3 Harris Technologies, Inc. Industrials	$55.4B	$559,000 0.15% of portfolio	1,831	Q2 2025 Reduced 5.13%

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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Hurlow Wealth Management Group, Inc. Portfolio Holdings