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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$4.86 Million 1.27% of portfolio
19,106
Q3 2025 Added 0.05%
$662B
$3.69 Million 0.97% of portfolio
7,335
Q3 2025 Reduced 3.58%
$971B
$2.56 Million 0.67% of portfolio
3,354
Q3 2025 Reduced 40.52%
$3.78T
$2.08 Million 0.54% of portfolio
4,010
Q3 2025 Reduced 83.2%
$279B
$1.69 Million 0.44% of portfolio
16,371
Q3 2025 Reduced 26.62%
$881B
$1.64 Million 0.43% of portfolio
5,190
Q3 2025 Reduced 10.89%
$26.1B
$1.57 Million 0.41% of portfolio
9,956
Q3 2025 Reduced 3.19%
$453B
$1.51 Million 0.39% of portfolio
2
Q1 2025 Reduced 33.33%
$522B
$1.46 Million 0.38% of portfolio
7,866
Q3 2025 Reduced 20.35%
$2.39T
$1 Million 0.26% of portfolio
4,576
Q2 2025 Added 37.25%
$414B
$961,000 0.25% of portfolio
4,151
Q3 2025 Reduced 24.95%
$81.8B
$893,000 0.23% of portfolio
8,122
Q2 2025 Added 0.02%
$224B
$832,000 0.22% of portfolio
2,738
Q1 2025 Reduced 3.52%
$465B
$710,000 0.19% of portfolio
3,807
Q3 2025 Reduced 10.82%
$72.3B
$665,000 0.17% of portfolio
5,955
Q3 2025 Added 0.02%
$328B
$663,000 0.17% of portfolio
2,207
Q1 2025 Added 5.55%
$65.7B
$609,000 0.16% of portfolio
2,028
Q4 2024 Reduced 1.17%
$1.37T
$599,000 0.16% of portfolio
816
Q3 2025 Reduced 36.25%
$55.4B
$559,000 0.15% of portfolio
1,831
Q2 2025 Reduced 5.13%
$104B
$551,000 0.14% of portfolio
1,880
Q3 2025 Reduced 9.83%
$168B
$532,000 0.14% of portfolio
7,059
Q2 2025 Added 0.03%
$170B
$519,000 0.14% of portfolio
3,595
Q2 2025 Reduced 5.27%
$40.4B
$479,000 0.13% of portfolio
3,783
Q3 2025 Reduced 15.16%
$346B
$488,000 0.13% of portfolio
3,182
Q3 2025 Reduced 61.44%
$46.8B
$508,000 0.13% of portfolio
534
Q2 2025 Reduced 2.91%
$74.9B
$463,000 0.12% of portfolio
1,776
Q3 2025 Added 0.06%
$140B
$450,000 0.12% of portfolio
1,792
Q3 2025 Reduced 48.27%
$36B
$403,000 0.11% of portfolio
4,010
Q2 2025 Reduced 0.02%
$270B
$412,000 0.11% of portfolio
2,593
Q4 2024 Reduced 1.41%
$78.2B
$414,000 0.11% of portfolio
1,284
Q3 2025 Reduced 0.31%
$136B
$416,000 0.11% of portfolio
1,126
Q2 2025 Reduced 23.03%
$94.5B
$420,000 0.11% of portfolio
1,233
Q3 2025 Reduced 14.91%
$75.4B
$435,000 0.11% of portfolio
3,317
Q3 2025 Reduced 37.62%
$37.9B
$384,000 0.1% of portfolio
4,666
Q3 2025 Reduced 4.11%
$258B
$388,000 0.1% of portfolio
2,323
Q3 2025 Reduced 3.93%
$1.74T
$401,000 0.1% of portfolio
1,648
Q2 2025 Reduced 47.5%
$533B
$327,000 0.09% of portfolio
959
Q2 2025 Added 0.1%
$57.5B
$350,000 0.09% of portfolio
1,287
Q3 2025 Reduced 13.97%
$490B
$353,000 0.09% of portfolio
3,138
Q3 2025 Reduced 20.44%
$204B
$354,000 0.09% of portfolio
2,527
Q3 2025 Reduced 28.17%
$291B
$356,000 0.09% of portfolio
747
Q4 2023 Reduced 0.27%
$303B
$362,000 0.09% of portfolio
2,337
Q3 2025 Reduced 12.7%
$6.08B
$296,000 0.08% of portfolio
13,518
Q2 2024 New
$319B
$301,000 0.08% of portfolio
4,406
Q3 2025 Reduced 31.22%
$228B
$313,000 0.08% of portfolio
2,342
Q3 2025 Reduced 37.11%
$35B
$319,000 0.08% of portfolio
2,792
Q1 2025 Added 0.07%
$266B
$269,000 0.07% of portfolio
954
Q1 2025 New
$283B
$251,000 0.07% of portfolio
1,963
Q3 2025 Reduced 33.88%
$65.7B
$254,000 0.07% of portfolio
3,184
Q3 2025 Reduced 0.03%

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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