Hurlow Wealth Management Group, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Hurlow Wealth Management Group, Inc. reported 125 stock positions worth $480.6 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 13.9% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 11.9%) and Dimensional US Small Cap ETF (DFAS, 8.6%). Compared with Q1 2026, it opened 9 new positions, sold out of 4, added to 61 and reduced 26. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +6%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −32%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IN
CIK
0001747749
Portfolio Value
$480.6M (Q2 2026)
SEC Filing
0001747749-26-000007 ↗ filed Aug 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $283.3M Q1 2024 Q2 2024: $291.3M Q2 2024 Q3 2024: $320.6M Q3 2024 Q4 2024: $320.2M Q4 2024 Q1 2025: $319.9M Q1 2025 Q2 2025: $354.0M Q2 2025 Q3 2025: $386.1M Q3 2025 Q4 2025: $408.5M Q4 2025 Q1 2026: $420.1M Q1 2026 Q2 2026: $480.6M $480.6M Q2 2026

Holdings 125 stocks · $480.6M
VV Vngrd Mrgstr LRG-Cap ETF-Usd 13.90% 194,273 $66.8M Add +2.5%
DFUS Dimensional US Eq MKT ETF 11.88% 697,119 $57.1M Add +5.9%
DFAS Dimensional US Small Cap ETF 8.64% 504,189 $41.5M Add +5.0%
DFIC Dimensional International Co. 6.61% 853,239 $31.8M Add +9.9%
VEA Vanguard Ftse Developed ETF 6.47% 436,379 $31.1M Reduce -0.1%
VB Vanguard Most SM-Cap ETF-Usd 5.47% 86,672 $26.3M Reduce -1.0%
DFEM Dimensional Emrg MRKT Core 3.04% 359,677 $14.6M Add +10.8%
VUG Vanguard Mrngstar GR ETF-Sui 2.68% 149,351 $12.9M Reduce -0.2%
VNQ Vanguard Real Estate ETF 2.62% 130,770 $12.6M Reduce -1.4%
VWOB Vanguard Emerg MKTS Gov BND 2.62% 187,058 $12.6M Add +2.7%
VWO Vanguard Ftse Emerging Marke 2.59% 208,177 $12.4M Reduce -2.7%
DFAX Dimensional World Ex US Core 2.32% 302,935 $11.2M Reduce -0.3%
VCIT Vanguard Int-Term Corporate 2.24% 130,290 $10.8M Add +3.1%
BIV Vanguard Intermediate-Term B 2.19% 137,452 $10.5M Add +6.0%
VCSH Vanguard S/T Corp. Bond ETF 2.17% 131,739 $10.4M Add +4.6%
VTEB Vanguard Tax-Exempt Bond ETF 1.62% 154,381 $7.8M Add +0.5%
DFAI Dimensional International Co. 1.52% 176,854 $7.3M Reduce -2.1%
VTI VG Morningstar TS MKT ETF-US 1.36% 17,672 $6.5M Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 1.33% 26,938 $6.4M Add +5.7%
SPHY SS SPDR P High Yield ETF 1.22% 250,032 $5.9M Add +8.8%
DFAR Dimensional US Real Est ETF 1.08% 197,803 $5.2M Add +20.7%
AAPL Apple Inc. 1.01% 16,763 $4.9M Reduce -1.1%
VTIP Vanguard Short-Term Tips 0.98% 93,496 $4.7M Add +3.9%
LLY Eli Lilly & Co. 0.84% 3,375 $4.0M Add +0.7%
SCHX Schwab US Large-Cap ETF 0.80% 131,269 $3.9M Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.66% 14,604 $3.2M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.52% 4,984 $2.5M Reduce -31.7%
JNJ Johnson & Johnson 0.40% 7,600 $1.9M Add +0.2%
CINF Cincinnati Financial Corp. 0.38% 9,975 $1.8M Add +0.1%
WMT Walmart Inc. 0.37% 15,756 $1.8M Add +0.5%
JPM JPMorgan Chase & Co. 0.36% 5,223 $1.7M Add +0.6%
BRK.A Berkshire Hathaway Inc. Class A 0.31% 2 $1.5M No change
SHM SS SPDR N Ice St Muni ETF 0.31% 31,219 $1.5M Add +0.3%
MSFT Microsoft Corp. 0.31% 3,963 $1.5M Add +3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.29% 17,244 $1.4M No change
MUB iShares National Muni Bond E 0.26% 11,778 $1.3M No change
SCHA Schwab US Small-Cap ETF 0.26% 34,524 $1.2M Reduce -1.2%
JCI Johnson Controls Internation 0.25% 8,169 $1.2M Add +0.5%
AMZN Amazon.com Inc. 0.24% 4,827 $1.2M Add +4.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 1,531 $1.1M Reduce -0.2%
ABBV Abbvie Inc. 0.21% 4,076 $1.0M Add +1.3%
NVDA Nvidia Corp. 0.19% 4,581 $917K Add +14.3%
ADI Analog Devices Inc. 0.19% 2,242 $890K Add +1.0%
VYM Vanguard High DVD Yield ETF 0.17% 5,307 $839K Add +44.3%
GE General Electric filed as GE AEROSPACE 0.17% 2,210 $826K Add +0.1%
IWB iShares Russell 1000 ETF 0.17% 2,007 $822K No change
CAT Caterpillar Inc. 0.17% 751 $800K Add +0.1%
VOO Vanguard S&P 500 ETF 0.17% 1,163 $799K Add +0.2%
BN Brookfield Corp. 0.16% 18,338 $781K New
AMD Advanced Micro Devices 0.13% 1,107 $643K Add +0.3%
LIN Linde PLC 0.13% 1,233 $640K Add +0.2%
AFL Aflac Inc. 0.13% 5,453 $639K Add +0.1%
GWW WW Grainger Inc. 0.13% 452 $615K Add +0.2%
GEV GE Vernova Inc. 0.13% 521 $612K No change
VTES Vanguard SH Term Tax-Ex Bond 0.13% 5,983 $606K Add +22.2%
MCD McDonald's Corp. 0.13% 2,239 $605K Reduce -11.5%
QQQ Invesco QQQ Trust Series 1 0.12% 812 $598K No change
GOOG Alphabet Inc. Class C 0.12% 1,670 $590K Add +0.4%
META Meta Platforms Inc. Class A 0.12% 1,039 $585K Add +9.8%
NSC Norfolk Southern Corp. 0.12% 1,846 $581K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 3,749 $568K Add +4.1%
NEE Nextera Energy Inc. 0.12% 6,465 $567K Add +0.7%
ELV Elevance Health Inc. 0.11% 1,381 $534K Add +2.5%
VGUS Vanguard Ultra SHRT Treasury 0.11% 6,870 $520K New
MS Morgan Stanley 0.10% 2,333 $488K Add +0.2%
LHX L3HARRIS Technologies Inc. 0.10% 1,638 $476K No change
XLK SS Technology Select Sector 0.10% 2,469 $470K Add +0.1%
ED Consolidated Edison Inc. 0.09% 4,014 $444K Add +0.0%
ITW Illinois Tool Works 0.09% 1,621 $438K Add +0.2%
RTX RTX Corp. 0.09% 2,269 $430K Add +0.1%
EMR Emerson Electric Co. 0.09% 2,998 $429K Add +0.2%
CSCO Cisco Systems Inc. 0.09% 3,620 $425K Add +1.5%
SCHF Schwab Intl Equity ETF 0.09% 15,220 $422K Reduce -0.7%
IVV iShares Core S&P 500 ETF 0.09% 550 $412K No change
VGT Vanguard Info Tech ETF 0.08% 3,360 $402K No change
GD General Dynamics Corp. 0.08% 1,115 $395K Add +0.1%
VXUS Vanguard Total Intl Stock 0.08% 4,589 $392K Reduce -7.2%
XOM Exxon Mobil Corp. 0.08% 2,869 $392K Add +2.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.08% 1,072 $392K No change
V Visa Inc. Class A 0.08% 1,120 $384K Add +15.9%
ADP Automatic Data Processing 0.08% 1,714 $384K Add +1.6%
PG The Procter & Gamble Co. 0.08% 2,558 $375K Reduce -6.0%
VTEC Vanguard Ca Tax-Ex Bond 0.08% 3,665 $369K Add +7.3%
CVX Chevron Corp. 0.08% 2,211 $366K Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.08% 1,019 $364K Add +10.3%
BLK BlackRock Inc. 0.07% 372 $358K Reduce -0.3%
SYY Sysco Corp. 0.07% 4,243 $355K Reduce -1.1%
IVW iShares S&P 500 Growth ETF 0.07% 2,562 $352K Add +0.4%
DFCA Dimensional Calfornia MB ETF 0.07% 6,966 $350K No change
VGSH Vanguard Short-Term Treasury 0.07% 5,977 $348K No change
QUAL iShares MSCI USA Quality Fac 0.07% 1,579 $346K No change
ONB Old National Bancorp 0.07% 13,367 $346K Reduce -1.1%
ESML iShares ESG Aware MSCI USA S 0.07% 6,188 $346K No change
EFG iShares MSCI Eafe Growth ETF 0.07% 2,777 $346K No change
APD Air Products & Chemicals Inc. 0.07% 1,176 $345K Add +2.7%
LRGF iShares US Equity Factor ETF 0.07% 4,480 $339K No change
PAYX Paychex Inc. 0.07% 3,401 $334K Reduce -1.1%
SYK Stryker Corp. 0.07% 1,036 $326K Add +0.2%
IAU iShares Gold Trust 0.07% 4,237 $320K No change
LOW Lowe's Cos Inc. 0.07% 1,433 $316K Reduce -0.1%

Show all 125 holdings

Portfolio Sells Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Reduce -31.7% 0.52% −0.31
VEA Vanguard Ftse Developed ETF Reduce -0.1% 6.47% −0.20
VNQ Vanguard Real Estate ETF Reduce -1.4% 2.62% −0.18
VWO Vanguard Ftse Emerging Marke Reduce -2.7% 2.59% −0.17
DFAI Dimensional International Co. Reduce -2.1% 1.52% −0.16
DFAX Dimensional World Ex US Core Reduce -0.3% 2.32% −0.14
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.12
MCD McDonald's Corp. Reduce -11.5% 0.13% −0.06
ABT Abbott Laboratories Sold out 0.00% −0.05
GLD SPDR Gold Shares Sold out 0.00% −0.05
T AT&T Inc. Sold out 0.00% −0.05
CVX Chevron Corp. Reduce -0.9% 0.08% −0.03
SUB iShares Short-Term National Reduce -25.4% 0.05% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.1% 0.66% −0.02
PG The Procter & Gamble Co. Reduce -6.0% 0.08% −0.02
AAPL Apple Inc. Reduce -1.1% 1.01% −0.02
LOW Lowe's Cos Inc. Reduce -0.1% 0.07% −0.01
BLK BlackRock Inc. Reduce -0.3% 0.07% −0.01
VXUS Vanguard Total Intl Stock Reduce -7.2% 0.08% −0.01
SCHX Schwab US Large-Cap ETF Reduce -1.1% 0.80% −0.01
PAYX Paychex Inc. Reduce -1.1% 0.07% −0.01
TGT Target Corp. Reduce -0.9% 0.06% −0.00
SCHF Schwab Intl Equity ETF Reduce -0.7% 0.09% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 0.24% +0.00
ONB Old National Bancorp Reduce -1.1% 0.07% +0.00
SYY Sysco Corp. Reduce -1.1% 0.07% +0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.0% 5.47% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 1.36% +0.01
SCHA Schwab US Small-Cap ETF Reduce -1.2% 0.26% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.2% 2.68% +0.08

Portfolio Buys Q1 2026 → Q2 2026
DFUS Dimensional US Eq MKT ETF Add +5.9% 11.88% +0.77
DFAS Dimensional US Small Cap ETF Add +5.0% 8.64% +0.51
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +2.5% 13.90% +0.41
DFEM Dimensional Emrg MRKT Core Add +10.8% 3.04% +0.37
BN Brookfield Corp. New 0.16% +0.16
DFAR Dimensional US Real Est ETF Add +20.7% 1.08% +0.15
LLY Eli Lilly & Co. Add +0.7% 0.84% +0.11
VGUS Vanguard Ultra SHRT Treasury New 0.11% +0.11
AMD Advanced Micro Devices Add +0.3% 0.13% +0.08
GLW Corning Inc. New 0.05% +0.05
AVGO Broadcom Inc. New 0.05% +0.05
DELL Dell Technologies -C New 0.05% +0.05
DFIC Dimensional International Co. Add +9.9% 6.61% +0.05
VT Vanguard Tot World STK ETF New 0.05% +0.05
VYM Vanguard High DVD Yield ETF Add +44.3% 0.17% +0.04
FITB Fifth Third Bancorp New 0.04% +0.04
ES Eversource Energy New 0.04% +0.04
CAT Caterpillar Inc. Add +0.1% 0.17% +0.04
NVDA Nvidia Corp. Add +14.3% 0.19% +0.02
CSCO Cisco Systems Inc. Add +1.5% 0.09% +0.02
GE General Electric Add +0.1% 0.17% +0.02
VIG Vanguard Dividend Apprec ETF Add +5.7% 1.33% +0.02
XLK SS Technology Select Sector Add +0.1% 0.10% +0.02
HURA Tuhura Biosciences Inc. New 0.02% +0.02
ADI Analog Devices Inc. Add +1.0% 0.19% +0.02
ELV Elevance Health Inc. Add +2.5% 0.11% +0.02
GOOGL Alphabet Inc. Class A Add +10.3% 0.08% +0.01
CINF Cincinnati Financial Corp. Add +0.1% 0.38% +0.01
GWW WW Grainger Inc. Add +0.2% 0.13% +0.01
V Visa Inc. Class A Add +15.9% 0.08% +0.01
MS Morgan Stanley Add +0.2% 0.10% +0.01
AMZN Amazon.com Inc. Add +4.3% 0.24% +0.01
GOOG Alphabet Inc. Class C Add +0.4% 0.12% +0.01
VTES Vanguard SH Term Tax-Ex Bond Add +22.2% 0.13% +0.01
ABBV Abbvie Inc. Add +1.3% 0.21% +0.01
IVW iShares S&P 500 Growth ETF Add +0.4% 0.07% +0.00
IBM Intl Business Machines Corp. Add +2.7% 0.05% +0.00
VOO Vanguard S&P 500 ETF Add +0.2% 0.17% +0.00
ADP Automatic Data Processing Add +1.6% 0.08% −0.00
PM Philip Morris International Add +0.2% 0.05% −0.00
CL Colgate-Palmolive Co. Add +0.1% 0.06% −0.00
VTEC Vanguard Ca Tax-Ex Bond Add +7.3% 0.08% −0.00
EMR Emerson Electric Co. Add +0.2% 0.09% −0.00
JCI Johnson Controls Internation Add +0.5% 0.25% −0.01
WEC WEC Energy Group Inc. Add +2.8% 0.07% −0.01
META Meta Platforms Inc. Class A Add +9.8% 0.12% −0.01
APD Air Products & Chemicals Inc. Add +2.7% 0.07% −0.01
JPM JPMorgan Chase & Co. Add +0.6% 0.36% −0.01
GD General Dynamics Corp. Add +0.1% 0.08% −0.01
ITW Illinois Tool Works Add +0.2% 0.09% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$480.6MVV, DFUS, DFAS, DFIC, VEA
Q1 2026 120$420.1MVV, DFUS, DFAS, VEA, DFIC
Q4 2025 120$408.5MVV, DFUS, DFAS, VEA, DFIC
Q3 2025 119$386.1MVV, DFUS, DFAS, VEA, VB
Q2 2025 127$354.0MVV, DFUS, VEA, DFAS, VB
Q1 2025 120$319.9MVV, DFUS, VEA, VB, DFAS
Q4 2024 121$320.2MVV, DFUS, VEA, VB, DFAS
Q3 2024 118$320.6MVV, DFUS, VEA, VB, DFAS
Q2 2024 116$291.3MVV, DFUS, VEA, VB, DFAS
Q1 2024 115$283.3MVV, DFUS, VEA, VB, DFAS