Hurlow Wealth Management Group, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Hurlow Wealth Management Group, Inc. reported 120 stock positions worth $408.5 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 13.8% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 11.3%) and Dimensional US Small Cap ETF (DFAS, 7.7%). Compared with Q3 2025, it opened 7 new positions, sold out of 6, added to 29 and reduced 57. The biggest buy was Dimensional International (DFIC, shares +18%) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −3%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IN
CIK
0001747749
Portfolio Value
$408.5M (Q4 2025)
SEC Filing
0001747749-26-000002 ↗ filed Feb 17, 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 $408.5M Q4 2025 Q1 2026: $420.1M Q1 2026 Q2 2026: $480.6M Q2 2026

Holdings 120 stocks · $408.5M
VV Vngrd Mrgstr LRG-Cap ETF-Usd 13.80% 179,130 $56.4M Add +3.7%
DFUS Dimensional US Eq MKT ETF 11.25% 619,659 $46.0M Add +5.1%
DFAS Dimensional US Small Cap ETF 7.65% 448,766 $31.3M Add +11.5%
VEA Vanguard Ftse Developed ETF 6.82% 446,032 $27.9M Add +0.2%
DFIC Dimensional International Co. 5.99% 710,093 $24.5M Add +18.1%
VB Vanguard Most SM-Cap ETF-Usd 5.52% 87,449 $22.6M Add +1.1%
VUG Vanguard Mrngstar GR ETF-Sui 3.07% 25,676 $12.5M Reduce -5.4%
VNQ Vanguard Real Estate ETF 2.90% 133,952 $11.9M Reduce -3.3%
VWO Vanguard Ftse Emerging Marke 2.83% 215,362 $11.6M Reduce -2.0%
VWOB Vanguard Emerg MKTS Gov BND 2.77% 167,881 $11.3M Add +7.6%
VCIT Vanguard Int-Term Corporate 2.53% 123,288 $10.3M Add +5.7%
DFAX Dimensional World Ex US Core 2.40% 298,965 $9.8M Add +1.6%
DFEM Dimensional Emrg MRKT Core 2.37% 293,189 $9.7M Add +18.3%
VCSH Vanguard S/T Corp. Bond ETF 2.34% 119,697 $9.5M Add +7.5%
BIV Vanguard Intermediate-Term B 2.13% 111,834 $8.7M Add +20.1%
VTEB Vanguard Tax-Exempt Bond ETF 1.80% 146,019 $7.3M Reduce -3.6%
DFAI Dimensional International Co. 1.64% 175,291 $6.7M Reduce -11.0%
VTI VG Morningstar TS MKT ETF-US 1.45% 17,682 $5.9M Reduce -6.7%
VIG Vanguard Dividend Apprec ETF 1.44% 26,691 $5.9M Reduce -4.3%
SPHY SS SPDR P High Yield ETF 1.24% 214,695 $5.1M Add +14.5%
AAPL Apple Inc. 1.14% 17,075 $4.6M Reduce -10.6%
VTIP Vanguard Short-Term Tips 1.01% 83,092 $4.1M Add +13.9%
BRK.B Berkshire Hathaway Inc. Class B 0.90% 7,327 $3.7M Reduce -0.1%
LLY Eli Lilly & Co. 0.88% 3,346 $3.6M Reduce -0.2%
SCHX Schwab US Large-Cap ETF 0.88% 133,392 $3.6M Reduce -0.5%
DFAR Dimensional US Real Est ETF 0.72% 128,312 $2.9M Add +64.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.62% 13,352 $2.6M Reduce -2.6%
MSFT Microsoft Corp. 0.45% 3,837 $1.9M Reduce -4.3%
WMT Walmart Inc. 0.43% 15,666 $1.7M Reduce -4.3%
JPM JPMorgan Chase & Co. 0.41% 5,190 $1.7M No change
CINF Cincinnati Financial Corp. 0.40% 9,962 $1.6M Add +0.1%
JNJ Johnson & Johnson 0.38% 7,573 $1.6M Reduce -3.7%
BRK.A Berkshire Hathaway Inc. Class A 0.37% 2 $1.5M No change
SHM SS SPDR N Ice St Muni ETF 0.36% 30,820 $1.5M Reduce -8.1%
MUB iShares National Muni Bond E 0.31% 11,778 $1.3M Reduce -0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.31% 4,311 $1.3M Reduce -30.5%
AMZN Amazon.com Inc. 0.26% 4,580 $1.1M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 1,536 $1.0M No change
SCHA Schwab US Small-Cap ETF 0.25% 35,243 $1.0M Reduce -0.4%
JCI Johnson Controls Internation 0.24% 8,122 $973K No change
ABBV Abbvie Inc. 0.22% 4,021 $919K Reduce -3.1%
MCD McDonald's Corp. 0.19% 2,584 $790K Reduce -5.6%
IWB iShares Russell 1000 ETF 0.18% 2,007 $749K No change
NVDA Nvidia Corp. 0.18% 3,906 $728K Add +2.6%
GE General Electric filed as GE AEROSPACE 0.17% 2,207 $680K No change
ADI Analog Devices Inc. 0.15% 2,219 $602K Reduce -10.7%
AFL Aflac Inc. 0.15% 5,447 $601K Reduce -8.5%
META Meta Platforms Inc. Class A 0.14% 880 $581K Add +7.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 3,595 $552K No change
NSC Norfolk Southern Corp. 0.13% 1,844 $532K Reduce -9.1%
VYM Vanguard High DVD Yield ETF 0.13% 3,677 $528K No change
BSV Vanguard Short-Term Bond ETF 0.13% 6,658 $525K New
LIN Linde PLC 0.13% 1,229 $524K Reduce -10.8%
VOO Vanguard S&P 500 ETF 0.13% 830 $520K Add +1.5%
GOOG Alphabet Inc. Class C 0.13% 1,648 $517K No change
NEE Nextera Energy Inc. 0.13% 6,415 $515K Reduce -9.1%
QQQ Invesco QQQ Trust Series 1 0.12% 812 $499K No change
LHX L3HARRIS Technologies Inc. 0.12% 1,636 $480K Reduce -10.7%
ELV Elevance Health Inc. 0.12% 1,346 $472K Add +4.8%
GWW WW Grainger Inc. 0.11% 451 $455K Reduce -15.5%
ADP Automatic Data Processing 0.11% 1,688 $434K Reduce -10.2%
CAT Caterpillar Inc. 0.10% 747 $428K No change
RTX RTX Corp. 0.10% 2,263 $415K Reduce -2.6%
MS Morgan Stanley 0.10% 2,323 $412K Reduce -10.4%
PG The Procter & Gamble Co. 0.10% 2,867 $411K Reduce -9.9%
ED Consolidated Edison Inc. 0.10% 4,010 $398K No change
BLK BlackRock Inc. 0.10% 372 $398K Reduce -6.8%
ITW Illinois Tool Works 0.10% 1,614 $398K Reduce -9.1%
EMR Emerson Electric Co. 0.10% 2,992 $397K Reduce -9.8%
PAYX Paychex Inc. 0.09% 3,441 $386K Reduce -9.0%
VTES Vanguard SH Term Tax-Ex Bond 0.09% 3,741 $380K Add +24.3%
IVV iShares Core S&P 500 ETF 0.09% 550 $377K Add +56.3%
SCHF Schwab Intl Equity ETF 0.09% 15,633 $376K Reduce -0.9%
GD General Dynamics Corp. 0.09% 1,113 $375K Reduce -9.7%
VXUS Vanguard Total Intl Stock 0.09% 4,947 $373K Add +25.3%
SYK Stryker Corp. 0.09% 1,034 $363K Reduce -8.2%
XLK SS Technology Select Sector 0.09% 2,466 $355K Reduce -7.8%
VGSH Vanguard Short-Term Treasury 0.09% 5,977 $351K No change
DFCA Dimensional Calfornia MB ETF 0.09% 6,966 $349K No change
LOW Lowe's Cos Inc. 0.08% 1,434 $346K Reduce -20.0%
IAU iShares Gold Trust 0.08% 4,237 $344K New
GEV GE Vernova Inc. 0.08% 520 $340K No change
CVX Chevron Corp. 0.08% 2,229 $340K Reduce -4.6%
V Visa Inc. Class A 0.08% 958 $336K Reduce -0.1%
XOM Exxon Mobil Corp. 0.08% 2,773 $334K Reduce -11.6%
PEP Pepsico Inc. 0.08% 2,303 $331K Reduce -8.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.08% 1,072 $324K No change
GOOGL Alphabet Inc. Class A 0.08% 1,030 $322K No change
EFG iShares MSCI Eafe Growth ETF 0.08% 2,787 $317K Add +44.4%
VGT Vanguard Info Tech ETF 0.08% 420 $316K Add +32.1%
SYY Sysco Corp. 0.08% 4,287 $316K Reduce -8.1%
IVW iShares S&P 500 Growth ETF 0.08% 2,552 $315K New
QUAL iShares MSCI USA Quality Fac 0.08% 1,579 $314K New
VTEC Vanguard Ca Tax-Ex Bond 0.08% 3,110 $312K Add +3.3%
LRGF iShares US Equity Factor ETF 0.08% 4,480 $311K New
ONB Old National Bancorp 0.07% 13,518 $302K No change
SUB iShares Short-Term National 0.07% 2,721 $290K Add +2.5%
XLY SS Consumer Disc Select Sect 0.07% 2,416 $288K Reduce -6.7%
APD Air Products & Chemicals Inc. 0.07% 1,157 $286K Reduce -10.1%
ESML iShares ESG Aware MSCI USA S 0.07% 6,188 $285K No change

Show all 120 holdings

Portfolio Sells Q3 2025 → Q4 2025
VNQ Vanguard Real Estate ETF Reduce -3.3% 2.90% −0.38
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.4% 3.07% −0.30
VWO Vanguard Ftse Emerging Marke Reduce -2.0% 2.83% −0.25
DFAI Dimensional International Co. Reduce -11.0% 1.64% −0.22
VTEB Vanguard Tax-Exempt Bond ETF Reduce -3.6% 1.80% −0.17
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -30.5% 0.31% −0.17
VTI VG Morningstar TS MKT ETF-US Reduce -6.7% 1.45% −0.16
AAPL Apple Inc. Reduce -10.6% 1.14% −0.12
VIG Vanguard Dividend Apprec ETF Reduce -4.3% 1.44% −0.12
MSFT Microsoft Corp. Reduce -4.3% 0.45% −0.08
VT Vanguard Tot World STK ETF Sold out 0.00% −0.08
ES Eversource Energy Sold out 0.00% −0.06
MMM 3M Co. Sold out 0.00% −0.06
DIS The Walt Disney Co. Sold out 0.00% −0.06
SHM SS SPDR N Ice St Muni ETF Reduce -8.1% 0.36% −0.06
CLX Clorox Company Sold out 0.00% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 0.90% −0.05
BDX Becton Dickinson and Co. Sold out 0.00% −0.05
LIN Linde PLC Reduce -10.8% 0.13% −0.04
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.6% 0.62% −0.04
ADP Automatic Data Processing Reduce -10.2% 0.11% −0.04
SCHX Schwab US Large-Cap ETF Reduce -0.5% 0.88% −0.04
LOW Lowe's Cos Inc. Reduce -20.0% 0.08% −0.03
PAYX Paychex Inc. Reduce -9.0% 0.09% −0.03
NSC Norfolk Southern Corp. Reduce -9.1% 0.13% −0.03
LHX L3HARRIS Technologies Inc. Reduce -10.7% 0.12% −0.03
PG The Procter & Gamble Co. Reduce -9.9% 0.10% −0.03
AFL Aflac Inc. Reduce -8.5% 0.15% −0.03
ABBV Abbvie Inc. Reduce -3.1% 0.22% −0.02
BLK BlackRock Inc. Reduce -6.8% 0.10% −0.02
ITW Illinois Tool Works Reduce -9.1% 0.10% −0.02
MCD McDonald's Corp. Reduce -5.6% 0.19% −0.02
SYY Sysco Corp. Reduce -8.1% 0.08% −0.02
APD Air Products & Chemicals Inc. Reduce -10.1% 0.07% −0.02
GWW WW Grainger Inc. Reduce -15.5% 0.11% −0.02
SYK Stryker Corp. Reduce -8.2% 0.09% −0.02
GD General Dynamics Corp. Reduce -9.7% 0.09% −0.02
MUB iShares National Muni Bond E Reduce -0.1% 0.31% −0.02
EMR Emerson Electric Co. Reduce -9.8% 0.10% −0.02
WEC WEC Energy Group Inc. Reduce -6.6% 0.07% −0.02
ABT Abbott Laboratories Reduce -7.2% 0.07% −0.01
NEE Nextera Energy Inc. Reduce -9.1% 0.13% −0.01
FDS Factset Research Systems Inc. Reduce -12.9% 0.06% −0.01
CSCO Cisco Systems Inc. Reduce -19.4% 0.07% −0.01
PEP Pepsico Inc. Reduce -8.9% 0.08% −0.01
ADI Analog Devices Inc. Reduce -10.7% 0.15% −0.01
CVX Chevron Corp. Reduce -4.6% 0.08% −0.01
XLK SS Technology Select Sector Reduce -7.8% 0.09% −0.01
XOM Exxon Mobil Corp. Reduce -11.6% 0.08% −0.01
SCHA Schwab US Small-Cap ETF Reduce -0.4% 0.25% −0.01

Portfolio Buys Q3 2025 → Q4 2025
DFIC Dimensional International Co. Add +18.1% 5.99% +0.88
DFAS Dimensional US Small Cap ETF Add +11.5% 7.65% +0.52
DFEM Dimensional Emrg MRKT Core Add +18.3% 2.37% +0.32
BIV Vanguard Intermediate-Term B Add +20.1% 2.13% +0.25
DFAR Dimensional US Real Est ETF Add +64.7% 0.72% +0.24
DFUS Dimensional US Eq MKT ETF Add +5.1% 11.25% +0.19
BSV Vanguard Short-Term Bond ETF New 0.13% +0.13
IAU iShares Gold Trust New 0.08% +0.08
SPHY SS SPDR P High Yield ETF Add +14.5% 1.24% +0.08
IVW iShares S&P 500 Growth ETF New 0.08% +0.08
QUAL iShares MSCI USA Quality Fac New 0.08% +0.08
LRGF iShares US Equity Factor ETF New 0.08% +0.08
VWOB Vanguard Emerg MKTS Gov BND Add +7.6% 2.77% +0.07
IVE iShares S&P 500 Value ETF New 0.06% +0.06
AMD Advanced Micro Devices New 0.06% +0.06
VTIP Vanguard Short-Term Tips Add +13.9% 1.01% +0.05
IVV iShares Core S&P 500 ETF Add +56.3% 0.09% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +7.5% 2.34% +0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +3.7% 13.80% +0.03
EFG iShares MSCI Eafe Growth ETF Add +44.4% 0.08% +0.02
VXUS Vanguard Total Intl Stock Add +25.3% 0.09% +0.02
VGT Vanguard Info Tech ETF Add +32.1% 0.08% +0.02
VTES Vanguard SH Term Tax-Ex Bond Add +24.3% 0.09% +0.01
VOOG Vanguard S&P 500 Growth ETF Add +20.5% 0.07% +0.01
ELV Elevance Health Inc. Add +4.8% 0.12% +0.01
DFAX Dimensional World Ex US Core Add +1.6% 2.40% +0.00
AMZN Amazon.com Inc. Add +0.1% 0.26% −0.00
VTEC Vanguard Ca Tax-Ex Bond Add +3.3% 0.08% −0.00
SUB iShares Short-Term National Add +2.5% 0.07% −0.00
VOO Vanguard S&P 500 ETF Add +1.5% 0.13% −0.00
NVDA Nvidia Corp. Add +2.6% 0.18% −0.01
CINF Cincinnati Financial Corp. Add +0.1% 0.40% −0.01
META Meta Platforms Inc. Class A Add +7.8% 0.14% −0.01
VCIT Vanguard Int-Term Corporate Add +5.7% 2.53% −0.01
VEA Vanguard Ftse Developed ETF Add +0.2% 6.82% −0.09
VB Vanguard Most SM-Cap ETF-Usd Add +1.1% 5.52% −0.18

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