Hurlow Wealth Management Group, Inc.

Registered adviser

CIK

1747749

Location

BLOOMINGTON, IN

Portfolio Value

Small $479,595,643

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,907 / 8,815 ▼ 3

Top Industry

Drug Manufacturers - General 15.0%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 282587

Roster of Oct 1, 2026

Regulatory AUM

$794,361,686

Main clients

Individuals and high net worth (85% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$794,361,686	Individuals and high net worth (85%)
Mar 2025 to Mar 2026	$658,110,847	Individuals and high net worth (84%)
Feb 2024 to Feb 2025	$559,861,264	Individuals and high net worth (84%)
May 2023 to Jan 2024	$454,936,511	Individuals and high net worth (83%)
Mar 2023 to Apr 2023	$454,936,511	Individuals and high net worth (83%)
Apr 2022 to Feb 2023	$481,360,735	Individuals and high net worth (84%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.3% of the book (60%+)

Turnover

Low turnover

10.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.2 quarters (12+), a floor since 53.1% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 85.5%; sector active share 77.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

125 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

35.2%

+1.5 pts

Top 5

74.8%

+1.2 pts

Top 10

85.3%

+0.3 pts

HHI

1,959

Moderately concentrated+115

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.9%	$431,187,260	59
Technology	2.3%	$10,905,690	12
Financial Services	2.2%	$10,755,284	11
Healthcare	1.7%	$8,225,755	7
Industrials	1.4%	$6,796,043	11
Consumer Defensive	0.8%	$3,601,831	7
Consumer Cyclical	0.6%	$2,639,626	4
Communication Services	0.3%	$1,539,479	3
Utilities	0.3%	$1,533,048	4
Basic Materials	0.3%	$1,217,048	3
Energy	0.2%	$1,194,579	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+124,401	149,351	$12,865,095
DFIC	Dimensional International Core Equity 2 ETF	+76,736	853,239	$31,791,685
DFUS	Dimensional U.S. Equity Market ETF	+38,726	697,119	$57,121,930
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+34,929	359,677	$14,617,273
DFAR	Dimensional US Real Estate ETF	+33,866	197,803	$5,174,526
DFAS	Dimensional U.S. Small Cap ETF	+23,996	504,189	$41,514,922
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+20,110	250,032	$5,860,750
VO	VANGUARD MID-CAP INDEX FUND	+12,933	17,244	$1,389,349
BIV	Vanguard Bond Index Funds	+7,715	137,452	$10,542,568
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+5,755	131,739	$10,411,333
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+4,904	187,058	$12,577,779
VV	VANGUARD LARGE-CAP INDEX FUND	+4,699	194,273	$66,812,427
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+3,886	130,290	$10,768,468
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+3,531	93,496	$4,696,304
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+3,030	3,636	$300,406
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,940	3,360	$401,587
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+1,630	5,307	$838,665
VIG	Vanguard Specialized Funds	+1,460	26,938	$6,374,069
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+1,087	5,983	$606,137
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+748	154,381	$7,808,590
NVDA	Nvidia Corp	+572	4,581	$916,612
VTEC	Vanguard California Tax-Exempt Bond ETF	+250	3,665	$368,699
AMZN	Amazon Com Inc	+201	4,827	$1,150,467
V	Visa Inc.	+154	1,120	$384,260
TJX	Tjx Companies Inc	+148	3,749	$567,973
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−5,824	208,177	$12,426,085
DFAI	Dimensional International Core Equity Market ETF	−3,719	176,854	$7,295,227
BRK-B	Berkshire Hathaway Inc	−2,314	4,984	$2,493,943
VNQ	VANGUARD REAL ESTATE INDEX FUND	−1,842	130,770	$12,610,151
SCHX	Schwab U.S. Large-Cap ETF	−1,448	131,269	$3,863,246
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−988	302,935	$11,160,125
VB	Vanguard Index Funds	−854	86,672	$26,272,016
SUB	iShares Short-Term National Muni Bond ETF	−816	2,401	$255,634
VEA	Vanguard FTSE Developed Markets ETF	−608	436,379	$31,092,003
SCHA	Schwab U.S. Small-Cap ETF	−424	34,524	$1,247,352
VXUS	Vanguard Total International Stock ETF	−358	4,589	$392,313
MCD	Mcdonalds Corp	−291	2,239	$605,224
AAPL	Apple Inc.	−192	16,763	$4,850,541
PG	PROCTER & GAMBLE Co	−162	2,558	$375,105
ONB	Old National Bancorp	−155	13,367	$346,205
SCHF	Schwab International Equity ETF	−103	15,220	$421,594
SYY	Sysco Corp	−46	4,243	$354,629
PAYX	Paychex Inc	−39	3,401	$334,420
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−25	17,672	$6,539,346
TGT	Target Corp	−21	2,180	$284,729
CVX	Chevron Corp	−20	2,211	$366,495
VTV	VANGUARD VALUE INDEX FUND	−18	14,604	$3,182,649
SPY	Spdr S&P 500 ETF Trust	−3	1,531	$1,143,304
LOW	Lowes Companies Inc	−2	1,433	$315,962
BLK	BlackRock, Inc.	−1	372	$357,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
BN	BROOKFIELD Corp	18,338	$781,015
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	6,870	$519,784
GLW	Corning Inc	946	$241,636
AVGO	Broadcom Inc.	636	$240,249
DELL	Dell Technologies Inc.	552	$238,165
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	1,387	$217,689
FITB	Fifth Third Bancorp	3,743	$210,992
ES	Eversource Energy	2,880	$208,137
HURA	TuHURA Biosciences, Inc.	38,319	$89,666
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	6,658	$522,053
ABT	Abbott Laboratories	2,181	$223,923
GLD	Spdr Gold Trust	500	$215,145
T	At&T Inc.	6,987	$202,553
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 tracked positions · $479,595,643 total · filing declares 125 positions · $480,634,097 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 125 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VV	VANGUARD LARGE-CAP INDEX FUND	Added	194,273	+4,699	$66,812,427	+17.9%	26+	before history	13.93%
DFUS	Dimensional U.S. Equity Market ETF	Added	697,119	+38,726	$57,121,930	+22.4%	17	$53.43	11.91%
DFAS	Dimensional U.S. Small Cap ETF	Added	504,189	+23,996	$41,514,922	+21.5%	17	$60.33	8.66%
DFIC	Dimensional International Core Equity 2 ETF	Added	853,239	+76,736	$31,791,685	+15.2%	15	$30.57	6.63%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	436,379	-608	$31,092,003	+11.0%	26+	before history	6.48%
VB	Vanguard Index Funds	Reduced	86,672	-854	$26,272,016	+14.6%	26+	before history	5.48%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	359,677	+34,929	$14,617,273	+30.3%	10	$30.68	3.05%
VUG	VANGUARD GROWTH INDEX FUND	Added	149,351	+124,401	$12,865,095	+18.1%	26+	before history	2.68%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	130,770	-1,842	$12,610,151	+7.2%	26+	before history	2.63%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	187,058	+4,904	$12,577,779	+5.1%	26+	before history	2.62%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	208,177	-5,824	$12,426,085	+7.4%	26+	before history	2.59%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	302,935	-988	$11,160,125	+8.1%	17	$23.52	2.33%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	130,290	+3,886	$10,768,468	+2.9%	26+	before history	2.25%
BIV	Vanguard Bond Index Funds	Added	137,452	+7,715	$10,542,568	+5.3%	25	$79.58	2.20%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	131,739	+5,755	$10,411,333	+4.3%	26+	before history	2.17%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	154,381	+748	$7,808,590	+1.9%	24	$50.52	1.63%
DFAI	Dimensional International Core Equity Market ETF	Reduced	176,854	-3,719	$7,295,227	+3.7%	18	$26.44	1.52%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	17,672	-25	$6,539,346	+15.2%	26+	before history	1.36%
VIG	Vanguard Specialized Funds	Added	26,938	+1,460	$6,374,069	+16.3%	26+	before history	1.33%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	250,032	+20,110	$5,860,750	+9.3%	8	$23.59	1.22%
DFAR	Dimensional US Real Estate ETF	Added	197,803	+33,866	$5,174,526	+33.5%	5	$23.95	1.08%
AAPL	Apple Inc. Technology	Reduced	16,763	-192	$4,850,541	+12.7%	26+	before history	1.01%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	93,496	+3,531	$4,696,304	+4.5%	25	$49.72	0.98%
LLY	ELI LILLY & Co Healthcare	Added	3,375	+23	$4,048,076	+31.3%	26+	before history	0.84%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	131,269	-1,448	$3,863,246	+13.5%	26+	before history	0.81%
VTV	VANGUARD VALUE INDEX FUND	Reduced	14,604	-18	$3,182,649	+10.9%	26+	before history	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,984	-2,314	$2,493,943	−28.7%	26+	before history	0.52%
JNJ	Johnson & Johnson Healthcare	Added	7,600	+17	$1,930,172	+4.1%	26+	before history	0.40%
CINF	Cincinnati Financial Corp Financial Services	Added	9,975	+6	$1,846,771	+17.7%	26+	before history	0.39%
WMT	Walmart Inc. Consumer Defensive	Added	15,756	+73	$1,784,524	−8.4%	26+	before history	0.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,223	+32	$1,709,644	+12.0%	26+	before history	0.36%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,497,700	+4.3%	24	$354,155.80	0.31%
		Added	31,219	+100	$1,497,575	+0.6%	16	$47.10	0.31%
MSFT	Microsoft Corp Technology	Added	3,963	+133	$1,478,278	+4.3%	26+	before history	0.31%
VO	VANGUARD MID-CAP INDEX FUND	Added	17,244	+12,933	$1,389,349	+12.2%	26+	before history	0.29%
MUB	iShares National Muni Bond ETF	Held	11,778	0	$1,267,548	+1.4%	16	unpriced	0.26%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	34,524	-424	$1,247,352	+22.7%	26+	before history	0.26%
JCI	Johnson Controls International plc Industrials	Added	8,169	+43	$1,193,572	+12.2%	26+	before history	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,827	+201	$1,150,467	+19.4%	26+	before history	0.24%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,531	-3	$1,143,304	+14.6%	14	$453.01	0.24%
ABBV	AbbVie Inc. Healthcare	Added	4,076	+52	$1,025,684	+17.2%	26+	before history	0.21%
NVDA	Nvidia Corp Technology	Added	4,581	+572	$916,612	+31.1%	9	unpriced	0.19%
ADI	Analog Devices Inc Technology	Added	2,242	+23	$890,455	+26.1%	26+	before history	0.19%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	5,307	+1,630	$838,665	+54.0%	26+	before history	0.17%
GE	General Electric Co Industrials	Added	2,210	+1	$825,943	+31.8%	14	unpriced	0.17%
IWB	iShares Russell 1000 ETF	Held	2,007	0	$821,866	+14.8%	13	unpriced	0.17%
CAT	Caterpillar Inc Industrials	Added	751	+1	$799,739	+50.5%	12	$273.77	0.17%
VOO	VANGUARD 500 INDEX FUND	Added	1,163	+2	$798,760	+15.1%	14	unpriced	0.17%
BN	BROOKFIELD Corp Financial Services	NEW	18,338	NEW	$781,015	NEW	1	$44.71	0.16%
AMD	Advanced Micro Devices Inc Technology	Added	1,107	+3	$643,067	+186.3%	3	$225.06	0.13%

Showing the top 50 of 125 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.