SEC 13F Intelligence

Managers / Q1 2026

Hurlow Wealth Management Group, Inc.

CIK 0001747749 · 3925 HAGAN STREET, SUITE 300, BLOOMINGTON, IN, 47401 · 8123334726

Reported Value
$420M
Q1 2026
Positions
120
Filings on Record
30
2019–present window
Filed
Apr 22, 2026
original filing

Summary

Hurlow Wealth Management Group, Inc. reported $420M in U.S.-listed holdings across 120 positions for Q1 2026.

Its largest position, Vanguard Large Cap Etf, represents 13.5% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 4.

Portfolio Metrics

Turnover
+1.5%
vs prior filed quarter
Top-10 Concentration
+62.5%
share of reported value
Largest Position
+13.5%
Vanguard Large Cap Etf
New / Exited
4 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $83MQ4 ’18Q1 ’19: $93MQ2 ’19: $95MQ3 ’19: $94MQ4 ’19: $102MQ4 ’19Q1 ’20: $93MQ2 ’20: $104MQ3 ’20: $109MQ4 ’20: $127MQ4 ’20Q1 ’21: $139MQ2 ’21: $152MQ3 ’21: $168MQ4 ’21: $127MQ4 ’21Q1 ’22: $163MQ2 ’22: $174MQ3 ’22: $171MQ4 ’22: $192MQ4 ’22Q1 ’23: $216MQ2 ’23: $234MQ3 ’23: $230MQ4 ’23: $264MQ4 ’23Q1 ’24: $283MQ2 ’24: $291MQ3 ’24: $321MQ4 ’24: $320MQ4 ’24Q1 ’25: $320MQ2 ’25: $354MQ3 ’25: $386MQ4 ’25: $408MQ4 ’25Q1 ’26: $420Mfilingsflow.com

Portfolio Composition

By security type
ETP: 89.7%Common Stock: 9.8%Other: 0.4%ADR: 0.1%
  • ETP · 89.7% · $377M
  • Common Stock · 9.8% · $41M
  • Other · 0.4% · $2M
  • ADR · 0.1% · $559,429

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PSXPHILLIPS 66 COMNEW+1.2K1.2K+$219,891$219,891
GQ9SPDR GOLD SHARESNEW+500500+$215,145$215,145
TAT&T INC COMNEW+7.0K7.0K+$202,553$202,553
4I1PHILIP MORRIS INTL INC COMNEW+1.2K1.2K+$201,053$201,053
RELIANCE INC COMSOLD OUT−3.8K0−$281,441$0
FDSCLOROX CO DEL COMSOLD OUT−8270−$239,987$0
HERC HLDGS INC COMSOLD OUT−2.2K0−$209,987$0
HURAISHARES ESG AWARE USD CORPORATE BOND ETFSOLD OUT−31.4K0−$23,794$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VANGUARD LARGE-CAP ETFETF13.49%$57M189.6K
2DFUSUSDDIMENSIONAL U.S. EQUITY MARKET ETFhistory →ETF11.11%$47M658.4K
3DIMENSIONAL U.S. SMALL CAP ETFETF8.13%$34M480.2K
4VANGUARD FTSE DEVELOPED MARKETS ETFETF6.67%$28M437.0K
5DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFETF6.57%$28M776.5K
6VANGUARD SMALL-CAP ETFETF5.46%$23M87.5K
7VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFETF2.85%$12M182.2K
8VANGUARD REAL ESTATE ETFETF2.80%$12M132.6K
9VANGUARD FTSE EMERGING MARKETS ETFETF2.75%$12M214.0K
10DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFETF2.67%$11M324.7K
11VUGVANGUARD GROWTH ETFhistory →ETF2.59%$11M24.9K
12VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFETF2.49%$10M126.4K
13DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFhistory →ETF2.46%$10M303.9K
14VANGUARD INTERMEDIATE-TERM BOND ETFETF2.38%$10M129.7K
15VANGUARD SHORT-TERM CORPORATE BOND ETFETF2.38%$10M126.0K
16VANGUARD TAX-EXEMPT BOND ETFETF1.82%$8M153.6K
17DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFhistory →ETF1.67%$7M180.6K
18VANGUARD TOTAL STOCK MARKET ETFETF1.35%$6M17.7K
19VANGUARD DIVIDEND APPRECIATION ETFETF1.30%$5M25.5K
20STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFETF1.28%$5M229.9K
21BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1.17%$5M7.3K
22VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF1.07%$4M90.0K
23AAPLAPPLE INC COMhistory →Stock1.02%$4M17.0K
24DFARDIMENSIONAL US REAL ESTATE ETFETF0.92%$4M163.9K
25SCHWAB U.S. LARGE-CAP ETFETF0.81%$3M132.7K
26LLYELI LILLY & CO COMStock0.73%$3M3.4K
27VTVVANGUARD VALUE ETFETF0.68%$3M14.6K
28WMTWALMART INC COMStock0.46%$2M15.7K
29JNJJOHNSON & JOHNSON COMStock0.44%$2M7.6K
30CINFCINCINNATI FINL CORP COMStock0.37%$2M10.0K
31JPMJPMORGAN CHASE & CO COMStock0.36%$2M5.2K
32STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETFETF0.35%$1M31.1K
33MSFTMICROSOFT CORP COMStock0.34%$1M3.8K
34ISHARES NATIONAL MUNI BOND ETFETF0.30%$1M11.8K
35VANGUARD MID-CAP ETFETF0.29%$1M4.3K
36JOHNSON CTLS INTL PLC SHSStock0.25%$1M8.1K
37SCHWAB U.S. SMALL-CAP ETFETF0.24%$1M34.9K
38STATE STREET SPDR S&P 500 ETFETF0.24%$997,4891.5K
39AMZNAMAZON COM INC COMStock0.23%$963,4974.6K
40ABBVABBVIE INC COMStock0.21%$875,2744.0K
41MCDMCDONALDS CORP COMStock0.19%$786,2992.5K
42ISHARES RUSSELL 1000 ETFETF0.17%$715,6162.0K
43ADIANALOG DEVICES INC COMStock0.17%$705,9532.2K
44NVDANVIDIA CORPORATION COMStock0.17%$699,1744.0K
45VANGUARD S&P 500 ETFETF0.17%$693,5641.2K
46GE AEROSPACE COM NEWStock0.15%$626,8482.2K
47LINDE PLC SHSStock0.15%$610,2811.2K
48AFLAFLAC INC COMStock0.14%$597,9205.5K
49NEENEXTERA ENERGY INC COMStock0.14%$596,1976.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$420M120Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$408M120Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$386M119Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$354M127Jul 10, 202513F-HRchanges · EDGAR ↗
Q1 2025$320M120May 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$320M121Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$321M118Oct 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$291M116Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$283M115Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$264M111Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$230M105Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$234M108Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$216M102Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$192M96Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$171M94Oct 13, 202213F-HRchanges · EDGAR ↗
Q2 2022$174M92Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$163M96Apr 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$127M89Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$168M94Oct 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$152M98Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$139M96Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$127M93Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$109M88Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$104M89Jul 15, 202013F-HRchanges · EDGAR ↗
Q1 2020$93M90Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$102M96Jan 17, 202013F-HRchanges · EDGAR ↗
Q3 2019$94M94Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$95M94Jul 18, 201913F-HRchanges · EDGAR ↗
Q1 2019$93M97May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$83M89Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.