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HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $420M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
-0.95%
1 Year Est. Return
+16.85%
3 Year Est. Return
+47.17%
5 Year Est. Return
+48.98%
10 Year Est. Return
–
AUM
$320M
AUM Growth
-$247K
Cap. Flow
+$4.5M
Cap. Flow %
1.41%
Top 10 Hldgs %
55.89%
Holding
126
New
5
Increased
40
Reduced
34
Closed
6

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$1.21M
2
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.13M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$776K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$666K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$613K

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$729K
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$405K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$381K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$311K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

Rank Sector Weight
1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
76
Blackrock
BLK
$169B
$405K 0.13%
428
– –
LHX icon
77
L3Harris
LHX
$51.6B
$404K 0.13%
1,930
– –
CSCO icon
78
Cisco
CSCO
$457B
$395K 0.12%
6,406
+598
+10% +$36.8K
GD icon
79
General Dynamics
GD
$104B
$395K 0.12%
1,450
– –
VOO icon
80
Vanguard S&P 500 ETF
VOO
$979B
$390K 0.12%
758
-409
-35% -$221K
SYY icon
81
Sysco
SYY
$40.8B
$365K 0.11%
4,862
-2
-0% -$147
VGSH icon
82
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$351K 0.11%
5,977
-743
-11% -$43.4K
V icon
83
Visa
V
$684B
$336K 0.1%
958
– –
NVS icon
84
Novartis
NVS
$297B
$331K 0.1%
2,969
– –
ESML icon
85
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$321K 0.1%
8,365
-5,147
-38% -$214K
RTX icon
86
RTX Corp
RTX
$290B
$320K 0.1%
2,418
– –
NVDA icon
87
NVIDIA
NVDA
$4.86T
$312K 0.1%
2,883
+41
+1% +$5.2K
WEC icon
88
WEC Energy
WEC
$35.7B
$304K 0.1%
2,792
+2
+0.1% +$204
MS icon
89
Morgan Stanley
MS
$331B
$303K 0.09%
2,593
– –
MDT icon
90
Medtronic
MDT
$109B
$299K 0.09%
3,323
– –
CL icon
91
Colgate-Palmolive
CL
$73.1B
$298K 0.09%
3,185
– –
WM icon
92
Waste Management
WM
$90.6B
$295K 0.09%
1,273
– –
VOOG icon
93
Vanguard S&P 500 Growth ETF
VOOG
$25.9B
$293K 0.09%
5,250
– –
COP icon
94
ConocoPhillips
COP
$147B
$292K 0.09%
2,783
+9
+0.3% +$898
PSX icon
95
Phillips 66
PSX
$84.9B
$287K 0.09%
2,326
– –
ONB icon
96
Old National Bancorp
ONB
$10.2B
$286K 0.09%
13,518
– –
VXUS icon
97
Vanguard Total International Stock ETF
VXUS
$155B
$286K 0.09%
4,604
– –
DUK icon
98
Duke Energy
DUK
$97.8B
$279K 0.09%
2,287
+2
+0.1% +$228
XLK icon
99
State Street Technology Select Sector SPDR ETF
XLK
$115B
$276K 0.09%
2,674
– –
VT icon
100
Vanguard Total World Stock ETF
VT
$77.1B
$274K 0.09%
2,366
+458
+24% +$54.8K
2 3
4
5 6

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MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Hurlow Wealth Management Group's Q1 2025 Portfolio in Review

As of Q1 2025, Hurlow Wealth Management Group held 126 positions worth $320M, down 0.08% from $320M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Hurlow Wealth Management Group's Q1 2025 filing shows 5 new, 40 increased, 34 reduced and 6 closed positions. Its largest new stake was Chevron: 2,683 shares worth $449K. The largest sale was Berkshire Hathaway Class A, an estimated $729K.

By sector, the portfolio is most concentrated in Technology at 5.2% of assets, down from 5.8% a quarter earlier, followed by Financials and Healthcare.

  • Hurlow Wealth Management Group's largest Q1 2025 buy was Chevron: 2,683 shares worth $449K.
  • Hurlow Wealth Management Group added most to Vanguard Morningstar Large-Cap ETF in Q1 2025, an estimated $1.21M increase.
  • Hurlow Wealth Management Group's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $729K.
  • Hurlow Wealth Management Group fully exited Tesla in Q1 2025, selling an estimated $273K.
  • Hurlow Wealth Management Group's ten largest holdings make up 56% of its $320M portfolio in Q1 2025.
  • Hurlow Wealth Management Group opened 5 new positions and closed 6 in Q1 2025.
  • Hurlow Wealth Management Group's portfolio value fell 0.08% quarter-over-quarter to $320M.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2025, filed 8 May 2025.