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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
+2.3%
1 Year Est. Return
+16.85%
3 Year Est. Return
+47.17%
5 Year Est. Return
+48.98%
10 Year Est. Return
–
AUM
$408M
AUM Growth
+$22.4M
Cap. Flow
+$14.2M
Cap. Flow %
3.47%
Top 10 Hldgs %
62.62%
Holding
126
New
7
Increased
29
Reduced
57
Closed
6

Top Buys

Rank Stock Value
1
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.63M
2
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.2M
3
DFUS
Dimensional US Equity ETF
DFUS
+$2.2M
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$1.98M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.48M

Top Sells

Rank Stock Value
1
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$805K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$708K
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$551K
4
AAPL icon
Apple
AAPL
+$545K
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$423K

Sector Composition

Rank Sector Weight
1 Financials 2.64%
2 Technology 2.31%
3 Healthcare 1.88%
4 Industrials 1.34%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
76
Stryker
SYK
$125B
$363K 0.09%
1,034
-92
-8% -$33.5K
XLK icon
77
State Street Technology Select Sector SPDR ETF
XLK
$115B
$355K 0.09%
2,466
-208
-8% -$30K
VGSH icon
78
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$351K 0.09%
5,977
– –
DFCA icon
79
Dimensional California Municipal Bond ETF
DFCA
$703M
$349K 0.09%
6,966
– –
LOW icon
80
Lowe's Companies
LOW
$117B
$346K 0.08%
1,434
-358
-20% -$86K
IAU icon
81
iShares Gold Trust
IAU
$62.9B
$344K 0.08%
+4,237
New +$331K
GEV icon
82
GE Vernova
GEV
$264B
$340K 0.08%
520
– –
CVX icon
83
Chevron
CVX
$392B
$340K 0.08%
2,229
-108
-5% -$16.4K
V icon
84
Visa
V
$684B
$336K 0.08%
958
-1
-0.1% -$341
XOM icon
85
ExxonMobil
XOM
$644B
$334K 0.08%
2,773
-365
-12% -$42.3K
PEP icon
86
PepsiCo
PEP
$190B
$331K 0.08%
2,303
-224
-9% -$32.9K
VBK icon
87
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.1B
$324K 0.08%
1,072
– –
GOOGL icon
88
Alphabet (Google) Class A
GOOGL
$4.36T
$322K 0.08%
1,030
– –
EFG icon
89
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$317K 0.08%
2,787
+857
+44% +$98.3K
VGT icon
90
Vanguard Information Technology ETF
VGT
$139B
$316K 0.08%
3,360
+816
+32% +$77.5K
SYY icon
91
Sysco
SYY
$40.8B
$316K 0.08%
4,287
-379
-8% -$28.8K
IVW icon
92
iShares S&P 500 Growth ETF
IVW
$73.8B
$315K 0.08%
+2,552
New +$312K
QUAL icon
93
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$314K 0.08%
+1,579
New +$310K
VTEC icon
94
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.79B
$312K 0.08%
3,110
+99
+3% +$9.92K
LRGF icon
95
iShares US Equity Factor ETF
LRGF
$3.58B
$311K 0.08%
+4,480
New +$310K
ONB icon
96
Old National Bancorp
ONB
$10.2B
$302K 0.07%
13,518
– –
SUB icon
97
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$290K 0.07%
2,721
+67
+3% +$7.14K
XLY icon
98
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$288K 0.07%
2,416
-174
-7% -$20.6K
APD icon
99
Air Products & Chemicals
APD
$65.7B
$286K 0.07%
1,157
-130
-10% -$33K
ESML icon
100
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
$285K 0.07%
6,188
– –
2 3
4
5 6

Similar funds

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 Q4 2025 Portfolio in Review

As of Q4 2025, Hurlow Wealth Management Group held 126 positions worth $408M, up 5.8% from $386M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Hurlow Wealth Management Group deployed $14.2M of net new capital in Q4 2025, opening 7 new positions and adding to 29 existing holdings. Its largest new stake was Vanguard Short-Term Bond ETF: 6,658 shares worth $525K.

By sector, the portfolio is most concentrated in Financials at 2.6% of assets, down from 2.8% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Dimensional International Core Equity Market ETF, an estimated $805K trimmed.

  • Hurlow Wealth Management Group's largest Q4 2025 buy was Vanguard Short-Term Bond ETF: 6,658 shares worth $525K.
  • Hurlow Wealth Management Group added most to Dimensional International Core Equity 2 ETF in Q4 2025, an estimated $3.63M increase.
  • Hurlow Wealth Management Group's biggest Q4 2025 reduction was Dimensional International Core Equity Market ETF, cutting an estimated $805K.
  • Hurlow Wealth Management Group fully exited Vanguard Total World Stock ETF in Q4 2025, selling an estimated $318K.
  • Hurlow Wealth Management Group's ten largest holdings make up 63% of its $408M portfolio in Q4 2025.
  • Hurlow Wealth Management Group opened 7 new positions and closed 6 in Q4 2025.
  • Hurlow Wealth Management Group's portfolio value rose 5.8% quarter-over-quarter to $408M.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.