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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
TSLA icon
126
Tesla
TSLA
$1.23T
– –
-676
Closed -$273K
2 3 4 5
6

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IMA
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CMHI
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TFP
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BRM
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CWAF
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SCV
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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.