Hurlow Wealth Management Group, Inc. holds a focused book of 125 stocks worth $480.6M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Brookfield Corp and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Large-Cap ETF at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hurlow Wealth Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $536.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $511.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $176.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $159.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $103.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $100.7B |
| LPL Financial LLC | 80 / 80 | $88.5B |
| Creative Planning | 80 / 80 | $64.7B |
Ranked by how many of Hurlow Wealth Management Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS LARGE CAP ETF | $66.8M | 194.3K | 13.9% | ▲+2.5% Added · +5K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $57.1M | 697.1K | 11.9% | ▲+5.9% Added · +39K sh | |
| 3 | Dimensional ETF Trust US SMALL CAP ETF | $41.5M | 504.2K | 8.6% | ▲+5.0% Added · +24K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQUITY | $31.8M | 853.2K | 6.6% | ▲+9.9% Added · +77K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $31.1M | 436.4K | 6.5% | ▼−0.1% Reduced · −608 sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $26.3M | 86.7K | 5.5% | ▼−1.0% Reduced · −854 sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS CO | $14.6M | 359.7K | 3.0% | ▲+11% Added · +35K sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $12.9M | 149.4K | 2.7% | ▲+499% Added · +124K sh | |
| 9 | Vanguard Index FDS REAL ESTATE ETF | $12.6M | 130.8K | 2.6% | ▼−1.4% Reduced · −2K sh | |
| 10 | Vanguard Whitehall FDS EM MK GOV BD ETF | $12.6M | 187.1K | 2.6% | ▲+2.7% Added · +5K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.4M | 208.2K | 2.6% | ▼−2.7% Reduced · −6K sh | |
| 12 | Dimensional ETF Trust WORLD EX US CORE | $11.2M | 302.9K | 2.3% | ▼−0.3% Reduced · −988 sh | |
| 13 | Vanguard Scottsdale FDS INT-TERM CORP | $10.8M | 130.3K | 2.2% | ▲+3.1% Added · +4K sh | |
| 14 | Vanguard BD Index FDS INTERMED TERM | $10.5M | 137.5K | 2.2% | ▲+5.9% Added · +8K sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $10.4M | 131.7K | 2.2% | ▲+4.6% Added · +6K sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $7.8M | 154.4K | 1.6% | ▲+0.5% Added · +748 sh | |
| 17 | Dimensional ETF Trust INTL CORE EQT MK | $7.3M | 176.9K | 1.5% | ▼−2.0% Reduced · −4K sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $6.5M | 17.7K | 1.4% | ▼−0.1% Reduced · −25 sh | |
| 19 | Vanguard Specialized Funds DIV APP ETF | $6.4M | 26.9K | 1.3% | ▲+5.7% Added · +1K sh | |
| 20 | SPDR Series Trust ST PORT HIGH ETF | $5.9M | 250.0K | 1.2% | ▲+8.7% Added · +20K sh | |
| 21 | Dimensional ETF Trust US REAL ESTA ETF | $5.2M | 197.8K | 1.1% | ▲+21% Added · +34K sh | |
| 22 | Apple Inc COM | $4.9M | 16.8K | 1.0% | ▼−1.1% Reduced · −192 sh | |
| 23 | Vanguard Malvern FDS STRM INFPROIDX | $4.7M | 93.5K | 1.0% | ▲+3.9% Added · +4K sh | |
| 24 | Eli Lilly & Co COM | $4.0M | 3.4K | 0.8% | ▲+0.7% Added · +23 sh | |
| 25 | Schwab Strategic TR US LRG CAP ETF | $3.9M | 131.3K | 0.8% | ▼−1.1% Reduced · −1K sh | |
| 26 | Vanguard Index FDS VALUE ETF | $3.2M | 14.6K | 0.7% | ▼−0.1% Reduced · −18 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $2.5M | 5.0K | 0.5% | ▼−32% Reduced · −2K sh | |
| 28 | Johnson & Johnson COM | $1.9M | 7.6K | 0.4% | ▲+0.2% Added · +17 sh | |
| 29 | Cincinnati Finl Corp COM | $1.8M | 10.0K | 0.4% | ▲+0.1% Added · +6 sh | |
| 30 | Walmart Inc COM | $1.8M | 15.8K | 0.4% | ▲+0.5% Added · +73 sh | |
| 31 | JPMorgan Chase & Co COM | $1.7M | 5.2K | 0.4% | ▲+0.6% Added · +32 sh | |
| 32 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.3% | —Held | |
| 33 | SPDR Series Trust ST NUVE TERM ETF | $1.5M | 31.2K | 0.3% | ▲+0.3% Added · +100 sh | |
| 34 | Microsoft Corp COM | $1.5M | 4.0K | 0.3% | ▲+3.5% Added · +133 sh | |
| 35 | Vanguard Index FDS MID CAP ETF | $1.4M | 17.2K | 0.3% | ▲+300% Added · +13K sh | |
| 36 | Ishares TR NATIONAL MUN ETF | $1.3M | 11.8K | 0.3% | —Held | |
| 37 | Schwab Strategic TR US SML CAP ETF | $1.2M | 34.5K | 0.3% | ▼−1.2% Reduced · −424 sh | |
| 38 | Johnson Controls Internation SHS | $1.2M | 8.2K | 0.2% | ▲+0.5% Added · +43 sh | |
| 39 | Amazon Com Inc COM | $1.2M | 4.8K | 0.2% | ▲+4.3% Added · +201 sh | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.2% | ▼−0.2% Reduced · −3 sh | |
| 41 | Abbvie Inc COM | $1.0M | 4.1K | 0.2% | ▲+1.3% Added · +52 sh | |
| 42 | Nvidia Corporation COM | $917K | 4.6K | 0.2% | ▲+14% Added · +572 sh | |
| 43 | Analog Devices Inc COM | $890K | 2.2K | 0.2% | ▲+1.0% Added · +23 sh | |
| 44 | Vanguard Whitehall FDS HIGH DIV YLD | $839K | 5.3K | 0.2% | ▲+44% Added · +2K sh | |
| 45 | Ge Aerospace COM NEW | $826K | 2.2K | 0.2% | ▲~0% Added · +1 sh | |
| 46 | Ishares TR RUS 1000 ETF | $822K | 2.0K | 0.2% | —Held | |
| 47 | Caterpillar Inc COM | $800K | 751 | 0.2% | ▲+0.1% Added · +1 sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $799K | 1.2K | 0.2% | ▲+0.2% Added · +2 sh | |
| 49 | Brookfield Corp CL A LTD VT SH | $781K | 18.3K | 0.2% | ▲New New position | |
| 50 | Advanced Micro Devices Inc COM | $643K | 1.1K | 0.1% | ▲+0.3% Added · +3 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1747749/holdings"
Use Arkolith to show Hurlow Wealth Management Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.