2026 Q2 Portfolio Activity
In 2026 Q2, Hurlow Wealth Management Group, Inc. maintained a portfolio of 129 distinct positions. The most significant new addition was BROOKFIELD CORP, now representing 0.16% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 5.9%. The fund also reduced its exposure to BERKSHIRE HATHAWAY INC DEL CL by 31.7%.
Position History
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Total Positions
129
Quarter
2026 Q2
Top Holding
VV (13.9%)
Top 10 Concentration
63.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 129
Hurlow Wealth Management Group, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VV
VANGUARD INDEX ...
|
ETF | 13.90% | 13.49% |
#1
Prev: #1
|
6.5 |
—
|
4,699 | 2.5% |
P
S
|
194,273 | $66,812,596 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 11.88% | 11.11% |
#2
Prev: #2
|
7.5 |
—
|
38,726 | 5.9% |
P
S
|
697,119 | $57,121,891 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 8.64% | 8.13% |
#3
Prev: #3
|
5.0 |
—
|
23,996 | 5.0% |
P
S
|
504,189 | $41,514,902 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 6.61% | 6.57% |
#4
1
Prev: #5
|
5.1 |
—
|
76,736 | 9.9% |
P
S
|
853,239 | $31,791,672 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.47% | 6.67% |
#5
1
Prev: #4
|
3.6 |
—
|
-608 | -0.1% |
P
S
|
436,379 | $31,092,021 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 5.47% | 5.46% |
#6
Prev: #6
|
2.7 |
—
|
-854 | -1.0% |
P
S
|
86,672 | $26,271,876 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 3.04% | 2.67% |
#7
3
Prev: #10
|
3.2 |
—
|
34,929 | 10.8% |
P
S
|
359,677 | $14,617,291 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.68% | 2.59% |
#8
3
Prev: #11
|
4.1 |
—
|
124,401 | 498.6% |
P
S
|
149,351 | $12,865,095 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.62% | 2.80% |
#9
1
Prev: #8
|
1.5 |
—
|
-1,842 | -1.4% |
P
S
|
130,770 | $12,610,147 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 2.62% | 2.85% |
#10
3
Prev: #7
|
1.5 |
—
|
4,904 | 2.7% |
P
S
|
187,058 | $12,577,793 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.59% | 2.75% |
#11
2
Prev: #9
|
1.5 |
—
|
-5,824 | -2.7% |
P
S
|
208,177 | $12,426,091 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 2.32% | 2.46% |
#12
1
Prev: #13
|
1.4 |
—
|
-988 | -0.3% |
P
S
|
302,935 | $11,160,114 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.24% | 2.49% |
#13
1
Prev: #12
|
1.4 |
—
|
3,886 | 3.1% |
P
S
|
130,290 | $10,768,469 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.19% | 2.38% |
#14
Prev: #14
|
2.9 |
—
|
7,715 | 5.9% |
P
S
|
137,452 | $10,542,551 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.17% | 2.38% |
#15
Prev: #15
|
1.4 |
—
|
5,755 | 4.6% |
P
S
|
131,739 | $10,411,346 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.62% | 1.82% |
#16
Prev: #16
|
1.1 |
—
|
748 | 0.5% |
P
S
|
154,381 | $7,808,611 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.52% | 1.67% |
#17
Prev: #17
|
1.1 |
—
|
-3,719 | -2.1% |
P
S
|
176,854 | $7,295,216 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.36% | 1.35% |
#18
Prev: #18
|
1.0 |
—
|
-25 | -0.1% |
P
S
|
17,672 | $6,539,526 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.33% | 1.30% |
#19
Prev: #19
|
2.5 |
—
|
1,460 | 5.7% |
P
S
|
26,938 | $6,374,106 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 1.22% | 1.28% |
#20
Prev: #20
|
2.5 |
—
|
20,110 | 8.7% |
P
S
|
250,032 | $5,860,750 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 1.08% | 0.92% |
#21
2
Prev: #23
|
2.9 |
—
|
33,866 | 20.7% |
P
S
|
197,803 | $5,174,518 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 1.01% | 1.02% |
#22
Prev: #22
|
0.9 |
—
|
-192 | -1.1% |
P
S
|
16,763 | $4,850,621 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.98% | 1.07% |
#23
2
Prev: #21
|
0.9 |
—
|
3,531 | 3.9% |
P
S
|
93,496 | $4,696,298 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.84% | 0.73% |
#24
2
Prev: #26
|
0.8 |
—
|
23 | 0.7% |
P
S
|
3,375 | $4,048,076 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.80% | 0.81% |
#25
Prev: #25
|
0.8 |
—
|
-1,448 | -1.1% |
P
S
|
131,269 | $3,863,241 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.66% | 0.68% |
#26
1
Prev: #27
|
0.8 |
—
|
-18 | -0.1% |
P
S
|
14,604 | $3,182,650 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.52% | 0.83% |
#27
3
Prev: #24
|
0.2 |
—
|
-2,314 | -31.7% |
P
S
|
4,984 | $2,493,944 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.40% | 0.44% |
#28
1
Prev: #29
|
0.7 |
—
|
17 | 0.2% |
P
S
|
7,600 | $1,930,172 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CINF
CINCINNATI FINL...
|
Financial Services | 0.38% | 0.37% |
#29
1
Prev: #30
|
0.7 |
—
|
6 | 0.1% |
P
S
|
9,975 | $1,846,862 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.37% | 0.46% |
#30
2
Prev: #28
|
0.6 |
—
|
73 | 0.5% |
P
S
|
15,756 | $1,784,526 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.36% |
#31
Prev: #31
|
0.6 |
—
|
32 | 0.6% |
P
S
|
5,223 | $1,709,645 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.31% | 0.34% |
#32
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
2 | $1,497,700 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 0.31% | 0.35% |
#33
1
Prev: #32
|
0.6 |
—
|
100 | 0.3% |
P
S
|
31,219 | $1,497,419 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.31% | 0.34% |
#34
Prev: #34
|
0.6 |
—
|
133 | 3.5% |
P
S
|
3,963 | $1,478,319 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.29% | 0.29% |
#35
1
Prev: #36
|
3.1 |
—
|
12,933 | 300.0% |
P
S
|
17,244 | $1,389,349 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MUB
ISHARES TR
|
ETF | 0.26% | 0.30% |
#36
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
11,778 | $1,267,548 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.26% | 0.24% |
#37
1
Prev: #38
|
0.6 |
—
|
-424 | -1.2% |
P
S
|
34,524 | $1,247,334 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 0.25% | 0.25% |
#38
1
Prev: #37
|
0.6 |
—
|
43 | 0.5% |
P
S
|
8,169 | $1,193,573 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.24% | 0.23% |
#39
1
Prev: #40
|
0.6 |
—
|
201 | 4.3% |
P
S
|
4,827 | $1,150,513 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.24% | 0.24% |
#40
1
Prev: #39
|
0.6 |
—
|
-3 | -0.2% |
P
S
|
1,531 | $1,143,193 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.21% | 0.21% |
#41
Prev: #41
|
0.6 |
—
|
52 | 1.3% |
P
S
|
4,076 | $1,025,795 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.19% | 0.17% |
#42
3
Prev: #45
|
2.1 |
—
|
572 | 14.3% |
P
S
|
4,581 | $916,616 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.19% | 0.17% |
#43
1
Prev: #44
|
0.6 |
—
|
23 | 1.0% |
P
S
|
2,242 | $890,455 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.17% | 0.13% |
#44
9
Prev: #53
|
2.6 |
—
|
1,630 | 44.3% |
P
S
|
5,307 | $838,665 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.17% | 0.15% |
#45
2
Prev: #47
|
0.6 |
—
|
1 | 0.0% |
P
S
|
2,210 | $825,943 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IWB
ISHARES TR
|
ETF | 0.17% | 0.17% |
#46
3
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
2,007 | $821,867 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.17% | 0.13% |
#47
8
Prev: #55
|
0.6 |
—
|
1 | 0.1% |
P
S
|
751 | $799,740 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.17% | 0.17% |
#48
2
Prev: #46
|
0.6 |
—
|
2 | 0.2% |
P
S
|
1,163 | $798,612 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 0.16% | — |
#49
Prev: #—
|
3.6 |
—
|
18,338 | — |
NEW
|
18,338 | $781,015 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.13% | 0.05% |
#50
63
Prev: #113
|
0.6 |
—
|
3 | 0.3% |
P
S
|
1,107 | $643,067 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 129 holdings