Hurlow Wealth Management Group, Inc.
Long book
$420.1M
Q1 2026
Positions
120
Top-10 weight
62%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsHurlow Wealth Management Group, Inc. is a wealth-management firm allocating client money, running a $420.1M US long book across 120 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD LARGE-CAP ETF, DIMENSIONAL US EQ MKT ETF, DIMENSIONAL US SMALL CAP ETF, VANGUARD FTSE DEVELOPED ETF, DIMENSIONAL INTERNATIONAL CO.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+6.9%
Q3 2024
-1.2%
Q4 2024
-1.1%
Q1 2025
+8.1%
Q2 2025
+6.5%
Q3 2025
+2.8%
Q4 2025
-0.8%
Q1 2026
+11.3%
Sector allocation
Financials 24%
Technology 24%
Healthcare 15%
Consumer discretionary 14%
Industrials 11%
Utilities 3%
Energy 3%
Materials 2%
Long book by quarter
What does Hurlow Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 17.0K | $4.3M | 1.0% | -0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 7.3K | $3.5M | 0.8% | -0.4% |
| LLY ELI LILLY & CO | Healthcare | 3.4K | $3.1M | 0.7% | +0.2% |
| WMT WALMART INC | Consumer discretionary | 15.7K | $1.9M | 0.5% | +0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.6K | $1.9M | 0.4% | +0.1% |
| CINF CINCINNATI FINANCIAL CORP | Financials | 10.0K | $1.6M | 0.4% | +0.1% |
| JPM JPMORGAN CHASE & CO | Financials | 5.2K | $1.5M | 0.4% | 0.0% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.3% | Held |
| MSFT MICROSOFT CORP | Technology | 3.8K | $1.4M | 0.3% | -0.2% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 8.1K | $1.1M | 0.3% | 0.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.6K | $963K | 0.2% | +1.0% |
| ABBV ABBVIE INC | Healthcare | 4.0K | $875K | 0.2% | +0.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.5K | $786K | 0.2% | -2.1% |
| ADI ANALOG DEVICES INC | Technology | 2.2K | $706K | 0.2% | Held |
| NVDA NVIDIA CORP | Technology | 4.0K | $699K | 0.2% | +2.6% |
| GE GENERAL ELECTRIC | Industrials | 2.2K | $627K | 0.1% | +0.1% |
| LIN LINDE PLC | Materials | 1.2K | $610K | 0.1% | +0.2% |
| AFL AFLAC INC | Financials | 5.5K | $598K | 0.1% | +0.1% |
| NEE NEXTERA ENERGY INC | Utilities | 6.4K | $596K | 0.1% | +0.1% |
| TJX TJX COMPANIES INC | Consumer discretionary | 3.6K | $575K | 0.1% | +0.2% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 1.6K | $565K | 0.1% | +0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 946 | $541K | 0.1% | +7.5% |
| CAT CATERPILLAR INC | Industrials | 750 | $531K | 0.1% | +0.4% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 1.8K | $530K | 0.1% | +0.1% |
| GWW WW GRAINGER INC | Consumer discretionary | 451 | $492K | 0.1% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.7K | $477K | 0.1% | +0.9% |
| XOM EXXON MOBIL CORP | Energy | 2.8K | $474K | 0.1% | +0.8% |
| CVX CHEVRON CORP | Energy | 2.2K | $462K | 0.1% | +0.1% |
| GEV GE VERNOVA INC | Industrials | 521 | $455K | 0.1% | +0.2% |
| ED CONSOLIDATED EDISON INC | Utilities | 4.0K | $454K | 0.1% | +0.1% |
| RTX RTX CORP | Industrials | 2.3K | $437K | 0.1% | +0.1% |
| ITW ILLINOIS TOOL WORKS | Industrials | 1.6K | $421K | 0.1% | +0.2% |
| ELV ELEVANCE HEALTH INC | Financials | 1.3K | $395K | 0.1% | +0.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.7K | $393K | 0.1% | -5.1% |
| EMR EMERSON ELECTRIC CO | Industrials | 3.0K | $392K | 0.1% | 0.0% |
| MS MORGAN STANLEY | Financials | 2.3K | $383K | 0.1% | +0.3% |
| GD GENERAL DYNAMICS CORP | Industrials | 1.1K | $382K | 0.1% | +0.1% |
| PEP PEPSICO INC | Consumer staples | 2.3K | $359K | 0.1% | +0.3% |
| BLK BLACKROCK INC | Financials | 373 | $359K | 0.1% | +0.3% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 1.7K | $343K | 0.1% | -0.1% |
| SYK STRYKER CORP | Healthcare | 1.0K | $340K | 0.1% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 1.4K | $339K | 0.1% | +0.1% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 1.1K | $333K | 0.1% | -1.0% |
| PAYX PAYCHEX INC | Services media | 3.4K | $317K | 0.1% | 0.0% |
| SYY SYSCO CORP | Consumer discretionary | 4.3K | $306K | 0.1% | 0.0% |
| WEC WEC ENERGY GROUP INC | Utilities | 2.6K | $302K | 0.1% | +0.1% |
| ONB OLD NATIONAL BANCORP | Financials | 13.5K | $299K | 0.1% | 0.0% |
| V VISA INC-CLASS A SHARES | Services media | 966 | $292K | 0.1% | +0.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 120 | $420.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 120 | $408.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 119 | $386.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 127 | $354.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 120 | $319.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 121 | $320.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 118 | $320.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 116 | $291.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 115 | $283.3M | canonical | SEC ↗ |