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Livermore
Livermore
ZHEN

Hurlow Wealth Management Group, Inc.

SEC CIK
0001747749
Latest filing
Aug 5, 2026

The latest 13F from Hurlow Wealth Management Group, Inc. covers Q2 2026 (filed Aug 5, 2026): 125 long positions worth $480.6M. The top 10 holdings make up 63.9% of the portfolio, and the largest is Vanguard Morningstar Large-Cap ETF at 13.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$2.75M
Added
61
Est. +$15.6M
Reduced
25
Est. −$2.55M
Sold out
4
Est. −$1.16M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Large-Cap ETF922908637
    13.9%$66.8M
  2. Dimensional ETF Trust25434V401
    11.9%$57.1M
  3. Dimensional U.S. Small Cap ETF25434V500
    8.6%$41.5M
  4. Dimensional ETF Trust25434V799
    6.6%$31.8M
  5. Vanguard Ftse Developed Markets ETF921943858
    6.5%$31.1M

Share of portfolio

Top 5 holdings and the other 120 positions, by share of portfolio value

  1. Vanguard Morningstar Large-Cap ETF13.9%
  2. Dimensional ETF Trust11.9%
  3. Dimensional U.S. Small Cap ETF8.6%
  4. Dimensional ETF Trust6.6%
  5. Vanguard Ftse Developed Markets ETF6.5%
  6. Other 120 positions52.5%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V401
    +$3.17MAdded
  2. Dimensional ETF Trust25434V799
    +$2.86MAdded
  3. Dimensional U.S. Small Cap ETF25434V500
    +$1.98MAdded
  4. Vanguard Morningstar Large-Cap ETF922908637
    +$1.62MAdded
  5. Dimensional ETF Trust25434V732
    +$1.42MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V401
    +0.77 pp11.1% → 11.9%
  2. Dimensional U.S. Small Cap ETF25434V500
    +0.51 pp8.1% → 8.6%
  3. Vanguard Morningstar Large-Cap ETF922908637
    +0.41 pp13.5% → 13.9%
  4. Dimensional ETF Trust25434V732
    +0.37 pp2.7% → 3.0%
  5. BNBROOKFIELD Corp
    +0.16 pp0.0% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BRK.BBerkshire Hathaway Inc
    −$1.16MReducedHistory
  2. Vanguard Short-Term Bond ETF921937827
    −$522.1KSold out
  3. Vanguard Ftse Emerging Markets ETF922042858
    −$347.6KReduced
  4. Vanguard Morningstar Small-Cap ETF922908751
    −$258.9KReduced
  5. ABTAbbott Laboratories
    −$223.9KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BRK.BBerkshire Hathaway Inc
    −0.31 pp0.8% → 0.5%History
  2. Vanguard Ftse Developed Markets ETF921943858
    −0.20 pp6.7% → 6.5%
  3. Vanguard Real Estate ETF922908553
    −0.18 pp2.8% → 2.6%
  4. Vanguard Ftse Emerging Markets ETF922042858
    −0.17 pp2.8% → 2.6%
  5. Dimensional ETF Trust25434V203
    −0.16 pp1.7% → 1.5%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$480.6M
+$60.5M (+14.4%) vs. prior quarter
Positions
125
+5 vs. prior quarter
Top 10 concentration
63.9%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
18.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $480.6M (Q2 2026)

Q1 2021: $138.7MQ2 2021: $151.9MQ3 2021: $168.2MQ4 2021: $127.4MQ1 2022: $163.1MQ2 2022: $173.6MQ3 2022: $171.5MQ4 2022: $192.1MQ1 2023: $216.2MQ2 2023: $234.0MQ3 2023: $229.8MQ4 2023: $264.0MQ1 2024: $283.3MQ2 2024: $291.3MQ3 2024: $320.6MQ4 2024: $320.2MQ1 2025: $319.9MQ2 2025: $354.0MQ3 2025: $386.1MQ4 2025: $408.5MQ1 2026: $420.1MQ2 2026: $480.6M
Q1 2021Q2 2026
13F filings of Hurlow Wealth Management Group, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 2026125$480.6MVanguard Morningstar Large-Cap ETFDimensional ETF TrustDimensional U.S. Small Cap ETFvs. Q1 2026SEC
Q1 2026Apr 22, 2026120$420.1MVanguard Morningstar Large-Cap ETFDimensional ETF TrustDimensional U.S. Small Cap ETFvs. Q4 2025SEC
Q4 2025Feb 17, 2026120$408.5MVanguard Morningstar Large-Cap ETFDimensional ETF TrustDimensional U.S. Small Cap ETFvs. Q3 2025SEC
Q3 2025Nov 5, 2025119$386.1MVanguard Morningstar Large-Cap ETFDimensional ETF TrustDimensional U.S. Small Cap ETFvs. Q2 2025SEC
Q2 2025Jul 10, 2025127$354.0MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025May 8, 2025120$319.9MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 13, 2025121$320.2MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Oct 7, 2024118$320.6MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Jul 12, 2024116$291.3MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024Apr 16, 2024115$283.3MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Jan 9, 2024111$264.0MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q3 2023SEC
Q3 2023Oct 11, 2023104$229.8MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q2 2023SEC
Q2 2023Jul 12, 2023107$234.0MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q1 2023SEC
Q1 2023Apr 11, 2023102$216.2MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Jan 19, 202396$192.1MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Oct 13, 202294$171.5MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q2 2022SEC
Q2 2022Jul 11, 202292$173.6MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Ftse Developed Markets ETFvs. Q1 2022SEC
Q1 2022Apr 13, 202296$163.1MVanguard Morningstar Large-Cap ETFVanguard Ftse Developed Markets ETFVanguard Morningstar Small-Cap ETFvs. Q4 2021SEC
Q4 2021Feb 2, 202289$127.4MVanguard Morningstar Large-Cap ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETFvs. Q3 2021SEC
Q3 2021Oct 8, 202194$168.2MVanguard Morningstar Large-Cap ETFDimensional ETF TrustVanguard Morningstar Small-Cap ETFvs. Q2 2021SEC
Q2 2021Jul 22, 202198$151.9MVanguard Morningstar Large-Cap ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021Apr 20, 202196$138.7MVanguard Morningstar Large-Cap ETFVanguard Morningstar Small-Cap ETFVanguard Ftse Developed Markets ETF–SEC