Hurlow Wealth Management Group, Inc.

CIK 0001747749 • 6 13F filings • May 8, 2025 – Aug 5, 2026

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Filer information

Filed by: Hurlow Wealth Management Group, Inc., Chief Compliance Officer and Vice President
Address: 3925 HAGAN STREET, SUITE 300, BLOOMINGTON, IN, 47401
Phone: (812) 333-4726
AUM: $408.5M

AUM over time

$480.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $408.5M120 positionsView on SEC.gov

			% of Portfolio
ABERCROMBIE & FITCH CO CL A	Stock	$386K	0.1%	3,441 SH	New
ADVANCED ENERGY INDS COM	Stock	$601K	0.1%	5,447 SH	New
AKAMAI TECHNOLOGIES INC COM	ETF	$1.0M	0.2%	35,243 SH	New
ALNYLAM PHARMACEUTICALS INC COM	Stock	$4.6M	1.1%	17,075 SH	New
ALTO INGREDIENTS INC COM	Stock	$1.9M	0.5%	3,837 SH	New
AMAZON COM INC COM	ETF	$56.4M	13.8%	179,130 SH	New
AMEREN CORP COM	Stock	$340K	0.1%	520 SH	New
ARCHROCK INC COM	ETF	$11.6M	2.8%	215,362 SH	New
ATI INC COM	ETF	$6.7M	1.6%	175,291 SH	New
ATKORE INC COM	ETF	$263K	0.1%	1,240 SH	New
BANK OZK LITTLE ROCK ARK COM	Stock	$532K	0.1%	1,844 SH	New
BGC GROUP INC CL A	Stock	$1.6M	0.4%	7,573 SH	New
BIOGEN INC COM	ETF	$315K	0.1%	2,552 SH	New
BLOCK INC CL A	ETF	$5.9M	1.4%	26,691 SH	New
BOSTON SCIENTIFIC CORP COM	ETF	$377K	0.1%	550 SH	New
CABOT CORP COM	Stock	$515K	0.1%	6,415 SH	New
CARNIVAL CORP PAIRED CTF	ETF	$314K	0.1%	1,579 SH	New
CHOICE HOTELS INTL INC COM	ETF	$499K	0.1%	812 SH	New
CLEVELAND-CLIFFS INC NEW COM	ETF	$520K	0.1%	830 SH	New
CLOROX CO DEL COM	Stock	$240K	0.1%Prev: 0.1%	827 SH	Increased-868 SH
CME GROUP INC COM	Stock	$275K	0.1%	2,608 SH	New
COCA COLA CO COM	ETF	$349K	0.1%	6,966 SH	New
COMERICA INC COM	ADR	$239K	0.1%	1,735 SH	New
CORPAY INC COM SHS	Stock	$973K	0.2%	8,122 SH	New
COSTCO WHSL CORP NEW COM	Stock	$524K	0.1%	1,229 SH	New
CROCS INC COM	Stock	$231K	0.1%	2,928 SH	New
DEXCOM INC COM	ETF	$528K	0.1%	3,677 SH	New
DIODES INC COM	Stock	$415K	0.1%	2,263 SH	New
DOLLAR GEN CORP NEW COM	Stock	$1.7M	0.4%	15,666 SH	New
EAST WEST BANCORP INC COM	ETF	$376K	0.1%	15,633 SH	New
EBAY INC. COM	ETF	$2.6M	0.6%	13,352 SH	New
ELEVANCE HEALTH INC FORMERLY A COM	ETF	$3.6M	0.9%	133,392 SH	New
F5 INC COM	Stock	$375K	0.1%	1,113 SH	New
FORTIVE CORP COM	Stock	$218K	0.1%	673 SH	New
GAP INC COM	Stock	$398K	0.1%	4,010 SH	New
GENERAL MLS INC COM	ETF	$344K	0.1%	4,237 SH	New
GLOBAL PMTS INC COM	ETF	$46.0M	11.3%	619,659 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$480K	0.1%	1,636 SH	New
GRAND CANYON ED INC COM	ETF	$311K	0.1%	4,480 SH	New
HCA HEALTHCARE INC COM	Stock	$517K	0.1%	1,648 SH	New
HECLA MNG CO COM	ETF	$5.1M	1.2%	214,695 SH	New
HERC HLDGS INC COM	Stock	$210K	0.1%	2,186 SH	New
HEWLETT PACKARD ENTERPRISE CO COM	ETF	$24.5M	6.0%	710,093 SH	New
HUBBELL INC COM	Stock	$1.6M	0.4%	9,962 SH	New
HUNT J B TRANS SVCS INC COM	ETF	$272K	0.1%	566 SH	New
IDEX CORP COM	Stock	$340K	0.1%	2,229 SH	New
INGEVITY CORP COM	ETF	$317K	0.1%	2,787 SH	New
INTEL CORP COM	ETF	$290K	0.1%	2,721 SH	New
INTERDIGITAL INC COM	ETF	$4.1M	1.0%	83,092 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$10.3M	2.5%Prev: 0.1%	123,288 SH	Increased+122,476 SH
ISHARES ESG AWARE USD CORPORATE BOND ETF	Stock	$24K	0.0%	31,444 SH	New
ISHARES ESG MSCI KLD 400 ETF	Stock	$412K	0.1%	2,323 SH	New
ISHARES GOLD TRUST	ETF	$2.9M	0.7%	128,312 SH	New
ISHARES U.S. ENERGY ETF	Stock	$334K	0.1%	2,773 SH	New
ISHARES U.S. EQUITY FACTOR ETF	ETF	$1.0M	0.3%	1,536 SH	New
ISHARES U.S. HEALTHCARE ETF	Stock	$346K	0.1%	1,434 SH	New
ISHARES U.S. INDUSTRIALS ETF	ETF	$355K	0.1%	2,466 SH	New
JOHNSON & JOHNSON COM	Stock	$1.1M	0.3%Prev: 0.4%	4,580 SH	Decreased-3,286 SH
KIRBY CORP COM	Stock	$728K	0.2%	3,906 SH	New
KNIGHT-SWIFT TRANSN HLDGS INC CL A	ETF	$380K	0.1%	3,741 SH	New
LAS VEGAS SANDS CORP COM	Stock	$472K	0.1%	1,346 SH	New
LKQ CORP COM	Stock	$680K	0.2%	2,207 SH	New
LOUISIANA PAC CORP COM	ETF	$5.9M	1.5%	17,682 SH	New
MAGNOLIA OIL & GAS CORP CL A	Stock	$363K	0.1%	1,034 SH	New
MARRIOTT INTL INC NEW CL A	ETF	$316K	0.1%	420 SH	New
MEDTRONIC PLC SHS	ETF	$249K	0.1%	2,446 SH	New
MODINE MFG CO COM	ETF	$288K	0.1%	2,416 SH	New
MONSTER BEVERAGE CORP NEW COM	ETF	$1.3M	0.3%	11,778 SH	New
MSA SAFETY INC COM	ETF	$264K	0.1%	3,488 SH	New
MUELLER INDS INC COM	Stock	$302K	0.1%	13,518 SH	New
NETFLIX INC COM	ADR	$218K	0.1%	6,264 SH	New
OCCIDENTAL PETE CORP COM	Stock	$331K	0.1%	2,303 SH	New
OLD DOMINION FREIGHT LINE INC COM	Stock	$397K	0.1%	2,992 SH	New
OLD REP INTL CORP COM	ETF	$7.3M	1.8%	146,019 SH	New
ONEMAIN HLDGS INC COM	Stock	$3.7M	0.9%	7,327 SH	New
PERRIGO CO PLC SHS	ETF	$285K	0.1%	6,188 SH	New
PPG INDS INC COM	Stock	$336K	0.1%	958 SH	New
PRESTIGE CONSMR HEALTHCARE INC COM	Stock	$286K	0.1%	1,157 SH	New
PRIMORIS SVCS CORP COM	Stock	$213K	0.1%	2,178 SH	New
PROCTER AND GAMBLE CO COM	ETF	$351K	0.1%	5,977 SH	New
PRUDENTIAL FINL INC COM	ETF	$27.9M	6.8%	446,032 SH	New
PUBLIC SVC ENTERPRISE GRP INC COM	ETF	$8.7M	2.1%	111,834 SH	New
RADNET INC COM	ETF	$11.3M	2.8%	167,881 SH	New
RELIANCE INC COM	ETF	$281K	0.1%	3,826 SH	New
RMR GROUP INC CL A	Stock	$1.7M	0.4%	5,190 SH	New
ROLLINS INC COM	ETF	$31.3M	7.7%	448,766 SH	New
SCOTTS MIRACLE-GRO CO CL A	Stock	$434K	0.1%	1,688 SH	New
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	Stock	$790K	0.2%	2,584 SH	New
SEALED AIR CORP NEW COM	ETF	$22.6M	5.5%	87,449 SH	New
SELECTIVE INS GROUP INC COM	Stock	$274K	0.1%	3,551 SH	New
SEMPRA COM	ETF	$9.5M	2.3%	119,697 SH	New
SHELL PLC SPON ADS	Stock	$411K	0.1%	2,867 SH	New
STARBUCKS CORP COM	ETF	$9.7M	2.4%	293,189 SH	New
STATE STR CORP COM	ETF	$263K	0.1%	5,777 SH	New
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF	Stock	$455K	0.1%	451 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$9.8M	2.4%	298,965 SH	New
TAKE-TWO INTERACTIVE SOFTWARE COM	Stock	$919K	0.2%	4,021 SH	New
TELEDYNE TECHNOLOGIES INC COM	Stock	$398K	0.1%	372 SH	New
THOMSON REUTERS CORP COM	Stock	$552K	0.1%	3,595 SH	New
TRIPADVISOR INC COM	Stock	$1.5M	0.4%	2 SH	New
TRUIST FINL CORP COM	ETF	$324K	0.1%	1,072 SH	New
ULTA BEAUTY INC COM	ETF	$11.9M	2.9%	133,952 SH	New
UNITED PARCEL SERVICE INC CL B	Stock	$322K	0.1%	1,030 SH	New
US FOODS HLDG CORP COM	ETF	$312K	0.1%	3,110 SH	New
VAIL RESORTS INC COM	Stock	$268K	0.1%	906 SH	New
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	ETF	$525K	0.1%	6,658 SH	New
VANGUARD REAL ESTATE ETF	Stock	$316K	0.1%	4,287 SH	New
VANGUARD TOTAL STOCK MARKET ETF	Stock	$581K	0.1%	880 SH	New
VIASAT INC COM	ETF	$373K	0.1%	4,947 SH	New
VULCAN MATLS CO COM	ETF	$1.3M	0.3%	4,311 SH	New
WASTE MGMT INC DEL COM	Stock	$602K	0.1%	2,219 SH	New
WATSCO INC COM	Stock	$428K	0.1%	747 SH	New
WEATHERFORD INTL PLC ORD SHS	Stock	$236K	0.1%	1,100 SH	New
WESTERN ALLIANCE BANCORP COM	Stock	$272K	0.1%	2,174 SH	New
WILEY JOHN & SONS INC CL A	ETF	$269K	0.1%	606 SH	New
WILLIAMS SONOMA INC COM	ETF	$749K	0.2%	2,007 SH	New
WILLIS TOWERS WATSON PLC LTD SHS	ETF	$1.5M	0.4%	30,820 SH	New
WYNN RESORTS LTD COM	ETF	$12.5M	3.1%	25,676 SH	New
XPO INC COM	Stock	$3.6M	0.9%	3,346 SH	New
YUM BRANDS INC COM	Stock	$398K	0.1%	1,614 SH	New

Sold (vs prior filing)

3M CO COM — $222K
ABBOTT LABS COM — $314K
ABBVIE INC COM — $961K
AFLAC INC COM — $665K
AIR PRODS & CHEMS INC COM — $351K
ALPHABET INC CAP STK CL A — $250K
ALPHABET INC CAP STK CL C — $401K
AMAZON COM INC COM — $1.0M
ANALOG DEVICES INC COM — $611K
APPLE INC COM — $4.9M
AUTOMATIC DATA PROCESSING INC COM — $552K
AVANTIS U.S. SMALL CAP VALUE ETF — $243K
BECTON DICKINSON & CO COM — $205K
BERKSHIRE HATHAWAY INC DEL CL A — $1.5M
BERKSHIRE HATHAWAY INC DEL CL B NEW — $3.7M
BLACKROCK INC COM — $465K
BP PLC SPONSORED ADR — $216K
CATERPILLAR INC COM — $356K
CHEVRON CORP NEW COM — $363K
CINCINNATI FINL CORP COM — $1.6M
… and 96 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001747749-26-000002	$408.5M	View
Nov 5, 2025	Q3 2025	13F-HR	0001747749-25-000009	$386.1M	View
Aug 5, 2026	Q2 2026