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Portfolio (Quarterly) Guide ↗

Hurlow Wealth Management Group, Inc.

· CIK 0001747749
13F Portfolio $481M AUM 125 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 40 Added 18 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BSV VANGUARD SHORT-TERM BOND ETF 6,658 $522K 0.12% SOLD
2 ABT ABBOTT LABORATORIES COM Healthcare 2,181 $224K 0.05% SOLD
3 GLD SPDR GOLD SHARES Financial Services 500 $215K 0.05% SOLD
4 T AT&T INC COM Communication Services 6,987 $203K 0.05% SOLD
Sector Allocation
Technology 22.1%
Financial Services 19.8%
Healthcare 17.7%
Industrials 15.0%
Consumer Defensive 7.8%
Consumer Cyclical 5.7%
Utilities 4.7%
Basic Materials 2.6%
Energy 2.6%
Communication Services 2.1%