Hurlow Wealth Management Group, Inc.

RIA/Wealth

Hurlow Wealth Management Group, Inc. is a RIA/Wealth based in Rochester, NY led by Scott Richard Brown, managing $386.1M across 119 long positions as of Q3 2025 with 87% ETF concentration, 62% concentrated in top 10 holdings, and minimal technology exposure.

Managing PartnerScott Richard Brown

Portfolio Value: $386.1M
Positions: 119
Top Holding: VV at 13.78%
Last Reported: Q3 2025

Address2000 Winton Rd. So., Building 4a Suite 206, Rochester, NY, 14618-3970, United States

Top Holdings

Largest long holdings in Hurlow Wealth Management Group, Inc.'s portfolio (62.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Large-Cap VV	ETF ETF	$53.2M	13.78%	+$7.3M Bought	— 172.8K shares	Q4 2018 Held for 6y 11m
2 Dimensional U.S. Equity DFUS	ETF ETF	$42.7M	11.06%	+$5.9M Bought	— 589.7K shares	Q2 2022 Held for 3y 5m
3 Dimensional U.S. Small Cap DFAS	ETF ETF	$27.5M	7.13%	+$4.6M Bought	— 402.4K shares	Q2 2022 Held for 3y 5m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$26.7M	6.91%	+$962.3K Bought	— 445.0K shares	Q4 2018 Held for 6y 11m
5 Vanguard Small-Cap ETF VB	ETF ETF	$22.0M	5.70%	+$719.1K Bought	— 86.5K shares	Q4 2018 Held for 6y 11m
6 Dimensional International Core Equity 2 DFIC	ETF ETF	$19.7M	5.11%	+$7.9M Bought	— 601.5K shares	Q4 2022 Held for 2y 11m
7 Vanguard Growth VUG	ETF ETF	$13.0M	3.37%	-$1.5M Sold	— 27.1K shares	Q4 2018 Held for 6y 11m
8 Vanguard Real Estate VNQ	ETF ETF	$12.7M	3.28%	+$402.9K Bought	— 138.5K shares	Q4 2018 Held for 6y 11m
9 Vanguard FTSE Emerging Markets VWO	ETF ETF	$11.9M	3.09%	+$487.2K Bought	— 219.9K shares	Q4 2018 Held for 6y 11m
10 Vanguard Emerging Markets Government Bond VWOB	ETF ETF	$10.4M	2.70%	+$788.9K Bought	— 156.0K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hurlow Wealth Management Group, Inc.'s latest filing

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Market Value

$386.1M

Prior: $354.0M

Q/Q Change

+9.07%

+$32.1M

Net Flows % of MV

+2.72%

Turnover Ratio

8.36%

New Purchases

2 stocks

$526.5K

Added To

25 stocks

+$36.7M

Sold Out Of

13 stocks

$5.2M

Reduced Holdings

50 stocks

-$21.5M

Increased Positions

Position	Shares Δ	Change
1 VTES Vanguard Short-Term Tax-Exempt Bond VTES	New	0 → 3.0K +$306.7K
2 iShares MSCI EAFE Growth EFG	New	0 → 1.9K +$219.8K
3 Dimensional US Real Estate DFAR	+280.41%	20.5K → 77.9K +$1.4M
4 Dimensional International Core Equity 2 DFIC	+67.41%	359.3K → 601.5K +$7.9M
5 Dimensional Emerging Markets Core Equity 2 DFEM	+67.17%	148.3K → 247.9K +$3.2M

Decreased Positions

Position	Shares Δ	Change
1 Oracle ORCL	Sold	4.3K → 0 −$929.2K
2 Home Depot HD	Sold	2.1K → 0 −$784.2K
3 Philip Morris International PM	Sold	3.3K → 0 −$595.7K
4 iShares Select Dividend DVY	Sold	4.1K → 0 −$541.7K
5 Merck & Co. MRK	Sold	3.8K → 0 −$303.4K