Hassell Wealth Management

Latest statistics and disclosures from Hassell Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VEA, DFSV, BNDX, VCIT, and represent 61.55% of Hassell Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VGSH, VTI, VTEI, DFGX, VGIT, VCSH, DFSV, BNDX, DFEM, SPEM.
  • Started 3 new stock positions in DFGX, VGSH, VTEI.
  • Reduced shares in these 6 stocks: VCIT, , DISV, VEA, DFAX, DFAC.
  • Sold out of its position in COF.
  • Hassell Wealth Management was a net buyer of stock by $6.9M.
  • Hassell Wealth Management has $298M in assets under management (AUM), dropping by -0.34%.
  • Central Index Key (CIK): 0001965270

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Portfolio Holdings for Hassell Wealth Management

Hassell Wealth Management holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 25.7 $77M +2% 239k 320.81
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $29M 451k 64.08
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Dimensional Etf Trust Us Small Cap Val (DFSV) 9.0 $27M 763k 35.04
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.8 $26M 545k 48.05
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.4 $25M -4% 304k 82.75
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.1 $18M +4% 306k 59.55
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.0 $18M +2% 226k 79.27
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.7 $14M 403k 34.55
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.3 $13M 334k 38.86
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Dimensional Etf Trust Intl Small Cap V (DISV) 3.6 $11M 272k 39.44
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Dimensional Etf Trust World Ex Us Core (DFAX) 2.3 $6.9M 202k 33.97
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $6.0M 42k 142.43
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Ishares Tr National Mun Etf (MUB) 1.6 $4.8M 46k 106.15
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $4.0M 81k 49.89
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $3.5M 5.4k 650.31
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $2.6M NEW 44k 58.54
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.1M 23k 90.53
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.7M 2.8k 597.58
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.5M 29k 54.05
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.5 $1.4M NEW 14k 99.94
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JPMorgan Chase & Co. (JPM) 0.4 $1.3M 4.3k 294.13
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Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $1.1M 24k 46.91
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.1M 5.8k 191.92
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Dimensional Etf Trust Dimensional Inte (DFGX) 0.3 $867k NEW 17k 52.45
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Ishares Core Msci Emkt (IEMG) 0.2 $671k 9.6k 69.75
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Apple (AAPL) 0.2 $529k 2.1k 253.84
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $426k 652.00 653.11
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Exxon Mobil Corporation (XOM) 0.1 $335k 2.0k 169.66
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Past Filings by Hassell Wealth Management

SEC 13F filings are viewable for Hassell Wealth Management going back to 2022