Hassell Wealth Management

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

Tip: Access up to 7 years of quarterly data

Positions held by Hassell Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Hassell Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI) 27.9 $93M 248k 374.24
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.8 $33M 463k 70.61
 View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV) 8.8 $29M NEW 784k 37.47
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 7.3 $24M -3% 515k 46.87
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.1 $20M -5% 258k 78.31
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.5 $18M +2% 320k 56.66
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.3 $18M 229k 77.25
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $16M 411k 39.72
 View chart
Dimensional Etf Trust Us Cor Equ 2 Etf 4.4 $15M 326k 44.45
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 3.7 $12M 280k 43.29
 View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 2.4 $8.0M +58% 84k 95.35
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 2.2 $7.3M 197k 37.02
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $7.0M 42k 166.28
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.0 $6.7M +36% 117k 57.56
 View chart
Ishares Tr National Mun Etf (MUB) 1.4 $4.6M 46k 101.10
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $4.2M 5.5k 762.70
 View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 1.0 $3.4M +67% 67k 51.14
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.6M +11% 45k 59.31
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.2M 23k 96.88
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.0M 2.8k 700.83
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 4.3k 330.80
 View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $1.2M 24k 51.76
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 5.3k 208.03
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $787k 9.7k 81.16
 View chart
Apple (AAPL) 0.2 $610k -2% 1.8k 333.03
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $495k 646.00 765.79
 View chart
Chevron Corporation (CVX) 0.1 $379k 1.9k 204.21
 View chart
Exxonmobil Holdings Corp Com Shs (XOM) 0.1 $321k NEW 2.0k 162.75
 View chart

Past Filings by Hassell Wealth Management

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