Hassell Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Hassell Wealth Management, LLC held in its portfolio 26 assets valued at $299,041,858 (i.e. $299.04M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($79.77M), VANGUARD TAX-MANAGED FDS ($29.47M), and VANGUARD SCOTTSDALE FDS ($26.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hassell Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 233348 | 79770114 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 452390 | 29468661 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 316696 | 26532792 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 751660 | 26247968 | US SMALL CAP VAL |
| VANGUARD CHARLOTTE FDS | 538947 | 26160506 | TOTAL INT BD ETF |
| VANGUARD SCOTTSDALE FDS | 220574 | 17592946 | SHRT TRM CORP BD |
| VANGUARD SCOTTSDALE FDS | 293345 | 17539096 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 401317 | 13933719 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 333783 | 13581620 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 275842 | 10909564 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 202873 | 6920010 | WORLD EX US CORE |
| ISHARES TR | 42034 | 6370644 | CORE S&P TTL STK |
| ISHARES TR | 45641 | 4911442 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 80781 | 4087535 | TAX EXEMPT BD |
| SPDR S&P 500 ETF TR | 5415 | 3745501 | TR UNIT |
| ISHARES TR | 22673 | 2102959 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 2803 | 1783236 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 28586 | 1600835 | FTSE EMR MKT ETF |
| JPMORGAN CHASE & CO. | 4304 | 1344726 | COM |
| INVESCO EXCHANGE TRADED FD T | 5759 | 1146336 | S&P500 EQL WGT |
| SPDR INDEX SHS FDS | 23296 | 1134269 | PORTFOLIO EMG MK |
| ISHARES INC | 9617 | 682056 | CORE MSCI EMKT |
| APPLE INC | 2084 | 532523 | COM |
| ISHARES TR | 649 | 450700 | CORE S&P500 ETF |
| EXXON MOBIL CORP | 1974 | 256405 | COM |
| CAPITAL ONE FINL CORP | 986 | 235695 | COM |
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