Hassell Wealth Management, LLC Top Holdings and 13F Report (2025) About Hassell Wealth Management, LLCInvestment ActivityHassell Wealth Management, LLC has $273.65 million in total holdings as of June 30, 2025.Hassell Wealth Management, LLC owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Hassell Wealth Management, LLC has purchased 25 new stocks and bought additional shares in 19 stocks.Hassell Wealth Management, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $74,081,964Vanguard FTSE Developed Markets ETF $26,410,041Vanguard Intermediate-Term Corporate Bond ETF $24,376,172Vanguard Total International Bond ETF $23,938,596Dimensional US Small Cap Value ETF $22,749,646 Largest New Holdings this Quarter 14040H105 - Capital One Financial $215,729 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 8,691 shares (about $2.72M)Vanguard Total International Bond ETF 33,156 shares (about $1.63M)Vanguard Intermediate-Term Corporate Bond ETF 19,723 shares (about $1.63M)Dimensional US Small Cap Value ETF 44,638 shares (about $1.39M)Vanguard Short-Term Corporate Bond ETF 13,699 shares (about $1.09M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 16,541 shares (about $611.69K)Dimensional World ex U.S. Core Equity 2 ETF 4,906 shares (about $148.65K)Vanguard S&P 500 ETF 252 shares (about $146.88K)Apple 430 shares (about $92.06K)iShares Core S&P 500 ETF 32 shares (about $20.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHassell Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$74,081,964$2,715,150 ▲3.8%237,13127.1%ETFVEAVanguard FTSE Developed Markets ETF$26,410,041$698,841 ▲2.7%451,4549.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$24,376,172$1,627,741 ▲7.2%295,3618.9%ETFBNDXVanguard Total International Bond ETF$23,938,596$1,631,939 ▲7.3%486,3598.7%ETFDFSVDimensional US Small Cap Value ETF$22,749,646$1,391,367 ▲6.5%729,8578.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$16,165,166$1,086,193 ▲7.2%203,8745.9%ETFVGITVanguard Intermediate-Term Treasury ETF$16,106,660$1,073,334 ▲7.1%271,5225.9%ETFDFACDimensional U.S. Core Equity 2 ETF$13,172,201$611,686 ▼-4.4%356,1984.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$12,478,839$331,146 ▲2.7%406,3444.6%ETFDISVDimensional International Small Cap Value ETF$9,868,544$124,114 ▲1.3%288,4703.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,473,140$148,652 ▼-2.2%213,6352.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,758,885$74,957 ▲1.3%41,4882.1%ETFMUBiShares National Muni Bond ETF$4,724,096$1,242 ▲0.0%45,6261.7%ETFVTEBVanguard Tax-Exempt Bond ETF$3,669,299$5,825 ▲0.2%75,5931.3%ETFSPYSPDR S&P 500 ETF Trust$3,437,790$10,781 ▲0.3%5,4211.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,906,246$29,843 ▲1.6%22,2930.7%ETFVOOVanguard S&P 500 ETF$1,715,896$146,877 ▼-7.9%2,9440.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,451,573$89,603 ▲6.6%28,3340.5%ETFJPMJPMorgan Chase & Co.$1,276,164$297 ▲0.0%4,3000.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,078,668$750 ▲0.1%5,7550.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,003,949$15,031 ▲1.5%22,7090.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$586,347$7,133 ▲1.2%9,4530.2%ETFIVViShares Core S&P 500 ETF$418,918$20,404 ▼-4.6%6570.2%ETFAAPLApple$370,384$92,061 ▼-19.9%1,7300.1%Computer and TechnologyXOMExxon Mobil$216,4520.0%1,9690.1%EnergyCOFCapital One Financial$215,729$215,729 ▲New Holding9830.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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