Hassell Wealth Management, LLC Top Holdings and 13F Report (2026) About Hassell Wealth Management, LLCInvestment ActivityHassell Wealth Management, LLC has $326.00 million in total holdings as of June 30, 2026.Hassell Wealth Management, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Hassell Wealth Management, LLC has purchased 28 new stocks and bought additional shares in 16 stocks.Hassell Wealth Management, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $89,805,659Vanguard FTSE Developed Markets ETF $32,105,993Dimensional US Small Cap Value ETF $29,442,633Vanguard Total International Bond ETF $25,421,548Vanguard Intermediate-Term Corporate Bond ETF $22,273,942 Largest New Holdings this Quarter 166764100 - Chevron $326,952 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 38,926 shares (about $3.91M)Vanguard Short-Term Treasury ETF 41,591 shares (about $2.41M)Vanguard Total Stock Market ETF 5,325 shares (about $1.96M)DIMENSIONAL ETF TRUST 23,671 shares (about $1.26M)Vanguard FTSE Emerging Markets ETF 11,273 shares (about $667.02K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 65,963 shares (about $3.32M)Vanguard Intermediate-Term Corporate Bond ETF 31,499 shares (about $2.58M)Vanguard Total International Bond ETF 13,266 shares (about $634.51K)Invesco S&P 500 Equal Weight ETF 458 shares (about $97.19K)Dimensional U.S. Core Equity 2 ETF 1,876 shares (about $82.62K) 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$89,805,659$1,960,935 â–²2.2%243,87127.5%ETFVEAVanguard FTSE Developed Markets ETF$32,105,993$412,685 â–²1.3%456,4409.8%ETFDFSVDimensional US Small Cap Value ETF$29,442,633$316,824 â–²1.1%770,9519.0%ETFBNDXVanguard Total International Bond ETF$25,421,548$634,513 â–¼-2.4%531,4987.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$22,273,942$2,577,248 â–¼-10.4%272,2316.8%ETFVGITVanguard Intermediate-Term Treasury ETF$18,325,894$424,621 â–²2.4%313,1565.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$17,897,999$124,204 â–²0.7%227,6815.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$15,863,241$24,861 â–¼-0.2%402,6204.9%ETFDFACDimensional U.S. Core Equity 2 ETF$14,604,971$82,619 â–¼-0.6%331,6304.5%ETFDISVDimensional International Small Cap Value ETF$11,214,512$168,772 â–²1.5%276,3563.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$7,297,070$52,984 â–¼-0.7%200,2492.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,907,938$12,596 â–²0.2%42,2272.1%ETFVANGUARD MUN BD FDS$5,318,100$3,911,650 â–²278.1%52,9221.6%INTERMEDIATE TRMVGSHVanguard Short-Term Treasury ETF$4,962,887$2,412,701 â–²94.6%85,5521.5%ETFMUBiShares National Muni Bond ETF$4,881,020$641 â–¼0.0%45,6551.5%ETFSPYSPDR S&P 500 ETF Trust$4,058,330$10,435 â–²0.3%5,4451.2%FinanceVWOVanguard FTSE Emerging Markets ETF$2,360,025$667,015 â–²39.4%39,8860.7%ETFIEFAiShares Core MSCI EAFE ETF$2,215,176$27,256 â–²1.2%23,0000.7%ETFDIMENSIONAL ETF TRUST$2,132,518$1,255,630 â–²143.2%40,2020.7%INTL COR FIX ETFVOOVanguard S&P 500 ETF$1,934,857$13,703 â–²0.7%2,8240.6%ETFJPMJPMorgan Chase & Co.$1,423,530$331 â–²0.0%4,3060.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$1,213,6350.0%23,6620.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,124,918$97,192 â–¼-8.0%5,3010.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$778,399$5,942 â–²0.8%9,6940.2%ETFVTEBVanguard Tax-Exempt Bond ETF$749,012$3,315,244 â–¼-81.6%14,9030.2%ETFAAPLApple$590,210$63,002 â–¼-9.6%1,8830.2%Computer and TechnologyIVViShares Core S&P 500 ETF$485,995$2,247 â–¼-0.5%6490.1%ETFCVXChevron$326,952$326,952 â–²New Holding1,8580.1%EnergyXOMExxonMobil$278,5930.0%1,9740.1%EnergyShowing largest 100 holdings. 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