Hassell Wealth Management, LLC Top Holdings and 13F Report (2026) About Hassell Wealth Management, LLCInvestment ActivityHassell Wealth Management, LLC has $298.03 million in total holdings as of March 31, 2026.Hassell Wealth Management, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.85% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Hassell Wealth Management, LLC has purchased 26 new stocks and bought additional shares in 17 stocks.Hassell Wealth Management, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $76,527,830Vanguard FTSE Developed Markets ETF $28,872,735Dimensional US Small Cap Value ETF $26,723,422Vanguard Total International Bond ETF $26,175,909Vanguard Intermediate-Term Corporate Bond ETF $25,133,695 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $2,573,453 Holding922907738 - VANGUARD MUN BD FDS $1,398,790 Holding25434V575 - DIMENSIONAL ETF TRUST $867,056 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 43,961 shares (about $2.57M)Vanguard Total Stock Market ETF 5,198 shares (about $1.67M)VANGUARD MUN BD FDS 13,996 shares (about $1.40M)DIMENSIONAL ETF TRUST 16,531 shares (about $867.06K)Vanguard Intermediate-Term Treasury ETF 12,555 shares (about $747.65K) Largest Sales this Quarter Vanguard Intermediate-Term Corporate Bond ETF 12,966 shares (about $1.07M)Dimensional International Small Cap Value ETF 3,645 shares (about $143.76K)Vanguard FTSE Developed Markets ETF 1,817 shares (about $116.43K)Dimensional World ex U.S. Core Equity 2 ETF 1,170 shares (about $39.74K)Dimensional U.S. Core Equity 2 ETF 277 shares (about $10.76K) 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$76,527,830$1,667,568 ▲2.2%238,54625.7%ETFVEAVanguard FTSE Developed Markets ETF$28,872,735$116,433 ▼-0.4%450,5739.7%ETFDFSVDimensional US Small Cap Value ETF$26,723,422$385,265 ▲1.5%762,6559.0%ETFBNDXVanguard Total International Bond ETF$26,175,909$279,507 ▲1.1%544,7648.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$25,133,695$1,072,938 ▼-4.1%303,7308.4%ETFVGITVanguard Intermediate-Term Treasury ETF$18,216,331$747,650 ▲4.3%305,9006.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$17,923,055$438,126 ▲2.5%226,1016.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,932,309$66,820 ▲0.5%403,2514.7%ETFDFACDimensional U.S. Core Equity 2 ETF$12,960,049$10,764 ▼-0.1%333,5064.3%ETFDISVDimensional International Small Cap Value ETF$10,735,446$143,759 ▼-1.3%272,1973.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$6,851,849$39,745 ▼-0.6%201,7032.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,003,401$16,522 ▲0.3%42,1502.0%ETFMUBiShares National Muni Bond ETF$4,846,937$2,123 ▲0.0%45,6611.6%ETFVTEBVanguard Tax-Exempt Bond ETF$4,034,381$4,241 ▲0.1%80,8661.4%ETFSPYSPDR S&P 500 ETF Trust$3,531,857$10,405 ▲0.3%5,4311.2%FinanceVGSHVanguard Short-Term Treasury ETF$2,573,453$2,573,453 ▲New Holding43,9610.9%ETFIEFAiShares Core MSCI EAFE ETF$2,056,546$3,983 ▲0.2%22,7170.7%ETFVOOVanguard S&P 500 ETF$1,675,614$598 ▲0.0%2,8040.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,546,545$1,459 ▲0.1%28,6130.5%ETFVANGUARD MUN BD FDS$1,398,790$1,398,790 ▲New Holding13,9960.5%INTERMEDIATE TRMJPMJPMorgan Chase & Co.$1,266,238$294 ▲0.0%4,3050.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$1,109,994$17,169 ▲1.6%23,6620.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,105,2740.0%5,7590.4%ETFDIMENSIONAL ETF TRUST$867,056$867,056 ▲New Holding16,5310.3%DIMENSIONAL INTEIEMGiShares Core MSCI Emerging Markets ETF$671,013$209 ▲0.0%9,6200.2%ETFAAPLApple$528,9970.0%2,0840.2%Computer and TechnologyIVViShares Core S&P 500 ETF$425,830$1,959 ▲0.5%6520.1%ETFXOMExxonMobil$334,9120.0%1,9740.1%EnergyCOFCapital One Financial$0$235,695 ▼-100.0%00.0%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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