Hassell Wealth Management, LLC
CIK: 0001965270SEC EDGAR →
Portfolio Value
$299.0M
Holdings
26
As of
Q4 2025
New Positions
26
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 233,348 | $79.8M | 26.68% |
| 2 | VANGUARD TAX-MANAGED FDS | 452,390 | $29.5M | 9.85% |
| 3 | VANGUARD SCOTTSDALE FDS | 316,696 | $26.5M | 8.87% |
| 4 | DIMENSIONAL ETF TRUST | 751,660 | $26.2M | 8.78% |
| 5 | VANGUARD CHARLOTTE FDS | 538,947 | $26.2M | 8.75% |
| 6 | VANGUARD SCOTTSDALE FDS | 220,574 | $17.6M | 5.88% |
| 7 | VANGUARD SCOTTSDALE FDS | 293,345 | $17.5M | 5.87% |
| 8 | DIMENSIONAL ETF TRUST | 401,317 | $13.9M | 4.66% |
| 9 | DIMENSIONAL ETF TRUST | 333,783 | $13.6M | 4.54% |
| 10 | DIMENSIONAL ETF TRUST | 275,842 | $10.9M | 3.65% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (26)
$79.8M · 233K shares
$29.5M · 452K shares
$26.5M · 317K shares
$26.2M · 752K shares
$26.2M · 539K shares
$17.6M · 221K shares
$17.5M · 293K shares
$13.9M · 401K shares
$13.6M · 334K shares
$10.9M · 276K shares
$6.9M · 203K shares
$6.4M · 42K shares
$4.9M · 46K shares
$4.1M · 81K shares
$3.7M · 5K shares
$2.1M · 23K shares
$1.8M · 3K shares
$1.6M · 29K shares
$1.3M · 4K shares
$1.1M · 6K shares
$1.1M · 23K shares
$682K · 10K shares
$532K · 2K shares
$450K · 649 shares
$256K · 2K shares
$235K · 986 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $296.1M | 99.0% |
| Unknown | 1 | $2.1M | 0.7% |
| Technology | 1 | $532K | 0.2% |
| Energy | 1 | $256K | 0.1% |