Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hassell Wealth Management, LLC (CIK 1965270) reported $326.0M across 29 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($89.8M, 27.55%), VEA ($32.1M, 9.85%), DFSV ($29.4M, 9.03%), BNDX ($25.4M, 7.80%), VCIT ($22.3M, 6.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $89.8M | 27.55% | 243,871 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $32.1M | 9.85% | 456,440 | Added |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $29.4M | 9.03% | 770,951 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $25.4M | 7.80% | 531,498 | Trimmed |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $22.3M | 6.83% | 272,231 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $18.3M | 5.62% | 313,156 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $17.9M | 5.49% | 227,681 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $15.9M | 4.87% | 402,620 | Trimmed |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $14.6M | 4.48% | 331,630 | Trimmed |
| 10 | DISV | DIMENSIONAL ETF TRUST | $11.2M | 3.44% | 276,356 | Added |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $7.3M | 2.24% | 200,249 | Trimmed |
| 12 | ITOT | ISHARES TR | $6.9M | 2.12% | 42,227 | Added |
| 13 | VTEI | VANGUARD MUN BD FDS | $5.3M | 1.63% | 52,922 | Added |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $5.0M | 1.52% | 85,552 | Added |
| 15 | MUB | ISHARES TR | $4.9M | 1.50% | 45,655 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $4.1M | 1.24% | 5,445 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $2.4M | 0.72% | 39,886 | Added |
| 18 | IEFA | ISHARES TR | $2.2M | 0.68% | 23,000 | Added |
| 19 | DFGX | DIMENSIONAL ETF TRUST | $2.1M | 0.65% | 40,202 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $1.9M | 0.59% | 2,824 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.44% | 4,306 | Added |
| 22 | SPEM | SPDR INDEX SHS FDS | $1.2M | 0.37% | 23,662 | Hold |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.35% | 5,301 | Trimmed |
| 24 | IEMG | ISHARES INC | $778,399 | 0.24% | 9,694 | Added |
| 25 | VTEB | VANGUARD MUN BD FDS | $749,012 | 0.23% | 14,903 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30