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 $298.0M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($76.5M, 25.68%), VEA ($28.9M, 9.69%), DFSV ($26.7M, 8.97%), BNDX ($26.2M, 8.78%), VCIT ($25.1M, 8.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $76.5M | 25.68% | 238,546 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $28.9M | 9.69% | 450,573 | Trimmed |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $26.7M | 8.97% | 762,655 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $26.2M | 8.78% | 544,764 | Added |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $25.1M | 8.43% | 303,730 | Trimmed |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $18.2M | 6.11% | 305,900 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $17.9M | 6.01% | 226,101 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $13.9M | 4.67% | 403,251 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $13.0M | 4.35% | 333,506 | Trimmed |
| 10 | DISV | DIMENSIONAL ETF TRUST | $10.7M | 3.60% | 272,197 | Trimmed |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $6.9M | 2.30% | 201,703 | Trimmed |
| 12 | ITOT | ISHARES TR | $6.0M | 2.01% | 42,150 | Added |
| 13 | MUB | ISHARES TR | $4.8M | 1.63% | 45,661 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $4.0M | 1.35% | 80,866 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 1.19% | 5,431 | Added |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $2.6M | 0.86% | 43,961 | New |
| 17 | IEFA | ISHARES TR | $2.1M | 0.69% | 22,717 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $1.7M | 0.56% | 2,804 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.52% | 28,613 | Added |
| 20 | VTEI | VANGUARD MUN BD FDS | $1.4M | 0.47% | 13,996 | New |
| 21 | JPM | JPMORGAN CHASE & CO | $1.3M | 0.42% | 4,305 | Added |
| 22 | SPEM | SPDR INDEX SHS FDS | $1.1M | 0.37% | 23,662 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.37% | 5,759 | Hold |
| 24 | DFGX | DIMENSIONAL ETF TRUST | $867,056 | 0.29% | 16,531 | New |
| 25 | IEMG | ISHARES INC | $671,013 | 0.23% | 9,620 | Added |
Source: SEC Form 13F filings · as of 2026-03-31