SEC Form 13F

Hassell Wealth Management, LLC 13F Holdings

Inspect Hassell Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-14
Reported value
$325,995,557
Positions
29

Read this manager's filing book

Step 1 of 3

Disclosed positions

Hassell Wealth Management, LLC: source evidence dated 2026-07-14T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VTI
Class
TOTAL STK MKT
Reported value
$89,805,659
Reported amount
243,871
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001965270-26-000008
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions
Show the table · 29 rows, 7 columns

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VANGUARD INDEX FDSVTITOTAL STK MKT$89,805,659243,871SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$32,105,993456,440SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$29,442,633770,951SHNone
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$25,421,548531,498SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$22,273,942272,231SHNone
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$18,325,894313,156SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$17,897,999227,681SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$15,863,241402,620SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$14,604,971331,630SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$11,214,512276,356SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$7,297,070200,249SHNone
ISHARES TRITOTCORE S&P TTL STK$6,907,93842,227SHNone
VANGUARD MUN BD FDSVTEIINTERMEDIATE TRM$5,318,10052,922SHNone
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$4,962,88785,552SHNone
ISHARES TRMUBNATIONAL MUN ETF$4,881,02045,655SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$4,058,3305,445SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$2,360,02539,886SHNone
ISHARES TRIEFACORE MSCI EAFE$2,215,17623,000SHNone
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$2,132,51840,202SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,934,8572,824SHNone
JPMORGAN CHASE & COJPMCOM$1,423,5304,306SHNone
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$1,213,63523,662SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$1,124,9185,301SHNone
ISHARES INCIEMGCORE MSCI EMKT$778,3999,694SHNone
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$749,01214,903SHNone
APPLE INCAAPLCOM$590,2101,883SHNone
ISHARES TRIVVCORE S&P500 ETF$485,995649SHNone
CHEVRON CORPORATIONCVXCOM$326,9521,858SHNone
EXXON MOBIL CORPXOMCOM$278,5931,974SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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