StockDriftsStockDriftsTop 29 Hassell Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 27.55% | 243.9K | $89.8M | +2.23%(+5.33K) | $208.48(+83.25%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.85% | 456.4K | $32.1M | +1.30%(+5.87K) | $42.94(+69.96%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 9.03% | 771.0K | $29.4M | +1.09%(+8.30K) | $25.68(+57.49%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 7.8% | 531.5K | $25.4M | -2.44%(-13.27K) | $49.03(-2.42%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 6.83% | 272.2K | $22.3M | -10.37%(-31.50K) | $80.80(+0.54%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.62% | 313.2K | $18.3M | +2.37%(+7.26K) | $58.75(-0.65%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.49% | 227.7K | $17.9M | +0.70%(+1.58K) | $77.29(+1.63%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.87% | 402.6K | $15.9M | -0.16%(-631) | $23.31(+69.09%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.48% | 331.6K | $14.6M | -0.56%(-1.88K) | $23.26(+97.72%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.44% | 276.4K | $11.2M | +1.53%(+4.16K) | $22.77(+92.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.05% | +44.48% | — | — | +58.03% |
| Top 20 Holdings Unweighted | +12.54% | +42.53% | — | — | +53.85% |
Hassell Wealth Management, LLC reports $326.00M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are VTI (27.6%), VEA (9.8%) and DFSV (9.0%). The top 20 holdings account for 97.85% of reported assets. Its disclosed equity book has returned +44.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hassell Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965270). View Hassell Wealth Management, LLC’s 13F filings on SEC