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CIK: 0001965270
Total reported value
$326.0M
$326.0M
26 檔
57.7%
As reported in its official Q4 2025 Form 13F filing, Hassell Wealth Management, LLC's tracked investment portfolio stood at $326.0M with 26 total positions.
During Q4 2025, Hassell Wealth Management, LLC performed routine portfolio adjustments (0 new buys, 13 additions, 10 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.68% | +1.87% | -2.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.85% | +0.16% | -1.22% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.87% | -1.60% | +2.57% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 8.78% | +0.06% | +0.69% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.75% | -0.98% | +5.38% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.88% | -0.52% | +3.21% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.87% | -0.49% | +3.20% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.66% | +0.20% | -2.54% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.54% | +0.13% | -4.85% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.65% | -0.16% | -4.58% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.31% | -0.06% | -5.05% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.13% | +0.11% | +0.64% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.64% | -0.13% | +0.02% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.37% | -1.12% | +6.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.05% | -3.63% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.01% | +1.70% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | -4.37% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | +0.20% | -1.03% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.02% | +0.02% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.02% | — | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.38% | — | +2.58% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.23% | +0.01% | +1.73% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.18% | — | +7.48% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -1.22% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.02% | — | |
| 26 | COF | Capital One Financial CORP | Stock-Financials | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSV | Dimensional US Small Cap Val | +0.5% | +0.69% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | -1.22% | Trim |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | -2.54% | Trim |
| 4 | DISV | Dimensional International Sm | +0.1% | -4.58% | Trim |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +6.75% | Add |
| 6 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.64% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.70% | Add |
| 8 | SPEM | State Street Sp Ptf Em ETF | 0% | +2.58% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | 0% | +1.73% | Add |
| 10 | AAPL | Apple Inc | 0% | +7.48% | Add |
| 11 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 12 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 13 | RSP | Invesco S&p 500 Equal Weight | — | — | Unchanged |
| 14 | VWO | Vanguard Ftse Emerging Marke | — | -1.03% | Trim |
| 15 | IVV | Ishares Core S&p 500 ETF | — | -1.22% | Trim |
| 16 | DFAX | Dimensional World Ex US Core | 0% | -5.05% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +0.02% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | -4.37% | Trim |
| 19 | BNDX | Vanguard Total Intl Bond ETF | 0% | +5.38% | Add |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +3.21% | Add |
| 21 | VGIT | Vanguard Intermediate-term T | -0.1% | +3.20% | Add |
| 22 | MUB | Ishares National Muni Bond E | -0.1% | +0.02% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.63% | Trim |
| 24 | VCIT | Vanguard Int-term Corporate | -0.1% | +2.57% | Add |
| 25 | DFAC | Dimensional US Core Equity 2 | -0.2% | -4.85% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -2.56% | Trim |
According to official SEC Form 13F filings, Hassell Wealth Management, LLC reported a total U.S. public equity portfolio value of $326.0M across 26 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, VCIT) accounted for 57.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VTI
前期市值: $78.6M
During Q4 2025, Hassell Wealth Management, LLC's top holdings by market value included VTI (26.7%)、VEA (9.8%)、VCIT (8.9%). The largest single position, VTI, represented 26.7% of total portfolio value.
In Q4 2025, Hassell Wealth Management, LLC made 23 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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