Hassell Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $299 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $79.8B, Vanguard Ftse Developed Market with a value of $29.5B, Vanguard Intermediate Term Cor with a value of $26.5B, Dimensional ETF Tr Dimensional with a value of $26.2B, and Vanguard Total International B with a value of $26.2B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $288B to 299B.

Hassell Wealth Management, LLC is based out at Houma, LA

Below you can find more details about Hassell Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $299 Billion
ETFs: $290 Billion
Financial Services: $1.58 Billion
Technology: $533 Million
Energy: $256 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $299 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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