§ 13F · FUND PROFILE
Hassell Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $273.7T (13F)Positions · 26Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 233K | $79.8T | 26.7% | −3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 452K | $29.5T | 9.9% | −1% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 317K | $26.5T | 8.9% | +3% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 752K | $26.2T | 8.8% | +1% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 539K | $26.2T | 8.7% | +5% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 221K | $17.6T | 5.9% | +3% |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | 293K | $17.5T | 5.9% | +3% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 401K | $13.9T | 4.7% | −3% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 334K | $13.6T | 4.5% | −5% |
| 10 | DISV | DIMENSIONAL ETF TRUST | 276K | $10.9T | 3.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HASSELL SIGNAL
AC read
Hassell Wealth Management, LLC is a Other fund managing $273651.4 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed