Hassell Wealth Management, LLC Portfolio Holdings

Hassell Wealth Management, LLC

  • $274 Billion
  • Q2 2025

Hassell Wealth Management, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $274 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 $74.1B, Vanguard Ftse Developed Market with a value of $26.4B, Vanguard Intermediate Term Cor with a value of $24.4B, Vanguard Total International B with a value of $23.9B, and Dimensional ETF Tr Dimensional with a value of $22.7B.

Examining the 13F form we can see an increase of $39.3B in the current position value, from $234B to 274B.

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 $274 Billion
ETFs: $265 Billion
Financial Services: $1.49 Billion
Technology: $370 Million
Energy: $216 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.1 Billion 27.07% of portfolio
237,131
Q2 2025 Added 3.8%
$0
$26.4 Billion 9.65% of portfolio
451,454
Q2 2025 Added 2.72%
$0
$24.4 Billion 8.91% of portfolio
295,361
Q2 2025 Added 7.16%
$0
$23.9 Billion 8.75% of portfolio
486,359
Q2 2025 Added 7.32%
$0
$22.7 Billion 8.31% of portfolio
729,857
Q2 2025 Added 6.51%
$0
$16.2 Billion 5.91% of portfolio
203,874
Q2 2025 Added 7.2%
$0
$16.1 Billion 5.89% of portfolio
271,522
Q2 2025 Added 7.14%
$0
$13.2 Billion 4.81% of portfolio
356,198
Q2 2025 Reduced 4.44%
$0
$12.5 Billion 4.56% of portfolio
406,344
Q2 2025 Added 2.73%
$0
$9.87 Billion 3.61% of portfolio
288,470
Q2 2025 Added 1.27%
$0
$6.47 Billion 2.37% of portfolio
213,635
Q2 2025 Reduced 2.24%
$0
$5.76 Billion 2.1% of portfolio
41,488
Q2 2025 Added 1.32%
$0
$4.72 Billion 1.73% of portfolio
45,626
Q2 2025 Added 0.03%
$0
$3.67 Billion 1.34% of portfolio
75,593
Q2 2025 Added 0.16%
$0
$3.44 Billion 1.26% of portfolio
5,421
Q2 2025 Added 0.31%
$0
$1.91 Billion 0.7% of portfolio
22,293
Q2 2025 Added 1.59%
$0
$1.45 Billion 0.53% of portfolio
28,334
Q2 2025 Added 6.58%
$859B
$1.28 Billion 0.47% of portfolio
4,300
Q2 2025 Added 0.02%
$0
$1.08 Billion 0.39% of portfolio
5,755
Q2 2025 Added 0.07%
$0
$1 Billion 0.37% of portfolio
22,709
Q2 2025 Added 1.52%
$0
$586 Million 0.21% of portfolio
9,453
Q2 2025 Added 1.23%
$0
$419 Million 0.15% of portfolio
657
Q2 2025 Reduced 4.64%
$3.69T
$370 Million 0.14% of portfolio
1,730
Q2 2025 Reduced 19.91%
$442B
$216 Million 0.08% of portfolio
1,969
Q3 2024 Reduced 33.68%
$83.2B
$216 Million 0.08% of portfolio
983
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $274 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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