Hassell Wealth Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $288 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 $78.6B, Vanguard Ftse Developed Market with a value of $27.4B, Vanguard Intermediate Term Cor with a value of $26B, Vanguard Total International B with a value of $25.3B, and Dimensional ETF Tr Dimensional with a value of $23.8B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $274B to 288B.

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 $288 Billion
ETFs: $279 Billion
Financial Services: $1.57 Billion
Technology: $494 Million
Energy: $223 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $288 Billion
  • Prior Value $274 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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