Data as of Q4 2025 (Dec 31, 2025)

Hassell Wealth Management, LLC

•CIK: 1965270•Filing: Q4 2025

**Hassell Wealth Management, LLC** manages $299M across a diversified portfolio of 26 positions. The strategy exhibits a notable allocation to broad market equity exposure, highlighted by the top holding in VTI at $79.8M. Significant tactical weight is placed across international and fixed-income sectors, evidenced by $29.5M in VEA and $26.5M in VCIT. Further diversification is maintained through substantial allocations to DFSV ($26.2M) and BNDX ($26.2M).

Total AUM
$299.0M
QoQ Performance
+3.7%
Positions
16
Top 10 Concentration
87.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VEA
VCIT
DFSV
BNDX
VCSH
VGIT
VTI26.7%
VEA9.9%
VCIT8.9%
DFSV8.8%
BNDX8.7%
VCSH5.9%
VGIT5.9%
DFEM4.7%

📈 Biggest Buys

BNDX
VANGUARD CHARLOTTE FDS
+5.4%
8.7% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
+2.6%
8.9% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
+3.2%
5.9% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+3.2%
5.9% of portfolio
VTEB
VANGUARD MUN BD FDS
+6.7%
1.4% of portfolio

📉 Biggest Sells

VTI
VANGUARD INDEX FDS
-2.6%
26.7% of portfolio
DFAC
DIMENSIONAL ETF TRUST
-4.8%
4.5% of portfolio
DISV
DIMENSIONAL ETF TRUST
-4.6%
3.6% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-5.0%
2.3% of portfolio
DFEM
DIMENSIONAL ETF TRUST
-2.5%
4.7% of portfolio

Sector Breakdown

Other97.2%
ETF2.0%
Financial0.5%
Technology0.2%
Energy0.1%

Changes from Q3 2025

↑13 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI26.7%
VANGUARD INDEX FDS
$79.8M
VEA9.9%
VANGUARD TAX-MANAGED FDS
$29.5M
VCIT8.9%
VANGUARD SCOTTSDALE FDS
$26.5M
DFSV8.8%
DIMENSIONAL ETF TRUST
$26.2M
BNDX8.7%
VANGUARD CHARLOTTE FDS
$26.2M

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