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Stephen K. Hassell

Hassell Wealth Management, Llc

Assets Managed
$325.996M
Holdings
29
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.39%(2Q avg: 4.53%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hassell Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Hassell Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 325.996M in assets, with a quarterly growth rate of 9.39% and a 2-quarter average growth rate of 4.53%. The portfolio is managed by Stephen K. Hassell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.24%
27.55%
$89.806M
243,871 shares@ $368.26 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.31%
9.85%
$32.106M
456,440 shares@ $70.35 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 1.09%
9.04%
$29.443M
770,951 shares@ $38.2 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Decreased -2.43%
7.8%
$25.422M
531,498 shares@ $47.83 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -10.37%
6.84%
$22.274M
272,231 shares@ $81.83 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 2.38%
5.63%
$18.326M
313,156 shares@ $58.53 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 0.7%
5.5%
$17.898M
227,681 shares@ $78.61 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.15%
4.87%
$15.863M
402,620 shares@ $39.41 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.56%
4.49%
$14.605M
331,630 shares@ $44.04 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 1.53%
3.45%
$11.215M
276,356 shares@ $40.58 avg price

1-10 of 29