Hassell Wealth Management
Hassell Wealth Management reported 28 stocks worth $332M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VTI (27.9%), VEA (9.8%) and DFSV (8.8%). Compared with Q2 2026, the fund opened new positions in DFSV and XOM, added to VTI, VEA and VGIT, trimmed BNDX, VCIT and DFAX and sold out of VTEB and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $92.6M | 27.9% | 248K | +3,670 (+2%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $32.7M | 9.8% | 463K | +6,789 (+1%) | 8 of 8 | |
| 3 |  DFSV DFA US Small Cap Value ETF | $29.4M | 8.8% | 784K | New position | 1 of 8 | |
| 4 |  BNDX Vanguard Total | $24.1M | 7.3% | 515K | −17K (−3%) | 8 of 8 | |
| 5 |  VCIT Vanguard Scottsdale Fds | $20.2M | 6.1% | 258K | −14K (−5%) | 8 of 8 | |
| 6 |  VGIT Vanguard Scottsdale Fds | $18.1M | 5.5% | 320K | +7,154 (+2%) | 8 of 8 | |
| 7 |  VCSH Vanguard Scottsdale Fds | $17.7M | 5.3% | 229K | +1,297 (+1%) | 8 of 8 | |
| 8 |  DFEM Dimensional ETF Trust | $16.3M | 4.9% | 411K | +7,951 (+2%) | 8 of 8 | |
| 9 | DIMENSIONAL ETF TRUST | $14.5M | 4.4% | 326K | −5,987 (−2%) | 8 of 8 | |
| 10 |  DISV Dimensional ETF Trust | $12.1M | 3.6% | 280K | +3,910 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hassell Wealth Management 13F FAQ
What does Hassell Wealth Management own?
Hassell Wealth Management reported 28 stocks worth $332M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VTI (27.9%), VEA (9.8%) and DFSV (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Hassell Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 11 added to, 6 trimmed and 3 sold out. New positions include DFSV and XOM. It sold all of VTEB and XOM.
When will Hassell Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hassell Wealth Management's portfolio worth?
The Q3 2026 filing reports $332M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.