• 13F History

Hassell Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$234M
Signature - Title
Stephen K. Hassell - CCO
Location
Houma, LA
Summary
This page shows a list of all the recent 13F filings made by Hassell Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hassell Wealth Management, LLC reported 25 stock holdings with total value $234M as of Q1 2025. Top holdings included VTI, BNDX, VCIT, VEA, and DFSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 25 $234M +$9.06M -$7M +$2.06M VTI, BNDX, VCIT, VEA, DFSV 13F-HR 4/16/2025, 11:59 AM
Q4 2024 26 $248M +$10.1M -$6.53M +$3.53M VTI, VEA, VCIT, BNDX, DFSV 13F-HR 1/30/2025, 06:31 PM
Q3 2024 27 $239M +$12.3M -$675K +$11.7M VTI, VEA, DFSV, VCIT, BNDX 13F-HR 11/5/2024, 02:50 PM
Q2 2024 27 $223M +$56.6M -$269K +$56.4M VTI, VEA, DFSV, VCIT, BNDX 13F-HR 8/9/2024, 01:20 PM
Q1 2024 24 $158M +$5.93M -$581K +$5.35M VTI, VEA, DFSV, DFAC, VGIT 13F-HR 5/1/2024, 10:42 AM
Q4 2023 18 $149M +$963K -$9.23M -$8.27M VTI, VEA, DFSV, DFAC, VGIT 13F-HR 2/15/2024, 11:52 AM
Q3 2023 21 $137M +$9.75M -$1.15M +$8.6M VTI, VEA, DFAC, DFSV, VGIT 13F-HR 10/27/2023, 04:23 PM
Q2 2023 20 $146M +$4.45M -$4.29M +$153K VTI, VEA, DFAC, DFSV, VGIT 13F-HR 7/25/2023, 11:37 AM
Q1 2023 20 $136M +$7.54M -$3.74M +$3.8M VTI, DFAC, VEA, DFSV, VGIT 13F-HR 4/27/2023, 11:41 AM
Q4 2022 21 $133M VTI, DFAC, VEA, VGIT, DFSV 13F-HR 2/15/2023, 09:33 AM