Hassell Wealth Management, LLC
All 13F Filings
- Location
- Houma, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,996
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 29 | 325,996 | 13F-HR | Hassell Wealth Management, LLC |
| Q1 2026 | 4/30/2026 | 28 | 298,029 | 13F-HR | Hassell Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 26 | 299,042 | 13F-HR | Hassell Wealth Management, LLC |
| Q3 2025 | 11/6/2025 | 26 | 288,257 | 13F-HR | Hassell Wealth Management, LLC |
| Q2 2025 | 7/25/2025 | 26 | 273,651 | 13F-HR | Hassell Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.62 K | 0.8% | 490 | 0 | 490 |
| ETFs | 323.4 K | 99.2% | 27.48 K | 0 | 27.48 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
325,996
Holdings
29
QoQ value change ($000)
27,967
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.