Hassell Wealth Management, LLC
RIA/Wealth
Hassell Wealth Management, LLC is a RIA/Wealth based in Houma, LA led by John Thomas Hassell, reporting $348.6M in AUM as of Q3 2025 with 99% ETF concentration, 88% concentrated in top 10 holdings, and 27% allocation to VTI.
Managing PartnerJohn Thomas Hassell
- Portfolio Value
- $288.3M
- Positions
- 26
- Top Holding
- VTI at 27.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hassell Wealth Management, LLC's portfolio (87.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $78.6M | 27.26% | +$773.2K Bought | — 239.5K shares | |
ETF ETF | $27.4M | 9.52% | +$390.1K Bought | — 458.0K shares | |
ETF ETF | $26.0M | 9.01% | +$1.1M Bought | — 308.8K shares | |
ETF ETF | $25.3M | 8.78% | +$1.2M Bought | — 511.4K shares | |
ETF ETF | $23.8M | 8.25% | +$531.0K Bought | — 746.5K shares | |
ETF ETF | $17.1M | 5.93% | +$787.0K Bought | — 213.7K shares | |
ETF ETF | $17.1M | 5.92% | +$764.1K Bought | — 284.3K shares | |
ETF ETF | $13.5M | 4.69% | -$208.5K Sold | — 350.8K shares | |
ETF ETF | $13.2M | 4.58% | +$174.6K Bought | — 411.8K shares | |
ETF ETF | $10.3M | 3.58% | +$22.3K Bought | — 289.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hassell Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+12.08% | |
+5.16% | |
+4.83% | |
+4.69% | |
+4.54% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-1.52% | |
-0.44% |
Analytics
Portfolio insights and performance metrics for Hassell Wealth Management, LLC
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