Hassell Wealth Management, LLC
Hassell Wealth Management, LLC reported 29 holdings worth US$326M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
Hassell Wealth Management, LLC reported 29 holdings worth US$326M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Apple Inc and Chevron Corporation. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$326M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 4,306 | US$1.42M | 0.44% |
| Apple Inc | 1,883 | US$590K | 0.18% |
| Chevron Corporation | 1,858 | US$327K | 0.10% |
| Exxon Mobil Corporation | 1,974 | US$279K | 0.09% |