Hassell Wealth Management, LLC reported 4 positions worth $2.74M for the quarter ended Sep 30, 2026, up 4.4% on the prior quarter. It opened 0 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Jpmorgan Chase & Co at 52.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | +1 | +0.0% | $330.80 | 52.08% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -51 | -2.7% | $16.98K | 22.3% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM Jpmorgan Chase & Co | Financial Services | 4,307 | $1.42M | 52.08% | +1 | +0.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 1,832 | $610.11K | 22.3% | -51 | -2.7% | Reduced | 0% |
| 3 | CVX Chevron Corp | Energy | 1,858 | $379.42K | 13.87% | 0 | 0.0% | Unchanged | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 1,974 | $321.27K | 11.74% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Hassell Wealth Management.
As of its Q3 2026 13F filing, Hassell Wealth Management, LLC’s five largest positions were Jpmorgan Chase & Co (JPM) at 52.1%, Apple Inc. (AAPL) at 22.3%, Chevron Corp (CVX) at 13.9%, ExxonMobil Holdings Corp (XOM) at 11.7% of the reported portfolio.
Hassell Wealth Management, LLC reported a 13F portfolio worth $2.74M across 4 positions for Q3 2026. That is up 4.4% from the previous quarter.
Its largest purchases by value were Jpmorgan Chase & Co ($330.80). It opened 0 new positions.
Its largest sales by value were Apple Inc. ($16.98K). It exited 0 positions entirely.
From the Form 13F-HR reports Hassell Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.