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Stordahl Capital Management

Latest statistics and disclosures from Stordahl Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, DFAS, VOOV, DFIC, BND, and represent 56.90% of Stordahl Capital Management's stock portfolio.
Added to shares of these 10 stocks: BND, STIP, VCSH, DFSV, CMF, WFC, VOOV, EFA, IBIT, IVOV.
Started 1 new stock position in WFC.
Reduced shares in these 10 stocks: VOO, DFEM, SCHX, DFIC, PG, IEF, MSFT, SPY, VOOG, IVW.
Sold out of its position in PG.
Stordahl Capital Management was a net seller of stock by $-184k.
Stordahl Capital Management has $486M in assets under management (AUM), dropping by 2.04%.
Central Index Key (CIK): 0001729093

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Positions held by Stordahl Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stordahl Capital Management

Stordahl Capital Management holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	18.7	$91M		145k	627.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.3	$50M		721k	69.67	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	10.1	$49M		239k	204.85	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.9	$48M		1.4M	34.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.8	$38M	+2%	515k	74.07	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.3	$31M		931k	32.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.4	$22M	-2%	649k	33.08	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.4	$21M	+4%	207k	102.39	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	3.7	$18M		40k	444.60	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	3.6	$17M		172k	101.01	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	3.6	$17M		145k	120.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$15M		22k	681.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.9	$14M	+2%	178k	79.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$5.9M		48k	123.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$5.7M		23k	246.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$4.6M		22k	212.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.6	$3.0M	-5%	31k	96.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$2.9M		29k	96.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.3M	-17%	87k	26.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$2.3M		17k	131.59	View chart
Microsoft Corporation (MSFT)	0.4	$1.8M	-7%	3.8k	483.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.7M		4.5k	373.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.6M	-2%	4.6k	335.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.5M	+4%	16k	96.03	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.5M		8.5k	181.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$1.3M		29k	45.98	View chart
Apple (AAPL)	0.3	$1.3M		4.8k	271.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.0M		17k	62.47	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$952k		8.6k	110.95	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$816k		8.2k	99.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$769k		2.4k	323.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$718k		13k	53.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$640k	-5%	7.7k	82.82	View chart
Amazon (AMZN)	0.1	$626k		2.7k	230.82	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$605k	+2%	5.4k	111.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$572k	-2%	19k	30.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$565k	+10%	11k	49.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$563k	+6%	11k	50.29	View chart
Wal-Mart Stores (WMT)	0.1	$551k	-3%	4.9k	111.41	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$541k	+2%	12k	44.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$510k	+4%	9.3k	54.71	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$472k	+106%	8.2k	57.46	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$452k		2.8k	159.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$450k		6.1k	73.56	View chart
Starbucks Corporation (SBUX)	0.1	$400k	-4%	4.7k	84.21	View chart
Omeros Corporation (OMER)	0.1	$393k		23k	17.18	View chart
Eli Lilly & Co. (LLY)	0.1	$382k		355.00	1075.22	View chart
Costco Wholesale Corporation (COST)	0.1	$375k		435.00	862.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$365k		13k	28.48	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$361k		8.1k	44.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$349k	-4%	695.00	502.65	View chart
Meta Platforms Cl A (META)	0.1	$344k	-7%	521.00	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$334k	-11%	1.1k	313.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$291k	-7%	474.00	614.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$290k		2.9k	99.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$269k		392.00	684.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$266k	-2%	546.00	487.86	View chart
Bank of New York Mellon Corporation (BK)	0.1	$261k		2.2k	116.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$249k		3.3k	75.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$227k		3.0k	75.77	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$224k		3.2k	69.42	View chart
Wells Fargo & Company (WFC)	0.0	$211k	NEW	2.3k	93.20	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$204k		9.1k	22.36	View chart

Past Filings by Stordahl Capital Management

SEC 13F filings are viewable for Stordahl Capital Management going back to 2017

Stordahl Capital Management 2025 Q4 filed Jan. 27, 2026
Stordahl Capital Management 2025 Q3 filed Nov. 5, 2025
Stordahl Capital Management 2025 Q2 filed July 29, 2025
Stordahl Capital Management 2025 Q1 filed May 5, 2025
Stordahl Capital Management 2024 Q4 filed Jan. 23, 2025
Stordahl Capital Management 2024 Q3 filed Oct. 8, 2024
Stordahl Capital Management 2024 Q2 filed July 15, 2024
Stordahl Capital Management 2024 Q1 filed April 18, 2024
Stordahl Capital Management 2023 Q4 filed Jan. 17, 2024
Stordahl Capital Management 2023 Q3 filed Oct. 13, 2023
Stordahl Capital Management 2023 Q2 filed July 21, 2023
Stordahl Capital Management 2023 Q1 filed May 4, 2023
Stordahl Capital Management 2022 Q4 filed Feb. 10, 2023
Stordahl Capital Management 2022 Q3 filed Nov. 14, 2022
Stordahl Capital Management 2022 Q2 filed Aug. 4, 2022
Stordahl Capital Management 2022 Q1 filed May 6, 2022

View all past filings

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