Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 56.71% of Stordahl Capital Management's stock portfolio.
Added to shares of these 10 stocks: VOOV, DFAS, DFSV, STIP, IVOG, IVE, IVOV, BND, DFIC, IBIT.
Reduced shares in these 10 stocks: VOO, VOOG, MSFT, WFC, DFEM, QQQ, SCHX, META, BRK.B, AMZN.
Sold out of its position in WFC.
Stordahl Capital Management was a net seller of stock by $-1.6M.
Stordahl Capital Management has $476M in assets under management (AUM), dropping by 5.77%.
Central Index Key (CIK): 0001729093

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Stordahl Capital Management

Stordahl Capital Management holds 63 positions in its portfolio as reported in the September 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)	18.8	$90M	-4%	147k	612.38	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.4	$49M	+2%	722k	68.46	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	10.0	$47M	+4%	238k	199.47	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.7	$46M		1.4M	32.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.8	$37M		502k	74.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.2	$29M	+2%	923k	31.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$21M		665k	32.07	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$21M		199k	103.36	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	3.7	$18M	-10%	41k	435.46	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	3.6	$17M		172k	100.77	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	3.6	$17M	+2%	145k	119.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.1	$15M		22k	666.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.9	$14M		174k	79.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$5.9M		49k	120.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$5.6M		23k	241.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$4.5M	+7%	22k	206.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$3.2M	+2%	33k	96.46	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$2.8M		29k	95.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$2.8M	-3%	105k	26.34	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$2.2M		17k	129.72	View chart
Microsoft Corporation (MSFT)	0.4	$2.1M	-17%	4.1k	517.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.6M		4.5k	365.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.6M		4.7k	328.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.5M		8.3k	176.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.4M		15k	93.37	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$1.3M		29k	45.08	View chart
Apple (AAPL)	0.3	$1.2M		4.8k	254.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$997k		17k	59.92	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$950k		8.6k	110.47	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$803k		8.2k	97.82	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$770k		2.4k	320.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$731k	+2%	14k	54.18	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$679k	+12%	8.2k	82.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$668k	+38%	10k	65.00	View chart
Amazon (AMZN)	0.1	$595k	-8%	2.7k	219.57	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$585k	+2%	5.3k	110.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$577k		20k	29.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$527k	+6%	11k	50.07	View chart
Wal-Mart Stores (WMT)	0.1	$527k		5.1k	103.06	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$520k		12k	43.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$478k	-3%	9.0k	53.40	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$440k	+2%	2.8k	155.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$437k	+7%	6.1k	71.37	View chart
Starbucks Corporation (SBUX)	0.1	$422k		5.0k	84.60	View chart
Meta Platforms Cl A (META)	0.1	$415k	-16%	565.00	734.38	View chart
Costco Wholesale Corporation (COST)	0.1	$403k		435.00	925.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$366k	-15%	727.00	502.74	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$363k		8.2k	44.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$358k		13k	27.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$307k	-35%	511.00	600.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$293k	-3%	1.2k	243.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$288k		2.9k	100.25	View chart
Eli Lilly & Co. (LLY)	0.1	$271k	-4%	355.00	763.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$270k	-4%	562.00	479.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$262k		392.00	669.30	View chart
Bank of New York Mellon Corporation (BK)	0.1	$245k		2.2k	108.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$243k		3.3k	73.46	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$227k		4.0k	57.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$219k		3.2k	68.08	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$217k		3.0k	72.26	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$209k	-6%	9.3k	22.45	View chart
Procter & Gamble Company (PG)	0.0	$205k		1.3k	153.66	View chart
Omeros Corporation (OMER)	0.0	$94k	-29%	23k	4.10	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 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
Stordahl Capital Management 2021 Q4 filed Feb. 10, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z