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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 56.33% of Stordahl Capital Management's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$17M), BND, STIP, DFIC, VCSH, MSFT, DFAS, VOOV, AMGN, CSCO.
Started 5 new stock positions in PG, MOG.A, CSCO, AMGN, VO.
Reduced shares in these 10 stocks: DFEM, VOO, SPY, IWM, IVW, IJK, VEU, IEF, EFA, VWO.
Stordahl Capital Management was a net buyer of stock by $26M.
Stordahl Capital Management has $546M in assets under management (AUM), dropping by 12.44%.
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 68 positions in its portfolio as reported in the June 2026 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)	18.4	$100M		146k	686.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	10.9	$60M		724k	82.34	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	10.0	$55M		250k	219.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.5	$52M	+2%	1.4M	37.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.5	$41M	+6%	554k	73.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	6.5	$35M		914k	38.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.3	$24M	-5%	580k	40.64	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.2	$23M	+7%	227k	102.16	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	3.9	$21M		146k	146.30	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	3.8	$21M	+489%	250k	82.62	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	3.7	$20M		176k	114.07	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.0	$16M		22k	746.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.8	$16M	+7%	197k	79.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$6.5M		22k	300.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$6.3M		46k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$4.9M		21k	227.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.6	$3.2M		27k	117.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$2.9M		31k	94.57	View chart
Microsoft Corporation (MSFT)	0.5	$2.5M	+76%	6.7k	373.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$2.5M		83k	29.43	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$2.5M		17k	147.73	View chart
Wp Carey (WPC)	0.3	$1.9M		26k	71.50	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$1.8M		8.2k	221.19	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$1.7M		31k	55.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.7M		4.5k	370.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.5M		15k	103.88	View chart
Apple (AAPL)	0.3	$1.4M	+2%	4.7k	289.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M		16k	71.25	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$1.1M	-2%	8.1k	137.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.1M		2.7k	409.50	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$993k		8.2k	121.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$870k		2.2k	394.01	View chart
Amazon (AMZN)	0.1	$815k	+26%	3.4k	238.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$754k	-3%	13k	59.69	View chart
Raytheon Technologies Corp (RTX)	0.1	$723k		3.8k	189.73	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$720k		5.5k	130.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$701k		19k	36.87	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$686k		13k	52.15	View chart
Starbucks Corporation (SBUX)	0.1	$658k	+35%	6.4k	102.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$650k		13k	50.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$621k		7.6k	82.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$604k		8.8k	68.41	View chart
Costco Wholesale Corporation (COST)	0.1	$598k	+46%	639.00	935.47	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$540k		2.8k	195.44	View chart
Wal-Mart Stores (WMT)	0.1	$537k		4.7k	113.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$476k	-7%	5.7k	83.75	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$474k		8.2k	57.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$471k	+60%	629.00	748.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$463k		13k	36.13	View chart
Eli Lilly & Co. (LLY)	0.1	$436k	+2%	363.00	1200.02	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$414k		8.0k	52.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$385k		12k	33.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$353k	-2%	998.00	353.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$349k		474.00	736.40	View chart
Amgen (AMGN)	0.1	$340k	NEW	938.00	362.12	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$329k		2.3k	144.61	View chart
Meta Platforms Cl A (META)	0.1	$297k	+2%	528.00	563.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$282k	+500%	3.3k	86.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$279k	-2%	2.8k	98.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$274k		3.0k	91.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$260k	-7%	3.0k	85.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$255k	+4%	509.00	500.39	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$244k		3.2k	75.79	View chart
Cisco Systems (CSCO)	0.0	$236k	NEW	2.0k	117.46	View chart
Omeros Corporation (OMER)	0.0	$217k		23k	9.51	View chart
Moog Cl A (MOG.A)	0.0	$212k	NEW	500.00	423.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$210k	NEW	2.6k	80.57	View chart
Procter & Gamble Company (PG)	0.0	$203k	NEW	1.4k	146.65	View chart

Past Filings by Stordahl Capital Management

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

Stordahl Capital Management 2026 Q2 filed July 14, 2026
Stordahl Capital Management 2026 Q1 filed April 15, 2026
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

View all past filings

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