Stordahl Capital Management, Inc.
13F Reported Value
ⓘ$545.9M
Holdings
68
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Stordahl Capital Management, Inc. disclosed 68 positions worth $545.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $AMGN. The portfolio is most concentrated in Other (97.7% of disclosed assets). All figures are sourced directly from Stordahl Capital Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1729093.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$100.4M146,244 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$59.6M724,321 shVANGUARD ADMIRAL FDS INC - 500 VAL IDX FD
—Quality
$54.7M249,707 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$52.1M1,396,977 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$40.7M554,128 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$35.4M913,553 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$23.6M579,855 shISHARES TR - 0-5 YR TIPS ETF
—Quality
$23.2M226,904 shVANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH
—Quality
$21.4M146,074 shVANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
—Quality
$20.7M249,986 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $100.4M | 146,244 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $59.6M | 724,321 |
| VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $54.7M | 249,707 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $52.1M | 1,396,977 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $40.7M | 554,128 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $35.4M | 913,553 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $23.6M | 579,855 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $23.2M | 226,904 |
| VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | — | $21.4M | 146,074 |
| VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $20.7M | 249,986 |
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32-signal composite ranking on each of Stordahl Capital Management, Inc.'s 68 positions.
Showing top 10 of 68 holdings.
Sector Allocation
Other
$533.2M
Technology
$4.7M
Consumer Discretionary
$2.6M
Real Estate
$1.9M
Financials
$1.4M
Healthcare
$992,676
Industrials
$934,602
Consumer Staples
$203,403
Full Holdings — Stordahl Capital Management, Inc. (Q2 2026)
All 68 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $100.4M | 18.4% | -1% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $59.6M | 10.9% | +2% | — |
| 3 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $54.7M | 10.0% | +2% | — |
| 4 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $52.1M | 9.5% | +3% | — |
| 5 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $40.7M | 7.5% | +6% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $35.4M | 6.5% | +0% | — |
| 7 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $23.6M | 4.3% | -6% | — |
| 8 | — | ISHARES TR - 0-5 YR TIPS ETF | $23.2M | 4.3% | +7% | — |
| 9 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH | $21.4M | 3.9% | +0% | — |
| 10 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $20.7M | 3.8% | +489% | — |
| 11 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL | $20.1M | 3.7% | +1% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $16.2M | 3.0% | -1% | — |
| 13 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $15.5M | 2.9% | +7% | — |
| 14 | — | ISHARES TR - RUSSELL 2000 ETF | $6.5M | 1.2% | -2% | — |
| 15 | — | ISHARES TR - S&P 500 GRWT ETF | $6.3M | 1.2% | -1% | — |
| 16 | — | ISHARES TR - S&P 500 VAL ETF | $4.9M | 0.9% | -1% | — |
| 17 | — | ISHARES TR - S&P MC 400GR ETF | $3.2M | 0.6% | -2% | — |
| 18 | — | ISHARES TR - 7-10 YR TRSY BD | $2.9M | 0.5% | -1% | — |
| 19 |  $MSFT | MICROSOFT CORP | $2.5M | 0.5% | +76% | 79.8 |
| 20 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.5M | 0.5% | -1% | — |
| 21 | — | ISHARES TR - S&P MC 400VL ETF | $2.5M | 0.5% | -1% | — |
| 22 |  $WPC | W. P. Carey Inc. | $1.9M | 0.3% | +0% | 65.9 |
| 23 | — | ISHARES TR - RUS 2000 VAL ETF | $1.8M | 0.3% | -1% | — |
| 24 | — | ISHARES TR - ESG AWARE MSCI | $1.7M | 0.3% | +0% | — |
| 25 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.3% | -1% | — |
| 26 | — | ISHARES TR - MSCI EAFE ETF | $1.5M | 0.3% | -2% | — |
| 27 |  $AAPL | Apple Inc. | $1.4M | 0.3% | +2% | 76.4 |
| 28 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.1M | 0.2% | -1% | — |
| 29 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $1.1M | 0.2% | -2% | — |
| 30 | — | ISHARES TR - RUS 1000 ETF | $1.1M | 0.2% | -1% | — |
| 31 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $992,730 | 0.2% | -0% | — |
| 32 | — | ISHARES TR - RUS 2000 GRW ETF | $870,370 | 0.2% | -0% | — |
| 33 |  $AMZN | AMAZON COM INC | $815,361 | 0.1% | +26% | 68.7 |
| 34 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $754,144 | 0.1% | -4% | — |
| 35 |  $RTX | RTX Corp | $722,682 | 0.1% | +0% | 73.2 |
| 36 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $719,673 | 0.1% | -0% | — |
| 37 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $700,788 | 0.1% | +0% | — |
| 38 | — | ISHARES TR - ESG SELECT SCRE | $685,877 | 0.1% | +0% | — |
| 39 |  $SBUX | STARBUCKS CORP | $658,001 | 0.1% | +36% | 58.2 |
| 40 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $649,599 | 0.1% | +1% | — |
| 41 | — | ISHARES TR - 1 3 YR TREAS BD | $620,505 | 0.1% | +0% | — |
| 42 | — | ISHARES TR - MSCI EMG MKT ETF | $604,334 | 0.1% | -1% | — |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $597,765 | 0.1% | +47% | 66.2 |
| 44 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $540,392 | 0.1% | -2% | — |
| 45 |  $WMT | Walmart Inc. | $537,192 | 0.1% | +1% | 60.2 |
| 46 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $475,868 | 0.1% | -7% | — |
| 47 | — | ISHARES TR - CALIF MUN BD ETF | $474,089 | 0.1% | +0% | — |
| 48 | — | ISHARES TR - CORE S&P500 ETF | $471,052 | 0.1% | +60% | — |
| 49 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $463,259 | 0.1% | +0% | — |
| 50 |  $LLY | ELI LILLY & Co | $435,608 | 0.1% | +2% | 87.5 |
| 51 |  $NU | Nu Holdings Ltd. | $414,406 | 0.1% | +1% | — |
| 52 |  $IBIT | iShares Bitcoin Trust ETF | $385,165 | 0.1% | +1% | — |
| 53 |  $GOOGL | Alphabet Inc. | $352,623 | 0.1% | -3% | 78.2 |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $349,054 | 0.1% | +0% | — |
| 55 |  $AMGN | AMGEN INC | $339,669 | 0.1% | NEW | 79.2 |
| 56 |  $BNY | Bank of New York Mellon Corp | $329,132 | 0.1% | +1% | 74.1 |
| 57 |  $META | Meta Platforms, Inc. | $297,417 | 0.1% | +2% | 79.6 |
| 58 | — | VANGUARD INDEX FDS - GROWTH ETF | $282,195 | 0.1% | +500% | — |
| 59 | — | ISHARES TR - CORE US AGGBD ET | $278,926 | 0.1% | -3% | — |
| 60 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $273,539 | 0.1% | +0% | — |
| 61 | — | VANGUARD STAR FDS - VG TL INTL STK F | $260,232 | 0.1% | -8% | — |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $254,699 | 0.1% | +4% | 73.8 |
| 63 | — | ISHARES TR - CORE DIV GRWTH | $244,044 | 0.0% | +0% | — |
| 64 |  $CSCO | CISCO SYSTEMS, INC. | $235,625 | 0.0% | NEW | 70.3 |
| 65 |  $OMER | OMEROS CORP | $217,399 | 0.0% | +0% | — |
| 66 |  $MOG-A | MOOG INC. | $211,920 | 0.0% | NEW | 65.1 |
| 67 | — | VANGUARD INDEX FDS - MID CAP ETF | $210,127 | 0.0% | NEW | — |
| 68 |  $PG | PROCTER & GAMBLE Co | $203,403 | 0.0% | NEW | 64.6 |
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