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
Click any card to unlockTop Holdings
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 |
Unlock AI quality scores for every holding
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 | 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 | MICROSOFT CORP | $2.5M | 0.5% | +76% | 83.7 | |
| 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 | W. P. Carey Inc. | $1.9M | 0.3% | +0% | 62.1 | |
| 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 | Apple Inc. | $1.4M | 0.3% | +2% | 76.1 | |
| 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 | AMAZON COM INC | $815,361 | 0.1% | +26% | 74.6 | |
| 34 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $754,144 | 0.1% | -4% | — |
| 35 | RTX Corp | $722,682 | 0.1% | +0% | 70 | |
| 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 | STARBUCKS CORP | $658,001 | 0.1% | +36% | 54.6 | |
| 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 | COSTCO WHOLESALE CORP /NEW | $597,765 | 0.1% | +47% | 67 | |
| 44 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $540,392 | 0.1% | -2% | — |
| 45 | Walmart Inc. | $537,192 | 0.1% | +1% | 63.2 | |
| 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 | ELI LILLY & Co | $435,608 | 0.1% | +2% | 89.3 | |
| 51 | Nu Holdings Ltd. | $414,406 | 0.1% | +1% | — | |
| 52 | iShares Bitcoin Trust ETF | $385,165 | 0.1% | +1% | — | |
| 53 | Alphabet Inc. | $352,623 | 0.1% | -3% | 80.2 | |
| 54 | INVESCO QQQ TRUST, SERIES 1 | $349,054 | 0.1% | +0% | — | |
| 55 | AMGEN INC | $339,669 | 0.1% | NEW | 79.5 | |
| 56 | Bank of New York Mellon Corp | $329,132 | 0.1% | +1% | 36.7 | |
| 57 | Meta Platforms, Inc. | $297,417 | 0.1% | +2% | 80.9 | |
| 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 | BERKSHIRE HATHAWAY INC | $254,699 | 0.1% | +4% | 64.5 | |
| 63 | — | ISHARES TR - CORE DIV GRWTH | $244,044 | 0.0% | +0% | — |
| 64 | CISCO SYSTEMS, INC. | $235,625 | 0.0% | NEW | 72.3 | |
| 65 | OMEROS CORP | $217,399 | 0.0% | +0% | — | |
| 66 | MOOG INC. | $211,920 | 0.0% | NEW | 66.2 | |
| 67 | — | VANGUARD INDEX FDS - MID CAP ETF | $210,127 | 0.0% | NEW | — |
| 68 | PROCTER & GAMBLE Co | $203,403 | 0.0% | NEW | 72.9 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Stordahl Capital Management, Inc. including:
Track Stordahl Capital Management, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Stordahl Capital Management, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Stordahl Capital Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Stordahl Capital Management, Inc. (SEC CIK: 1729093), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Stordahl Capital Management, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.