Stordahl Capital Management, Inc. — 13F Holdings & Portfolio
CIK 1729093 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$485.5M
Long-equity book
Holdings
63
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+2 / −2 / ↑7 / ↓17
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$115.0K +8.6%
- VANGUARD MUN BD FDS$71.9K +12.8%
- COSTCO WHOLESALE CORPORATION$58.3K +15.5%
- ISHARES TR$56.1K +10.4%
- WALMART INC$33.3K +6.0%
Top Trims
- STATE STR SPDR S&P 500 ETF T-$824.4K -5.5%
- ISHARES TR-$704.1K -42.1%
- ISHARES TR-$690.1K -11.6%
- MICROSOFT CORP-$438.1K -23.8%
- SCHWAB STRATEGIC TR-$166.6K -7.2%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $87.8M | 18.09% | 146,988 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $50.6M | 10.43% | 711,896 | SH |
| 3 | VANGUARD ADMIRAL FDS INC | VOOV | 921932703 | $50.0M | 10.30% | 245,421 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $48.4M | 9.96% | 1,361,259 | SH |
| 5 | VANGUARD BD INDEX FDS | BND | 921937835 | $38.5M | 7.92% | 522,354 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $31.9M | 6.57% | 909,808 | SH |
| 7 | ISHARES TR | STIP | 46429B747 | $21.9M | 4.52% | 211,973 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $21.2M | 4.37% | 614,698 | SH |
| 9 | VANGUARD ADMIRAL FDS INC | IVOG | 921932869 | $18.2M | 3.74% | 145,424 | SH |
| 10 | VANGUARD ADMIRAL FDS INC | IVOV | 921932844 | $17.8M | 3.66% | 174,434 | SH |
| 11 | VANGUARD ADMIRAL FDS INC | VOOG | 921932505 | $17.3M | 3.56% | 42,423 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $14.5M | 2.99% | 182,830 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $14.3M | 2.94% | 21,960 | SH |
| 14 | ISHARES TR | IWM | 464287655 | $5.4M | 1.12% | 21,939 | SH |
| 15 | ISHARES TR | IVW | 464287309 | $5.2M | 1.08% | 46,354 | SH |
| 16 | ISHARES TR | IVE | 464287408 | $4.5M | 0.94% | 21,516 | SH |
| 17 | ISHARES TR | IEF | 464287440 | $2.9M | 0.61% | 30,872 | SH |
| 18 | ISHARES TR | IJK | 464287606 | $2.8M | 0.57% | 27,515 | SH |
| 19 | ISHARES TR | IJJ | 464287705 | $2.2M | 0.46% | 16,749 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $2.2M | 0.45% | 84,342 | SH |
| 21 | WP CAREY INC | WPC | 92936U109 | $1.8M | 0.37% | 26,113 | SH |
| 22 | ISHARES TR | IWN | 464287630 | $1.6M | 0.32% | 8,251 | SH |
| 23 | ISHARES TR | EFA | 464287465 | $1.5M | 0.30% | 15,128 | SH |
| 24 | VANGUARD INDEX FDS | VTI | 922908769 | $1.5M | 0.30% | 4,571 | SH |
| 25 | ISHARES TR | ESML | 46435U663 | $1.5M | 0.30% | 30,918 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $1.4M | 0.29% | 3,785 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $1.2M | 0.24% | 4,639 | SH |
| 28 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.0M | 0.21% | 16,164 | SH |
| 29 | ISHARES TR | IWB | 464287622 | $966.6K | 0.20% | 2,711 | SH |
| 30 | VANGUARD ADMIRAL FDS INC | VIOO | 921932828 | $947.8K | 0.20% | 8,254 | SH |
| 31 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $819.9K | 0.17% | 8,185 | SH |
| 32 | RTX CORPORATION | RTX | 75513E101 | $734.0K | 0.15% | 3,805 | SH |
| 33 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $708.5K | 0.15% | 13,109 | SH |
| 34 | ISHARES TR | IWO | 464287648 | $693.6K | 0.14% | 2,210 | SH |
| 35 | VANGUARD MUN BD FDS | VTEB | 922907746 | $634.5K | 0.13% | 12,718 | SH |
| 36 | VANGUARD ADMIRAL FDS INC | IVOO | 921932885 | $633.4K | 0.13% | 5,540 | SH |
| 37 | ISHARES TR | SHY | 464287457 | $624.0K | 0.13% | 7,557 | SH |
| 38 | ISHARES TR | XJH | 46436E551 | $596.7K | 0.12% | 13,152 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $588.5K | 0.12% | 19,007 | SH |
| 40 | WALMART INC | WMT | 931142103 | $584.5K | 0.12% | 4,703 | SH |
| 41 | AMAZON COM INC | AMZN | 023135106 | $564.4K | 0.12% | 2,710 | SH |
| 42 | ISHARES TR | EEM | 464287234 | $507.4K | 0.10% | 8,934 | SH |
| 43 | VANGUARD SCOTTSDALE FDS | VTWV | 92206C649 | $469.9K | 0.10% | 2,810 | SH |
| 44 | ISHARES TR | CMF | 464288356 | $466.7K | 0.10% | 8,208 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $459.8K | 0.09% | 6,122 | SH |
| 46 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $440.7K | 0.09% | 11,471 | SH |
| 47 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $433.4K | 0.09% | 435 | SH |
| 48 | STARBUCKS CORP | SBUX | 855244109 | $425.2K | 0.09% | 4,746 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $372.9K | 0.08% | 12,822 | SH |
| 50 | NUSHARES ETF TR | NUSC | 67092P607 | $354.4K | 0.07% | 7,866 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $485.5M | 63 | 0001172661-26-001488 |
| 2025-12-31 | 2026-01-27 | $485.8M | 63 | 0001172661-26-000318 |