Stordahl Capital Management, Inc.
CIK: 0001729093Latest portfolio: $485.8M · Q4 2025
Holdings
63
Total Value
$485.8M
New Positions
63
Closed Positions
0
Top Holdings
View All 63 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 144,889 | $90.9M | 18.70% | NEW | |
| 2 | DFASDIMENSIONAL ETF TRUST | 721,406 | $50.3M | 10.35% | NEW | |
| 3 | VOOVVANGUARD ADMIRAL FDS INC | 238,687 | $48.9M | 10.06% | NEW | |
| 4 | DFICDIMENSIONAL ETF TRUST | 1,401,706 | $48.3M | 9.94% | NEW | |
| 5 | BNDVANGUARD BD INDEX FDS | 514,675 | $38.1M | 7.85% | NEW | |
| 6 | DFSVDIMENSIONAL ETF TRUST | 931,205 | $30.6M | 6.30% | NEW | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 648,861 | $21.5M | 4.42% | NEW | |
| 8 | STIPISHARES TR | 207,093 | $21.2M | 4.36% | NEW | |
| 9 | VOOGVANGUARD ADMIRAL FDS INC | 40,296 | $17.9M | 3.69% | NEW | |
| 10 | IVOVVANGUARD ADMIRAL FDS INC | 172,306 | $17.4M | 3.58% | NEW | |
| 11 | IVOGVANGUARD ADMIRAL FDS INC | 144,668 | $17.4M | 3.58% | NEW | |
| 12 | SPYSPDR S&P 500 ETF TR | 22,152 | $15.1M | 3.11% | NEW | |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 178,404 | $14.2M | 2.93% | NEW | |
| 14 | IVWISHARES TR | 48,136 | $5.9M | 1.22% | NEW | |
| 15 | IWMISHARES TR | 23,035 | $5.7M | 1.17% | NEW | |
| 16 | IVEISHARES TR | 21,578 | $4.6M | 0.94% | NEW | |
| 17 | IEFISHARES TR | 31,024 | $3.0M | 0.61% | NEW | |
| 18 | IJKISHARES TR | 29,436 | $2.9M | 0.59% | NEW | |
| 19 | SCHXSCHWAB STRATEGIC TR | 86,553 | $2.3M | 0.48% | NEW | |
| 20 | IJJISHARES TR | 17,424 | $2.3M | 0.47% | NEW | |
| 21 | MSFTMICROSOFT CORP | 3,803 | $1.8M | 0.38% | NEW | |
| 22 | IWBISHARES TR | 4,474 | $1.7M | 0.34% | NEW | |
| 23 | VTIVANGUARD INDEX FDS | 4,637 | $1.6M | 0.32% | NEW | |
| 24 | EFAISHARES TR | 16,066 | $1.5M | 0.32% | NEW | |
| 25 | IWNISHARES TR | 8,459 | $1.5M | 0.32% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($9.086450260488955e+182T)
Technology0.0% ($18.4B)
Consumer Cyclical0.0% ($625.4M)
Consumer Defensive0.0% ($551.4M)
Healthcare0.0% ($392.4M)
Unknown0.0% ($349.3M)
Communication Services0.0% ($343.3M)
Filing History
Fund Information
Stordahl Capital Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $485.8M across 63 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 18.7% of the portfolio. Compared to the previous quarter, the fund opened 63 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.