Stordahl Capital Management, Inc.
CIK: 1729093SEC EDGAR →
Portfolio Value
$265.9B
Holdings
68
As of
Q2 2026
New Positions
68
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 724,321 | $59.6B | 22.43% |
| 2 | DIMENSIONAL ETF TRUST | 1,396,977 | $52.1B | 19.57% |
| 3 | VANGUARD BD INDEX FDS | 554,128 | $40.7B | 15.30% |
| 4 | DIMENSIONAL ETF TRUST | 913,553 | $35.4B | 13.33% |
| 5 | DIMENSIONAL ETF TRUST | 579,855 | $23.6B | 8.86% |
| 6 | VANGUARD ADMIRAL FDS INC | 249,986 | $20.7B | 7.77% |
| 7 | VANGUARD SCOTTSDALE FDS | 196,535 | $15.5B | 5.84% |
| 8 | ISHARES TR | 30,535 | $2.9B | 1.09% |
| 9 | SCHWAB STRATEGIC TR | 83,388 | $2.5B | 0.92% |
| 10 | WP CAREY INC | 26,156 | $1.9B | 0.70% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $263.8B | 99.2% |
| Real Estate | 1 | $1.9B | 0.7% |
| Healthcare | 3 | $218.2M | 0.1% |
| Technology | 3 | $4.1M | 0.0% |
| Consumer Cyclical | 2 | $1.5M | 0.0% |
| Consumer Defensive | 3 | $1.3M | 0.0% |
| Unknown | 3 | $816K | 0.0% |
| Industrials | 1 | $723K | 0.0% |
| Communication Services | 2 | $650K | 0.0% |