Q2 2026 13F · SEC CIK 1729093

Stordahl Capital Management, Inc.

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $545.9M
Reported positions: 68
Top holdings a year, 3 yrs: +14.8%
Assets under management: $675.9M

Stordahl Capital Management, Inc. is a wealth manager that reported 68 positions worth $545.9M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Vanguard S&p 500 ETF (VOO, 18.4%), Dimensional ETF Trust (DFAS, 10.9%), Vanguard S&P 500 Value ETF Total (VOOV, 10.0%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Stordahl Capital Management, Inc. holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stordahl Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	18.4%	18.1%	146,244	-0.5%	$100.4M
DFASDimensional ETF Trust	10.9%	10.4%	724,321	+1.7%	$59.6M
VOOVVanguard S&P 500 Value ETF Total	10.0%	10.3%	249,707	+1.7%	$54.7M
DFICDfa Dimensional Intl Core Equit	9.5%	10.0%	1,396,977	+2.6%	$52.1M
BNDVanguard Total Bond Market ETF	7.5%	7.9%	554,128	+6.1%	$40.7M
DFSVDfa U.s. Small Cap Value ETF	6.5%	6.6%	913,553	+0.4%	$35.4M
DFEMDimensional	4.3%	4.4%	579,855	-5.7%	$23.6M
STIPIshares Tr	4.2%	4.5%	226,904	+7.0%	$23.2M
IVOGVanguard	3.9%	3.7%	146,074	+0.4%	$21.4M
VOOGVanguard S&P 500 Growth ETF Total	3.8%	3.6%	249,986	+489.3%	$20.7M
IVOVVanguard	3.7%	3.7%	176,020	+0.9%	$20.1M
SPYSpdr S&p 500 ETF Tr	3.0%	2.9%	21,670	-1.3%	$16.2M
VCSHVanguard Scottsdale Fds	2.8%	3.0%	196,535	+7.5%	$15.5M
IWMIshares	1.2%	1.1%	21,530	-1.9%	$6.5M
IVWIshares	1.2%	1.1%	45,976	-0.8%	$6.3M
IVEIshares S&p 500 Value ETF	0.9%	0.9%	21,404	-0.5%	$4.9M
IJKIshares S&p Mid-Cap 400 Growth ETF	0.6%	0.6%	27,080	-1.6%	$3.2M
IEFiShs 7-10 ys Tsy	0.5%	0.6%	30,535	-1.1%	$2.9M
MSFTMicrosoft Corp	0.5%	0.3%	6,676	+76.4%	$2.5M
SCHXSchwab Stratgc Tr	0.5%	0.4%	83,388	-1.1%	$2.5M
IJJiShares S&P Midcap 400 Value	0.4%	0.5%	16,610	-0.8%	$2.5M
WPCWP Carey Inc	0.3%	0.4%	26,156	+0.2%	$1.9M
IWNIshares Russell 2000 Value ETF	0.3%	0.3%	8,150	-1.2%	$1.8M
ESMLIshares Tr	0.3%	0.3%	30,918	+0.0%	$1.7M
VTIVanguard Index Fds	0.3%	0.3%	4,531	-0.9%	$1.7M
EFAiShs MSCI EAFE	0.3%	0.3%	14,843	-1.9%	$1.5M
AAPLApple Inc	0.3%	0.2%	4,742	+2.2%	$1.4M
VEAVanguard Tax-Managed Fds	0.2%	0.2%	16,004	-1.0%	$1.1M
VIOOVanguard Admiral Fds Inc	0.2%	0.2%	8,074	-2.2%	$1.1M
IWBIshares Russell 1000 ETF	0.2%	0.2%	2,691	-0.7%	$1.1M
VTWOVanguard Scottsdale Fds	0.2%	0.2%	8,176	-0.1%	$993K
IWOIshares Russell 2000 Growth ETF	0.2%	0.1%	2,209	-0.0%	$870K
AMZNAmazon Com Inc Com	0.1%	0.1%	3,421	+26.2%	$815K
VWOVanguard Intl Equity Index F	0.1%	0.1%	12,634	-3.6%	$754K
RTXRtx Corporation Com	0.1%	0.2%	3,809	+0.1%	$723K
IVOOVanguard Admiral Fds Inc	0.1%	0.1%	5,519	-0.4%	$720K
SCHMSchwab Strategic Tr	0.1%	0.1%	19,007	+0.0%	$701K
XJHIshares Tr	0.1%	0.1%	13,152	+0.0%	$686K
SBUXStarbucks Corp Com	0.1%	0.1%	6,439	+35.7%	$658K
VTEBVanguard Tx Ex Bd	0.1%	0.1%	12,843	+1.0%	$650K
SHYiShs Lehman 1-3Tsy	0.1%	0.1%	7,557	+0.0%	$621K
EEMIshares	0.1%	0.1%	8,834	-1.1%	$604K
COSTCostco Whsl Corp New	0.1%	0.1%	639	+46.9%	$598K
VTWVVanguard Scottsdale Fds	0.1%	0.1%	2,765	-1.6%	$540K
WMTWalmart Inc	0.1%	0.1%	4,743	+0.9%	$537K
VEUVanguard FTSE All	0.1%	0.1%	5,682	-7.2%	$476K
CMFIshares Tr	0.1%	0.1%	8,225	+0.2%	$474K
IVVIshares Core S&p 500 ETF	0.1%	—	629	—	$471K
SCHASchwab U.s. Small-Cap ETF	0.1%	0.1%	12,822	+0.0%	$463K
LLYLilly Eli & Co	0.1%	—	363	—	$436K

What Stordahl Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$545.9M	68
Q1 2026	$485.5M	63
Q4 2025	$485.8M	63
Q3 2025	$476.1M	63
Q2 2025	$450.1M	64
Q1 2025	$421.7M	57
Q4 2024	$422.8M	61
Q3 2024	$420.4M	51
Q2 2024	$399.6M	51
Q1 2024	$399.0M	50
Q4 2023	$367.8M	52
Q3 2023	$330.8M	51

Questions about Stordahl Capital Management, Inc.'s portfolio

What stocks does Stordahl Capital Management, Inc. own?

Stordahl Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 68 positions worth $545.9M. The largest are Vanguard S&p 500 ETF (VOO) at 18.4%, Dimensional ETF Trust (DFAS) at 10.9%, Vanguard S&P 500 Value ETF Total (VOOV) at 10.0%, Dfa Dimensional Intl Core Equit (DFIC) at 9.5% and Vanguard Total Bond Market ETF (BND) at 7.5%.

What did Stordahl Capital Management, Inc. buy last quarter?

In Q2 2026, Stordahl Capital Management, Inc. added Vanguard S&P 500 Growth ETF Total (VOOG) (+489.3% shares), Microsoft Corp (MSFT) (+76.4% shares) and Costco Whsl Corp New (COST) (+46.9% shares), compared with its Q1 2026 filing.

What did Stordahl Capital Management, Inc. sell last quarter?

In Q2 2026, Stordahl Capital Management, Inc. cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Nushares ETF Tr (NUSC), Vanguard FTSE All (VEU) (-7.2% shares) and Dimensional (DFEM) (-5.7% shares), compared with its Q1 2026 filing.

How has Stordahl Capital Management, Inc.'s portfolio performed?

A portfolio copying Stordahl Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Stordahl Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Stordahl Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stordahl Capital Management, Inc. manage?

Stordahl Capital Management, Inc. reported $675.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $545.9M.