# Stordahl Capital Management, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1729093. Source: https://holderbook.com/funds/1729093-stordahl-capital-management-inc/

- Reported value: $545.9M
- Positions: 68
- Weight of the ten largest: 79.1%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $100.4M | 146,244 | 18.4% | 31 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $59.6M | 724,321 | 10.9% | 21 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $54.7M | 249,707 | 10.0% | 31 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $52.1M | 1,396,977 | 9.5% | 17 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $40.7M | 554,128 | 7.5% | 31 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $35.4M | 913,553 | 6.5% | 17 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $23.6M | 579,855 | 4.3% | 17 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $23.2M | 226,904 | 4.2% | 31 |
| VANGUARD ADMIRAL FDS INC | [IVOG](https://holderbook.com/stocks/IVOG/) | $21.4M | 146,074 | 3.9% | 31 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $20.7M | 249,986 | 3.8% | 31 |
| VANGUARD ADMIRAL FDS INC | [IVOV](https://holderbook.com/stocks/IVOV/) | $20.1M | 176,020 | 3.7% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $16.2M | 21,670 | 3.0% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $15.5M | 196,535 | 2.8% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $6.5M | 21,530 | 1.2% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $6.3M | 45,976 | 1.2% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $4.9M | 21,404 | 0.9% | 31 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $3.2M | 27,080 | 0.6% | 31 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $2.9M | 30,535 | 0.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.5M | 6,676 | 0.5% | 31 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $2.5M | 83,388 | 0.4% | 31 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $2.5M | 16,610 | 0.4% | 31 |
| WP CAREY INC | [WPC](https://holderbook.com/stocks/WPC/) | $1.9M | 26,156 | 0.3% | 2 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $1.8M | 8,150 | 0.3% | 31 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $1.7M | 30,918 | 0.3% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.7M | 4,531 | 0.3% | 5 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.5M | 14,843 | 0.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.4M | 4,742 | 0.3% | 20 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.1M | 16,004 | 0.2% | 31 |
| VANGUARD ADMIRAL FDS INC | [VIOO](https://holderbook.com/stocks/VIOO/) | $1.1M | 8,074 | 0.2% | 31 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $1.1M | 2,691 | 0.2% | 31 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $992.7K | 8,176 | 0.2% | 31 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $870.4K | 2,209 | 0.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $815.4K | 3,421 | 0.1% | 14 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $754.1K | 12,634 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $722.7K | 3,809 | 0.1% | 2 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $719.7K | 5,519 | 0.1% | 23 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $700.8K | 19,007 | 0.1% | 31 |
| ISHARES TR | [XJH](https://holderbook.com/stocks/XJH/) | $685.9K | 13,152 | 0.1% | 7 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $658.0K | 6,439 | 0.1% | 31 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $649.6K | 12,843 | 0.1% | 7 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $620.5K | 7,557 | 0.1% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $604.3K | 8,834 | 0.1% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $597.8K | 639 | 0.1% | 21 |
| VANGUARD SCOTTSDALE FDS | [VTWV](https://holderbook.com/stocks/VTWV/) | $540.4K | 2,765 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $537.2K | 4,743 | 0.1% | 18 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $475.9K | 5,682 | 0.1% | 5 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $474.1K | 8,225 | 0.1% | 6 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $471.1K | 629 | 0.1% | 10 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $463.3K | 12,822 | 0.1% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $435.6K | 363 | 0.1% | 12 |
| NUSHARES ETF TR | [NUSC](https://holderbook.com/stocks/NUSC/) | $414.4K | 7,951 | 0.1% | 25 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $385.2K | 11,570 | 0.1% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $352.6K | 998 | 0.1% | 5 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $349.1K | 474 | 0.1% | 12 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $339.7K | 938 | 0.1% | 1 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $329.1K | 2,276 | 0.1% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $297.4K | 528 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $282.2K | 3,276 | 0.1% | 7 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $278.9K | 2,818 | 0.1% | 31 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $273.5K | 2,999 | 0.1% | 5 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $260.2K | 3,044 | 0.0% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $254.7K | 509 | 0.0% | 10 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $244.0K | 3,220 | 0.0% | 5 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $235.6K | 2,006 | 0.0% | 1 |
| OMEROS CORP | [OMER](https://holderbook.com/stocks/OMER/) | $217.4K | 22,860 | 0.0% | 7 |
| MOOG INC | [MOGA](https://holderbook.com/stocks/MOGA/) | $211.9K | 500 | 0.0% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $210.1K | 2,608 | 0.0% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $203.4K | 1,387 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.7% | +14.8% | -4.2% | 100% |
| Q1 2026 | -0.4% | -4.6% | +4.3% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +6.1% | +7.8% | -1.7% | 100% |
| Q2 2025 | +7.2% | +10.5% | -3.3% | 100% |
| Q1 2025 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2024 | -1.2% | +2.1% | -3.3% | 101% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | 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 | $399.3M | 57 |
| Q4 2023 | $367.8M | 52 |
| Q3 2023 | $330.8M | 51 |