Stordahl Capital Management, Inc. Top Holdings and 13F Report (2026)

About Stordahl Capital Management, Inc.

Investment Activity

Stordahl Capital Management, Inc. has $545.95 million in total holdings as of June 30, 2026.
Stordahl Capital Management, Inc. owns shares of 68 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 5.33% of the portfolio was purchased this quarter.
About 0.50% of the portfolio was sold this quarter.
This quarter, Stordahl Capital Management, Inc. has purchased 63 new stocks and bought additional shares in 28 stocks.
Stordahl Capital Management, Inc. sold shares of 26 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $100,441,983
Dimensional U.S. Small Cap ETF: $59,640,587
Vanguard S&P 500 Value ETF: $54,738,196
Dimensional International Core Equity 2 ETF: $52,051,361
Vanguard Total Bond Market ETF: $40,678,558

Largest New Holdings this Quarter

031162100 - Amgen: $339,669 Holding
17275R102 - Cisco Systems: $235,625 Holding
615394202 - Moog: $211,920 Holding
922908629 - Vanguard Mid-Cap ETF: $210,127 Holding
742718109 - Procter & Gamble: $203,403 Holding

Largest Purchases this Quarter

Vanguard S&P 500 Growth ETF: 207,563 shares (about $17.15M)
Vanguard Total Bond Market ETF: 31,774 shares (about $2.33M)
iShares 0-5 Year TIPS Bond ETF: 14,931 shares (about $1.53M)
Dimensional International Core Equity 2 ETF: 35,718 shares (about $1.33M)
Vanguard Short-Term Corporate Bond ETF: 13,705 shares (about $1.08M)

Largest Sales this Quarter

Dimensional Emerging Markets Core Equity 2 ETF: 34,843 shares (about $1.42M)
Vanguard S&P 500 ETF: 744 shares (about $510.99K)
SPDR S&P 500 ETF Trust: 290 shares (about $216.57K)
iShares Russell 2000 ETF: 409 shares (about $122.89K)
iShares S&P 500 Growth ETF: 378 shares (about $51.99K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$100,441,983	$510,987 â–¼	-0.5%	146,244	18.4%	ETF
DFAS Dimensional U.S. Small Cap ETF	$59,640,587	$1,023,074 â–²	1.7%	724,321	10.9%	ETF
VOOV Vanguard S&P 500 Value ETF	$54,738,196	$939,533 â–²	1.7%	249,707	10.0%	ETF
DFIC Dimensional International Core Equity 2 ETF	$52,051,361	$1,330,853 â–²	2.6%	1,396,977	9.5%	ETF
BND Vanguard Total Bond Market ETF	$40,678,558	$2,332,531 â–²	6.1%	554,128	7.5%	ETF
DFSV Dimensional US Small Cap Value ETF	$35,436,724	$145,269 â–²	0.4%	913,553	6.5%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$23,565,307	$1,416,020 â–¼	-5.7%	579,855	4.3%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$23,180,548	$1,525,353 â–²	7.0%	226,904	4.2%	ETF
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$21,370,667	$95,095 â–²	0.4%	146,074	3.9%	ETF
VOOG Vanguard S&P 500 Growth ETF	$20,653,804	$17,148,822 â–²	489.3%	249,986	3.8%	ETF
IVOV Vanguard S&P Mid-Cap 400 Value ETF	$20,078,614	$180,915 â–²	0.9%	176,020	3.7%	ETF
SPY SPDR S&P 500 ETF Trust	$16,182,683	$216,566 â–¼	-1.3%	21,670	3.0%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$15,532,149	$1,083,105 â–²	7.5%	196,535	2.8%	ETF
IWM iShares Russell 2000 ETF	$6,468,825	$122,887 â–¼	-1.9%	21,530	1.2%	Finance
IVW iShares S&P 500 Growth ETF	$6,323,011	$51,986 â–¼	-0.8%	45,976	1.2%	ETF
IVE iShares S&P 500 Value ETF	$4,860,099	$25,431 â–¼	-0.5%	21,404	0.9%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,181,895	$51,112 â–¼	-1.6%	27,080	0.6%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,887,695	$31,870 â–¼	-1.1%	30,535	0.5%	ETF
MSFT Microsoft	$2,490,312	$1,078,414 â–²	76.4%	6,676	0.5%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$2,454,109	$28,076 â–¼	-1.1%	83,388	0.4%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,453,809	$20,535 â–¼	-0.8%	16,610	0.4%	ETF
WPC W.P. Carey	$1,870,154	$3,075 â–²	0.2%	26,156	0.3%	Finance
IWN iShares Russell 2000 Value ETF	$1,802,687	$22,340 â–¼	-1.2%	8,150	0.3%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$1,729,244		0.0%	30,918	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$1,676,639	$14,801 â–¼	-0.9%	4,531	0.3%	ETF
EFA iShares MSCI EAFE ETF	$1,541,891	$29,606 â–¼	-1.9%	14,843	0.3%	Finance
AAPL Apple	$1,372,146	$29,804 â–²	2.2%	4,742	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,140,306	$11,400 â–¼	-1.0%	16,004	0.2%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$1,110,434	$24,756 â–¼	-2.2%	8,074	0.2%	ETF
IWB iShares Russell 1000 ETF	$1,101,965	$8,190 â–¼	-0.7%	2,691	0.2%	ETF
VTWO Vanguard Russell 2000 ETF	$992,730	$1,093 â–¼	-0.1%	8,176	0.2%	ETF
IWO iShares Russell 2000 Growth ETF	$870,370	$394 â–¼	0.0%	2,209	0.2%	ETF
AMZN Amazon.com	$815,361	$169,460 â–²	26.2%	3,421	0.1%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$754,144	$28,354 â–¼	-3.6%	12,634	0.1%	ETF
RTX RTX	$722,682	$759 â–²	0.1%	3,809	0.1%	Aerospace
IVOO Vanguard S&P Mid-Cap 400 ETF	$719,673	$2,738 â–¼	-0.4%	5,519	0.1%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$700,788		0.0%	19,007	0.1%	ETF
XJH iShares ESG Select Screened S&P Mid-Cap ETF	$685,877		0.0%	13,152	0.1%	ETF
SBUX Starbucks	$658,001	$173,008 â–²	35.7%	6,439	0.1%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$649,599	$6,323 â–²	1.0%	12,843	0.1%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$620,505		0.0%	7,557	0.1%	Manufacturing
EEM iShares MSCI Emerging Markets ETF	$604,334	$6,841 â–¼	-1.1%	8,834	0.1%	Finance
COST Costco Wholesale	$597,765	$190,836 â–²	46.9%	639	0.1%	Retail/Wholesale
VTWV Vanguard Russell 2000 Value ETF	$540,392	$8,795 â–¼	-1.6%	2,765	0.1%	ETF
WALMART INC	$537,192	$4,530 â–²	0.9%	4,743	0.1%	COM
VEU Vanguard FTSE All-World ex-US ETF	$475,868	$36,850 â–¼	-7.2%	5,682	0.1%	ETF
CMF iShares California Muni Bond ETF	$474,089	$980 â–²	0.2%	8,225	0.1%	ETF
IVV iShares Core S&P 500 ETF	$471,052	$177,487 â–²	60.5%	629	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$463,259		0.0%	12,822	0.1%	ETF
LLY Eli Lilly and Company	$435,608	$9,600 â–²	2.3%	363	0.1%	Medical
NUSC Nuveen ESG Small-Cap ETF	$414,406	$4,430 â–²	1.1%	7,951	0.1%	ETF
ISHARES BITCOIN TRUST ETF	$385,165	$3,296 â–²	0.9%	11,570	0.1%	SHS BEN INT
GOOG Alphabet	$352,623	$9,187 â–¼	-2.5%	998	0.1%	Computer and Technology
QQQ Invesco QQQ	$349,054		0.0%	474	0.1%	Finance
AMGN Amgen	$339,669	$339,669 â–²	New Holding	938	0.1%	Medical
BANK OF NY MELLON CORP	$329,132	$4,483 â–²	1.4%	2,276	0.1%	COM
META Meta Platforms	$297,417	$6,759 â–²	2.3%	528	0.1%	Computer and Technology
VUG Vanguard Growth ETF	$282,195	$235,163 â–²	500.0%	3,276	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$278,926	$8,413 â–¼	-2.9%	2,818	0.1%	Finance
AVLV Avantis U.S. Large Cap Value ETF	$273,539		0.0%	2,999	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$260,232	$22,227 â–¼	-7.9%	3,044	0.0%	ETF
BRK.B Berkshire Hathaway	$254,699	$10,508 â–²	4.3%	509	0.0%	Finance
DGRO iShares Core Dividend Growth ETF	$244,044		0.0%	3,220	0.0%	ETF
CSCO Cisco Systems	$235,625	$235,625 â–²	New Holding	2,006	0.0%	Computer and Technology
OMER Omeros	$217,399		0.0%	22,860	0.0%	Medical
MOG.A Moog	$211,920	$211,920 â–²	New Holding	500	0.0%	Aerospace
VO Vanguard Mid-Cap ETF	$210,127	$210,127 â–²	New Holding	2,608	0.0%	ETF
PG Procter & Gamble	$203,403	$203,403 â–²	New Holding	1,387	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Stordahl Capital Management, Inc. Top Holdings and 13F Report (2026)

About Stordahl Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Stordahl Capital Management, Inc. Top Holdings and 13F Report (2026)

About Stordahl Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStordahl Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools