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

About Stordahl Capital Management, Inc.

Investment Activity

  • Stordahl Capital Management, Inc. has $485.52 million in total holdings as of March 31, 2026.
  • Stordahl Capital Management, Inc. owns shares of 63 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 1.64% of the portfolio was purchased this quarter.
  • About 1.35% of the portfolio was sold this quarter.
  • This quarter, Stordahl Capital Management, Inc. has purchased 63 new stocks and bought additional shares in 13 stocks.
  • Stordahl Capital Management, Inc. sold shares of 31 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

92936U109 - W.P. Carey
$1,774,639 Holding
75513E101 - RTX
$733,985 Holding

Largest Purchases this Quarter

W.P. Carey
26,113 shares (about $1.77M)
Vanguard S&P 500 Value ETF
6,734 shares (about $1.37M)
Vanguard S&P 500 ETF
2,099 shares (about $1.25M)
Vanguard S&P 500 Growth ETF
2,127 shares (about $867.16K)
RTX
3,805 shares (about $733.99K)

Largest Sales this Quarter

Dimensional International Core Equity 2 ETF
40,447 shares (about $1.44M)
Dimensional US Small Cap Value ETF
21,397 shares (about $749.75K)
Dimensional U.S. Small Cap ETF
9,510 shares (about $676.45K)
iShares Russell 1000 ETF
1,763 shares (about $628.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStordahl Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$87,832,886$1,254,260 1.4%146,98818.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$50,637,140$676,446 -1.3%711,89610.4%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$50,014,298$1,372,321 2.8%245,42110.3%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$48,365,531$1,437,082 -2.9%1,361,25910.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$38,466,142$565,481 1.5%522,3547.9%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$31,879,657$749,751 -2.3%909,8086.6%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$21,924,385$504,739 2.4%211,9734.5%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$21,237,828$1,180,332 -5.3%614,6984.4%ETF
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
$18,182,397$94,523 0.5%145,4243.7%ETF
Vanguard S&P Mid-Cap 400 Value ETF stock logo
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
$17,783,558$216,950 1.2%174,4343.7%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$17,295,566$867,163 5.3%42,4233.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$14,492,939$350,849 2.5%182,8303.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$14,281,621$124,867 -0.9%21,9602.9%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$5,440,863$271,808 -4.8%21,9391.1%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,243,045$201,560 -3.7%46,3541.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,543,202$13,092 -0.3%21,5160.9%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$2,946,424$14,507 -0.5%30,8720.6%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,768,555$193,291 -6.5%27,5150.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$2,219,255$89,438 -3.9%16,7490.5%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,162,529$56,690 -2.6%84,3420.4%ETF
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$1,774,639$1,774,639 New Holding26,1130.4%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,564,227$39,433 -2.5%8,2510.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,469,383$91,108 -5.8%15,1280.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,466,393$21,173 -1.4%4,5710.3%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$1,453,764$84,730 6.2%30,9180.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,401,124$6,663 -0.5%3,7850.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,177,311$39,591 -3.3%4,6390.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,035,803$21,595 -2.0%16,1640.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$966,634$628,615 -39.4%2,7110.2%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$947,754$37,547 -3.8%8,2540.2%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$819,891$1,603 -0.2%8,1850.2%ETF
RTX Corporation stock logo
RTX
RTX
$733,985$733,985 New Holding3,8050.2%Aerospace
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$708,546$13,026 -1.8%13,1090.1%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$693,609$53,041 -7.1%2,2100.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$634,501$76,382 13.7%12,7180.1%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$633,354$14,862 2.4%5,5400.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$623,981$14,202 -2.2%7,5570.1%Manufacturing
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$596,706$47,366 8.6%13,1520.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$588,4570.0%19,0070.1%ETF
WALMART INC
$584,489$30,324 -4.9%4,7030.1%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$564,4120.0%2,7100.1%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$507,362$21,751 -4.1%8,9340.1%Finance
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$469,888$2,843 -0.6%2,8100.1%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$466,7070.0%8,2080.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$459,7620.0%6,1220.1%ETF
ISHARES BITCOIN TRUST ETF
$440,716$3,458 0.8%11,4710.1%SHS BEN INT
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$433,4470.0%4350.1%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$425,1940.0%4,7460.1%Retail/Wholesale
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$372,8640.0%12,8220.1%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$354,442$9,688 -2.7%7,8660.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$326,6830.0%3550.1%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$295,219$2,861 -1.0%5160.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$293,745$11,188 -3.7%1,0240.1%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$288,1810.0%2,9030.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$273,5830.0%4740.1%Finance
BNY stock logo
BK
BNY
$266,3240.0%2,2450.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$256,0580.0%3920.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$254,7710.0%3,3040.1%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$241,7490.0%2,9990.0%ETF
Omeros Corporation stock logo
OMER
Omeros
$241,4020.0%22,8600.0%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$238,4870.0%5460.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$233,850$99,195 -29.8%4880.0%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$225,9800.0%3,2200.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$0$211,005 -100.0%00.0%Finance
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$0$204,056 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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