Stordahl Capital Management, Inc.

Est. AUM

$485.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$87.8M	146988	18.09%	SOLE
2	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$50.6M	711896	10.43%	SOLE
3	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$50.0M	245421	10.30%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$48.4M	1361259	9.96%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$38.5M	522354	7.92%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$31.9M	909808	6.57%	SOLE
7	ISHARES TR	0-5 YR TIPS ETF	$21.9M	211973	4.52%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$21.2M	614698	4.37%	SOLE
9	VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$18.2M	145424	3.74%	SOLE
10	VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$17.8M	174434	3.66%	SOLE
11	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$17.3M	42423	3.56%	SOLE
12	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$14.5M	182830	2.98%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.3M	21960	2.94%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$5.4M	21939	1.12%	SOLE
15	ISHARES TR	S&P 500 GRWT ETF	$5.2M	46354	1.08%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$4.5M	21516	0.94%	SOLE
17	ISHARES TR	7-10 YR TRSY BD	$2.9M	30872	0.61%	SOLE
18	ISHARES TR	S&P MC 400GR ETF	$2.8M	27515	0.57%	SOLE
19	ISHARES TR	S&P MC 400VL ETF	$2.2M	16749	0.46%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	84342	0.45%	SOLE
21	WP CAREY INC	COM	$1.8M	26113	0.37%	SOLE
22	ISHARES TR	RUS 2000 VAL ETF	$1.6M	8251	0.32%	SOLE
23	ISHARES TR	MSCI EAFE ETF	$1.5M	15128	0.30%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4571	0.30%	SOLE
25	ISHARES TR	ESG AWARE MSCI	$1.5M	30918	0.30%	SOLE
26	MICROSOFT CORP	COM	$1.4M	3785	0.29%	SOLE
27	APPLE INC	COM	$1.2M	4639	0.24%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	16164	0.21%	SOLE
29	ISHARES TR	RUS 1000 ETF	$966K	2711	0.20%	SOLE
30	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$947K	8254	0.20%	SOLE
31	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$819K	8185	0.17%	SOLE
32	RTX CORPORATION	COM	$733K	3805	0.15%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$708K	13109	0.15%	SOLE
34	ISHARES TR	RUS 2000 GRW ETF	$693K	2210	0.14%	SOLE
35	VANGUARD MUN BD FDS	TAX EXEMPT BD	$634K	12718	0.13%	SOLE
36	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$633K	5540	0.13%	SOLE
37	ISHARES TR	1 3 YR TREAS BD	$623K	7557	0.13%	SOLE
38	ISHARES TR	ESG SELECT SCRE	$596K	13152	0.12%	SOLE
39	SCHWAB STRATEGIC TR	US MID-CAP ETF	$588K	19007	0.12%	SOLE
40	WALMART INC	COM	$584K	4703	0.12%	SOLE
41	AMAZON COM INC	COM	$564K	2710	0.12%	SOLE
42	ISHARES TR	MSCI EMG MKT ETF	$507K	8934	0.10%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$469K	2810	0.10%	SOLE
44	ISHARES TR	CALIF MUN BD ETF	$466K	8208	0.10%	SOLE
45	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$459K	6122	0.09%	SOLE
46	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$440K	11471	0.09%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$433K	435	0.09%	SOLE
48	STARBUCKS CORP	COM	$425K	4746	0.09%	SOLE
49	SCHWAB STRATEGIC TR	US SML CAP ETF	$372K	12822	0.08%	SOLE
50	NUSHARES ETF TR	NUVEEN ESG SMLCP	$354K	7866	0.07%	SOLE

1–50 of 63

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.