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CIK: 0001729093
Total reported value
$545.9M
$545.9M
63 檔
50.4%
During the Q1 2026 filing period, Stordahl Capital Management, Inc. (CIK: 0001729093) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $545.9M across 63 reported positions.
In Q1 2026, Stordahl Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.09% | +0.31% | +1.45% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 10.43% | +0.49% | -1.32% | |
| 3 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 10.30% | -0.27% | +2.82% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 9.96% | -0.43% | -2.89% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.92% | -0.47% | +1.49% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.57% | -0.08% | -2.30% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.52% | -0.27% | +2.36% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.37% | -0.05% | -5.27% | |
| 9 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 3.74% | +0.17% | +0.52% | |
| 10 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.66% | +0.02% | +1.24% | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.56% | +0.22% | +5.28% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.99% | -0.14% | +2.48% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.94% | +0.02% | -0.87% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | +0.06% | -4.76% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | +0.08% | -3.70% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.94% | -0.05% | -0.29% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.61% | -0.08% | -0.49% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.57% | +0.01% | -6.53% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.46% | -0.01% | -3.87% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.45% | — | -2.55% | |
| 21 | WPC | Wp Carey Inc | Stock-Real Estate | 0.37% | -0.03% | — | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | +0.01% | -2.46% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.02% | -5.84% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | -1.42% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.30% | +0.02% | +6.19% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | +0.17% | -0.47% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.01% | -3.25% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | — | -2.04% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | — | -39.41% | |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.20% | — | -3.81% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.17% | +0.01% | -0.20% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.15% | -0.02% | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | -0.01% | -1.81% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.14% | +0.02% | -7.10% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.13% | -0.01% | +13.69% | |
| 36 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.13% | — | +2.40% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.13% | -0.02% | -2.23% | |
| 38 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.12% | +0.01% | +8.62% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.02% | -4.93% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.03% | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.10% | +0.01% | -4.11% | |
| 43 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.10% | — | -0.60% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.10% | -0.01% | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | — | — | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.09% | -0.02% | +0.79% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | +0.02% | — | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | +0.03% | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | — | — | |
| 50 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.07% | +0.01% | -2.66% |
According to official SEC Form 13F filings, Stordahl Capital Management, Inc. reported a total U.S. public equity portfolio value of $545.9M across 63 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DFAS, VOOV) accounted for 50.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
WPC
市值: $1.8M
Top Position Liquidated / Trimmed
WFC
前期市值: $211.0K
During Q1 2026, Stordahl Capital Management, Inc.'s top holdings by market value included VOO (18.1%)、DFAS (10.4%)、VOOV (10.3%). The largest single position, VOO, represented 18.1% of total portfolio value.
In Q1 2026, Stordahl Capital Management, Inc. made 48 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 31 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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