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CIK: 0001729093
Total reported value
$541.7M
$541.7M
68 檔
56.8%
In Q2 2026, Stordahl Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $541.7M, distributed across 68 disclosed stock positions.
In Q2 2026, Stordahl Capital Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.40% | +0.45% | -0.51% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 10.92% | -0.53% | +1.75% | |
| 3 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 10.03% | +0.23% | +1.75% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 9.53% | +0.16% | +2.62% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 7.45% | +0.19% | +6.08% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.49% | -6.49% | EXIT | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.32% | -0.08% | -5.67% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.25% | +0.21% | +7.04% | |
| 9 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 3.91% | -0.22% | +0.45% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.78% | +0.12% | +489.27% | |
| 11 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 3.68% | -0.18% | +0.91% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.96% | +0.05% | -1.32% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.85% | +0.13% | +7.50% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.18% | -0.08% | -1.86% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | +0.02% | -0.82% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | — | -0.52% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.58% | -0.04% | -1.58% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.53% | -0.06% | -1.09% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.15% | +76.38% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.45% | +0.01% | -1.13% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.45% | -0.03% | -0.83% | |
| 22 | WPC | Wp Carey Inc | Stock-Real Estate | 0.34% | -0.19% | +0.16% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.33% | -0.01% | -1.22% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.32% | -0.02% | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | -0.88% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | +0.01% | -1.88% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.04% | +2.22% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | -0.01% | -0.99% | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.20% | -0.02% | -2.18% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | +0.01% | -0.74% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.18% | -0.01% | -0.11% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.16% | -0.01% | -0.05% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | +26.24% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.01% | -3.62% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.13% | — | +0.11% | |
| 36 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.13% | -0.01% | -0.38% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.13% | -0.01% | — | |
| 38 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.13% | -0.01% | — | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.12% | -0.01% | +35.67% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.12% | — | +0.98% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.11% | — | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.11% | — | -1.12% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | — | +46.90% | |
| 44 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.10% | -0.01% | -1.60% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.01% | +0.85% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | — | -7.19% | |
| 47 | CMF | Ishares California Muni Bond | ETF-Other | 0.09% | -0.01% | +0.21% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.03% | +60.46% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | — | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | — | +2.25% |
According to official SEC Form 13F filings, Stordahl Capital Management, Inc. reported a total U.S. public equity portfolio value of $541.7M across 68 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DFAS, VOOV) accounted for 56.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMGN
市值: $339.7K
Top Position Liquidated / Trimmed
VOO
前期市值: $87.8M
During Q2 2026, Stordahl Capital Management, Inc.'s top holdings by market value included VOO (18.4%)、DFAS (10.9%)、VOOV (10.0%). The largest single position, VOO, represented 18.4% of total portfolio value.
In Q2 2026, Stordahl Capital Management, Inc. made 59 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 26 holdings, and fully liquidating 0 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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