Institutional Manager · CIK 0001729093
Stordahl Capital Management, Inc.
GREENWOOD VILLAGE, CO · File #028-18335
Latest AUM
$485.8M
Positions
63
Top-10 Concentration
79.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202563 pos · $485.8M
- 13F HOLDINGS REPORTQ/E Sep 202563 pos · $476.1M
- 13F HOLDINGS REPORTQ/E Jun 202564 pos · $450.1M
- 13F HOLDINGS REPORTQ/E Mar 202557 pos · $421.7M
- 13F HOLDINGS REPORTQ/E Dec 202461 pos · $422.8M
- 13F HOLDINGS REPORTQ/E Sep 202451 pos · $420.4M
- 13F HOLDINGS REPORTQ/E Jun 202451 pos · $399.6M
- 13F HOLDINGS REPORTQ/E Mar 202457 pos · $399.3M
- 13F HOLDINGS REPORTQ/E Dec 202351 pos · $330.8M
- 13F HOLDINGS REPORTQ/E Sep 202354 pos · $346.8M
- 13F HOLDINGS REPORTQ/E Jun 202355 pos · $328.4M
- 13F HOLDINGS REPORTQ/E Mar 202350 pos · $305.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 144,889 | $90.9M | 18.84% |
| 2 | DIMENSIONAL ETF TRUST | 25434V500 | 721,406 | $50.3M | 10.42% |
| 3 | VANGUARD ADMIRAL FDS INC | 921932703 | 238,687 | $48.9M | 10.14% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 1,401,706 | $48.3M | 10.02% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 514,675 | $38.1M | 7.90% |
| 6 | DIMENSIONAL ETF TRUST | 25434V815 | 931,205 | $30.6M | 6.35% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 648,861 | $21.5M | 4.45% |
| 8 | ISHARES TR | 46429B747 | 207,093 | $21.2M | 4.40% |
| 9 | VANGUARD ADMIRAL FDS INC | 921932505 | 40,296 | $17.9M | 3.71% |
| 10 | VANGUARD ADMIRAL FDS INC | 921932844 | 172,306 | $17.4M | 3.61% |
| 11 | VANGUARD ADMIRAL FDS INC | 921932869 | 144,668 | $17.4M | 3.61% |
| 12 | SPDR S&P 500 ETF TR | SPY | 22,152 | $15.1M | 3.13% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C409 | 178,404 | $14.2M | 2.95% |
| 14 | ISHARES TR | 464287309 | 48,136 | $5.9M | 1.23% |
| 15 | ISHARES TR | 464287655 | 23,035 | $5.7M | 1.18% |
| 16 | ISHARES TR | 464287408 | 21,578 | $4.6M | 0.95% |
| 17 | ISHARES TR | 464287440 | 31,024 | $3.0M | 0.62% |
| 18 | ISHARES TR | 464287606 | 29,436 | $2.9M | 0.59% |
| 19 | SCHWAB STRATEGIC TR | 808524201 | 86,553 | $2.3M | 0.48% |
| 20 | ISHARES TR | 464287705 | 17,424 | $2.3M | 0.48% |