Q3 2026 13F · SEC CIK 1729093

Stordahl Capital Management, Inc.

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $541.7M
Reported positions: 67
Top holdings a year, 3 yrs: +14.8%
Assets under management: $675.9M

Stordahl Capital Management, Inc. is a wealth manager that reported 67 positions worth $541.7M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Vanguard Index Fds (VOO, 18.9%), Dimensional ETF Trust (DFAS, 10.4%), Vanguard Admiral Fds Inc (VOOV, 10.3%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Stordahl Capital Management, Inc. holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stordahl Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	18.9%	18.4%	145,715	-0.4%	$102.1M
DFASDimensional ETF Trust	10.4%	10.9%	727,248	+0.4%	$56.3M
VOOVVanguard Admiral Fds Inc	10.3%	10.0%	252,142	+1.0%	$55.6M
DFICDimensional ETF Trust	9.7%	9.5%	1,395,457	-0.1%	$52.5M
BNDVanguard Bd Index Fds	7.6%	7.5%	590,064	+6.5%	$41.4M
DFSVDfa Invt Dimensions Group in	6.3%	—	912,709	—	$34.2M
STIPIshares Tr	4.5%	4.2%	242,239	+6.8%	$24.2M
DFEMDimensional ETF Trust	4.2%	4.3%	578,167	-0.3%	$23.0M
VOOGVanguard Admiral Fds Inc	3.9%	3.8%	247,316	-1.1%	$21.1M
IVOGVanguard Admiral Fds Inc	3.7%	3.9%	146,140	+0.0%	$20.0M
IVOVVanguard	3.5%	3.7%	177,461	+0.8%	$19.0M
SPYState Str Spdr S&p 500 ETF T	3.0%	3.0%	21,392	-1.3%	$16.3M
VCSHVanguard Scottsdale Fds	3.0%	2.8%	208,012	+5.8%	$16.1M
IVWIshares Tr	1.2%	1.2%	45,051	-2.0%	$6.4M
IWMIshares Tr	1.1%	1.2%	21,388	-0.7%	$5.9M
IVEIshares Tr	0.9%	0.9%	21,033	-1.7%	$4.8M
MSFTMicrosoft Corp	0.6%	0.5%	6,469	-3.1%	$3.3M
IJKIshares S&p Mid Cap 400 Growth	0.5%	0.6%	26,738	-1.3%	$2.9M
IEFIshares Tr	0.5%	0.5%	28,413	-6.9%	$2.5M
SCHXSchwab Strategic Tr	0.5%	0.5%	83,388	+0.0%	$2.5M
IJJIshares Tr	0.4%	0.4%	16,572	-0.2%	$2.3M
IWNIshares Tr	0.3%	0.3%	8,190	+0.5%	$1.7M
VTIVanguard Index Fds	0.3%	0.3%	4,489	-0.9%	$1.7M
ESMLIshares Tr	0.3%	0.3%	30,918	+0.0%	$1.6M
AAPLApple Inc	0.3%	0.3%	4,684	-1.2%	$1.6M
EFAIshares Tr	0.3%	0.3%	14,887	+0.3%	$1.5M
IWBIshares Tr	0.2%	0.2%	2,691	+0.0%	$1.1M
VEAVanguard Ftse Developed Markets Index Fu	0.2%	0.2%	15,312	-4.3%	$1.1M
VIOOVanguard Admiral Fds Inc	0.2%	0.2%	7,625	-5.6%	$965K
VTWOVanguard Scottsdale Fds	0.2%	0.2%	8,176	+0.0%	$918K
AMZNAmazon Com Inc	0.2%	0.1%	3,304	-3.4%	$823K
WPCWp Carey Inc	0.1%	0.3%	12,457	-52.4%	$805K
IWOIshares Tr	0.1%	0.2%	2,209	+0.0%	$788K
VWOVanguard Intl Equity Index F	0.1%	0.1%	12,200	-3.4%	$724K
RTXRtx Corporation	0.1%	0.1%	3,809	+0.0%	$707K
IVOOVanguard Admiral Fds Inc	0.1%	0.1%	5,525	+0.1%	$673K
SCHMSchwab Strategic Tr	0.1%	0.1%	19,007	+0.0%	$647K
XJHIshares Tr	0.1%	0.1%	13,152	+0.0%	$642K
VTEBVanguard Mun Bd Fds	0.1%	0.1%	13,347	+3.9%	$632K
SBUXStarbucks Corp	0.1%	0.1%	6,435	-0.1%	$605K
EEMIshares Tr	0.1%	0.1%	8,812	-0.2%	$589K
COSTCostco Wholesale Corporation	0.1%	0.1%	639	+0.0%	$582K
SHYIshares Tr	0.1%	0.1%	7,081	-6.3%	$575K
IBITIshares Bitcoin Trust ETF	0.1%	—	11,972	—	$567K
WMTWalmart Inc	0.1%	0.1%	4,718	-0.5%	$490K
VTWVVanguard Scottsdale Fds	0.1%	0.1%	2,588	-6.4%	$478K
VEUVanguard Intl Equity Index F	0.1%	0.1%	5,682	+0.0%	$471K
CMFIshares Tr	0.1%	0.1%	8,355	+1.6%	$452K
OMEROmeros Corp	0.1%	—	22,860	—	$435K
LLYEli Lilly & Co	0.1%	0.1%	363	+0.0%	$420K

What Stordahl Capital Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

STIP Ishares Tr+6.8% shares
BND Vanguard Bd Index Fds+6.5% shares
VCSH Vanguard Scottsdale Fds+5.8% shares

Reduced

WPC Wp Carey Inc-52.4% shares
IEF Ishares Tr-6.9% shares
VTWV Vanguard Scottsdale Fds-6.4% shares
SHY Ishares Tr-6.3% shares
VIOO Vanguard Admiral Fds Inc-5.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$541.7M	67
Q2 2026	$545.9M	68
Q1 2026	$485.5M	63
Q4 2025	$485.8M	63
Q3 2025	$476.1M	63
Q2 2025	$450.1M	64
Q1 2025	$421.7M	57
Q4 2024	$422.8M	61
Q3 2024	$420.4M	51
Q2 2024	$399.6M	51
Q1 2024	$399.0M	50
Q4 2023	$367.8M	52

Questions about Stordahl Capital Management, Inc.'s portfolio

What stocks does Stordahl Capital Management, Inc. own?

Stordahl Capital Management, Inc.'s latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 67 positions worth $541.7M. The largest are Vanguard Index Fds (VOO) at 18.9%, Dimensional ETF Trust (DFAS) at 10.4%, Vanguard Admiral Fds Inc (VOOV) at 10.3%, Dimensional ETF Trust (DFIC) at 9.7% and Vanguard Bd Index Fds (BND) at 7.6%.

What did Stordahl Capital Management, Inc. buy last quarter?

In Q3 2026, Stordahl Capital Management, Inc. added Ishares Tr (STIP) (+6.8% shares), Vanguard Bd Index Fds (BND) (+6.5% shares) and Vanguard Scottsdale Fds (VCSH) (+5.8% shares), compared with its Q2 2026 filing.

What did Stordahl Capital Management, Inc. sell last quarter?

In Q3 2026, Stordahl Capital Management, Inc. cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Ishares Tr (IVV), cut from its top 50 Schwab Strategic Tr (SCHA), Wp Carey Inc (WPC) (-52.4% shares), Ishares Tr (IEF) (-6.9% shares) and Vanguard Scottsdale Fds (VTWV) (-6.4% shares), compared with its Q2 2026 filing.

How has Stordahl Capital Management, Inc.'s portfolio performed?

A portfolio copying Stordahl Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Stordahl Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Stordahl Capital Management, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Stordahl Capital Management, Inc. manage?

Stordahl Capital Management, Inc. reported $675.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $541.7M.