Free Trial

Stordahl Capital Management, Inc. Top Holdings and 13F Report (2025)

About Stordahl Capital Management, Inc.

Investment Activity

  • Stordahl Capital Management, Inc. has $450.12 million in total holdings as of June 30, 2025.
  • Stordahl Capital Management, Inc. owns shares of 64 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 1.34% of the portfolio was purchased this quarter.
  • About 1.76% of the portfolio was sold this quarter.
  • This quarter, Stordahl Capital Management, Inc. has purchased 57 new stocks and bought additional shares in 23 stocks.
  • Stordahl Capital Management, Inc. sold shares of 27 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

922908769 - Vanguard Total Stock Market ETF
$1,441,137 Holding
922042775 - Vanguard FTSE All-World ex-US ETF
$381,944 Holding
921909768 - Vanguard Total International Stock ETF
$228,273 Holding
02079K107 - Alphabet
$221,915 Holding
46434V621 - iShares Core Dividend Growth ETF
$205,887 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
4,742 shares (about $1.44M)
Dimensional US Small Cap Value ETF
24,369 shares (about $717.18K)
Vanguard Total Bond Market ETF
6,391 shares (about $470.57K)
Vanguard FTSE All-World ex-US ETF
5,682 shares (about $381.94K)
iShares 0-5 Year TIPS Bond ETF
3,692 shares (about $379.94K)

Largest Sales this Quarter

Vanguard S&P 500 Value ETF
8,533 shares (about $1.61M)
Dimensional International Core Equity 2 ETF
44,961 shares (about $1.40M)
Vanguard S&P 500 Growth ETF
2,926 shares (about $1.16M)
iShares 7-10 Year Treasury Bond ETF
9,133 shares (about $874.67K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStordahl Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$86,786,587$428,863 -0.5%152,78519.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$45,056,781$237,575 0.5%707,21710.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$43,602,443$1,397,837 -3.1%1,402,4599.7%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$43,059,529$1,610,265 -3.6%228,1789.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$36,709,351$470,569 1.3%498,5658.2%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$26,388,885$717,180 2.8%896,6665.9%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$20,084,229$379,944 1.9%195,1634.5%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$19,963,359$1,107,094 -5.3%672,6204.4%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$18,077,825$1,160,274 -6.0%45,5894.0%ETF
Vanguard S&P Mid-Cap 400 Value ETF stock logo
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
$16,131,713$50,122 0.3%168,9723.6%ETF
Vanguard S&P Mid-Cap 400 Growth ETF stock logo
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
$16,025,148$209,331 1.3%141,7783.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,826,668$92,058 -0.7%22,3793.1%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$13,674,927$139,999 1.0%172,0123.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,420,279$110 0.0%49,2311.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$5,075,452$566,457 -10.0%23,5201.1%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$3,958,324$8,208 0.2%20,2550.9%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$3,081,496$874,668 -22.1%32,1760.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,656,310$16,668 -0.6%108,6870.6%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$2,644,967$65,324 2.5%29,0720.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,467,692$46,260 -1.8%4,9610.5%Computer and Technology
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$2,121,015$61,172 3.0%17,1630.5%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,519,236$3,396 -0.2%4,4740.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,441,137$1,441,137 New Holding4,7420.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,376,517$24,761 1.8%15,3990.3%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,295,143$303,199 -19.0%8,2100.3%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$1,194,354$320,225 36.6%28,8980.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,002,590$25,644 2.6%4,8870.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$951,769$17,616 -1.8%16,6950.2%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$870,438$810 0.1%8,5990.2%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$717,036$3,489 -0.5%8,2210.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$690,433$16,582 -2.3%2,4150.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$653,169$12,167 -1.8%13,2060.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$650,053$19,965 -3.0%2,9630.1%Retail/Wholesale
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$602,724$154,203 -20.4%7,2740.1%Manufacturing
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$546,302$4,572 -0.8%19,4760.1%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$543,343$40,835 8.1%5,1760.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$499,753$1,956 -0.4%5,1110.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$498,211$11,809 -2.3%6750.1%Computer and Technology
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$486,546$132,925 37.6%11,7240.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$485,397$172,635 55.2%9,9000.1%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$457,2340.0%4,9900.1%Retail/Wholesale
ISHARES BITCOIN TRUST ETF
$454,301$65,984 17.0%7,4220.1%SHS BEN INT
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$448,198$26,966 -5.7%9,2910.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$438,5540.0%7950.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$430,624$6,930 -1.6%4350.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$417,762$42,262 -9.2%8600.1%Finance
Vanguard Russell 2000 Value ETF stock logo
VTWV
Vanguard Russell 2000 Value ETF
$383,054$5,981 1.6%2,7540.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$381,944$381,944 New Holding5,6820.1%ETF
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$329,383$2,363 0.7%8,0850.1%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$324,3970.0%12,8220.1%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$324,2460.0%4,0470.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$290,1250.0%3720.1%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$288,176$3,472 -1.2%2,9050.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$257,341$11,837 4.8%5870.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$243,3930.0%3920.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$228,273$228,273 New Holding3,3040.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$221,915$221,915 New Holding1,2510.0%Computer and Technology
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$220,819$9,371 -4.1%9,9200.0%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$220,507$15,774 7.7%3,9560.0%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$213,026$4,302 -2.0%1,3370.0%Consumer Staples
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$205,887$205,887 New Holding3,2200.0%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$204,562$204,562 New Holding2,9990.0%ETF
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$200,989$200,989 New Holding2,2060.0%Finance
Omeros Corporation stock logo
OMER
Omeros
$97,9680.0%32,6560.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data