Stordahl Capital Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Stordahl Capital Management, Inc. reported 63 stock positions worth $485.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.7% of the portfolio, followed by Dimensional US Small Cap ETF (DFAS, 10.3%) and Vanguard S&P 500 Value ETF (VOOV, 10.1%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 18 and reduced 32. The biggest buy was Dimensional US Small Cap Val (DFSV, shares +1%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0001729093
- Portfolio Value
- $485.8M (Q4 2025)
- SEC Filing
- 0001172661-26-000318 ↗ filed Jan 27, 2026
Holdings Value
Holdings 63 stocks · $485.8M
| VOO Vanguard S&P 500 ETF | 18.70% | 144,889 | $90.9M | Reduce -1.1% |
| DFAS Dimensional US Small Cap ETF | 10.35% | 721,406 | $50.3M | Reduce -0.0% |
| VOOV Vanguard S&P 500 Value ETF | 10.06% | 238,687 | $48.9M | Add +0.4% |
| DFIC Dimensional International Co. | 9.94% | 1,401,706 | $48.3M | Reduce -0.5% |
| BND Vanguard Total Bond Market | 7.85% | 514,675 | $38.1M | Add +2.6% |
| DFSV Dimensional US Small Cap Val | 6.30% | 931,205 | $30.6M | Add +0.9% |
| DFEM Dimensional Emrg MRKT Core | 4.42% | 648,861 | $21.5M | Reduce -2.4% |
| STIP iShares 0-5 Year Tips Bond E | 4.36% | 207,093 | $21.2M | Add +4.1% |
| VOOG Vanguard S&P 500 Growth ETF | 3.69% | 40,296 | $17.9M | Reduce -0.7% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 3.58% | 172,306 | $17.4M | Add +0.3% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 3.58% | 144,668 | $17.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.11% | 22,152 | $15.1M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.93% | 178,404 | $14.2M | Add +2.5% |
| IVW iShares S&P 500 Growth ETF | 1.22% | 48,136 | $5.9M | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 1.17% | 23,035 | $5.7M | Reduce -1.2% |
| IVE iShares S&P 500 Value ETF | 0.94% | 21,578 | $4.6M | Reduce -0.7% |
| IEF iShares 7-10 Year Treasury B | 0.61% | 31,024 | $3.0M | Reduce -5.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.59% | 29,436 | $2.9M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 0.48% | 86,553 | $2.3M | Reduce -17.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.47% | 17,424 | $2.3M | Add +1.1% |
| MSFT Microsoft Corp. | 0.38% | 3,803 | $1.8M | Reduce -7.1% |
| IWB iShares Russell 1000 ETF | 0.34% | 4,474 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 4,637 | $1.6M | Reduce -2.2% |
| EFA iShares MSCI Eafe ETF | 0.32% | 16,066 | $1.5M | Add +4.1% |
| IWN iShares Russell 2000 Value E | 0.32% | 8,459 | $1.5M | Add +1.4% |
| ESML iShares ESG Aware MSCI USA S | 0.28% | 29,116 | $1.3M | Reduce -0.0% |
| AAPL Apple Inc. | 0.27% | 4,795 | $1.3M | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 16,501 | $1.0M | Reduce -0.8% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.20% | 8,581 | $952K | Reduce -0.2% |
| VTWO Vanguard Russell 2000 ETF | 0.17% | 8,201 | $816K | Reduce -0.1% |
| IWO iShares Russell 2000 Growth | 0.16% | 2,379 | $769K | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 13,350 | $718K | Reduce -1.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 7,729 | $640K | Reduce -5.6% |
| AMZN Amazon.com Inc. | 0.13% | 2,710 | $626K | No change |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.12% | 5,410 | $605K | Add +2.2% |
| SCHM Schwab US Mid Cap ETF | 0.12% | 19,007 | $572K | Reduce -2.4% |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 11,381 | $565K | Add +10.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 11,187 | $563K | Add +6.3% |
| WMT Walmart Inc. | 0.11% | 4,947 | $551K | Reduce -3.2% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.11% | 12,108 | $541K | Add +2.2% |
| EEM iShares MSCI Emerging Market | 0.10% | 9,317 | $510K | Add +4.0% |
| CMF iShares California Muni Bond | 0.10% | 8,208 | $472K | Add +106.4% |
| VTWV Vanguard Russell 2000 Value | 0.09% | 2,827 | $452K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 6,122 | $450K | No change |
| SBUX Starbucks Corp. | 0.08% | 4,746 | $400K | Reduce -4.9% |
| OMER Omeros Corp. | 0.08% | 22,860 | $393K | No change |
| LLY Eli Lilly & Co. | 0.08% | 355 | $382K | No change |
| COST Costco Wholesale Corp. | 0.08% | 435 | $375K | No change |
| SCHA Schwab US Small-Cap ETF | 0.08% | 12,822 | $365K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.07% | 8,081 | $361K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 695 | $349K | Reduce -4.4% |
| META Meta Platforms Inc. Class A | 0.07% | 521 | $344K | Reduce -7.8% |
| GOOG Alphabet Inc. Class C | 0.07% | 1,063 | $334K | Reduce -11.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 474 | $291K | Reduce -7.2% |
| AGG iShares Core U.S. Aggregate | 0.06% | 2,903 | $290K | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.06% | 392 | $268K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 546 | $266K | Reduce -2.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 2,245 | $261K | No change |
| VXUS Vanguard Total Intl Stock | 0.05% | 3,304 | $249K | No change |
| AVLV Avantis US Large Cap Value | 0.05% | 2,999 | $227K | No change |
| DGRO iShares Core Dividend Growth | 0.05% | 3,220 | $224K | No change |
| WFC Wells Fargo & Co. | 0.04% | 2,264 | $211K | New |
| NUBD Nuveen ESG US Aggregate Bond | 0.04% | 9,128 | $204K | Reduce -1.8% |
Portfolio Sells Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 18.70% | −0.14 |
| SCHX Schwab US Large-Cap ETF | Reduce -17.9% | 0.48% | −0.10 |
| MSFT Microsoft Corp. | Reduce -7.1% | 0.38% | −0.07 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.4% | 4.42% | −0.06 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Reduce -0.1% | 3.58% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.6% | 0.61% | −0.05 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.04 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.0% | 10.35% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.7% | 3.69% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 3.11% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.5% | 1.22% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 1.17% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -7.8% | 0.07% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.6% | 0.13% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.2% | 0.32% | −0.01 |
| SBUX Starbucks Corp. | Reduce -4.9% | 0.08% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.0% | 0.15% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.4% | 0.07% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.2% | 0.06% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.4% | 0.12% | −0.00 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -0.2% | 0.20% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -1.0% | 0.16% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -1.7% | 0.07% | −0.00 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -1.8% | 0.04% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.9% | 0.05% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.1% | 0.17% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.7% | 0.94% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.0% | 0.28% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 0.21% | +0.00 |
| WMT Walmart Inc. | Reduce -3.2% | 0.11% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -11.7% | 0.07% | +0.01 |
| AAPL Apple Inc. | Reduce -0.4% | 0.27% | +0.01 |
| DFIC Dimensional International Co. | Reduce -0.5% | 9.94% | +0.24 |
Portfolio Buys Q3 2025 → Q4 2025
| DFSV Dimensional US Small Cap Val | Add +0.9% | 6.30% | +0.13 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.4% | 10.06% | +0.10 |
| CMF iShares California Muni Bond | Add +106.4% | 0.10% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.1% | 4.36% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +4.1% | 0.32% | +0.01 |
| BND Vanguard Total Bond Market | Add +2.6% | 7.85% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +1.4% | 0.32% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.5% | 2.93% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.3% | 0.12% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +4.0% | 0.10% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.1% | 0.47% | +0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +2.2% | 0.11% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +1.3% | 0.59% | +0.00 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +2.2% | 0.12% | +0.00 |
| VTWV Vanguard Russell 2000 Value | Add +0.1% | 0.09% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +0.9% | 0.06% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +10.7% | 0.12% | −0.02 |
| IVOV Vanguard S&P Mid-Cap 400 Val | Add +0.3% | 3.58% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 68 | $545.9M | VOO, DFAS, VOOV, DFIC, BND |
| Q1 2026 | 63 | $485.5M | VOO, DFAS, VOOV, DFIC, BND |
| Q4 2025 | 63 | $485.8M | VOO, DFAS, VOOV, DFIC, BND |
| Q3 2025 | 63 | $476.1M | VOO, DFAS, VOOV, DFIC, BND |
| Q2 2025 | 64 | $450.1M | VOO, DFAS, DFIC, VOOV, BND |
| Q1 2025 | 57 | $421.7M | VOO, VOOV, DFAS, DFIC, BND |
| Q4 2024 | 61 | $422.8M | VOO, DFAS, VOOV, DFIC, BND |
| Q3 2024 | 51 | $420.4M | VOO, VOOV, DFAS, DFIC, BND |
| Q2 2024 | 51 | $399.6M | VOO, VOOV, DFAS, DFIC, BND |
| Q1 2024 | 50 | $399.0M | VOO, VOOV, DFAS, DFIC, BND |