Stordahl Capital Management, Inc.
CIK: 0001729093SEC EDGAR →
Portfolio Value
$485.8M
Holdings
63
As of
Q4 2025
New Positions
63
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 144,889 | $90.9M | 18.70% |
| 2 | DIMENSIONAL ETF TRUST | 721,406 | $50.3M | 10.35% |
| 3 | VANGUARD ADMIRAL FDS INC | 238,687 | $48.9M | 10.06% |
| 4 | DIMENSIONAL ETF TRUST | 1,401,706 | $48.3M | 9.94% |
| 5 | VANGUARD BD INDEX FDS | 514,675 | $38.1M | 7.85% |
| 6 | DIMENSIONAL ETF TRUST | 931,205 | $30.6M | 6.30% |
| 7 | DIMENSIONAL ETF TRUST | 648,861 | $21.5M | 4.42% |
| 8 | ISHARES TR | 207,093 | $21.2M | 4.36% |
| 9 | VANGUARD ADMIRAL FDS INC | 40,296 | $17.9M | 3.69% |
| 10 | VANGUARD ADMIRAL FDS INC | 172,306 | $17.4M | 3.58% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (63)
$90.9M · 145K shares
$50.3M · 721K shares
$48.9M · 239K shares
$48.3M · 1.4M shares
$38.1M · 515K shares
$30.6M · 931K shares
$21.5M · 649K shares
$21.2M · 207K shares
$17.9M · 40K shares
$17.4M · 172K shares
$17.4M · 145K shares
$15.1M · 22K shares
$14.2M · 178K shares
$5.9M · 48K shares
$5.7M · 23K shares
$4.6M · 22K shares
$3.0M · 31K shares
$2.9M · 29K shares
$2.3M · 87K shares
$2.3M · 17K shares
$1.8M · 4K shares
$1.7M · 4K shares
$1.6M · 5K shares
$1.5M · 16K shares
$1.5M · 8K shares
$1.3M · 29K shares
$1.3M · 5K shares
$1.0M · 17K shares
$952K · 9K shares
$816K · 8K shares
$768K · 2K shares
$717K · 13K shares
$640K · 8K shares
$625K · 3K shares
$604K · 5K shares
$571K · 19K shares
$565K · 11K shares
$562K · 11K shares
$551K · 5K shares
$540K · 12K shares
$509K · 9K shares
$471K · 8K shares
$452K · 3K shares
$450K · 6K shares
$399K · 5K shares
$392K · 23K shares
$381K · 355 shares
$375K · 435 shares
$365K · 13K shares
$360K · 8K shares
$349K · 695 shares
$343K · 521 shares
$333K · 1K shares
$291K · 474 shares
$289K · 3K shares
$268K · 392 shares
$266K · 546 shares
$260K · 2K shares
$249K · 3K shares
$227K · 3K shares
$223K · 3K shares
$211K · 2K shares
$204K · 9K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $478.6M | 98.5% |
| Technology | 2 | $3.1M | 0.6% |
| Consumer Cyclical | 2 | $1.0M | 0.2% |
| Consumer Defensive | 2 | $926K | 0.2% |
| Healthcare | 2 | $773K | 0.2% |
| Communication Services | 2 | $676K | 0.1% |
| Unknown | 2 | $640K | 0.1% |