Stordahl Capital Management, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $450 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $86.8M, Dimensional ETF Tr U S Small C with a value of $45.1M, Dimensional ETF Tr Dimensional with a value of $43.6M, Vanguard S&P 500 Value ETF with a value of $43.1M, and Vanguard Bd Index Fd Inc Total with a value of $36.7M.

Examining the 13F form we can see an increase of $28.3M in the current position value, from $421M to 450M.

Below you can find more details about Stordahl Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $450 Million
ETFs: $442 Million
Technology: $3.47 Million
Consumer Defensive: $1.14 Million
Consumer Cyclical: $1.11 Million
Financial Services: $941,000
Communication Services: $719,000
Healthcare: $386,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $450 Million
  • Prior Value $421 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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