Stordahl Capital Management, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $421 Million distributed in 57 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 $78.9M, Vanguard S&P 500 Value ETF with a value of $43.6M, Dimensional ETF Tr U S Small C with a value of $42M, Dimensional ETF Tr Dimensional with a value of $40.2M, and Vanguard Bd Index Fd Inc Total with a value of $36.2M.

Examining the 13F form we can see an decrease of $1.15M in the current position value, from $422M to 421M.

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

Portfolio value $421 Million
ETFs: $414 Million
Technology: $2.95 Million
Consumer Defensive: $1.1 Million
Consumer Cyclical: $1.07 Million
Financial Services: $794,000
Healthcare: $575,000
Communication Services: $398,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $421 Million
  • Prior Value $422 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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