Stordahl Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$485,823
Net value change ($000)
+9,712 (2.0%)
New positions
1
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIC 2,122 4.6%
VOOV 1,459 3.1%
DFSV 1,242 4.2%
VOO 1,164 1.3%
DFAS 859 1.7%
BND 821 2.2%
STIP 644 3.1%
VCSH 311 2.2%
OMER 299 318.1%
CMF 245 107.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -448 -16.1%
MSFT -282 -13.3%
PG -205 -100.0%
IEF -187 -5.9%
IBIT -103 -15.4%
META -71 -17.1%
SHY -39 -5.7%
COST -28 -6.9%
SBUX -22 -5.2%
BRK-B -16 -4.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type