Stordahl Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$485,523
Net value change ($000)
-300 (-0.1%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WPC 1,775 NEW
DFSV 1,253 4.1%
VOOV 1,119 2.3%
IVOG 793 4.6%
RTX 734 NEW
STIP 720 3.4%
IVOV 379 2.2%
DFAS 377 0.8%
BND 344 0.9%
VCSH 269 1.9%
Top Reduces (Value $000, Stocks/ETFs)
VOO -3,031 -3.3%
SPY -824 -5.5%
IWB -704 -42.1%
IVW -690 -11.6%
VOOG -619 -3.5%
MSFT -438 -23.8%
IWM -229 -4.0%
DFEM -226 -1.1%
WFC -211 -100.0%
NUBD -204 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type