Stordahl Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$545,945
Net value change ($000)
+60,422 (12.4%)
New positions
5
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 12,609 14.4%
DFAS 9,004 17.8%
VOOV 4,724 9.4%
DFIC 3,685 7.6%
DFSV 3,557 11.2%
VOOG 3,358 19.4%
IVOG 3,189 17.5%
DFEM 2,327 11.0%
IVOV 2,295 12.9%
BND 2,213 5.8%
Top Reduces (Value $000, Stocks/ETFs)
IEF -58 -2.0%
IBIT -56 -12.7%
WMT -47 -8.0%
OMER -24 -10.0%
RTX -11 -1.5%
AGG -9 -3.1%
SHY -3 -0.5%
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