Stordahl Capital Management, Inc.

Q3 2026 13F-HR Holdings

Location
Greenwood Village, CO
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$541,748
Net value change ($000)
-4,197 (-0.8%)
New positions
2
Sold out positions
3
Turnover %
13.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 34,199 NEW
VOO 1,684 1.7%
STIP 970 4.2%
MSFT 828 33.3%
VOOV 819 1.5%
BND 714 1.8%
VCSH 537 3.5%
VOOG 487 2.4%
DFIC 432 0.8%
MPC 252 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFSV -35,437 -100.0%
DFAS -3,337 -5.6%
IVOG -1,405 -6.6%
IVOV -1,112 -5.5%
WPC -1,065 -57.0%
DFEM -600 -2.5%
IWM -525 -8.1%
IEF -350 -12.1%
IJK -251 -7.9%
MOG-A -212 -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