Institutional Fund
Stordahl Capital Management, Inc.
Greenwood Village, COCIK 17290935 filings on record
Portfolio Value
$485.52M
Q1 2026
Holdings
63
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.1%
from $485.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.1%
- Dimensional ETF Trust10.4%
- Vanguard Admiral Fds Inc10.3%
- Dimensional ETF Trust10.0%
- Vanguard Bd Index Fds7.9%
- Dimensional ETF Trust6.6%
- Other36.7%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 147.0K | $87.83M | 18.1% | +2.1K | Added |
| 2 | Dimensional ETF Trust | 711.9K | $50.64M | 10.4% | −9.5K | Reduced |
| 3 | Vanguard Admiral Fds Inc | 245.4K | $50.01M | 10.3% | +6.7K | Added |
| 4 | Dimensional ETF Trust | 1.36M | $48.37M | 10.0% | −40.4K | Reduced |
| 5 | Vanguard Bd Index Fds | 522.4K | $38.47M | 7.9% | +7.7K | Added |
| 6 | Dimensional ETF Trust | 909.8K | $31.88M | 6.6% | −21.4K | Reduced |
| 7 | Ishares Tr | 212.0K | $21.92M | 4.5% | +4.9K | Added |
| 8 | Dimensional ETF Trust | 614.7K | $21.24M | 4.4% | −34.2K | Reduced |
| 9 | Vanguard Admiral Fds Inc | 145.4K | $18.18M | 3.7% | +756 | Added |
| 10 | Vanguard Admiral Fds Inc | 174.4K | $17.78M | 3.7% | +2.1K | Added |
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