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Portfolio (Quarterly) Guide ↗

Stordahl Capital Management, Inc.

· CIK 0001729093
13F Portfolio $546M AUM 68 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 22 Added 29 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 WFC WELLS FARGO CO NEW Financial Services 2,264 $211K 0.04% SOLD
2 NUBD NUSHARES ETF TR 9,128 $204K 0.04% SOLD
Sector Allocation
Financial Services 61.5%
Technology 14.6%
Real Estate 6.7%
Consumer Cyclical 5.3%
Consumer Defensive 4.8%
Healthcare 3.5%
Industrials 2.6%
Communication Services 1.1%