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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 Chg Shares Chg % Period Price ① Since Period ①
1 WPC WP CAREY INC Real Estate 26,156.0 $1.9M 0.34% NEW $71.50 -0.4%
2 RTX RTX CORPORATION Industrials 3,809.0 $723K 0.13% NEW $189.73 +10.6%
3 AMGN AMGEN INC Healthcare 938.0 $340K 0.06% NEW $362.12 +21.3%
4 CSCO CISCO SYS INC Technology 2,006.0 $236K 0.04% NEW $117.46 -5.5%
5 MOOG INC 500.0 $212K 0.04% NEW $423.84
6 VO VANGUARD INDEX FDS 2,608.0 $210K 0.04% NEW $80.57 +3.0%
7 PG PROCTER & GAMBLE CO Consumer Defensive 1,387.0 $203K 0.04% NEW $146.65 -1.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%