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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
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 7,557.0 $621K 0.11% -172.0 -2.2% $82.11 -0.1%
42 EEM ISHARES TR 8,834.0 $604K 0.11% -483.0 -5.2% $68.41 -1.9%
43 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 639.0 $598K 0.11% +204.0 +46.9% $935.47 +1.3%
44 VTWV VANGUARD SCOTTSDALE FDS 2,765.0 $540K 0.10% -62.0 -2.2% $195.44 +1.5%
45 WMT WALMART INC Consumer Defensive 4,743.0 $537K 0.10% -204.0 -4.1% $113.26 -8.4%
46 VEU VANGUARD INTL EQUITY INDEX F 5,682.0 $476K 0.09% -440.0 -7.2% $83.75 +2.3%
47 CMF ISHARES TR 8,225.0 $474K 0.09% $57.64 -2.0%
48 IVV ISHARES TR 629.0 $471K 0.09% +237.0 +60.5% $748.89 +2.7%
49 SCHA SCHWAB STRATEGIC TR 12,822.0 $463K 0.09% $36.13 -3.6%
50 LLY ELI LILLY & CO Healthcare 363.0 $436K 0.08% +8.0 +2.2% $1200.02 +4.6%
51 NUSC NUSHARES ETF TR 7,951.0 $414K 0.08% -130.0 -1.6% $52.12 -0.3%
52 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,570.0 $385K 0.07% +189.0 +1.7% $33.29 +31.2%
53 GOOG ALPHABET INC 998.0 $353K 0.07% -65.0 -6.1% $353.33
54 QQQ INVESCO QQQ TR Financial Services 474.0 $349K 0.06% $736.40 -3.1%
55 AMGN AMGEN INC Healthcare 938.0 $340K 0.06% NEW $362.12 +21.3%
56 BK BANK OF NY MELLON CORP Financial Services 2,276.0 $329K 0.06% +31.0 +1.4% $144.61 -1.9%
57 META META PLATFORMS INC Communication Services 528.0 $297K 0.05% +7.0 +1.3% $563.29 -2.4%
58 VUG VANGUARD INDEX FDS 3,276.0 $282K 0.05% +3K +500.0% $86.14 +1.6%
59 AGG ISHARES TR 2,818.0 $279K 0.05% -85.0 -2.9% $98.98 -1.6%
60 AVLV AMERICAN CENTY ETF TR 2,999.0 $274K 0.05% $91.21 +3.8%
Page 3 of 4  ·  68 positions

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%