Stordahl Capital Management, Inc.

RIA/Wealth

Stordahl Capital Management, Inc. is a RIA/Wealth based in Greenwood Village, CO led by William Jason Stordahl, reporting $612.2M in AUM as of Q3 2025 with 99% ETF concentration, 79% concentrated in top 10 holdings, and 19% allocation to VOO.

Managing PartnerWilliam Jason Stordahl

Portfolio Value: $476.1M
Positions: 63
Top Holding: VOO at 18.84%
Last Reported: Q3 2025

Address8400 East Crescent Parkway, Suite 420, Greenwood Village, CO, 80111, United States

Top Holdings

Largest long holdings in Stordahl Capital Management, Inc.'s portfolio (79% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$89.7M	18.84%	-$3.9M Sold	— 146.5K shares	Q4 2017 Held for 7y 11m
2 Dimensional U.S. Small Cap DFAS	ETF ETF	$49.4M	10.38%	+$985.0K Bought	— 721.6K shares	Q2 2021 Held for 4y 5m
3 VOOV Vanguard S&P 500 Value VOOV	ETF ETF	$47.4M	9.96%	+$1.9M Bought	— 237.8K shares	Q4 2017 Held for 7y 11m
4 Dimensional International Core Equity 2 DFIC	ETF ETF	$46.2M	9.70%	+$194.7K Bought	— 1.4M shares	Q2 2022 Held for 3y 5m
5 Vanguard Total Bond Market BND	ETF ETF	$37.3M	7.83%	+$222.4K Bought	— 501.6K shares	Q4 2017 Held for 7y 11m
6 Dimensional US Small Cap Value DFSV	ETF ETF	$29.4M	6.17%	+$835.1K Bought	— 922.9K shares	Q2 2022 Held for 3y 5m
7 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$21.3M	4.48%	-$243.4K Sold	— 665.0K shares	Q2 2022 Held for 3y 5m
8 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$20.6M	4.32%	+$388.0K Bought	— 198.9K shares	Q4 2017 Held for 7y 11m
9 VOOG Vanguard S&P 500 Growth VOOG	ETF ETF	$17.7M	3.71%	-$2.2M Sold	— 40.6K shares	Q4 2017 Held for 7y 11m
10 Vanguard S&P Mid-Cap 400 Value IVOV	ETF ETF	$17.3M	3.64%	+$290.0K Bought	— 171.9K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stordahl Capital Management, Inc.'s latest filing

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Market Value

$476.1M

Prior: $450.1M

Q/Q Change

+5.77%

+$26.0M

Net Flows % of MV

-0.337%

Turnover Ratio

1.46%

New Purchases

0 stocks

Added To

26 stocks

+$6.2M

Sold Out Of

1 stocks

$324.2K

Reduced Holdings

26 stocks

-$7.4M

Increased Positions

Position	Shares Δ	Change
1 iShares Bitcoin Trust IBIT	+38.49%	7.4K → 10.3K +$185.7K
2 iShares 1-3 Year Treasury Bond SHY	+12.58%	7.3K → 8.2K +$75.9K
3 Vanguard FTSE All-World Ex-US ETF VEU	+7.74%	5.7K → 6.1K +$31.4K
4 iShares S&P 500 Value IVE	+7.28%	20.3K → 21.7K +$304.4K
5 Vanguard Tax-Exempt Bond Index Fund VTEB	+6.32%	9.9K → 10.5K +$31.3K

Decreased Positions

Position	Shares Δ	Change
1 Wells Fargo & Company WFC	Sold	4.0K → 0 −$324.2K
2 Invesco QQQ Trust QQQ	-35.72%	795.0 → 511.0 −$170.5K
3 Omeros OMER	-30.0%	32.7K → 22.9K −$40.2K
4 Microsoft MSFT	-17.48%	5.0K → 4.1K −$449.1K
5 Meta Platforms, Inc. META	-16.3%	675.0 → 565.0 −$80.8K