Filed: 11/5/2025ACC: 0001172661-25-004583
📋 What this filing means
STORDAHL CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $476.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$476.11M
Total AUM (reported)
5.93M
Total Shares
Allocation by class
S&P 500 ETF SHS$89.70M18.8%
US SMALL CAP ETF$49.40M10.4%
500 VAL IDX FD$47.44M10.0%
INTL CORE EQUITY$46.18M9.7%
TOTAL BND MRKT$37.30M7.8%
US SMALL CAP VAL$29.38M6.2%
EMERGING MKTS CO$21.33M4.5%
Portfolio Concentration
Top 3$186.54M39.2%
4–10$189.75M39.9%
11–25$81.33M17.1%
Rest$18.50M3.9%
Top 3 weight
39.2%
Top 10 weight
79.0%
Voting Authority Distribution
Total shares with voting rights: 5.93M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:
VANGUARD INDEX FDS
SOLEShares146.48K
TypeSH
Market value$89.70M
18.84%
Sole
0.00
Shared
0.00
None
146.48K
DIMENSIONAL ETF TRUST
SOLEShares721.61K
TypeSH
Market value$49.40M
10.38%
Sole
0.00
Shared
0.00
None
721.61K
VANGUARD ADMIRAL FDS INC
SOLEShares237.81K
TypeSH
Market value$47.44M
9.96%
Sole
0.00
Shared
0.00
None
237.81K
DIMENSIONAL ETF TRUST
SOLEShares1.41M
TypeSH
Market value$46.18M
9.70%
Sole
0.00
Shared
0.00
None
1.41M
VANGUARD BD INDEX FDS
SOLEShares501.56K
TypeSH
Market value$37.30M
7.83%
Sole
0.00
Shared
0.00
None
501.56K
DIMENSIONAL ETF TRUST
SOLEShares922.89K
TypeSH
Market value$29.38M
6.17%
Sole
0.00
Shared
0.00
None
922.89K
DIMENSIONAL ETF TRUST
SOLEShares665.03K
TypeSH
Market value$21.33M
4.48%
Sole
0.00
Shared
0.00
None
665.03K
ISHARES TR
SOLEShares198.92K
TypeSH
Market value$20.56M
4.32%
Sole
0.00
Shared
0.00
None
198.92K
VANGUARD ADMIRAL FDS INC
SOLEShares40.59K
TypeSH
Market value$17.68M
3.71%
Sole
0.00
Shared
0.00
None
40.59K
VANGUARD ADMIRAL FDS INC
SOLEShares171.85K
TypeSH
Market value$17.32M
3.64%
Sole
0.00
Shared
0.00
None
171.85K
VANGUARD ADMIRAL FDS INC
SOLEShares144.87K
TypeSH
Market value$17.31M
3.64%
Sole
0.00
Shared
0.00
None
144.87K
SPDR S&P 500 ETF TR
SOLEShares22.35K
TypeSH
Market value$14.89M
3.13%
Sole
0.00
Shared
0.00
None
22.35K
VANGUARD SCOTTSDALE FDS
SOLEShares174.07K
TypeSH
Market value$13.91M
2.92%
Sole
0.00
Shared
0.00
None
174.07K
ISHARES TR
SOLEShares48.85K
TypeSH
Market value$5.90M
1.24%
Sole
0.00
Shared
0.00
None
48.85K
ISHARES TR
SOLEShares23.30K
TypeSH
Market value$5.64M
1.18%
Sole
0.00
Shared
0.00
None
23.30K
ISHARES TR
SOLEShares21.73K
TypeSH
Market value$4.49M
0.94%
Sole
0.00
Shared
0.00
None
21.73K
ISHARES TR
SOLEShares32.86K
TypeSH
Market value$3.17M
0.67%
Sole
0.00
Shared
0.00
None
32.86K
ISHARES TR
SOLEShares29.05K
TypeSH
Market value$2.79M
0.59%
Sole
0.00
Shared
0.00
None
29.05K
SCHWAB STRATEGIC TR
SOLEShares105.42K
TypeSH
Market value$2.78M
0.58%
Sole
0.00
Shared
0.00
None
105.42K
ISHARES TR
SOLEShares17.23K
TypeSH
Market value$2.24M
0.47%
Sole
0.00
Shared
0.00
None
17.23K
MICROSOFT CORP
SOLEShares4.09K
TypeSH
Market value$2.12M
0.45%
Sole
0.00
Shared
0.00
None
4.09K
ISHARES TR
SOLEShares4.47K
TypeSH
Market value$1.64M
0.34%
Sole
0.00
Shared
0.00
None
4.47K
VANGUARD INDEX FDS
SOLEShares4.74K
TypeSH
Market value$1.56M
0.33%
Sole
0.00
Shared
0.00
None
4.74K
ISHARES TR
SOLEShares8.34K
TypeSH
Market value$1.47M
0.31%
Sole
0.00
Shared
0.00
None
8.34K
ISHARES TR
SOLEShares15.43K
TypeSH
Market value$1.44M
0.30%
Sole
0.00
Shared
0.00
None
15.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 146.48K | SH | $89.70M 18.84% | 0.00 | 0.00 | 146.48K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 721.61K | SH | $49.40M 10.38% | 0.00 | 0.00 | 721.61K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 237.81K | SH | $47.44M 9.96% | 0.00 | 0.00 | 237.81K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.41M | SH | $46.18M 9.70% | 0.00 | 0.00 | 1.41M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 501.56K | SH | $37.30M 7.83% | 0.00 | 0.00 | 501.56K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 922.89K | SH | $29.38M 6.17% | 0.00 | 0.00 | 922.89K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 665.03K | SH | $21.33M 4.48% | 0.00 | 0.00 | 665.03K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 198.92K | SH | $20.56M 4.32% | 0.00 | 0.00 | 198.92K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 40.59K | SH | $17.68M 3.71% | 0.00 | 0.00 | 40.59K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 VAL | 171.85K | SH | $17.32M 3.64% | 0.00 | 0.00 | 171.85K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 GRTH | 144.87K | SH | $17.31M 3.64% | 0.00 | 0.00 | 144.87K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 22.35K | SH | $14.89M 3.13% | 0.00 | 0.00 | 22.35K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 174.07K | SH | $13.91M 2.92% | 0.00 | 0.00 | 174.07K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 48.85K | SH | $5.90M 1.24% | 0.00 | 0.00 | 48.85K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 23.30K | SH | $5.64M 1.18% | 0.00 | 0.00 | 23.30K |
ISHARES TRSOLE | S&P 500 VAL ETF | 21.73K | SH | $4.49M 0.94% | 0.00 | 0.00 | 21.73K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 32.86K | SH | $3.17M 0.67% | 0.00 | 0.00 | 32.86K |
ISHARES TRSOLE | S&P MC 400GR ETF | 29.05K | SH | $2.79M 0.59% | 0.00 | 0.00 | 29.05K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 105.42K | SH | $2.78M 0.58% | 0.00 | 0.00 | 105.42K |
ISHARES TRSOLE | S&P MC 400VL ETF | 17.23K | SH | $2.24M 0.47% | 0.00 | 0.00 | 17.23K |
MICROSOFT CORPSOLE | COM | 4.09K | SH | $2.12M 0.45% | 0.00 | 0.00 | 4.09K |
ISHARES TRSOLE | RUS 1000 ETF | 4.47K | SH | $1.64M 0.34% | 0.00 | 0.00 | 4.47K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.74K | SH | $1.56M 0.33% | 0.00 | 0.00 | 4.74K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 8.34K | SH | $1.47M 0.31% | 0.00 | 0.00 | 8.34K |
ISHARES TRSOLE | MSCI EAFE ETF | 15.43K | SH | $1.44M 0.30% | 0.00 | 0.00 | 15.43K |
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