Filed: 4/15/2026ACC: 0001172661-26-001488
📋 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 $485.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$485.52M
Total AUM (reported)
5.86M
Total Shares
Allocation by class
S&P 500 ETF SHS$87.83M18.1%
US SMALL CAP ETF$50.64M10.4%
500 VAL IDX FD$50.01M10.3%
INTL CORE EQUITY$48.37M10.0%
TOTAL BND MRKT$38.47M7.9%
US SMALL CAP VAL$31.88M6.6%
0-5 YR TIPS ETF$21.92M4.5%
Portfolio Concentration
Top 3$188.48M38.8%
4–10$197.84M40.7%
11–25$79.12M16.3%
Rest$20.08M4.1%
Top 3 weight
38.8%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 5.86M
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
5.86M
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
SOLEShares146.99K
TypeSH
Market value$87.83M
18.09%
Sole
0.00
Shared
0.00
None
146.99K
DIMENSIONAL ETF TRUST
SOLEShares711.90K
TypeSH
Market value$50.64M
10.43%
Sole
0.00
Shared
0.00
None
711.90K
VANGUARD ADMIRAL FDS INC
SOLEShares245.42K
TypeSH
Market value$50.01M
10.30%
Sole
0.00
Shared
0.00
None
245.42K
DIMENSIONAL ETF TRUST
SOLEShares1.36M
TypeSH
Market value$48.37M
9.96%
Sole
0.00
Shared
0.00
None
1.36M
VANGUARD BD INDEX FDS
SOLEShares522.35K
TypeSH
Market value$38.47M
7.92%
Sole
0.00
Shared
0.00
None
522.35K
DIMENSIONAL ETF TRUST
SOLEShares909.81K
TypeSH
Market value$31.88M
6.57%
Sole
0.00
Shared
0.00
None
909.81K
ISHARES TR
SOLEShares211.97K
TypeSH
Market value$21.92M
4.52%
Sole
0.00
Shared
0.00
None
211.97K
DIMENSIONAL ETF TRUST
SOLEShares614.70K
TypeSH
Market value$21.24M
4.37%
Sole
0.00
Shared
0.00
None
614.70K
VANGUARD ADMIRAL FDS INC
SOLEShares145.42K
TypeSH
Market value$18.18M
3.74%
Sole
0.00
Shared
0.00
None
145.42K
VANGUARD ADMIRAL FDS INC
SOLEShares174.43K
TypeSH
Market value$17.78M
3.66%
Sole
0.00
Shared
0.00
None
174.43K
VANGUARD ADMIRAL FDS INC
SOLEShares42.42K
TypeSH
Market value$17.30M
3.56%
Sole
0.00
Shared
0.00
None
42.42K
VANGUARD SCOTTSDALE FDS
SOLEShares182.83K
TypeSH
Market value$14.49M
2.99%
Sole
0.00
Shared
0.00
None
182.83K
STATE STR SPDR S&P 500 ETF T
SOLEShares21.96K
TypeSH
Market value$14.28M
2.94%
Sole
0.00
Shared
0.00
None
21.96K
ISHARES TR
SOLEShares21.94K
TypeSH
Market value$5.44M
1.12%
Sole
0.00
Shared
0.00
None
21.94K
ISHARES TR
SOLEShares46.35K
TypeSH
Market value$5.24M
1.08%
Sole
0.00
Shared
0.00
None
46.35K
ISHARES TR
SOLEShares21.52K
TypeSH
Market value$4.54M
0.94%
Sole
0.00
Shared
0.00
None
21.52K
ISHARES TR
SOLEShares30.87K
TypeSH
Market value$2.95M
0.61%
Sole
0.00
Shared
0.00
None
30.87K
ISHARES TR
SOLEShares27.52K
TypeSH
Market value$2.77M
0.57%
Sole
0.00
Shared
0.00
None
27.52K
ISHARES TR
SOLEShares16.75K
TypeSH
Market value$2.22M
0.46%
Sole
0.00
Shared
0.00
None
16.75K
SCHWAB STRATEGIC TR
SOLEShares84.34K
TypeSH
Market value$2.16M
0.45%
Sole
0.00
Shared
0.00
None
84.34K
WP CAREY INC
SOLEShares26.11K
TypeSH
Market value$1.77M
0.37%
Sole
0.00
Shared
0.00
None
26.11K
ISHARES TR
SOLEShares8.25K
TypeSH
Market value$1.56M
0.32%
Sole
0.00
Shared
0.00
None
8.25K
ISHARES TR
SOLEShares15.13K
TypeSH
Market value$1.47M
0.30%
Sole
0.00
Shared
0.00
None
15.13K
VANGUARD INDEX FDS
SOLEShares4.57K
TypeSH
Market value$1.47M
0.30%
Sole
0.00
Shared
0.00
None
4.57K
ISHARES TR
SOLEShares30.92K
TypeSH
Market value$1.45M
0.30%
Sole
0.00
Shared
0.00
None
30.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 146.99K | SH | $87.83M 18.09% | 0.00 | 0.00 | 146.99K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 711.90K | SH | $50.64M 10.43% | 0.00 | 0.00 | 711.90K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 245.42K | SH | $50.01M 10.30% | 0.00 | 0.00 | 245.42K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.36M | SH | $48.37M 9.96% | 0.00 | 0.00 | 1.36M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 522.35K | SH | $38.47M 7.92% | 0.00 | 0.00 | 522.35K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 909.81K | SH | $31.88M 6.57% | 0.00 | 0.00 | 909.81K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 211.97K | SH | $21.92M 4.52% | 0.00 | 0.00 | 211.97K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 614.70K | SH | $21.24M 4.37% | 0.00 | 0.00 | 614.70K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 GRTH | 145.42K | SH | $18.18M 3.74% | 0.00 | 0.00 | 145.42K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 VAL | 174.43K | SH | $17.78M 3.66% | 0.00 | 0.00 | 174.43K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 42.42K | SH | $17.30M 3.56% | 0.00 | 0.00 | 42.42K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 182.83K | SH | $14.49M 2.99% | 0.00 | 0.00 | 182.83K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.96K | SH | $14.28M 2.94% | 0.00 | 0.00 | 21.96K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 21.94K | SH | $5.44M 1.12% | 0.00 | 0.00 | 21.94K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 46.35K | SH | $5.24M 1.08% | 0.00 | 0.00 | 46.35K |
ISHARES TRSOLE | S&P 500 VAL ETF | 21.52K | SH | $4.54M 0.94% | 0.00 | 0.00 | 21.52K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 30.87K | SH | $2.95M 0.61% | 0.00 | 0.00 | 30.87K |
ISHARES TRSOLE | S&P MC 400GR ETF | 27.52K | SH | $2.77M 0.57% | 0.00 | 0.00 | 27.52K |
ISHARES TRSOLE | S&P MC 400VL ETF | 16.75K | SH | $2.22M 0.46% | 0.00 | 0.00 | 16.75K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 84.34K | SH | $2.16M 0.45% | 0.00 | 0.00 | 84.34K |
WP CAREY INCSOLE | COM | 26.11K | SH | $1.77M 0.37% | 0.00 | 0.00 | 26.11K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 8.25K | SH | $1.56M 0.32% | 0.00 | 0.00 | 8.25K |
ISHARES TRSOLE | MSCI EAFE ETF | 15.13K | SH | $1.47M 0.30% | 0.00 | 0.00 | 15.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.57K | SH | $1.47M 0.30% | 0.00 | 0.00 | 4.57K |
ISHARES TRSOLE | ESG AWARE MSCI | 30.92K | SH | $1.45M 0.30% | 0.00 | 0.00 | 30.92K |
Page 1 of 3