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Stordahl Capital Management, Inc.
hedge fundUpdated 14 days agoManaged by Stordahl Capital Management, Inc. • Latest filing Q3 2026
Portfolio value
$541.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $476.1M |
| Q4 2025 | $485.8M |
| Q1 2026 | $485.5M |
| Q2 2026 | $545.9M |
| Q3 2026 | $541.7M |
Top holdings
67 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $102.1M | 145.7K | 18.85% | Trimmed(-0.4%) | |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $56.3M | 727.2K | 10.39% | Added(+0.4%) |
| 3 | $55.6M | 252.1K | 10.26% | Added(+1.0%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $52.5M | 1.40M | 9.69% | Trimmed(-0.1%) |
| 5 | $41.4M | 590.1K | 7.64% | Added(+6.5%) | |
| 6 | ? N/A DFA INVT DIMENSIONS GROUP IN | $34.2M | 912.7K | 6.31% | — |
| 7 | $24.2M | 242.2K | 4.46% | Added(+6.8%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $23M | 578.2K | 4.24% | Trimmed(-0.3%) |
| 9 | $21.1M | 247.3K | 3.90% | Trimmed(-1.1%) | |
| 10 | $20M | 146.1K | 3.69% | Added(+0.1%) | |
| 11 | $19M | 177.5K | 3.50% | Added(+0.8%) | |
| 12 | $16.3M | 21.4K | 3.01% | Trimmed(-1.3%) | |
| 13 | $16.1M | 208.0K | 2.97% | Added(+5.8%) | |
| 14 | $6.4M | 45.1K | 1.18% | Trimmed(-2.0%) | |
| 15 | $5.9M | 21.4K | 1.10% | Trimmed(-0.7%) | |
| 16 | $4.8M | 21.0K | 0.89% | Trimmed(-1.7%) | |
| 17 | $3.3M | 6.5K | 0.61% | Trimmed(-3.1%) | |
| 18 | $2.9M | 26.7K | 0.54% | Trimmed(-1.3%) | |
| 19 | $2.5M | 28.4K | 0.47% | Trimmed(-7.0%) | |
| 20 | $2.5M | 83.4K | 0.46% | Unchanged |