Stordahl Capital Management, Inc.

CIK 0001729093 · Q2 2026

13F Equity AUM

$545.9M

+12.4% QoQ

Positions

+5 QoQ

AUM Rank

#4,680

Top 37%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #5,095 · Top 61%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 56.3%Top 10: 79.1%Top 20: 93.8%

VOO18.4%

DFAS10.9%

VOOV10.0%

DFIC9.5%

BND7.5%

DFSV6.5%

DFEM4.3%

STIP4.3%

IVOG3.9%

VOOG3.8%

Others (58)20.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.9%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 68Median: 0.14%Avg: 1.47%

0–0.5%

50(7.1%)

0.5–1%

3(2.0%)

1–3%

4(8.2%)

3–5%

5(19.9%)

5%+

6(62.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 68vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New5Increased28Decreased26Exited0

New Positions

AMGN0.1%

+938

CSCO0.0%

+2K

PG0.0%

+1K

VO0.0%

+3K

MOG/A0.0%

+500

Increased

VOOG3.8%

+208K(+489%)

DFIC9.5%

+36K(+3%)

BND7.5%

+32K(+6%)

STIP4.3%

+15K(+7%)

VCSH2.9%

+14K(+8%)

DFAS10.9%

+12K(+2%)

VOOV10.0%

+4K(+2%)

DFSV6.5%

+4K(+0%)

MSFT0.5%

+3K(+76%)

VUG0.1%

+3K(+500%)

Decreased

DFEM4.3%

-34,843(-6%)

SCHX0.5%

-954(-1%)

VOO18.4%

-744(-1%)

VWO0.1%

-475(-4%)

VEU0.1%

-440(-7%)

IJK0.6%

-435(-2%)

IWM1.2%

-409(-2%)

IVW1.2%

-378(-1%)

IEF0.5%

-337(-1%)

SPY3.0%

-290(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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