Stordahl Capital Management, Inc.
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$485.5M
Holdings
63
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 144.9k shares)
18.1%
02
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 721.4k shares)
10.4%
03
$VOOV
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 238.7k shares)
10.3%
04
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.40M shares)
10.0%
05
$BND
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 514.7k shares)
7.9%
06
$DFSV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 931.2k shares)
6.6%
07
$STIP
ISHARES TR
Q1 2026: Exited (was 207.1k shares)
4.5%
08
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 648.9k shares)
4.4%
09
$IVOG
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 144.7k shares)
3.7%
10
$IVOV
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 172.3k shares)
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.