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Stordahl Capital Management, Inc.
Stordahl Capital Management, Inc. is a fee-only advisory and investment firm headquartered in Greenwood Village, Colorado. Founded in 2011, the firm specializes exclusively in retirement planning and investment management, primarily serving pre-retirees and retirees in the Denver area and nationwide. With approximately 10 employees, Stordahl Capital Management provides personalized, life-centered financial planning and investment strategies for high net worth individuals, focusing on those who have accumulated at least $2 million in retirement savings. The team limits its client base to ensure comprehensive, individualized service.
Investment Strategy
Stordahl Capital Management, Inc. focuses on low-cost, disciplined investment management tailored for retirees and pre-retirees. Their approach combines comprehensive retirement planning, portfolio diversification, and prudent risk management. Strategies emphasize long-term financial independence and stable portfolio growth, leveraging fee-only advice and a fiduciary standard to avoid product conflicts. The firm customizes financial planning—including distribution, Social Security timing, and tax efficiency—for each client and incorporates ongoing portfolio management, rebalancing, and holistic integration with clients' retirement goals.
Latest 13F Filing Activity
Stordahl Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $450M. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Stordahl Capital Management, Inc. reduced exposure to Ishares TR, Vanguard Admiral FDS Inc., Ishares TR among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 19.28% | $86.8M | 152,785 | $275.78 | $568.03 | +$7.9M |
D DFAS | DIMENSIONAL ETF TRUST | 10.01% | $45.1M | 707,217 | $53.84 | $63.71 | +$3.0M |
D DFIC | DIMENSIONAL ETF TRUST | 9.69% | $43.6M | 1,402,459 | $21.98 | $31.09 | +$3.4M |
V VOOV | VANGUARD ADMIRAL FDS INC | 9.57% | $43.1M | 228,178 | $115.67 | $188.71 | -$540.2K |
B BND | VANGUARD BD INDEX FDS | 8.16% | $36.7M | 498,565 | $80.32 | $73.63 | +$559.2K |
Industry Allocation
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