Stordahl Capital Management, Inc.
CIK
1729093
Location
GREENWOOD VILLAGE, CO
Portfolio Value
Micro
$1,017,935
Diversification
Highly concentrated
Filing Date
Global Rank
#7,259
/ 8,232
▲ 230
Top Industry
REIT - Diversified
21.0%
3Y Alpha vs SPY
-2.6%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.0%
SPY
+76.3%
Annualised alpha
-2.6%
Max drawdown
−19.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.9%
−4.8 pts
Top 5
82.6%
−2.0 pts
Top 10
93.0%
−0.6 pts
HHI
3,866
Highly concentrated−584
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 63.9% | $14,995,764 |
| Technology | 11.0% | $2,578,424 |
| Real Estate | 7.6% | $1,774,639 |
| Consumer Defensive | 4.3% | $1,017,935 |
| Consumer Cyclical | 4.2% | $989,605 |
| Industrials | 3.1% | $733,984 |
| Healthcare | 2.4% | $567,919 |
| Financial Services | 2.1% | $500,173 |
| Communication Services | 1.3% | $295,219 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +90 | 11,471 | $440,715 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −244 | 4,703 | $584,488 | |
| BRK-B | Berkshire Hathaway Inc | −207 | 488 | $233,849 | |
| SPY | Spdr S&P 500 ETF Trust | −192 | 21,960 | $14,281,466 | |
| AAPL | Apple Inc. | −156 | 4,639 | $1,177,331 | |
| MSFT | Microsoft Corp | −18 | 3,785 | $1,401,093 | |
| META | Meta Platforms, Inc. | −5 | 516 | $295,219 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | 2,264 | $211,004 | |
| No positions match the current search. | ||||
2 positions ·
$1,017,935 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,703 | $584,488 | 57.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 435 | $433,447 | 42.58% |