Stordahl Capital Management, Inc.

Stordahl Capital Management, Inc. reported 68 holdings worth US$546M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Stordahl Capital Management, Inc. reported 68 holdings worth US$546M as of Jun 30, 2026. Largest: Microsoft Corp., W. P. Carey Inc. Reit and Apple Inc. Filed Jul 14, 2026 (Form 13F).

Holdings
68
Value as reported
US$546M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.6,676US$2.49M0.46%
W. P. Carey Inc. Reit26,156US$1.87M0.34%
Apple Inc4,742US$1.37M0.25%
Amazon.com, Inc.3,421US$815K0.15%
Rtx Corporation3,809US$723K0.13%
Starbucks Corporation6,439US$658K0.12%
Costco Wholesale Corporation639US$598K0.11%
Walmart Inc.4,743US$537K0.10%
Eli Lilly And Company363US$436K0.08%
Alphabet Inc (google) Class C987US$353K0.06%
Amgen Inc.938US$340K0.06%
The Bank Of New York Mellon Corporation2,276US$329K0.06%
Meta Platforms, Inc.528US$297K0.05%
Berkshire Hathaway Inc.509US$255K0.05%
Cisco Systems, Inc.2,006US$236K0.04%
Omeros Corporation22,860US$217K0.04%
Moog Inc.500US$212K0.04%
Procter & Gamble Company (the)1,387US$203K0.04%

Source

View original at SEC

Related