STORDAHL CAPITAL MANAGEMENT, INC.

HTTP://WWW.STORDAHLCAP.COM GREENWOOD VILLAGE, CO Investment Advisor How do I update this listing?

Stordahl Capital Management is based out of Greenwood Village. Stordahl Capital Management is a large advisory firm with 241 clients and discretionary assets under management (AUM) of $278,187,269 (Form ADV from 2019-04-10). Their last reported 13F filing for Q3 2019 included $250,604,000 in managed 13F securities and a top 10 holdings concentration of 76.27%. Stordahl Capital Management's largest holding is Vanguard S&P 500 ETF with shares held of 201,529. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $250.604 Million
  • Prior Market Value $257.697 Million
  • New Purchases0 stocks
  • Additional Purchases5 stocks
  • Sold out of4 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 76.27 %
  • Turnover % [1]:9.09%
  • Turnover Alt % [2]: 2.36 %
  • Time Held Top20:6.55 quarters
  • Time Held Top10:6.30 quarters
  • Time Held All:6.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.68%
Performance Last 4 Quarters: -4.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

STORDAHL CAPITAL MANAGEMENT, INC.
8400 EAST CRESCENT PARKWAY SUITE 420
GREENWOOD VILLAGE CO    80111
Country: United States

Business Phone: 303-726-8944
Fax: 303-770-0304
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities:
Total Number of Clients: 241
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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STORDAHL CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-04-10
Name Title Start Date Direct/Indirect % Ownership
STORDAHL, WILLIAM, JASON MANAGING DIRECTOR 05/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
STORDAHL CAPITAL MANAGEMENT MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2015-05-01
STORDAHL, JULIE, CHRISTINE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 05/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STORDAHL CAPITAL MANAGEMENT, INC. OWNER direct 2015-05-01

STORDAHL CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
STORDAHL, WILLIAM, JASON MANAGING DIRECTOR 05/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
STORDAHL CAPITAL MANAGEMENT MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2015-05-01
STORDAHL, JULIE, CHRISTINE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 05/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STORDAHL CAPITAL MANAGEMENT, INC. OWNER direct 2015-05-01

STORDAHL CAPITAL MANAGEMENT, INC.

ownership team - last updated 2017-12-04
Name Title Start Date Direct/Indirect % Ownership
STORDAHL, WILLIAM, JASON MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 05/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
STORDAHL CAPITAL MANAGEMENT MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 2015-05-01
STORDAHL, JULIE, CHRISTINE OWNER 05/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STORDAHL CAPITAL MANAGEMENT, INC. OWNER direct 2015-05-01

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