Apella Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.74B
Q ending 2026-03-31
Prior quarter
$5.06B
Q ending 2025-12-31
Change
+33.2% QoQ · +131.3% YoY
Positions
685
reported holdings
Largest positions
Top 100 of 685 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $661.8M | 15.7M |
| Vanguard Index Fds | VTI | Shares | $255.9M | 730K |
| Dimensional Etf Trust | DFSD | Shares | $252.9M | 5.2M |
| Dimensional Etf Trust | DFCF | Shares | $188.2M | 4.4M |
| Dimensional Etf Trust | DFIC | Shares | $172.9M | 4.6M |
| Dimensional Etf Trust | DFUS | Shares | $168.8M | 2.2M |
| Dimensional Etf Trust | DUHP | Shares | $153.3M | 3.9M |
| Dimensional Etf Trust | DFAT | Shares | $141.3M | 2.1M |
| Vanguard Bd Index Fds | BND | Shares | $133.0M | 1.8M |
| Vanguard Bd Index Fds | BSV | Shares | $130.1M | 1.7M |
| Vanguard Tax-Managed Fds | VEA | Shares | $121.2M | 1.7M |
| Vanguard Intl Equity Index F | VWO | Shares | $116.0M | 2.0M |
| Dimensional Etf Trust | DFGX | Shares | $113.2M | 2.1M |
| Vanguard Scottsdale Fds | VONE | Shares | $106.4M | 331K |
| Dimensional Etf Trust | DFAU | Shares | $105.8M | 2.2M |
| Dimensional Etf Trust | DFIV | Shares | $105.3M | 1.9M |
| Apple Inc | AAPL | Shares | $88.0M | 326K |
| American Centy Etf Tr | AVEM | Shares | $86.3M | 960K |
| American Centy Etf Tr | AVDE | Shares | $69.0M | 757K |
| Dimensional Etf Trust | DIHP | Shares | $68.6M | 2.0M |
| Dimensional Etf Trust | DFEM | Shares | $64.0M | 1.7M |
| Dimensional Etf Trust | DFNM | Shares | $63.9M | 1.3M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $62.2M | 88K |
| Dimensional Etf Trust | DFAX | Shares | $59.6M | 1.6M |
| Vanguard World Fd | MGC | Shares | $56.4M | 217K |
| Dimensional Etf Trust | DFUV | Shares | $54.7M | 1.1M |
| Dimensional Etf Trust | DFLV | Shares | $54.7M | 1.5M |
| Vanguard Index Fds | VOO | Shares | $53.4M | 82K |
| American Centy Etf Tr | AVDV | Shares | $52.8M | 490K |
| Ishares Tr | IUSB | Shares | $52.2M | 1.1M |
| Vanguard World Fd | ESGV | Shares | $51.6M | 414K |
| Microsoft Corp | MSFT | Shares | $51.3M | 121K |
| Ishares Tr | IEFA | Shares | $47.5M | 487K |
| Vanguard Charlotte Fds | BNDX | Shares | $47.1M | 975K |
| Vanguard Index Fds | VTV | Shares | $46.7M | 229K |
| Spdr Series Trust | SPAB | Shares | $46.5M | 1.8M |
| Dimensional Etf Trust | DFAI | Shares | $46.5M | 1.1M |
| Ishares Tr | ISTB | Shares | $46.1M | 949K |
| Ishares Tr | SUB | Shares | $44.7M | 418K |
| Vanguard Scottsdale Fds | VONG | Shares | $43.6M | 356K |
| Vanguard Whitehall Fds | VYM | Shares | $42.7M | 275K |
| Vanguard Index Fds | VO | Shares | $42.2M | 138K |
| Vanguard Index Fds | VB | Shares | $40.5M | 142K |
| Vanguard Index Fds | VUG | Shares | $36.9M | 75K |
| Spdr Series Trust | SPHY | Shares | $36.8M | 1.6M |
| Vanguard Admiral Fds Inc | VOOG | Shares | $36.6M | 79K |
| Ishares Tr | IAGG | Shares | $36.0M | 717K |
| Ishares Tr | MTUM | Shares | $34.5M | 126K |
| Vanguard Instl Index Fd | VBIL | Shares | $34.4M | 455K |
| Ishares Tr | IJH | Shares | $33.6M | 461K |
| Spdr Index Shs Fds | SPDW | Shares | $33.0M | 666K |
| J P Morgan Exchange Traded F | JCPB | Shares | $30.6M | 647K |
| Vanguard Scottsdale Fds | VCSH | Shares | $29.9M | 375K |
| Alphabet Inc | GOOG | Shares | $29.7M | 87K |
| Vanguard Scottsdale Fds | VCIT | Shares | $28.8M | 345K |
| Nvidia Corporation | NVDA | Shares | $28.3M | 141K |
| American Centy Etf Tr | AVLV | Shares | $27.8M | 325K |
| Ishares Tr | EMB | Shares | $27.6M | 286K |
| Ishares Tr | IWF | Shares | $27.5M | 58K |
| Dimensional Etf Trust | DFAS | Shares | $27.1M | 352K |
| Vanguard Intl Equity Index F | VSS | Shares | $26.9M | 168K |
| Invesco Qqq Tr | QQQ | Shares | $26.1M | 40K |
| Spdr Series Trust | SPIB | Shares | $25.0M | 742K |
| Vanguard Mun Bd Fds | VTEB | Shares | $24.1M | 478K |
| Vanguard World Fd | VSGX | Shares | $24.0M | 304K |
| Dimensional Etf Trust | DFAE | Shares | $23.1M | 610K |
| J P Morgan Exchange Traded F | JEPI | Shares | $22.1M | 383K |
| Ishares Tr | MUB | Shares | $20.9M | 195K |
| American Centy Etf Tr | AVUS | Shares | $20.8M | 173K |
| Exxon Mobil Corp | XOM | Shares | $20.7M | 141K |
| J P Morgan Exchange Traded F | JSCP | Shares | $20.4M | 431K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $20.0M | 42K |
| J P Morgan Exchange Traded F | JPIB | Shares | $20.0M | 412K |
| Amazon Com Inc | AMZN | Shares | $19.2M | 77K |
| Vanguard Malvern Fds | VTIP | Shares | $19.1M | 380K |
| Spdr Series Trust | BIL | Shares | $18.7M | 205K |
| Ishares Tr | IBTG | Shares | $17.8M | 777K |
| Dimensional Etf Trust | DFSU | Shares | $17.8M | 395K |
| Alphabet Inc | GOOGL | Shares | $17.8M | 52K |
| American Centy Etf Tr | AVUV | Shares | $17.5M | 149K |
| Vanguard Star Fds | VXUS | Shares | $16.7M | 200K |
| Ishares Tr | IWD | Shares | $16.4M | 72K |
| Ishares Tr | QUAL | Shares | $16.0M | 77K |
| J P Morgan Exchange Traded F | BBAG | Shares | $16.0M | 345K |
| Vanguard Scottsdale Fds | VGSH | Shares | $15.9M | 272K |
| Dimensional Etf Trust | DFSV | Shares | $15.9M | 429K |
| Vanguard Bd Index Fds | BIV | Shares | $15.7M | 202K |
| Vanguard Index Fds | VBR | Shares | $14.9M | 64K |
| Ishares Tr | IYY | Shares | $14.7M | 85K |
| Ishares Tr | USXF | Shares | $14.2M | 229K |
| Ishares Tr | LQD | Shares | $13.5M | 123K |
| Dimensional Etf Trust | DFSI | Shares | $13.3M | 290K |
| Vanguard Specialized Funds | VIG | Shares | $13.3M | 58K |
| Vanguard Index Fds | VOE | Shares | $13.1M | 68K |
| Ishares Inc | IEMG | Shares | $12.7M | 163K |
| Ishares Tr | CMF | Shares | $12.2M | 213K |
| Goldman Sachs Etf Tr | GEM | Shares | $11.9M | 246K |
| Ishares Tr | IJR | Shares | $11.7M | 87K |
| Ishares Tr | IMTM | Shares | $11.7M | 222K |
| Jpmorgan Chase & Co | JPM | Shares | $11.7M | 38K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.