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Apella Capital

Latest statistics and disclosures from Apella Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VTI, DFSD, DFIC, BSV, and represent 25.24% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: VTI (+$75M), DFSD (+$24M), ESGV (+$17M), AAPL (+$16M), DFAC (+$16M), BIV (+$14M), IYY (+$14M), DFGX (+$14M), DFCF (+$13M), DFIC (+$12M).
Started 66 new stock positions in XBI, MTB, TE, AEE, SDY, IYW, EEM, LOAN, FITB, CGW.
Reduced shares in these 10 stocks: MGC (-$12M), IBTF (-$11M), BNDX (-$5.4M), MTUM, DFUV, GOOG, USMV, GOOGL, VSS, DFAX.
Sold out of its positions in AEM, ESBA, FSK, PFO, IBTF, LEN, SCHW, STRL.
Apella Capital was a net buyer of stock by $485M.
Apella Capital has $5.1B in assets under management (AUM), dropping by 12.64%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 531 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Apella Capital has 531 total positions. Only the first 250 positions are shown.

Sign up to view all of the Apella Capital Dec. 31, 2025 positions
Download the Apella Capital December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.9	$551M	+2%	14M	39.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.6	$231M	+48%	689k	335.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.3	$216M	+12%	4.5M	47.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.9	$148M	+8%	4.3M	34.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.6	$131M	+9%	1.7M	78.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$123M	+2%	1.7M	74.07	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.2	$111M	+12%	2.6M	42.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$108M	+6%	1.7M	62.47	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.0	$102M	+15%	1.9M	52.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$101M	+12%	1.9M	53.76	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.0	$99M	+12%	2.6M	38.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$98M		1.6M	59.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.8	$91M	+5%	1.2M	74.17	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.7	$88M	+12%	285k	309.04	View chart
Apple (AAPL)	1.4	$69M	+30%	255k	271.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$66M	+10%	855k	77.02	View chart
Vanguard World Mega Cap Index (MGC)	1.2	$61M	-16%	241k	251.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$58M	+6%	84k	681.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$57M		1.1M	49.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$56M	+7%	682k	82.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$52M	-9%	1.1M	48.32	View chart
Microsoft Corporation (MSFT)	1.0	$50M	+22%	103k	483.62	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$45M	+2%	1.4M	33.08	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$45M	+11%	1.3M	34.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$44M	+5%	470k	93.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$44M	+3%	411k	106.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$42M	+3%	289k	143.52	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$41M	+13%	1.3M	31.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$40M	+12%	64k	627.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$40M	+9%	448k	89.46	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.8	$40M	+15%	814k	48.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$39M	+4%	135k	290.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$39M		205k	190.99	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$39M	+24%	827k	46.54	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$38M		85k	444.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$37M	-3%	1.1M	32.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$36M	+3%	141k	257.95	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$34M	+24%	1.3M	25.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$34M	-10%	738k	46.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$33M	+18%	274k	121.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$33M	-12%	133k	250.31	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$33M	+3%	682k	48.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$31M	+7%	394k	79.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$30M	+6%	361k	83.75	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$30M	+133%	245k	120.96	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$29M	+7%	648k	44.41	View chart
Spdr Series Trust State Street Spd (SPHY)	0.6	$28M	+65%	1.2M	23.67	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$26M	+26%	520k	50.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$24M	+11%	367k	66.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$24M		51k	473.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$24M	-5%	169k	143.33	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.4	$22M	+2%	463k	47.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$22M	-5%	36k	614.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$22M	+11%	434k	50.29	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$22M	+13%	226k	96.28	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$21M	+12%	282k	75.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$21M	-14%	66k	313.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$20M	-2%	41k	487.86	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$20M	+2%	403k	49.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$20M	+2%	348k	57.24	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$20M	+7%	182k	107.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$19M		173k	111.78	View chart
NVIDIA Corporation (NVDA)	0.4	$19M	+5%	104k	186.50	View chart
Spdr Series Trust State Street Spd (SPIB)	0.4	$19M	+24%	561k	33.81	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$18M	+60%	767k	22.88	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.3	$17M		369k	46.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$16M		156k	101.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$16M	-7%	80k	198.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$15M	+5%	203k	75.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$15M		72k	210.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$15M	+2257%	193k	77.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$15M	+5%	29k	502.65	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$14M	NEW	86k	165.81	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$14M		129k	110.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M		62k	219.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$13M	+11%	223k	58.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$13M		105k	123.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$13M	+2%	73k	177.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$13M	-6%	61k	211.79	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$13M	+18%	295k	43.43	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$12M	+12%	262k	47.35	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$12M	-4%	180k	67.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$12M	-14%	38k	313.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$12M	-6%	80k	148.98	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$11M	-7%	235k	47.97	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$11M	+85%	157k	71.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$11M	-15%	119k	94.16	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$11M	+37%	144k	75.43	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$11M	-10%	261k	41.62	View chart
Amazon (AMZN)	0.2	$11M	+14%	45k	230.82	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$10M	+2%	216k	47.85	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$10M	+328%	27k	386.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$9.9M	+13%	216k	46.04	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$9.9M	+13%	195k	50.84	View chart
Mastercard Incorporated Cl A (MA)	0.2	$9.9M	+4%	17k	570.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$9.8M	+2%	82k	120.18	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$9.7M	NEW	58k	168.77	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$9.4M	+17%	128k	73.98	View chart
Dimensional Etf Trust International (DFSI)	0.2	$9.1M	+10%	213k	42.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$9.0M	+237%	122k	73.56	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$8.9M		378k	23.65	View chart
General Dynamics Corporation (GD)	0.2	$8.9M	-7%	27k	336.67	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$8.9M	+81%	395k	22.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.7M	-7%	122k	71.41	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$8.6M	+15%	324k	26.42	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$8.0M	+7%	123k	65.66	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$7.9M	-11%	159k	49.84	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$7.8M	+8%	189k	41.55	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$7.8M	+49%	56k	141.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$7.8M	+29%	205k	38.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$7.6M		80k	95.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$7.5M		10.00	754800.00	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$7.2M		108k	67.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.2M	+98%	18k	396.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$7.1M	-3%	22k	322.23	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$7.1M	-10%	73k	97.21	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$6.8M	+19%	140k	48.70	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$6.7M	+17%	129k	51.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$6.6M	+10%	260k	25.24	View chart
Johnson & Johnson (JNJ)	0.1	$6.5M	+3%	31k	206.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.5M		43k	148.69	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$6.4M	-8%	261k	24.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.1M	+25%	16k	373.44	View chart
Visa Com Cl A (V)	0.1	$6.0M	+6%	17k	350.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.7M	-3%	95k	59.93	View chart
Exxon Mobil Corporation (XOM)	0.1	$5.6M	+19%	47k	120.34	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$5.6M		295k	18.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.4M	-14%	62k	86.25	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$5.2M	NEW	52k	100.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$5.2M		16k	314.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$5.1M		74k	69.67	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$5.1M	NEW	51k	101.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$5.1M	+13%	109k	46.80	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$5.0M	+48%	153k	32.57	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$4.9M	+13%	145k	34.15	View chart
West Pharmaceutical Services (WST)	0.1	$4.6M		17k	275.14	View chart
Philip Morris International (PM)	0.1	$4.5M		28k	160.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.5M	+60%	18k	246.16	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$4.5M	+1655%	145k	30.96	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$4.5M	NEW	255k	17.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$4.3M	-5%	51k	85.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$4.2M	-11%	93k	45.45	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$4.2M	-4%	87k	47.99	View chart
Hldgs (UAL)	0.1	$4.1M		37k	111.82	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$4.1M	+2%	125k	32.53	View chart
Pepsi (PEP)	0.1	$4.0M	+21%	28k	143.52	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$3.9M	+8%	84k	45.98	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$3.8M	NEW	62k	61.36	View chart
Meta Platforms Cl A (META)	0.1	$3.8M	+15%	5.7k	660.08	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$3.8M	+51%	169k	22.36	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$3.7M	+11%	162k	22.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$3.7M	+145%	5.4k	684.88	View chart
Martin Marietta Materials (MLM)	0.1	$3.6M	-19%	5.9k	622.65	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$3.6M	+5%	63k	57.46	View chart
Wells Fargo & Company (WFC)	0.1	$3.6M		39k	93.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.6M	-2%	67k	52.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.5M		107k	32.62	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$3.5M	-8%	179k	19.53	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$3.4M	-10%	54k	64.04	View chart
Eli Lilly & Co. (LLY)	0.1	$3.4M	+51%	3.2k	1074.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.4M	+192%	38k	88.49	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$3.3M	+422%	5.5k	603.29	View chart
McDonald's Corporation (MCD)	0.1	$3.3M	-7%	11k	305.63	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$3.3M		41k	80.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.3M	-19%	40k	82.82	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.3M		99k	33.02	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$3.2M	+14%	78k	41.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.2M	+3%	72k	44.17	View chart
Deere & Company (DE)	0.1	$3.0M		6.5k	465.55	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.0M	+954%	44k	67.43	View chart
Union Pacific Corporation (UNP)	0.1	$2.9M	+28%	13k	231.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.9M	+20%	107k	26.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.8M		11k	268.30	View chart
Costco Wholesale Corporation (COST)	0.1	$2.8M	+3%	3.2k	862.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.8M	-6%	55k	50.59	View chart
Doximity Cl A (DOCS)	0.1	$2.7M		61k	44.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.7M	+18%	33k	81.17	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.6M		3.0k	878.87	View chart
Chevron Corporation (CVX)	0.1	$2.6M	+6%	17k	152.41	View chart
International Business Machines (IBM)	0.1	$2.6M		8.8k	296.21	View chart
Walt Disney Company (DIS)	0.1	$2.6M	+11%	23k	113.77	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.5M		11k	223.23	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$2.5M		61k	41.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.5M		85k	29.61	View chart
Procter & Gamble Company (PG)	0.0	$2.4M		17k	143.31	View chart
Leidos Holdings (LDOS)	0.0	$2.4M		14k	180.40	View chart
Bill Com Holdings Ord (BILL)	0.0	$2.4M		44k	54.54	View chart
Abbvie (ABBV)	0.0	$2.3M	+5%	10k	228.49	View chart
Home Depot (HD)	0.0	$2.3M		6.6k	344.08	View chart
Tesla Motors (TSLA)	0.0	$2.3M		5.1k	449.72	View chart
Wal-Mart Stores (WMT)	0.0	$2.3M	+5%	20k	111.41	View chart
Oracle Corporation (ORCL)	0.0	$2.2M	+9%	11k	194.92	View chart
Caterpillar (CAT)	0.0	$2.2M	+7%	3.8k	572.91	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$2.2M	-2%	28k	76.92	View chart
Boeing Company (BA)	0.0	$2.1M		9.9k	217.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.1M	NEW	11k	199.68	View chart
Zoom Communications Cl A (ZM)	0.0	$2.1M		25k	86.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.1M	+3%	9.9k	212.07	View chart
Broadcom (AVGO)	0.0	$2.0M	+15%	5.9k	346.10	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$2.0M	+26%	93k	21.95	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.0M	+60%	11k	183.41	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$2.0M		35k	56.81	View chart
Xeris Pharmaceuticals (XERS)	0.0	$1.9M	+2358%	246k	7.85	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.0	$1.9M	NEW	382k	4.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.9M	+423%	13k	143.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.8M	+67%	2.4k	753.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.8M		12k	154.14	View chart
Netflix (NFLX)	0.0	$1.8M	+1067%	19k	93.76	View chart
Emerson Electric (EMR)	0.0	$1.8M	+24%	13k	132.72	View chart
Coca-Cola Company (KO)	0.0	$1.8M	+15%	25k	69.91	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$1.8M		29k	61.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.8M	+24%	18k	96.03	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.0	$1.8M	+3%	63k	27.94	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$1.8M		28k	62.31	View chart
Cisco Systems (CSCO)	0.0	$1.7M	+61%	23k	77.03	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$1.7M		20k	86.20	View chart
Stryker Corporation (SYK)	0.0	$1.7M		4.9k	351.45	View chart
American Express Company (AXP)	0.0	$1.7M	+4%	4.6k	369.95	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.0	$1.6M		53k	31.13	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$1.6M	+101%	50k	32.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.6M	+4%	68k	24.04	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.0	$1.6M	+19%	35k	46.13	View chart
Southern Company (SO)	0.0	$1.6M	+66%	19k	87.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.6M	+21%	57k	28.48	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.0	$1.6M	+14%	39k	41.50	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.0	$1.6M		41k	38.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$1.6M	+11%	16k	99.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.6M		22k	72.68	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$1.6M		19k	82.48	View chart
Ge Aerospace Com New (GE)	0.0	$1.6M	+5%	5.1k	308.01	View chart
Tyler Technologies (TYL)	0.0	$1.6M	NEW	3.4k	453.95	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$1.5M	+78%	33k	46.81	View chart
Merck & Co (MRK)	0.0	$1.5M	+5%	15k	105.26	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$1.5M	-31%	28k	53.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.5M	+6%	5.0k	302.14	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.5M		16k	90.00	View chart
FedEx Corporation (FDX)	0.0	$1.5M	+3%	5.0k	288.85	View chart
Starbucks Corporation (SBUX)	0.0	$1.4M		17k	84.21	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.4M		8.2k	173.49	View chart
salesforce (CRM)	0.0	$1.4M	+2%	5.4k	264.89	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$1.4M		21k	66.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.4M	+2%	2.9k	480.52	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$1.4M	-8%	55k	24.95	View chart
At&t (T)	0.0	$1.4M	+27%	55k	24.84	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.4M	+25%	16k	85.91	View chart
Advanced Micro Devices (AMD)	0.0	$1.3M		6.1k	214.15	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$1.3M		4.3k	300.33	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.3M	+6%	6.2k	209.12	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.0	$1.3M		12k	108.66	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$1.3M	+6%	24k	52.41	View chart

Past Filings by Apella Capital

SEC 13F filings are viewable for Apella Capital going back to 2020

Apella Capital 2025 Q4 filed Jan. 21, 2026
Apella Capital 2025 Q3 filed Oct. 17, 2025
Apella Capital 2025 Q2 filed July 8, 2025
Apella Capital 2025 Q1 filed April 10, 2025
Apella Capital 2024 Q4 filed Jan. 14, 2025
Apella Capital 2024 Q3 filed Oct. 3, 2024
Apella Capital 2024 Q2 filed July 10, 2024
Apella Capital 2024 Q1 filed April 10, 2024
Apella Capital 2023 Q4 filed Jan. 5, 2024
Apella Capital 2023 Q3 filed Oct. 10, 2023
Apella Capital 2023 Q2 filed July 6, 2023
Apella Capital 2022 Q4 filed Jan. 10, 2023
Apella Capital 2022 Q3 filed Oct. 11, 2022
Apella Capital 2022 Q2 filed July 8, 2022
Apella Capital 2022 Q1 filed April 11, 2022
Apella Capital 2021 Q2 amended filed Jan. 18, 2022

View all past filings

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