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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, DFCF, DFUS, and represent 22.92% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: VUG (+$32M), VO (+$31M), VOOG (+$30M), IWF (+$21M), DFAC (+$17M), DFNM (+$13M), IUSB (+$12M), DFCF (+$11M), SPAB (+$11M), VONE (+$9.8M).
Started 42 new stock positions in FDXF, FTNT, EXPD, WIT, HIG, AVLC, LUV, SPCX, ANET, GOVT.
Reduced shares in these 10 stocks: NVDA (-$6.9M), BSV (-$5.9M), UAL, DFAT, VBIL, CALI, IVW, VYM, SPTS, SPY.
Sold out of its positions in PALL, AEM, OPTU, CLF, CLX, CRWV, WZRD, ECL, SIL, GSLC. HGV, Honeywell International, INTU, FSSL, NIC, BITO, XLC, SETM, SLI, SGI, TSME, NVDY, WSO, YUMC.
Apella Capital was a net buyer of stock by $301M.
Apella Capital has $7.1B in assets under management (AUM), dropping by 5.09%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 695 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Apella Capital has 695 total positions. Only the first 250 positions are shown.

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Download the Apella Capital June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	10.1	$713M	+2%	16M	44.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$275M		743k	369.61	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.7	$259M	+3%	5.4M	47.69	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.8	$196M	+5%	4.7M	42.01	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.5	$180M		2.2M	81.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.5	$179M	+4%	4.8M	37.56	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	2.4	$171M	+5%	4.1M	41.50	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$144M	-2%	2.1M	69.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$133M		1.8M	72.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.7	$123M	-4%	1.6M	77.63	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.7	$122M	+8%	360k	338.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$122M		1.7M	70.78	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.7	$120M	+6%	2.3M	53.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$118M	+2%	2.0M	58.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$110M		2.1M	51.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$107M	+2%	1.9M	55.26	View chart
Apple (AAPL)	1.5	$106M	+3%	341k	310.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$92M	+3%	997k	92.59	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.1	$77M	+20%	1.6M	48.28	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$74M	+9%	829k	89.74	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$72M	+4%	2.1M	34.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$65M		1.7M	39.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$64M	-3%	85k	747.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$63M	+23%	1.4M	45.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$62M	+10%	91k	687.08	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.9	$61M	+4%	1.5M	39.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$59M		1.1M	54.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$59M		1.6M	36.57	View chart
Vanguard World Mega Cap Index (MGC)	0.8	$58M	-2%	212k	273.88	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.8	$56M	+23%	2.2M	25.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$55M		415k	132.29	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$55M	+7%	526k	103.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$52M	+3%	238k	219.57	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$52M	+14%	1.1M	48.06	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$50M	+13%	403k	124.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$50M	+5%	514k	97.01	View chart
Microsoft Corporation Call Option (MSFT)	0.7	$47M		122k	388.84	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$47M		1.1M	41.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$45M	-3%	945k	48.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$44M	+4%	148k	298.50	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$44M		415k	106.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$43M	+20%	861k	49.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$42M	+282%	526k	80.61	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.6	$42M	+15%	1.8M	23.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$42M	-5%	260k	160.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$38M	+498%	448k	85.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$38M	-3%	122k	312.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$36M	+463%	446k	81.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$36M	+3%	479k	75.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$32M	+7%	693k	46.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$32M		88k	363.62	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$32M	+7%	350k	90.94	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$32M	-4%	634k	50.08	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$31M	+13%	325k	95.94	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.4	$31M	-9%	412k	75.52	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.4	$29M	+19%	884k	33.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$29M		358k	80.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$29M		40k	709.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$28M	-5%	354k	78.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$28M	+294%	228k	121.35	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$27M	-6%	324k	81.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$26M		171k	153.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$25M	+5%	504k	50.42	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$25M		305k	81.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$24M		608k	38.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$22M	+37%	374k	58.03	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$21M	+7%	441k	48.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$21M		42k	504.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$21M	-4%	367k	56.86	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$21M		194k	107.24	View chart
NVIDIA Corporation Call Option (NVDA)	0.3	$21M	-25%	105k	196.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$21M	-6%	162k	127.25	View chart
Exxon Mobil Corporation (XOM)	0.3	$20M		142k	141.69	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.3	$20M	+2%	53k	367.03	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$20M	-3%	415k	46.93	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$19M	+3%	409k	47.06	View chart
Amazon (AMZN)	0.3	$19M		77k	245.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$19M	+12%	484k	38.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$18M	-4%	363k	49.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$18M	-2%	145k	123.15	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$18M	-5%	193k	91.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$17M	-4%	69k	247.74	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$17M	-4%	739k	22.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$16M	-3%	75k	217.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$16M	-5%	188k	84.65	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$15M		84k	182.23	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$15M		200k	76.10	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$15M		228k	66.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$15M	-3%	62k	242.32	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$15M	-6%	322k	45.54	View chart
Dimensional Etf Trust International (DFSI)	0.2	$14M	+4%	304k	45.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$14M		57k	238.88	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$13M	+11%	159k	82.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$13M	-4%	118k	107.88	View chart
JPMorgan Chase & Co. (JPM)	0.2	$13M		37k	339.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$13M	-7%	63k	200.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$12M	+10%	273k	45.29	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$12M	+10%	242k	50.62	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.2	$12M	+14%	398k	30.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$12M	-3%	84k	145.39	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$12M	-3%	239k	50.20	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$12M	+4%	291k	40.87	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$12M	-3%	205k	57.48	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$12M	-10%	146k	79.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$12M		71k	164.09	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$11M		58k	198.23	View chart
Johnson & Johnson (JNJ)	0.2	$11M		43k	267.24	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$11M	-3%	215k	52.14	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$11M	+4%	236k	47.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$11M		32k	344.34	View chart
General Dynamics Corporation (GD)	0.1	$11M	+3%	28k	374.63	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$10M		386k	26.66	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$10M	-5%	103k	98.35	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$10M	+3%	343k	29.46	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$9.8M	+7%	441k	22.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$9.8M		18k	531.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.8M		118k	82.94	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.1	$9.7M	-3%	133k	72.41	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$9.6M	+2%	233k	41.19	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$9.4M	+14%	181k	51.83	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$9.2M	-18%	318k	28.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$9.2M		182k	50.43	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$9.1M	+573%	168k	54.23	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$9.0M		115k	78.12	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$8.9M	+1570%	164k	54.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.8M	+3%	54k	164.12	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$8.7M		20k	426.36	View chart
RBB F/m Us Treasury (TBIL)	0.1	$8.6M	+27%	172k	49.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$8.5M	-23%	63k	136.06	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$8.1M		79k	103.06	View chart
Philip Morris International (PM)	0.1	$7.9M		42k	187.79	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$7.8M	+3%	190k	41.04	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$7.7M		155k	49.63	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$7.7M		102k	75.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$7.6M		10.00	756000.00	View chart
Visa Com Cl A (V)	0.1	$7.4M	-2%	21k	352.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.4M		20k	377.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.3M		18k	409.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$7.3M	-18%	47k	156.34	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$7.1M	+2%	287k	24.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$7.0M		73k	95.27	View chart
Wal-Mart Stores (WMT)	0.1	$6.9M		62k	111.54	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$6.8M		351k	19.28	View chart
Steel Dynamics (STLD)	0.1	$6.7M		29k	229.62	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$6.5M	-2%	64k	101.12	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.1	$6.5M	-9%	155k	41.66	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$6.3M		76k	83.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$6.3M		8.4k	751.04	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$6.2M	-4%	64k	96.05	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$6.2M	+10%	184k	33.58	View chart
Caterpillar (CAT)	0.1	$6.0M		6.4k	940.05	View chart
West Pharmaceutical Services (WST)	0.1	$6.0M		17k	356.08	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$6.0M	+2%	110k	54.37	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.9M	+2%	246k	24.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.9M		20k	296.20	View chart
Hilton Worldwide Holdings (HLT)	0.1	$5.7M	-5%	17k	341.12	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$5.6M		56k	100.69	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$5.5M		45k	122.67	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$5.4M	-4%	66k	82.55	View chart
Eli Lilly & Co. (LLY)	0.1	$5.3M	+3%	4.3k	1235.49	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$5.2M	+2%	148k	35.45	View chart
Abbvie (ABBV)	0.1	$5.2M		21k	254.64	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$5.2M		99k	51.97	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$4.9M	+7%	103k	47.42	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.1	$4.9M		382k	12.76	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$4.9M	-7%	261k	18.65	View chart
Merck & Co (MRK)	0.1	$4.9M		38k	128.86	View chart
Pepsi (PEP)	0.1	$4.9M		34k	144.98	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$4.8M	+11%	218k	22.07	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.8M	+2%	80k	59.32	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$4.7M	-6%	52k	89.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$4.6M		88k	52.17	View chart
International Business Machines (IBM)	0.1	$4.5M		15k	306.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.5M	-18%	77k	58.61	View chart
Union Pacific Corporation (UNP)	0.1	$4.4M		16k	283.11	View chart
Advanced Micro Devices (AMD)	0.1	$4.4M		8.5k	516.14	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$4.3M		244k	17.76	View chart
Costco Wholesale Corporation (COST)	0.1	$4.3M		4.5k	947.57	View chart
Meta Platforms Cl A (META)	0.1	$4.2M		6.9k	615.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$4.2M	-2%	139k	30.51	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$4.2M		88k	47.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$4.2M	-3%	85k	49.47	View chart
Home Depot (HD)	0.1	$4.1M	-6%	12k	345.22	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$4.0M		60k	67.17	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$4.0M		153k	26.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.0M	+2%	41k	98.40	View chart
Deere & Company (DE)	0.1	$4.0M		6.6k	603.60	View chart
Tesla Motors Call Option (TSLA)	0.1	$3.9M	+4%	9.8k	402.90	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$3.9M	NEW	44k	89.20	View chart
Chevron Corporation (CVX)	0.1	$3.9M		23k	174.01	View chart
Wells Fargo & Company (WFC)	0.1	$3.9M		45k	87.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.9M	-3%	113k	34.31	View chart
Procter & Gamble Company (PG)	0.1	$3.8M		25k	152.75	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$3.8M		43k	88.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.7M	-2%	11k	354.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.7M		71k	52.61	View chart
McDonald's Corporation (MCD)	0.1	$3.7M		13k	282.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.7M	-5%	45k	81.41	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$3.7M		11k	330.91	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$3.7M	-23%	72k	50.82	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.6M		5.3k	688.12	View chart
Martin Marietta Materials (MLM)	0.1	$3.6M		6.0k	594.16	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.5M		12k	293.30	View chart
Cisco Systems (CSCO)	0.0	$3.5M	+9%	31k	111.79	View chart
Broadcom (AVGO)	0.0	$3.5M	+17%	9.5k	370.78	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$3.5M	-3%	21k	164.44	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$3.5M		20k	179.18	View chart
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)	0.0	$3.5M	-16%	98k	35.52	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$3.4M	-3%	46k	72.99	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.3M		17k	200.85	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.3M	-2%	34k	96.80	View chart
Boeing Company (BA)	0.0	$3.2M		14k	231.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$3.2M	+687%	28k	114.06	View chart
Nextera Energy (NEE)	0.0	$3.2M	-5%	36k	88.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$3.2M	-5%	107k	29.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$3.1M		41k	77.37	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.1M		5.6k	549.00	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$3.1M	+2%	100k	31.01	View chart
Coca-Cola Company (KO)	0.0	$3.1M		37k	84.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$3.0M		5.7k	535.42	View chart
Ge Aerospace Com New (GE)	0.0	$3.0M	+3%	8.2k	366.99	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$3.0M		26k	115.64	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$3.0M		45k	66.68	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.9M		3.1k	957.47	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$2.9M	-14%	36k	81.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.9M		84k	34.33	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$2.9M	+2%	118k	24.38	View chart
Bank of America Corporation (BAC)	0.0	$2.9M		48k	59.86	View chart
Southern Company (SO)	0.0	$2.8M	+9%	29k	97.29	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$2.7M		20k	134.33	View chart
Walt Disney Company (DIS)	0.0	$2.7M	-2%	28k	97.48	View chart
Intel Corporation (INTC)	0.0	$2.7M	+8%	24k	110.39	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$2.7M	+20%	124k	21.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.6M		25k	104.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.6M		11k	243.29	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$2.6M		56k	46.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.6M		11k	230.78	View chart
Micron Technology (MU)	0.0	$2.5M	+9%	2.7k	938.48	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$2.4M	+42%	24k	100.23	View chart
Zoom Communications Cl A (ZM)	0.0	$2.4M		28k	85.68	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$2.4M		40k	60.22	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$2.4M	+77%	8.8k	269.56	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$2.3M		45k	51.01	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$2.3M		28k	81.19	View chart
Oracle Corporation (ORCL)	0.0	$2.3M	-9%	16k	141.60	View chart
Emerson Electric (EMR)	0.0	$2.3M		16k	137.91	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.0	$2.2M		103k	21.85	View chart
Truist Financial Corp equities (TFC)	0.0	$2.2M		43k	51.36	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$2.2M		55k	40.28	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.0	$2.2M		76k	28.74	View chart

Past Filings by Apella Capital

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

Apella Capital 2026 Q2 filed July 8, 2026
Apella Capital 2026 Q1 filed April 20, 2026
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

View all past filings

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