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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, DFIC, and represent 22.73% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$100M), DFCF (+$77M), DFAC (+$76M), DFUS (+$74M), DUHP (+$51M), DFIV (+$42M), DFAI (+$38M), DFSD (+$36M), DFAT (+$32M), DFNM (+$31M).
Started 157 new stock positions in PLD, DELL, THC, HDV, TEL, DGCB, FSSL, ENVX, XME, CALI.
Reduced shares in these 10 stocks: MGC (-$6.2M), BNDX (-$5.2M), IVW, VOOG, IWV, VYM, MTUM, JSCP, VCSH, IEMG.
Sold out of its positions in SILJ, FG, EXPE, FDS, GPN, PHO, IHI, GOVT, MOFG, Nuveen Equity Premium Income Fund. BLD.
Apella Capital was a net buyer of stock by $1.4B.
Apella Capital has $6.7B in assets under management (AUM), dropping by 33.15%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 677 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Apella Capital has 677 total positions. Only the first 250 positions are shown.

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Download the Apella Capital March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.8	$662M	+13%	16M	42.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.8	$256M	+5%	730k	350.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.8	$253M	+16%	5.2M	48.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.8	$188M	+69%	4.4M	42.69	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$173M	+5%	4.6M	37.98	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.5	$169M	+78%	2.2M	77.41	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.3	$153M	+49%	3.9M	39.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$141M	+29%	2.1M	66.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.0	$133M	+8%	1.8M	74.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$130M		1.7M	78.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$121M		1.7M	69.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$116M	+4%	2.0M	59.18	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	1.7	$113M	+10%	2.1M	53.11	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.6	$106M	+15%	331k	321.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$106M	+1877%	2.2M	49.11	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$105M	+65%	1.9M	55.57	View chart
Apple (AAPL)	1.3	$89M	+29%	330k	270.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$86M	+12%	960k	89.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$69M	+11%	757k	91.08	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$69M	+56%	2.0M	34.31	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$64M	+20%	1.7M	38.61	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$64M	+93%	1.3M	48.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$62M	+3%	88k	710.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$60M	+44%	1.6M	36.94	View chart
Vanguard World Mega Cap Index (MGC)	0.8	$56M	-9%	217k	259.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$55M	+45%	1.1M	50.93	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$55M	+11%	1.5M	37.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$53M	+27%	82k	652.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$53M	+4%	490k	107.86	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.8	$52M	+35%	1.1M	46.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$52M	+69%	414k	124.62	View chart
Microsoft Corporation (MSFT)	0.8	$51M	+18%	121k	422.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$48M	+8%	487k	97.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$47M	-10%	975k	48.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$47M	+11%	229k	204.24	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$47M	+35%	1.8M	25.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$47M	+443%	1.1M	41.72	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$46M	+16%	949k	48.61	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$45M		419k	106.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$44M	+29%	356k	122.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$43M	-4%	275k	155.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$42M		138k	307.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$41M		142k	284.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$37M	+82%	75k	493.92	View chart
Spdr Series Trust State Street Spd (SPHY)	0.5	$37M	+31%	1.6M	23.62	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$37M	-6%	79k	462.76	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$36M	+37%	717k	50.21	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$35M	-5%	126k	274.46	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.5	$34M	+215%	455k	75.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$34M	+25%	461k	72.90	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$33M	+2%	666k	49.53	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$31M	+146%	647k	47.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$30M	-4%	376k	79.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$30M	+33%	88k	339.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$29M	-4%	345k	83.48	View chart
NVIDIA Corporation (NVDA)	0.4	$28M	+35%	141k	201.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$28M	+15%	325k	85.37	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$28M	+26%	286k	96.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$28M	+12%	58k	476.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$27M	+376%	352k	77.01	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$27M		168k	160.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$26M	+12%	40k	648.85	View chart
Spdr Series Trust State Street Spd (SPIB)	0.4	$25M	+32%	742k	33.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$24M	+10%	478k	50.45	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$24M	+94%	304k	78.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$23M	+298%	610k	37.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$22M	+9%	383k	57.79	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$21M	+7%	195k	107.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$21M		173k	120.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$21M	+203%	141k	146.44	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$20M	-6%	431k	47.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$20M	+44%	42k	474.58	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$20M	+193%	412k	48.51	View chart
Amazon (AMZN)	0.3	$19M	+68%	77k	250.56	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$19M	-5%	380k	50.16	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$19M	NEW	205k	91.55	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$18M		777k	22.89	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$18M	+34%	395k	44.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$18M	+36%	52k	341.68	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$18M	-4%	149k	117.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$17M		200k	83.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$16M		72k	227.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$16M	-3%	77k	206.92	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$16M	-6%	345k	46.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$16M	+21%	272k	58.58	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$16M	+759%	429k	37.05	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$16M	+5%	202k	77.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$15M	+5%	64k	232.24	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$15M		85k	172.96	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$14M	NEW	229k	62.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$14M	-4%	123k	110.04	View chart
Dimensional Etf Trust International (DFSI)	0.2	$13M	+36%	290k	46.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$13M	-5%	58k	227.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$13M	-6%	68k	192.53	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$13M	-9%	163k	78.10	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$12M	+238%	213k	57.46	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$12M	-5%	246k	48.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$12M	+6%	87k	135.39	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$12M	-5%	222k	52.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$12M	+70%	38k	310.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$12M	+5025%	278k	41.94	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$11M	+12%	143k	79.85	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$11M	+13%	246k	46.05	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$11M	NEW	387k	29.20	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$11M	+12%	220k	50.65	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$11M	-9%	72k	154.41	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$11M	+4%	226k	47.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$10M	-22%	81k	128.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$10M	+94%	32k	326.54	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.2	$10M	NEW	346k	29.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$10M	-8%	109k	94.86	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$10M		58k	176.66	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.2	$10M	+12%	138k	73.55	View chart
Johnson & Johnson (JNJ)	0.1	$10M	+37%	43k	234.18	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$10M	+140%	388k	25.80	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.8M		119k	81.63	View chart
Mastercard Incorporated Cl A (MA)	0.1	$9.6M	+6%	19k	521.29	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$9.6M	+20%	227k	42.17	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$9.6M	+2%	330k	28.97	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$9.3M	-6%	353k	26.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$9.2M	-4%	117k	78.61	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$9.2M	+4%	411k	22.43	View chart
General Dynamics Corporation (GD)	0.1	$9.1M	+2%	27k	336.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$9.0M	+226%	178k	50.56	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$8.6M	+3%	57k	150.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$8.6M	+5%	19k	445.93	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$8.3M	+23%	159k	52.28	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$8.3M	-22%	21k	404.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.1M	+20%	52k	155.59	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$8.0M		78k	103.00	View chart
Wal-Mart Stores (WMT)	0.1	$8.0M	+209%	63k	127.50	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$7.8M	-2%	156k	49.81	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$7.7M	-4%	103k	74.47	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$7.3M	NEW	184k	39.54	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$7.1M		10.00	711558.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$7.1M	+8%	281k	25.15	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$7.0M	NEW	74k	93.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$7.0M	+10%	18k	388.90	View chart
Visa Com Cl A (V)	0.1	$6.8M	+25%	22k	317.03	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.1	$6.8M	NEW	171k	39.74	View chart
RBB F/m Us Treasury (TBIL)	0.1	$6.7M	NEW	134k	49.95	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$6.6M	+29%	66k	101.44	View chart
Philip Morris International (PM)	0.1	$6.6M	+48%	42k	157.79	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$6.5M	-7%	67k	97.08	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$6.2M	NEW	76k	82.18	View chart
Hilton Worldwide Holdings (HLT)	0.1	$6.1M	NEW	18k	341.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$6.0M	+55%	8.4k	713.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.8M	-8%	240k	24.30	View chart
Steel Dynamics (STLD)	0.1	$5.8M	NEW	29k	200.32	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.7M		95k	59.76	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$5.7M	+14%	166k	34.12	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$5.6M	+6%	56k	100.92	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$5.6M	NEW	69k	81.40	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$5.6M	NEW	46k	122.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.5M	+9%	20k	275.78	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$5.5M	+27%	108k	51.24	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$5.4M	-3%	283k	18.96	View chart
Pepsi (PEP)	0.1	$5.3M	+21%	34k	157.67	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$5.3M	NEW	145k	36.41	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$5.2M	NEW	100k	52.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$5.2M	-10%	56k	93.32	View chart
Caterpillar (CAT)	0.1	$5.1M	+67%	6.4k	794.68	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$4.8M	+342%	94k	50.82	View chart
Meta Platforms Cl A (META)	0.1	$4.7M	+19%	6.9k	688.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$4.7M	+31%	89k	52.71	View chart
West Pharmaceutical Services (WST)	0.1	$4.6M		17k	273.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.6M	NEW	78k	58.66	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$4.6M	-5%	48k	96.04	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$4.6M	-2%	248k	18.36	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$4.5M	+22%	96k	47.47	View chart
Costco Wholesale Corporation (COST)	0.1	$4.5M	+38%	4.5k	999.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$4.5M	-2%	142k	31.46	View chart
Home Depot (HD)	0.1	$4.4M	+90%	13k	349.40	View chart
Merck & Co (MRK)	0.1	$4.4M	+152%	37k	119.07	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$4.4M	-5%	88k	49.68	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$4.3M	+15%	195k	22.30	View chart
Abbvie (ABBV)	0.1	$4.2M	+97%	20k	208.38	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$4.2M		87k	47.99	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$4.1M	-5%	118k	35.08	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$4.1M	-2%	61k	67.56	View chart
Chevron Corporation (CVX)	0.1	$4.1M	+29%	22k	183.99	View chart
McDonald's Corporation (MCD)	0.1	$4.1M	+21%	13k	311.37	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$4.0M	NEW	152k	26.44	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	+25%	16k	251.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.9M	+4%	40k	96.68	View chart
Deere & Company (DE)	0.1	$3.8M		6.5k	590.42	View chart
Eli Lilly & Co. (LLY)	0.1	$3.8M	+30%	4.1k	927.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.8M	+9%	117k	32.62	View chart
International Business Machines (IBM)	0.1	$3.8M	+70%	15k	253.46	View chart
Tesla Motors Put Option (TSLA)	0.1	$3.8M	+85%	9.4k	400.62	View chart
Hldgs (UAL)	0.1	$3.8M		37k	101.80	View chart
Northrop Grumman Corporation (NOC)	0.1	$3.7M	+279%	5.6k	665.29	View chart
Martin Marietta Materials (MLM)	0.1	$3.7M	+2%	6.0k	622.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.7M	+22%	41k	91.34	View chart
Procter & Gamble Company (PG)	0.1	$3.7M	+47%	25k	146.93	View chart
Wells Fargo & Company (WFC)	0.1	$3.7M	+16%	45k	81.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.7M	+116%	11k	335.84	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.6M		71k	50.93	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$3.6M	+4%	43k	83.58	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.6M		97k	36.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.6M	-2%	5.3k	665.49	View chart
Nextera Energy (NEE)	0.1	$3.5M	+286%	38k	91.98	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$3.5M	+154%	11k	313.94	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.5M	+5%	42k	82.64	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$3.4M	-11%	48k	70.75	View chart
Lockheed Martin Corporation (LMT)	0.0	$3.4M	+180%	5.7k	592.20	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$3.3M	NEW	22k	148.80	View chart
Broadcom (AVGO)	0.0	$3.3M	+35%	8.0k	406.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.2M	+49%	17k	196.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$3.2M	+5%	113k	27.99	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$3.1M	-25%	133k	23.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.1M	+61%	35k	89.66	View chart
Oracle Corporation (ORCL)	0.0	$3.1M	+54%	18k	175.06	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.0	$3.1M		382k	8.03	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$3.1M	+2%	46k	67.51	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.0	$3.1M	NEW	61k	50.47	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$3.0M	+51%	20k	154.35	View chart
Boeing Company (BA)	0.0	$3.0M	+38%	14k	223.38	View chart
Parker-Hannifin Corporation (PH)	0.0	$3.0M		3.1k	988.68	View chart
Walt Disney Company (DIS)	0.0	$3.0M	+25%	28k	106.29	View chart
Leidos Holdings (LDOS)	0.0	$2.9M	+39%	19k	155.17	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$2.9M	+1092%	26k	110.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.9M	+47%	3.6k	805.68	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$2.8M	NEW	116k	24.41	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.8M	+46%	12k	229.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.7M		85k	32.09	View chart
Coca-Cola Company (KO)	0.0	$2.7M	+41%	36k	75.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.7M	+38%	25k	104.32	View chart
Bank of America Corporation (BAC)	0.0	$2.6M	+163%	48k	53.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$2.6M	+156%	20k	127.46	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$2.6M	-6%	57k	45.05	View chart
Southern Company (SO)	0.0	$2.5M	+43%	27k	94.51	View chart
Cisco Systems (CSCO)	0.0	$2.5M	+27%	29k	86.25	View chart
Zoom Communications Cl A (ZM)	0.0	$2.5M	+14%	28k	88.02	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.5M	+11%	11k	220.89	View chart
Ge Aerospace Com New (GE)	0.0	$2.4M	+56%	7.9k	304.13	View chart
Advanced Micro Devices (AMD)	0.0	$2.4M	+41%	8.6k	278.40	View chart
Emerson Electric (EMR)	0.0	$2.4M	+23%	16k	146.35	View chart
At&t (T)	0.0	$2.4M	+62%	89k	26.51	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$2.3M	+37%	45k	51.36	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.0	$2.3M	NEW	103k	22.57	View chart
Netflix (NFLX)	0.0	$2.3M	+26%	24k	97.31	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$2.3M	NEW	45k	50.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$2.3M		11k	210.08	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$2.3M		28k	79.23	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$2.2M	+10%	103k	21.89	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$2.2M	+38%	39k	57.25	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$2.2M	NEW	55k	40.52	View chart
Truist Financial Corp equities (TFC)	0.0	$2.2M	+286%	43k	50.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.1M	+109%	14k	146.39	View chart

Past Filings by Apella Capital

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

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
Apella Capital 2022 Q1 filed April 11, 2022

View all past filings

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