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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 21.99% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: Dfa Invt Dimensions Group In (+$185M), DFAC (+$48M), IVV (+$47M), SCHX (+$41M), VONE (+$40M), Exxon Mobil Corp (+$27M), IEFA (+$25M), JPIE (+$24M), AVDE (+$23M), DFA US Small Cap Value ETF (+$21M).
Started 94 new stock positions in ILCB, FBCG, AVSC, CIEN, PYPL, BUFP, VABK, ATS, FAST, INCY.
Reduced shares in these 10 stocks: DUHP (-$171M), , DFSV (-$19M), VOOG (-$12M), VYM (-$11M), DFAR (-$10M), VO (-$8.9M), VEA (-$7.8M), SPDW (-$7.7M), JSCP (-$6.0M).
Sold out of its positions in BMO, CNP, DXUV, DCOR, DFSV, DFAR, DUHP, XOM, VGM, GOVT. INDA, LEN, OKE, STPZ, REAX, O, SEIQ, LUV, UROY, EMLC, HYD.
Apella Capital was a net buyer of stock by $776M.
Apella Capital has $7.9B in assets under management (AUM), dropping by 11.36%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 768 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Apella Capital has 768 total positions. Only the first 250 positions are shown.

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Download the Apella Capital September 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)	9.8	$776M	+6%	17M	45.18	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	3.7	$292M	+3%	768k	381.03	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.4	$272M	+7%	5.8M	46.65	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.6	$204M	+8%	5.1M	40.18	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.4	$189M	+6%	5.1M	37.34	View chart
Dfa Invt Dimensions Group In U.s. High Relati	2.3	$185M	NEW	4.3M	42.56	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.3	$183M		2.2M	84.65	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.1	$166M	+31%	474k	350.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$140M	+9%	2.0M	70.00	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$137M		2.0M	67.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.7	$133M	+10%	1.7M	76.36	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.7	$132M	+13%	2.6M	51.30	View chart
Apple (AAPL)	1.5	$121M	+4%	358k	336.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$120M		2.0M	59.85	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$115M		2.2M	53.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$115M	+7%	2.1M	55.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$113M	-6%	1.6M	70.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$109M	+15%	1.1M	94.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$97M	+31%	1.1M	89.48	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.0	$80M	+28%	2.0M	40.53	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.0	$78M	+6%	1.7M	46.07	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$76M	+12%	1.9M	40.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$75M	+15%	105k	714.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$74M	+49%	769k	96.20	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$73M	+3%	2.2M	33.65	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$72M	+17%	1.6M	44.02	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.9	$69M	+35%	1.5M	47.20	View chart
Microsoft Corporation Call Option (MSFT)	0.9	$67M	+4%	127k	529.76	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.8	$64M	+19%	2.6M	24.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$64M	-3%	82k	777.22	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$62M	+8%	569k	108.06	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$60M		1.6M	37.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$60M		1.1M	55.45	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.7	$59M	-3%	205k	287.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$58M	+9%	441k	132.59	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$56M		408k	138.05	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.7	$55M	+6%	252k	218.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$53M	+714%	68k	780.58	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$53M	+24%	1.1M	49.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$51M	+17%	488k	104.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$49M	+6%	1.2M	41.15	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.6	$49M	+14%	170k	286.98	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.6	$48M	+18%	2.1M	22.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$44M	+1256%	1.4M	30.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$42M	-5%	897k	46.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$40M	+59%	516k	78.27	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.5	$40M	-3%	431k	92.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$40M	+23%	432k	91.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$39M	+43%	509k	77.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$38M	-3%	118k	322.42	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$36M	+21%	395k	90.78	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.4	$35M	+11%	460k	75.56	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$35M	+12%	776k	44.63	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.4	$34M	+17%	1.0M	32.29	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.4	$33M	-21%	415k	80.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$31M	+10%	396k	77.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$31M	-12%	419k	72.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$30M	-25%	193k	157.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$30M		40k	757.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$30M		230k	128.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$29M	-4%	84k	347.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$29M	+10%	188k	154.53	View chart
NVIDIA Corporation Call Option (NVDA)	0.4	$28M	+12%	118k	237.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$28M	+14%	699k	39.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$27M	-30%	311k	87.69	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$27M	+26%	473k	57.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$27M	+132%	195k	137.08	View chart
Exxonmobil Holdings Corp Com Shs Call Option	0.3	$27M	NEW	162k	164.05	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$25M	+28%	525k	47.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$25M	+4%	525k	47.06	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$24M	-2%	299k	81.04	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$24M	-24%	480k	49.95	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$24M	NEW	525k	44.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$23M	+9%	177k	130.20	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$23M	+85%	540k	42.63	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$22M	+8%	479k	46.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$22M	+4%	44k	506.25	View chart
Amazon Call Option (AMZN)	0.3	$22M	+9%	84k	259.92	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val	0.3	$21M	NEW	554k	37.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$20M	+9%	58k	350.50	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.3	$20M	+399%	220k	91.83	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$20M	+3%	201k	100.52	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$19M	NEW	265k	69.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$18M	+4%	73k	250.78	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$18M	+310%	317k	56.61	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$18M		193k	91.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$17M		74k	225.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$17M	-5%	343k	48.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$16M	+2%	193k	84.79	View chart
Dimensional Etf Trust International (DFSI)	0.2	$16M	+19%	364k	44.74	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$16M		84k	188.88	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$16M	+30%	316k	50.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$15M	-26%	270k	56.45	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$15M	-5%	216k	69.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$15M	+64%	103k	145.89	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.2	$15M	+21%	45k	329.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$15M	+25%	342k	43.32	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$15M	-12%	646k	22.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$15M		200k	72.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$14M	+57%	540k	26.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$14M	-18%	118k	119.13	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.2	$14M	+60%	270k	52.08	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$14M	-3%	60k	232.17	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$14M	+3%	164k	83.89	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$14M	+14%	167k	82.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$14M		58k	236.99	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.2	$13M	+53%	252k	52.09	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$13M	-31%	284k	45.94	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.2	$13M		405k	31.49	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$13M	+15%	236k	53.85	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$12M	+327%	153k	81.16	View chart
Johnson & Johnson (JNJ)	0.2	$12M	+10%	47k	258.45	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$12M	-3%	231k	51.37	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$12M		57k	203.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$11M	-5%	67k	170.08	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$11M	+6%	252k	45.15	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$11M		32k	358.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$11M	+107%	308k	35.82	View chart
Mastercard Incorporated Cl A (MA)	0.1	$11M	+4%	19k	570.06	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$11M	-4%	206k	52.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$11M	+536%	326k	32.61	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$10M	+3%	454k	22.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.8M		118k	82.85	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$9.7M	-5%	97k	99.49	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$9.7M	+7%	194k	49.69	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$9.5M	-32%	218k	43.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$9.5M	+4%	56k	169.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$9.4M	+23%	22k	424.20	View chart
General Dynamics Corporation (GD)	0.1	$9.3M	+2%	29k	326.64	View chart
Dfa Invt Dimensions Group In Real Estate Secu	0.1	$9.2M	NEW	385k	23.96	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$9.0M		21k	439.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$8.8M		113k	78.05	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.1	$8.8M	-3%	308k	28.65	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$8.7M	-30%	44k	199.07	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$8.6M	+4%	200k	42.79	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$8.5M	-6%	217k	39.15	View chart
Philip Morris International (PM)	0.1	$8.5M	+4%	44k	192.69	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$8.4M	+2186%	76k	110.12	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$8.3M	+3%	82k	102.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$8.2M	-10%	163k	50.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$8.1M	-32%	79k	102.10	View chart
Eli Lilly & Co. (LLY)	0.1	$8.1M	+58%	6.8k	1188.75	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$8.0M	+27%	82k	98.55	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.1	$7.9M	-16%	111k	71.61	View chart
Visa Com Cl A (V)	0.1	$7.9M		21k	372.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$7.8M	+5%	49k	159.64	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$7.7M		156k	49.48	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$7.7M		102k	75.47	View chart
Meta Platforms Cl A (META)	0.1	$7.6M	+52%	11k	721.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.6M	+2%	20k	375.88	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$7.4M	+25%	230k	32.05	View chart
Wal-Mart Stores (WMT)	0.1	$7.4M	+9%	68k	108.16	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$7.3M	+4%	300k	24.43	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$7.3M	+45%	150k	48.56	View chart
Tesla Motors Call Option (TSLA)	0.1	$7.1M	+92%	19k	377.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.0M	+25%	25k	277.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.9M	+170%	30k	230.78	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$6.9M		356k	19.43	View chart
Steel Dynamics (STLD)	0.1	$6.8M		29k	234.09	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.1	$6.8M		155k	43.68	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$6.6M	-3%	71k	93.67	View chart
RBB F/m Us Treasury (TBIL)	0.1	$6.6M	-23%	132k	49.89	View chart
Abbvie (ABBV)	0.1	$6.4M	+14%	24k	271.36	View chart
Advanced Micro Devices (AMD)	0.1	$6.4M	+15%	9.9k	645.84	View chart
Merck & Co (MRK)	0.1	$6.3M	+16%	44k	142.79	View chart
West Pharmaceutical Services (WST)	0.1	$6.2M		17k	366.48	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$6.1M	+169%	66k	93.69	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$6.1M	-4%	72k	84.38	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$6.0M	+3%	114k	52.32	View chart
Caterpillar (CAT)	0.1	$5.9M	+12%	7.2k	813.88	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$5.8M	-2%	63k	92.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.8M		242k	23.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$5.5M	+23%	108k	51.22	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$5.5M		45k	124.24	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.1	$5.4M		382k	14.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$5.4M	+199%	57k	94.31	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$5.4M		66k	81.63	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.3M	-30%	7.00	759900.00	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$5.3M	+11%	243k	21.90	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$5.3M		56k	95.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$5.2M	+100%	51k	103.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.1M	+3%	83k	61.27	View chart
Chevron Corporation (CVX)	0.1	$5.1M	+10%	25k	205.15	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$5.0M	-2%	97k	51.29	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$4.9M	+35%	98k	50.60	View chart
Pepsi (PEP)	0.1	$4.8M	+16%	39k	123.73	View chart
Costco Wholesale Corporation (COST)	0.1	$4.8M	+13%	5.1k	942.16	View chart
Deere & Company (DE)	0.1	$4.8M	+11%	7.3k	656.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$4.5M	-4%	50k	90.70	View chart
Procter & Gamble Company (PG)	0.1	$4.5M	+22%	30k	147.82	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$4.5M	+8%	96k	46.60	View chart
Wells Fargo & Company (WFC)	0.1	$4.3M	+20%	54k	80.26	View chart
Hilton Worldwide Holdings (HLT)	0.1	$4.2M	-21%	13k	320.52	View chart
Union Pacific Corporation (UNP)	0.1	$4.2M	-2%	15k	274.67	View chart
Hldgs (UAL)	0.1	$4.2M	+1898%	38k	110.17	View chart
Broadcom (AVGO)	0.1	$4.2M	+16%	11k	376.52	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$4.1M	+3%	20k	201.39	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$4.0M	-6%	228k	17.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.0M	+15%	14k	288.98	View chart
Coca-Cola Company (KO)	0.1	$4.0M	+27%	47k	85.82	View chart
Cisco Systems (CSCO)	0.1	$4.0M	+8%	34k	117.39	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$4.0M	+2%	73k	54.65	View chart
International Business Machines (IBM)	0.1	$3.9M	+20%	18k	220.51	View chart
Micron Technology Call Option (MU)	0.1	$3.9M	+35%	3.6k	1088.00	View chart
Home Depot (HD)	0.0	$3.9M	+15%	14k	285.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$3.9M	-7%	105k	36.87	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$3.9M	-8%	78k	49.31	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.0	$3.8M	-2%	149k	25.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$3.8M	+4%	43k	88.69	View chart
Nextera Energy (NEE)	0.0	$3.8M	+36%	49k	77.06	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$3.7M	-8%	127k	29.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$3.7M	+43%	29k	129.02	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$3.7M		60k	62.11	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$3.7M	-2%	11k	341.29	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$3.7M		22k	168.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$3.7M	+4%	5.5k	663.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$3.6M		45k	81.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$3.6M		28k	129.37	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$3.5M	+15%	13k	282.50	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$3.5M	-11%	38k	91.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.4M	+13%	19k	180.26	View chart
Ge Aerospace Com New (GE)	0.0	$3.4M	+35%	11k	303.62	View chart
McDonald's Corporation (MCD)	0.0	$3.4M	+10%	15k	230.88	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$3.3M	+314%	29k	113.38	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$3.3M	-8%	9.6k	342.24	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$3.2M	-5%	44k	74.36	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$3.2M	+22%	152k	21.23	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.2M	-6%	32k	100.48	View chart
Intel Corporation (INTC)	0.0	$3.2M	+15%	28k	113.12	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$3.2M	+2%	102k	30.96	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$3.1M	-32%	177k	17.48	View chart
Parker-Hannifin Corporation (PH)	0.0	$3.1M	+4%	3.2k	952.82	View chart
Lockheed Martin Corporation (LMT)	0.0	$3.1M	+8%	6.1k	499.21	View chart
Walt Disney Company (DIS)	0.0	$3.0M	+4%	29k	104.75	View chart
Valero Energy Corporation (VLO)	0.0	$3.0M	+4%	7.1k	424.12	View chart
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)	0.0	$3.0M	-13%	85k	35.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$3.0M	-3%	39k	77.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$3.0M		11k	271.52	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$2.9M		26k	112.38	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$2.9M	+98%	29k	100.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$2.9M	+32%	6.1k	472.23	View chart
Emerson Electric (EMR)	0.0	$2.8M	+7%	18k	159.22	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$2.8M		119k	23.70	View chart
Ge Vernova (GEV)	0.0	$2.8M	+49%	2.8k	997.16	View chart
Zoom Communications Cl A (ZM)	0.0	$2.8M	+4%	29k	94.77	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.8M	+2%	14k	194.12	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.7M		5.7k	473.45	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$2.7M	+150%	106k	25.40	View chart
Boeing Company (BA)	0.0	$2.7M	+2%	14k	188.32	View chart
Southern Company (SO)	0.0	$2.7M	+7%	31k	85.44	View chart

Past Filings by Apella Capital

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

Apella Capital 2026 Q3 filed Oct. 8, 2026
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

View all past filings

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