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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, DFSD, VTI, BSV, DFIC, and represent 27.01% of Apella Capital's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$35M), DFSD (+$34M), DFUS (+$31M), VONE (+$24M), SPY (+$23M), DFGX (+$22M), QQQ (+$19M), DUHP (+$17M), DFUV (+$15M), AAPL (+$15M).
Started 43 new stock positions in LQD, FBND, MTB, EW, GWX, REAX, CB, VOOG, AMAT, GS.
Reduced shares in these 10 stocks: BNDX (-$15M), MTUM (-$6.6M), BSV (-$6.0M), MUB, USMV, VSS, QUAL, GEM, SCHO, IWD.
Sold out of its positions in BANC, DFCA, BUG, GOVT, MOFG, SJM, WBA.
Apella Capital was a net buyer of stock by $488M.
Apella Capital has $3.7B in assets under management (AUM), dropping by 26.62%.
Central Index Key (CIK): 0001801507

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Portfolio Holdings for Apella Capital

Apella Capital holds 423 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.5	$463M	+8%	13M	36.21	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.4	$163M	+26%	3.4M	47.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$132M	+8%	430k	305.60	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.4	$127M	-4%	1.6M	78.20	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.1	$113M	+12%	3.6M	30.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.0	$112M	+2%	1.5M	72.84	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$92M		1.7M	55.50	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.4	$90M	+5%	2.1M	42.01	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.2	$79M	+64%	1.2M	67.44	View chart
Vanguard World Mega Cap Index (MGC)	2.0	$74M		327k	225.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$73M	+3%	1.3M	56.51	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	1.9	$72M	+43%	1.3M	53.33	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$70M	-17%	1.4M	49.31	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.9	$68M	+33%	1.9M	35.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.8	$68M	+8%	1.4M	49.43	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.6	$59M	+66%	209k	282.35	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$52M		1.2M	42.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$45M	+37%	658k	68.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$42M	-13%	175k	238.57	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$40M		1.4M	29.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$40M	+32%	542k	73.50	View chart
Microsoft Corporation (MSFT)	1.1	$40M		80k	497.72	View chart
Apple (AAPL)	1.0	$39M	+61%	184k	209.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$36M	+71%	833k	42.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$35M	+5%	332k	106.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$34M	+10%	1.2M	29.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$34M	-3%	190k	178.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$33M	+10%	422k	79.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$31M	+287%	50k	620.68	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$31M	+36%	980k	31.38	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.8	$29M	-4%	611k	47.47	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$27M	+31%	931k	29.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$26M	+20%	318k	82.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$26M	-9%	196k	133.48	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$24M	+61%	517k	45.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$22M	-6%	440k	49.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$22M	+34%	77k	282.23	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.6	$21M	+64%	838k	25.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$21M	+824%	38k	552.03	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$20M	+27%	186k	109.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$20M	+33%	35k	570.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$20M	+9%	243k	82.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$20M	+37%	82k	240.64	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$19M	+62%	391k	48.35	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$18M	-17%	176k	104.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$18M	-13%	98k	183.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$18M	+8%	366k	49.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$17M	-9%	171k	101.73	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$16M	+47%	313k	51.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$16M	+6%	252k	63.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$16M	-15%	167k	93.84	View chart
NVIDIA Corporation (NVDA)	0.4	$15M	+2%	93k	158.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$14M	+24%	152k	92.02	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$14M	+68%	202k	69.08	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$13M	-14%	296k	45.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$13M	+643%	75k	177.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$13M	+159%	30k	438.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$13M	-4%	96k	135.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$13M		64k	199.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$13M	-2%	61k	206.49	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$13M	-15%	338k	37.04	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.3	$12M	-4%	530k	23.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$12M	+41%	25k	478.03	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.3	$12M	+66%	356k	33.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$12M	-2%	171k	68.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$12M	-15%	27k	425.26	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$11M	+2%	102k	110.08	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$11M	NEW	146k	75.37	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.3	$11M	+87%	462k	23.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$10M	+954%	206k	50.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$10M		175k	58.44	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$9.7M	+15%	425k	22.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$9.6M	-7%	122k	79.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.3M	+906%	69k	134.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$9.2M		196k	47.04	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$9.2M	-15%	95k	96.56	View chart
Mastercard Incorporated Cl A (MA)	0.2	$9.2M	+2387%	16k	565.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.9M	-4%	141k	63.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$8.7M	-20%	45k	195.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$8.7M	-21%	357k	24.25	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$8.6M	+9%	218k	39.64	View chart
General Dynamics Corporation (GD)	0.2	$8.5M		29k	294.65	View chart
Amazon (AMZN)	0.2	$8.3M	+3%	37k	223.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$8.2M	-4%	166k	49.68	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$8.1M	NEW	20k	397.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$7.7M	-19%	130k	59.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$7.5M	-6%	68k	111.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$7.4M	+311%	186k	40.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$7.4M	+228%	42k	176.79	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$7.4M		84k	88.19	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$7.2M	+233%	10.00	716415.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$7.1M	-15%	85k	83.56	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$7.0M		168k	41.66	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$6.9M	+5%	259k	26.82	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.2	$6.8M	+10%	110k	62.02	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$6.6M	+11%	98k	67.44	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$6.6M		108k	60.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.5M	+75%	22k	291.97	View chart
Dimensional Etf Trust International (DFSI)	0.2	$6.0M	+6%	154k	39.11	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$6.0M	-8%	93k	64.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.9M	-9%	44k	135.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.9M	+58%	63k	93.69	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.2	$5.8M	-5%	121k	47.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$5.7M		166k	34.31	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$5.7M	+3%	227k	25.02	View chart
Visa Com Cl A (V)	0.2	$5.6M	+422%	16k	356.64	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$5.4M	-15%	125k	42.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.0M	+11%	39k	128.61	View chart
Philip Morris International (PM)	0.1	$4.9M	+527%	27k	181.20	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$4.8M	+167%	106k	45.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$4.8M	+21%	74k	64.98	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.8M	NEW	84k	56.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$4.7M	+1572%	17k	286.46	View chart
Johnson & Johnson (JNJ)	0.1	$4.5M	+4%	29k	155.27	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$4.5M	+8%	86k	52.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.4M		13k	341.37	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$4.4M	-14%	70k	62.93	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$4.3M	+3%	346k	12.54	View chart
Doximity Cl A (DOCS)	0.1	$4.3M	-11%	70k	60.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.2M	-8%	99k	42.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.1M	-5%	50k	82.39	View chart
Martin Marietta Materials (MLM)	0.1	$4.0M	NEW	7.2k	556.29	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$3.9M	+80%	175k	22.37	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$3.8M	-5%	14k	281.00	View chart
West Pharmaceutical Services (WST)	0.1	$3.7M		17k	221.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.6M	-4%	69k	52.43	View chart
McDonald's Corporation (MCD)	0.1	$3.5M	+65%	12k	293.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$3.3M	+10%	115k	28.84	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$3.3M	+145%	50k	66.09	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$3.1M	NEW	29k	108.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.1M		10k	300.53	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$3.1M	+33%	131k	23.46	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$3.1M	+29%	55k	55.61	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$3.0M	+6%	41k	73.03	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$3.0M	+4%	71k	42.02	View chart
Pepsi (PEP)	0.1	$3.0M		22k	134.45	View chart
Costco Wholesale Corporation (COST)	0.1	$3.0M		3.0k	992.18	View chart
Hldgs (UAL)	0.1	$3.0M	+4%	37k	81.11	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.0M	-4%	49k	59.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.9M	NEW	18k	165.88	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.9M	+965%	43k	68.82	View chart
Deere & Company (DE)	0.1	$2.9M	+2%	5.7k	510.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.9M	+4%	26k	111.11	View chart
Meta Platforms Cl A (META)	0.1	$2.8M	+10%	4.0k	718.34	View chart
Wells Fargo & Company (WFC)	0.1	$2.8M	+8%	34k	82.34	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.7M		70k	39.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.7M	-6%	8.9k	307.37	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.6M	-19%	69k	37.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.5M	+25%	38k	66.75	View chart
Procter & Gamble Company (PG)	0.1	$2.5M	+9%	16k	160.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.5M	+6%	11k	219.73	View chart
Walt Disney Company (DIS)	0.1	$2.5M	+109%	20k	123.16	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.4M		34k	70.44	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$2.4M	-4%	92k	25.56	View chart
Home Depot (HD)	0.1	$2.3M		6.3k	367.62	View chart
Oracle Corporation (ORCL)	0.1	$2.3M	+8%	9.8k	232.26	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M		9.5k	235.34	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$2.2M	-21%	90k	24.74	View chart
International Business Machines (IBM)	0.1	$2.2M	+14%	7.6k	292.47	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.2M	-3%	6.2k	353.36	View chart
Chevron Corporation (CVX)	0.1	$2.2M	+40%	15k	147.40	View chart
Zoom Communications Cl A (ZM)	0.1	$2.1M	-11%	28k	77.17	View chart
Boeing Company (BA)	0.1	$2.1M	-6%	9.5k	218.63	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.1M	+641%	3.0k	706.64	View chart
Bill Com Holdings Ord (BILL)	0.1	$2.1M		44k	47.49	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$2.0M	+26%	90k	22.20	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$2.0M	+8%	52k	37.87	View chart
Netflix (NFLX)	0.1	$2.0M	+9%	1.5k	1289.62	View chart
Stryker Corporation (SYK)	0.1	$1.9M		4.9k	392.53	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.9M		33k	57.87	View chart
Leidos Holdings (LDOS)	0.1	$1.9M		11k	164.46	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$1.8M	-40%	21k	86.25	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.8M		8.5k	213.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.8M	+41%	12k	152.99	View chart
Abbvie (ABBV)	0.0	$1.7M	+3%	9.2k	187.63	View chart
Wal-Mart Stores (WMT)	0.0	$1.7M	+5%	17k	99.35	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.0	$1.6M		28k	55.02	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.0	$1.5M	-12%	42k	35.08	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$1.5M	NEW	22k	67.48	View chart
Coca-Cola Company (KO)	0.0	$1.4M	+14%	20k	71.01	View chart
salesforce (CRM)	0.0	$1.4M	-5%	5.3k	269.81	View chart
Eli Lilly & Co. (LLY)	0.0	$1.4M	+4%	1.8k	772.97	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$1.4M		22k	63.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.4M		64k	21.91	View chart
Emerson Electric (EMR)	0.0	$1.4M	+93%	10k	138.39	View chart
Automatic Data Processing (ADP)	0.0	$1.4M	-4%	4.4k	308.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.4M	+20%	12k	110.15	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$1.3M		11k	117.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$1.3M	+43%	2.1k	623.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.3M		15k	88.55	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$1.3M		21k	62.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$1.3M		17k	76.52	View chart
American Express Company (AXP)	0.0	$1.3M	+307%	4.0k	322.72	View chart
Tesla Motors (TSLA)	0.0	$1.3M		4.4k	293.94	View chart
Caterpillar (CAT)	0.0	$1.3M		3.3k	391.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.3M	NEW	20k	62.92	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.0	$1.3M		12k	104.81	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$1.3M		18k	68.84	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$1.3M	NEW	67k	18.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.2M	+185%	2.8k	444.00	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$1.2M		28k	44.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.2M		41k	29.20	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$1.2M	NEW	4.3k	274.15	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$1.2M		18k	63.54	View chart
Abbott Laboratories (ABT)	0.0	$1.2M	+4%	8.6k	133.70	View chart
FedEx Corporation (FDX)	0.0	$1.1M		4.8k	235.09	View chart
D.R. Horton (DHI)	0.0	$1.1M		8.5k	130.97	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.0	$1.1M	-35%	26k	41.21	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$1.1M	+29%	50k	21.74	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.1M		5.5k	195.53	View chart
Verizon Communications (VZ)	0.0	$1.1M	+43%	25k	42.80	View chart
Broadcom (AVGO)	0.0	$1.1M	+18%	3.9k	274.19	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M		4.2k	248.63	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$1.0M	-27%	24k	44.13	View chart
Trane Technologies SHS (TT)	0.0	$1.0M		2.4k	434.61	View chart
Stantec (STN)	0.0	$1.0M		9.3k	109.69	View chart
Southern Company (SO)	0.0	$1.0M		11k	91.66	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$989k	NEW	21k	46.56	View chart
At&t (T)	0.0	$985k		35k	28.41	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$985k		99k	9.99	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$984k		23k	43.33	View chart
Palantir Technologies Cl A (PLTR)	0.0	$977k		7.0k	139.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$961k	+46%	11k	89.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$945k	-5%	8.6k	109.22	View chart
Welltower Inc Com reit (WELL)	0.0	$940k	+202%	6.1k	154.24	View chart
Cisco Systems (CSCO)	0.0	$937k	-6%	14k	68.93	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$928k		12k	80.44	View chart
Raytheon Technologies Corp (RTX)	0.0	$921k	+26%	6.3k	145.92	View chart
Merck & Co (MRK)	0.0	$918k	+4%	11k	80.90	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$900k	+121%	11k	79.90	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$890k		36k	24.79	View chart
Qualcomm (QCOM)	0.0	$888k	+2%	5.6k	158.10	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$884k	-2%	43k	20.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$876k		45k	19.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$874k		45k	19.64	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$871k		24k	37.12	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$868k	-11%	11k	77.96	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.0	$868k		17k	52.60	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$858k		46k	18.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$856k	-3%	41k	20.71	View chart
Science App Int'l (SAIC)	0.0	$850k		7.2k	117.55	View chart
Honeywell International (HON)	0.0	$846k	+7%	3.5k	239.34	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$841k	-7%	26k	32.68	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$827k		16k	50.82	View chart
Purecycle Technologies (PCT)	0.0	$815k	+27%	56k	14.53	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$798k	+8%	7.8k	102.04	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$794k	NEW	16k	50.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$791k	NEW	17k	45.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$784k	+4%	1.2k	667.93	View chart
Starbucks Corporation (SBUX)	0.0	$777k	+10%	8.3k	93.64	View chart
Paccar (PCAR)	0.0	$752k		7.8k	96.64	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$751k		15k	50.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$749k	-2%	3.8k	197.22	View chart
Lockheed Martin Corporation (LMT)	0.0	$747k	+48%	1.6k	469.03	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$743k	+49%	25k	30.39	View chart
Avista Corporation (AVA)	0.0	$736k		19k	38.15	View chart
ConocoPhillips (COP)	0.0	$713k		7.7k	92.55	View chart
Kroger (KR)	0.0	$707k		9.9k	71.45	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.0	$693k	NEW	13k	55.00	View chart
Waste Management (WM)	0.0	$682k	+4%	3.0k	226.93	View chart
Allstate Corporation (ALL)	0.0	$682k		3.5k	194.53	View chart
Anthem (ELV)	0.0	$668k		1.9k	346.96	View chart
TJX Companies (TJX)	0.0	$648k		5.2k	125.18	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$643k	NEW	5.8k	110.12	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$641k	+60%	2.5k	254.96	View chart
Advanced Micro Devices (AMD)	0.0	$638k		4.7k	134.80	View chart
Altria (MO)	0.0	$636k	+32%	11k	60.25	View chart
Bank of America Corporation (BAC)	0.0	$633k	+4%	13k	48.66	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$633k		15k	42.67	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$618k		12k	51.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$617k		22k	28.43	View chart
UGI Corporation (UGI)	0.0	$615k		17k	35.29	View chart
Duke Energy Corp Com New (DUK)	0.0	$612k	+4%	5.2k	117.30	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$606k		1.1k	576.88	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$603k	-3%	36k	16.71	View chart
Northrop Grumman Corporation (NOC)	0.0	$601k	+33%	1.2k	507.89	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$601k	+24%	2.2k	278.33	View chart
Vistra Energy (VST)	0.0	$590k		3.0k	193.70	View chart
Vanguard World Utilities Etf (VPU)	0.0	$580k	NEW	3.3k	177.16	View chart
Nextera Energy (NEE)	0.0	$578k	+2%	7.7k	74.75	View chart
Pfizer (PFE)	0.0	$577k		23k	25.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$574k	+127%	4.2k	135.48	View chart
Ge Vernova (GEV)	0.0	$573k		1.1k	530.23	View chart
Consolidated Edison (ED)	0.0	$536k		5.4k	99.71	View chart
Analog Devices (ADI)	0.0	$534k	+75%	2.2k	241.83	View chart
Kimberly-Clark Corporation (KMB)	0.0	$529k		4.0k	131.66	View chart
UnitedHealth (UNH)	0.0	$526k	+3%	1.7k	303.62	View chart
Darden Restaurants (DRI)	0.0	$524k		2.4k	216.02	View chart
Amgen (AMGN)	0.0	$519k	+33%	1.8k	292.92	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$516k	NEW	11k	48.44	View chart
Sherwin-Williams Company (SHW)	0.0	$512k	NEW	1.5k	346.30	View chart
American Electric Power Company (AEP)	0.0	$508k	+5%	4.9k	104.17	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$505k		1.7k	305.33	View chart
Eaton Corp SHS (ETN)	0.0	$500k	+2%	1.4k	358.50	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$497k		12k	40.77	View chart
Kkr & Co (KKR)	0.0	$494k	+9%	3.6k	135.56	View chart
General Mills (GIS)	0.0	$488k		9.4k	51.84	View chart
Comcast Corp Cl A (CMCSA)	0.0	$486k		14k	35.44	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$476k	+4%	2.9k	162.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$473k	-2%	2.0k	238.79	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$458k	+86%	8.7k	52.83	View chart
Bristol Myers Squibb (BMY)	0.0	$457k	+4%	9.8k	46.49	View chart
Danaher Corporation (DHR)	0.0	$451k	+4%	2.3k	199.60	View chart
Dominion Resources (D)	0.0	$449k	-5%	8.0k	56.44	View chart
Sap Se Spon Adr (SAP)	0.0	$447k	NEW	1.5k	305.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$447k	+12%	3.3k	133.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$445k		19k	23.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$435k	+46%	1.8k	246.81	View chart
Public Service Enterprise (PEG)	0.0	$435k	-2%	5.3k	82.29	View chart
Adobe Systems Incorporated (ADBE)	0.0	$433k		1.1k	376.93	View chart
Morgan Stanley Com New (MS)	0.0	$429k	+5%	3.0k	143.74	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$426k		5.7k	74.73	View chart
Constellation Energy (CEG)	0.0	$426k		1.3k	318.36	View chart
Ford Motor Company (F)	0.0	$421k		36k	11.59	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$420k	+24%	7.6k	55.36	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$413k		8.8k	46.74	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$410k	-24%	7.5k	54.38	View chart
Cummins (CMI)	0.0	$410k		1.2k	327.88	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$409k		21k	19.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$409k	+80%	15k	27.06	View chart
Zions Bancorporation (ZION)	0.0	$405k		7.3k	55.16	View chart
Rockwell Automation (ROK)	0.0	$400k	+22%	1.2k	339.00	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.0	$395k	NEW	12k	33.63	View chart
Nike CL B (NKE)	0.0	$392k	+16%	5.1k	76.52	View chart
Acuity Brands (AYI)	0.0	$375k		1.2k	306.86	View chart
Hershey Company (HSY)	0.0	$365k	+10%	2.1k	175.57	View chart
Marriott Intl Cl A (MAR)	0.0	$360k	+3%	1.3k	278.34	View chart
Celldex Therapeutics Com New (CLDX)	0.0	$357k		17k	20.98	View chart
Broadridge Financial Solutions (BR)	0.0	$356k		1.5k	240.56	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$354k	+3%	6.6k	53.17	View chart
Fs Kkr Capital Corp (FSK)	0.0	$348k		16k	21.16	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$339k	-2%	3.7k	91.22	View chart
PNC Financial Services (PNC)	0.0	$334k	+2%	1.7k	196.21	View chart
Universal Display Corporation (OLED)	0.0	$331k		2.1k	155.32	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$329k		5.8k	56.41	View chart
Booking Holdings (BKNG)	0.0	$327k	+5%	56.00	5841.27	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$324k		4.5k	72.09	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$323k		3.0k	106.82	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$323k	NEW	3.4k	95.34	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$322k	+7%	410.00	785.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$321k		12k	26.34	View chart
DTE Energy Company (DTE)	0.0	$321k		2.4k	131.16	View chart
Synopsys (SNPS)	0.0	$320k	+5%	597.00	536.52	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$320k	+15%	3.5k	92.62	View chart
FactSet Research Systems (FDS)	0.0	$317k		708.00	447.89	View chart
3M Company (MMM)	0.0	$309k	NEW	2.0k	151.86	View chart
Bank of New York Mellon Corporation (BK)	0.0	$308k		3.3k	93.26	View chart
Truist Financial Corp equities (TFC)	0.0	$307k	-6%	6.8k	45.16	View chart
Lam Research Corp Com New (LRCX)	0.0	$307k	-4%	3.1k	98.13	View chart
Ameriprise Financial (AMP)	0.0	$306k		571.00	536.43	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$305k		6.1k	50.35	View chart
Linde SHS (LIN)	0.0	$302k	+7%	643.00	469.42	View chart
Lowe's Companies (LOW)	0.0	$300k		1.3k	224.91	View chart
Essential Utils (WTRG)	0.0	$298k	+2%	8.1k	36.89	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$291k	NEW	8.7k	33.43	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$290k		19k	15.40	View chart
Goldman Sachs (GS)	0.0	$288k	NEW	405.00	710.44	View chart
Intel Corporation (INTC)	0.0	$287k	-9%	13k	22.00	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$284k		3.0k	95.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$282k		11k	25.73	View chart
AmerisourceBergen (COR)	0.0	$282k	NEW	931.00	302.36	View chart
Becton, Dickinson and (BDX)	0.0	$280k	+4%	1.6k	172.95	View chart
Aon Shs Cl A (AON)	0.0	$278k	+2%	786.00	353.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$277k	+20%	3.2k	86.20	View chart
Deckers Outdoor Corporation (DECK)	0.0	$275k		2.6k	105.75	View chart
Jacobs Engineering Group (J)	0.0	$272k		2.1k	132.37	View chart
Air Products & Chemicals (APD)	0.0	$270k		934.00	288.87	View chart
Brown Forman Corp Cl A (BF.A)	0.0	$269k	NEW	9.6k	28.15	View chart
Thermo Fisher Scientific (TMO)	0.0	$268k	+6%	640.00	418.70	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$268k	+2%	5.6k	47.59	View chart
Eversource Energy (ES)	0.0	$267k		4.2k	64.39	View chart
Occidental Petroleum Corporation (OXY)	0.0	$265k	+9%	6.1k	43.35	View chart
CVS Caremark Corporation (CVS)	0.0	$264k	+3%	4.0k	66.68	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$261k	+29%	25k	10.43	View chart
Williams Companies (WMB)	0.0	$258k	+2%	4.4k	58.48	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$256k	-4%	8.3k	30.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$256k	NEW	4.2k	61.40	View chart
Phillips 66 (PSX)	0.0	$255k		2.0k	126.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$253k		10k	24.59	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$252k		9.0k	27.96	View chart
Valero Energy Corporation (VLO)	0.0	$248k	-2%	1.7k	143.71	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$247k		3.5k	69.57	View chart
Novartis Sponsored Adr (NVS)	0.0	$247k	-20%	2.0k	122.12	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$244k	+2%	4.6k	52.80	View chart
The Trade Desk Com Cl A (TTD)	0.0	$241k	-33%	3.3k	73.56	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$240k	-12%	3.1k	77.19	View chart
Carrier Global Corporation (CARR)	0.0	$239k	NEW	3.2k	74.64	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$239k	NEW	6.5k	36.93	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$234k		4.4k	53.61	View chart
Illinois Tool Works (ITW)	0.0	$233k	NEW	913.00	254.68	View chart
McKesson Corporation (MCK)	0.0	$232k	+3%	316.00	735.34	View chart
The Real Brokerage Com New (REAX)	0.0	$230k	NEW	56k	4.12	View chart
Principal Financial (PFG)	0.0	$229k	NEW	2.9k	80.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$226k		2.3k	100.24	View chart
United Rentals (URI)	0.0	$225k	NEW	287.00	783.94	View chart
Pulte (PHM)	0.0	$225k		2.1k	108.16	View chart
Lauder Estee Cos Cl A (EL)	0.0	$222k	NEW	2.6k	85.80	View chart
Chubb (CB)	0.0	$221k	NEW	790.00	280.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$218k	NEW	2.3k	93.00	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$216k		19k	11.23	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$214k		10k	21.17	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$214k	-2%	2.2k	97.69	View chart
Fidelity National Financial Com Shs (FNF)	0.0	$214k		3.7k	57.60	View chart
Edwards Lifesciences (EW)	0.0	$213k	NEW	2.8k	76.69	View chart
Capital One Financial (COF)	0.0	$213k	NEW	976.00	218.21	View chart
M&T Bank Corporation (MTB)	0.0	$209k	NEW	1.0k	200.63	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.0	$209k		15k	13.87	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$207k	NEW	2.4k	85.95	View chart
Vanguard World Health Car Etf (VHT)	0.0	$204k	-10%	825.00	247.54	View chart
Fiserv (FI)	0.0	$204k	-6%	1.2k	173.31	View chart
Applied Materials (AMAT)	0.0	$202k	NEW	1.1k	190.84	View chart
Prudential Financial (PRU)	0.0	$202k	-5%	1.9k	106.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$200k	NEW	7.6k	26.48	View chart
Flaherty & Crumrine Pref. Incme Opp (PFO)	0.0	$139k		15k	9.25	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$135k		17k	7.85	View chart
Xeris Pharmaceuticals (XERS)	0.0	$47k		10k	4.70	View chart
Precigen (PGEN)	0.0	$46k		29k	1.59	View chart
Omeros Corporation (OMER)	0.0	$44k		14k	3.08	View chart
Medical Properties Trust Put Option (MPW)	0.0	$40k	+79%	23k	1.74	View chart
Minerva Neurosciences Com New (NERV)	0.0	$34k		21k	1.64	View chart
Platinum Group Metals (PLG)	0.0	$32k	NEW	20k	1.55	View chart
Standard Lithium Corp equities (SLI)	0.0	$23k		10k	2.27	View chart
Cognition Therapeutics (CGTX)	0.0	$6.5k		11k	0.58	View chart

Past Filings by Apella Capital

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

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
Apella Capital 2021 Q3 amended filed Jan. 18, 2022
Apella Capital 2021 Q4 filed Jan. 13, 2022

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