Institutions / Apella Capital, LLC

Apella Capital, LLC

CIK 1801507 · Institution · as of Dec 31, 2025

Portfolio value

$5.06B

Positions

531

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 531 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$550.89M	13,914,954	10.9%
Vanguard Index Fds	—	$230.94M	688,831	4.6%
Dimensional ETF Trust	—	$216.24M	4,509,681	4.3%
Dimensional ETF Trust	—	$148.06M	4,296,455	2.9%
Vanguard Bd Index Fds	—	$130.95M	1,661,574	2.6%
Vanguard Bd Index Fds	—	$122.50M	1,653,788	2.4%
Dimensional ETF Trust	—	$110.84M	2,604,385	2.2%
Vanguard Tax-Managed Fds	—	$108.40M	1,735,240	2.1%
Dimensional ETF Trust	—	$101.88M	1,935,630	2.0%
Vanguard Intl Equity Index F	—	$101.24M	1,883,128	2.0%
Dimensional ETF Trust	—	$98.81M	2,598,242	2.0%
Dimensional ETF Trust	—	$98.19M	1,649,140	1.9%
Dimensional ETF Trust	—	$90.80M	1,224,259	1.8%
Vanguard Scottsdale Fds	—	$88.15M	285,228	1.7%
Apple Inc.	—	$69.18M	254,471	1.4%
American Centy ETF Tr	—	$65.82M	854,577	1.3%
Vanguard World Fd	—	$60.55M	241,091	1.2%
SPDR S&P 500 ETF Tr	—	$57.58M	84,439	1.1%
Dimensional ETF Trust	—	$57.18M	1,145,849	1.1%
American Centy ETF Tr	—	$56.15M	682,150	1.1%
Vanguard Charlotte Fds	—	$52.35M	1,083,328	1.0%
Microsoft Corp	—	$49.63M	102,628	1.0%
Dimensional ETF Trust	—	$45.39M	1,372,117	0.9%
Dimensional ETF Trust	—	$45.12M	1,318,903	0.9%
American Centy ETF Tr	—	$44.20M	470,399	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.