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Apella Capital - Q1 2026 13F Filings

AP

Apella Capital, LLC

CIK: 0001801507
Address: Connecticut West Hartford 65 Memorial Road C340
$6.74 B
Portfolio Value
685
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/20/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFAU Dimensional Us Core Equity Market Etf
+$100.41 M
2. DFCF Dimensional Core Fixed Income Etf
+$77.02 M
3. DFAC Dimensional Us Core Equity 2 Etf
+$76.16 M
4. DFUS Dimensional Us Equity Market Etf
+$74.03 M
5. DUHP Dimensional Us High Profitability Etf
+$50.97 M

Top Sells

Q1 2026
1. MGC Vanguard Mega Cap Etf
−$6.16 M
2. BNDX Vanguard Total International Bond Etf
−$5.24 M
3. IVW Ishares S&P 500 Growth Etf
−$3.07 M
4. VOOG Vanguard S&P 500 Growth Etf
−$2.47 M
5. IWV Ishares Russell 3000 Etf
−$2.44 M

Asset Allocation

Stocks/ETFs
+35.16%
$6.72 B 99.74%
Options
+100.00%
$1.56 M 0.02%
Debt
+10692.35%
$2.99 M 0.04%
Other
-85.37%
$12.89 M 0.19%

Sector Allocation (Stocks)

Apella Capital Q1 2026 Filing Summary

Apella Capital, LLC filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 6.74 B reflecting a +33.15% change from the prior quarter, spanning 685 assets. The top 10 holdings comprised 33.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 169 new positions and 11 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Apella Capital’s Q1 2026 Filing

Apella Capital submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Apella Capital reported a managed portfolio value of 6.74 B, consisting of 687 individual positions.

This page displays the raw filing documents. To see which stocks Apella Capital bought or sold during Q1 2026, please visit Apella Capital's Portfolio Analysis page.