Apella Capital, LLC (CIK: 0001801507) is a financial institution headquartered at 65 Memorial Road, C340, West Hartford, Connecticut 06107. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $6.74 B, comprising 685 distinct securities. Over its filing history, it has submitted 25 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 33.6%. Quarterly turnover: 2.1%. ▲ 169 new, +379 added, −105 reduced, ×11 exited.

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

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%

Name	Shares	Market Value	Weight	Change	Activity
Dimensional Us Core Equity 2 Etf ETF-DFAC	15.72 M	$661.85 M	9.82%	▲ 1,809,569	Add 13.0%
Vanguard Total Stock Market Etf ETF-VTI	730,033	$255.9 M	3.80%	▲ 41,202	Add 6.0%
Dimensional Short-Duration Fixed Income Etf ETF-DFSD	5.25 M	$252.93 M	3.75%	▲ 736,646	Add 16.3%
Dimensional Core Fixed Income Etf ETF-DFCF	4.41 M	$188.2 M	2.79%	▲ 1,804,092	Add 69.3%
Dimensional International Core Equity 2 Etf ETF-DFIC	4.55 M	$172.9 M	2.57%	▲ 256,005	Add 6.0%
Dimensional Us Equity Market Etf ETF-DFUS	2.18 M	$168.8 M	2.51%	▲ 956,292	Add 78.1%
Dimensional Us High Profitability Etf ETF-DUHP	3.89 M	$153.34 M	2.28%	▲ 1,293,705	Add 49.8%
Dimensional Us Targeted Value Etf ETF-DFAT	2.13 M	$141.26 M	2.10%	▲ 483,687	Add 29.3%
Vanguard Total Bond Market Etf ETF-BND	1.8 M	$133.04 M	1.97%	▲ 142,630	Add 8.6%
Vanguard Short-Term Bond Etf ETF-BSV	1.66 M	$130.11 M	1.93%	▼ 5,592	Reduce -0.3%

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Apella Capital, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Apella Capital, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 24 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Apella Capital, LLC Quarterly 13F Statistics

Discover detailed insights into Apella Capital, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Apella Capital, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Apella Capital, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Apella Capital, LLC 13F Filings, Portfolio & Analysis

Apella Capital, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Apella Capital, LLC's Portfolio

Apella Capital, LLC Quarterly 13F Statistics

Apella Capital, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)