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Apella Capital, LLC Top Holdings and 13F Report (2026)

About Apella Capital, LLC

Investment Activity

  • Apella Capital, LLC has $7.88 billion in total holdings as of September 30, 2026.
  • Apella Capital, LLC owns shares of 768 different stocks, but just 86 companies or ETFs make up 80% of its holdings.
  • Approximately 14.37% of the portfolio was purchased this quarter.
  • About 4.52% of the portfolio was sold this quarter.
  • This quarter, Apella Capital, LLC has purchased 695 new stocks and bought additional shares in 469 stocks.
  • Apella Capital, LLC sold shares of 169 stocks and completely divested from 21 stocks this quarter.

Largest New Holdings this Quarter

25239Y196 - DFA INVT DIMENSIONS GROUP IN
$184,859,208 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$26,583,151 Holding
46641Q159 - JPMorgan Income ETF
$23,509,418 Holding
25239Y170 - DFA INVT DIMENSIONS GROUP IN
$20,952,001 Holding
46654Q724 - J P MORGAN EXCHANGE TRADED F
$18,534,139 Holding

Largest Purchases this Quarter

DFA INVT DIMENSIONS GROUP IN
4,343,496 shares (about $184.86M)
Dimensional U.S. Core Equity 2 ETF
1,064,750 shares (about $48.11M)
iShares Core S&P 500 ETF
59,699 shares (about $46.60M)
Schwab US Large-Cap ETF
1,342,936 shares (about $41.09M)
Vanguard Russell 1000 ETF
114,462 shares (about $40.16M)

Largest Sales this Quarter

Vanguard S&P 500 Growth ETF
134,576 shares (about $11.80M)
Vanguard High Dividend Yield ETF
66,939 shares (about $10.54M)
Vanguard Mid-Cap ETF
111,133 shares (about $8.91M)
Vanguard FTSE Developed Markets ETF
110,467 shares (about $7.76M)
SPDR Portfolio Developed World ex-US ETF
153,745 shares (about $7.68M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofApella Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$775,984,844$48,105,405 ▲6.6%17,175,4069.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$292,448,685$9,289,516 ▲3.3%767,5213.7%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$271,981,373$19,097,016 ▲7.6%5,830,2553.4%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$204,370,236$16,829,514 ▲9.0%5,086,3672.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$189,378,853$11,159,881 ▲6.3%5,071,7422.4%ETF
DFA INVT DIMENSIONS GROUP IN
$184,859,208$184,859,208 ▲New Holding4,343,4962.3%U.S. HIGH RELATI
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$182,497,435$3,708,516 ▼-2.0%2,155,9062.3%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$166,309,170$40,162,456 ▲31.8%473,9772.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$140,182,732$12,713,193 ▲10.0%2,002,6101.8%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$137,207,429$2,164,738 ▼-1.6%2,045,4301.7%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$132,748,395$12,108,479 ▲10.0%1,738,4551.7%ETF
DIMENSIONAL ETF TRUST
$131,857,794$15,932,264 ▲13.7%2,570,0921.7%INTL COR FIX ETF
Apple Inc. stock logo
AAPL
Apple
$120,590,954$5,733,160 ▲5.0%358,1871.5%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$119,868,236$473,832 ▼-0.4%2,002,8111.5%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$115,217,749$1,651,171 ▲1.5%2,161,2781.5%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$115,033,483$7,757,669 ▲7.2%2,083,5621.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$112,925,208$7,761,414 ▼-6.4%1,607,2471.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$109,108,596$14,429,366 ▲15.2%1,149,1161.4%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$97,300,102$23,156,350 ▲31.2%1,087,3951.2%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$80,048,670$17,790,079 ▲28.6%1,975,0471.0%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$77,885,128$4,592,074 ▲6.3%1,690,5821.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$75,572,695$8,572,810 ▲12.8%1,879,9181.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$74,865,005$10,039,338 ▲15.5%104,8030.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$73,996,224$24,586,396 ▲49.8%769,1920.9%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$72,999,369$2,404,225 ▲3.4%2,169,3720.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$71,605,166$10,744,268 ▲17.7%1,626,6510.9%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$69,371,820$18,127,443 ▲35.4%1,469,7420.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$67,445,750$2,845,336 ▲4.4%127,3140.9%Technology
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$64,338,062$10,282,230 ▲19.0%2,646,5680.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$63,574,643$2,490,228 ▼-3.8%81,7970.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$61,525,003$4,701,363 ▲8.3%569,3600.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$59,826,355$404,543 ▲0.7%1,613,4400.8%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$59,494,869$159,197 ▲0.3%1,072,9460.8%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$58,864,212$1,998,124 ▼-3.3%204,5390.7%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$58,423,324$5,003,687 ▲9.4%440,6310.7%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$56,332,127$993,822 ▼-1.7%408,0560.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$55,007,128$3,126,082 ▲6.0%252,0830.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$53,121,573$46,599,829 ▲714.5%68,0540.7%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$52,558,712$10,323,410 ▲24.4%1,071,5330.7%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$51,008,251$7,622,235 ▲17.6%488,3980.6%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$48,990,624$2,848,608 ▲6.2%1,190,5380.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$48,635,572$6,159,155 ▲14.5%169,4740.6%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$48,229,642$7,570,575 ▲18.6%2,138,7870.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$44,365,116$41,093,853 ▲1,256.2%1,449,8400.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$41,982,103$2,289,331 ▼-5.2%896,4790.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$40,408,096$15,069,023 ▲59.5%516,2650.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$39,782,413$1,575,116 ▼-3.8%430,4520.5%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$39,662,243$7,470,048 ▲23.2%431,7210.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$39,336,525$11,949,416 ▲43.6%509,0790.5%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$37,922,434$1,277,107 ▼-3.3%117,6180.5%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$35,820,929$6,315,920 ▲21.4%394,5910.5%ETF
VANGUARD INSTL INDEX FD
$34,762,936$3,634,584 ▲11.7%460,0710.4%0 3 MO TR BI ETF
J P MORGAN EXCHANGE TRADED F
$34,619,706$3,713,349 ▲12.0%775,7050.4%CORE PLUS BD ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$33,613,870$5,071,760 ▲17.8%1,040,9990.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$33,234,649$8,906,207 ▼-21.1%414,7070.4%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$30,872,476$2,982,702 ▲10.7%396,2070.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$30,472,371$4,369,671 ▼-12.5%418,8070.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$30,389,094$10,539,540 ▼-25.8%193,0080.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$30,242,285$306,878 ▼-1.0%39,9120.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$29,628,761$303,745 ▲1.0%230,1080.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$29,181,810$1,309,583 ▼-4.3%84,0080.4%Communication Services
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$29,088,655$2,743,210 ▲10.4%188,2400.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$28,003,265$3,000,918 ▲12.0%117,9230.4%Technology
DFAE
Dimensional Emerging Core Equity Market ETF
$27,735,392$3,602,421 ▲14.9%698,8010.4%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$27,290,081$11,800,964 ▼-30.2%311,2110.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$27,206,892$5,685,080 ▲26.4%472,7520.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$26,669,136$15,187,063 ▲132.3%194,5520.3%ETF
EXXONMOBIL HOLDINGS CORP
$26,583,151$26,583,151 ▲New Holding162,0430.3%COM SHS
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$25,153,881$5,539,552 ▲28.2%524,9140.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$24,704,080$976,730 ▲4.1%524,9490.3%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$24,207,085$530,732 ▼-2.1%298,7050.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$23,988,262$7,679,571 ▼-24.3%480,2450.3%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$23,509,418$23,509,418 ▲New Holding524,6470.3%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$23,042,116$1,921,619 ▲9.1%176,9750.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$23,017,189$10,630,864 ▲85.8%539,9290.3%ETF
J P MORGAN EXCHANGE TRADED F
$22,384,787$1,769,095 ▲8.6%479,2290.3%INTL BD OPP ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,174,159$868,721 ▲4.1%43,8010.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,898,411$1,859,978 ▲9.3%84,2510.3%Consumer Discretionary
DFA INVT DIMENSIONS GROUP IN
$20,952,001$20,952,001 ▲New Holding554,4320.3%U.S. SML CP VAL
Alphabet Inc. stock logo
GOOGL
Alphabet
$20,343,008$1,742,334 ▲9.4%58,0400.3%Communication Services
AMERICAN CENTY ETF TR
$20,230,893$16,182,382 ▲399.7%220,3080.3%AVANTIS US LARG
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$20,157,049$699,518 ▲3.6%200,5280.3%ETF
J P MORGAN EXCHANGE TRADED F
$18,534,139$18,534,139 ▲New Holding265,3420.2%HEDG EQU LAD ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$18,194,967$826,064 ▲4.8%72,5540.2%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$17,930,862$13,566,631 ▲310.9%316,7440.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$17,612,549$1,006 ▲0.0%192,5710.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$16,783,985$130,797 ▼-0.8%74,2980.2%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$16,639,647$945,163 ▼-5.4%343,3690.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$16,341,263$437,178 ▲2.7%192,7260.2%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$16,293,680$2,703,727 ▲19.9%364,1860.2%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$15,895,574$32,865 ▼-0.2%84,1570.2%ETF
VictoryShares Short-Term Bond ETF stock logo
USTB
VictoryShares Short-Term Bond ETF
$15,800,812$3,683,247 ▲30.4%315,6690.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$15,213,821$5,477,563 ▼-26.5%269,5100.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$15,044,127$796,691 ▼-5.0%216,1000.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$14,988,688$5,866,947 ▲64.3%102,7400.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,921,889$2,591,185 ▲21.0%45,2750.2%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$14,813,864$2,976,601 ▲25.1%341,9640.2%ETF
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$14,744,691$2,117,826 ▼-12.6%645,8470.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$14,573,681$13,246 ▼-0.1%200,2430.2%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$14,434,927$5,271,773 ▲57.5%540,0270.2%ETF

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