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CIK: 0001801507
Total reported value
$7.1B
$7.1B
677 檔
21.6%
The Q1 2026 SEC filing reveals that Apella Capital, LLC held a total portfolio value of $7.1B, covering 677 public equity positions.
In Q1 2026, Apella Capital, LLC displayed an active expansion posture, initiating 42 new positions and adding to 140 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFSD) accounted for 21.6% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 677 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.82% | +0.26% | +13.00% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.80% | +0.08% | +5.98% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 3.75% | -0.10% | +16.33% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.79% | -0.02% | +69.27% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 2.57% | -0.04% | +5.96% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.51% | +0.03% | +78.11% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.28% | +0.14% | +49.79% | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 2.10% | -0.06% | +29.33% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.97% | -0.10% | +8.62% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.93% | -0.20% | -0.34% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.80% | -0.08% | +0.30% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.72% | -0.05% | +4.05% | |
| 13 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.68% | +0.02% | +10.09% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-Other | 1.58% | +0.14% | +15.91% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.57% | -0.01% | +1877.68% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.56% | -0.04% | +65.39% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.18% | +29.51% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.28% | +0.02% | +12.35% | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 1.02% | +0.03% | +11.01% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.02% | -0.01% | +56.14% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.95% | -0.03% | +20.78% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.95% | +0.13% | +93.60% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.02% | +3.80% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.88% | -0.05% | +44.81% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.84% | -0.02% | -9.85% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.81% | +0.02% | +45.61% | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.81% | +0.06% | +11.06% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.09% | +27.69% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.78% | -0.01% | +4.13% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.78% | +0.11% | +35.80% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.77% | +0.01% | +69.15% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.09% | +18.26% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | — | +8.79% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | -0.06% | -10.00% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.05% | +11.56% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.69% | +0.11% | +35.20% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.69% | -0.03% | +444.00% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.68% | +0.06% | +16.46% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.66% | -0.04% | +1.80% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.65% | +0.06% | +29.95% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | -0.04% | -4.87% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.03% | +1.71% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | +0.02% | +0.94% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | -0.01% | +82.30% | |
| 45 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.55% | +0.04% | +31.75% | |
| 46 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | -6.32% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.53% | +0.08% | +37.83% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.51% | +0.03% | -5.53% | |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.51% | -0.07% | +215.05% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.01% | +25.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | +1.5% | +1877.68% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +0.7% | +78.11% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.6% | +69.27% | Add |
| 4 | DFAI | Dimensional International Co | +0.5% | +444.00% | Add |
| 5 | DFIV | Dimensional International Va | +0.4% | +65.39% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.3% | +49.79% | Add |
| 7 | DFNM | Dimensional National Muni Bd | +0.3% | +93.60% | Add |
| 8 | DFAS | Dimensional US Small Cap ETF | +0.3% | +376.64% | Add |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | +215.05% | Add |
| 10 | DFAE | Dimensional Emerging Core Eq | +0.2% | +298.51% | Add |
| 11 | DIHP | Dimensional International Hi | +0.2% | +56.14% | Add |
| 12 | DFSV | Dimensional US Small Cap Val | +0.2% | +759.61% | Add |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +146.53% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +203.56% | Add |
| 15 | ESGV | Vanguard Esg US Stock ETF | +0.2% | +69.15% | Add |
| 16 | DISV | Dimensional International Sm | +0.2% | +5025.71% | Add |
| 17 | DFAT | Dimensional US Target Value | +0.2% | +29.33% | Add |
| 18 | DFAX | Dimensional World Ex US Core | +0.2% | +44.81% | Add |
| 19 | JPIB | Jpmorgan Intl Bnd ETF | +0.2% | +193.27% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.2% | +82.30% | Add |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +94.02% | Add |
| 22 | DFUV | Dimensional US Marketwide Va | +0.1% | +45.61% | Add |
| 23 | CMF | Ishares California Muni Bond | +0.1% | +238.92% | Add |
| 24 | DFAR | Dimensional US Real Est ETF | +0.1% | +140.09% | Add |
| 25 | JPST | Jpmorgan Ultra-short Income | +0.1% | +226.93% | Add |
| 26 | WMT | Walmart Inc | +0.1% | +209.96% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +68.79% | Add |
| 28 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +20.78% | Add |
| 29 | VV | Vanguard Large-cap ETF | +0.1% | +94.24% | Add |
| 30 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +342.40% | Add |
| 31 | NVDA | Nvidia CORP | 0% | +35.69% | Add |
| 32 | NOC | Northrop Grumman CORP | 0% | +279.53% | Add |
| 33 | CAT | Caterpillar Inc | 0% | +67.42% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | +152.62% | Add |
| 35 | DHS | Wisdomtree US High Dividend | 0% | +1092.94% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +33.57% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | +36.82% | Add |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +70.29% | Add |
| 39 | NEE | Nextera Energy Inc | 0% | +286.35% | Add |
| 40 | LMT | Lockheed Martin CORP | 0% | +180.89% | Add |
| 41 | BSVO | EA Bridgeway Omni Sm-Cp Val | 0% | +730.48% | Add |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +35.80% | Add |
| 43 | IAGG | Ishares Intl Aggregate Bond | 0% | +37.83% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +25.70% | Add |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +36.46% | Add |
| 46 | JNJ | Johnson & Johnson | 0% | +37.36% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | +55.52% | Add |
| 48 | VTHR | Vanguard Russell 3000 | 0% | +154.99% | Add |
| 49 | HD | Home Depot Inc | 0% | +90.99% | Add |
| 50 | VBK | Vanguard Small-cap Grwth ETF | 0% | +116.93% | Add |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 677 disclosed positions in Q1 2026.
During Q1 2026, Apella Capital, LLC's top holdings by market value included DFAC (9.8%)、VTI (3.8%)、DFSD (3.8%). The largest single position, DFAC, represented 9.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BIL
市值: $18.7M
Top Position Liquidated / Trimmed
MGC
前期市值: $60.6M
In Q1 2026, Apella Capital, LLC made 199 total portfolio adjustments, initiating 42 new buys, adding to 140 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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