Apella Capital, LLC — Q1 2026 13F Holdings

Name: Apella Capital, LLC — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001801507

Total reported value

$7.1B

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Full holdings list this quarter

Showing top 200 holdings (of 677 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.01%	—	+2.91%
2	YUM	Yum! Brands INC	Stock-Consumer Disc	0.01%	—	+59.15%
3	RWO	State Street Spdr Dow Jones	ETF-Other	0.01%	—	-7.48%
4	PAA	Plains All Amer Pipeline LP	Stock-Energy	0.01%	—	—
5	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.01%	—	+65.57%
6	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.01%	—	+41.87%
7	GDX	Vaneck Gold Miners ETF	ETF-Commodities	0.01%	—	+38.81%
8	HOOD	Robinhood Markets INC - A	Stock-Financials	0.01%	—	—
9	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.01%	—	+21.88%
10	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.01%	—	+73.66%
11	TGT	Target CORP	Stock-Consumer Disc	0.01%	—	—
12	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.01%	—	+11.61%
13	SCHB	Schwab US Broad Market ETF	ETF-Other	0.01%	—	+30.43%
14	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.01%	—	+40.39%
15	IWS	Ishares Russell Mid-cap Valu	ETF-Other	0.01%	—	+16.48%
16	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.01%	—	-5.74%
17	XLE	Ss Energy Select Sector	ETF-Other	0.01%	—	+79.45%
18	VPU	Vanguard Utilities ETF	ETF-Other	0.01%	—	-12.17%
19	UGI	Ugi CORP	Stock-Utilities	0.01%	—	-2.21%
20	APA	Apa CORP	Stock-Energy	0.01%	—	—
21	DXUV	Dimensional US Vtor Eqty ETF	ETF-Other	0.01%	—	-2.32%
22	GLW	Corning INC	Stock-Tech	0.01%	—	+9.07%
23	WPM	Wheaton Precious Metals CORP	Stock-Materials	0.01%	—	+14.91%
24	APH	Amphenol Corp-cl A	Stock-Tech	0.01%	—	+77.28%
25	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.01%	—	+0.02%
26	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.01%	—	+0.83%
27	APD	Air Products & Chemicals INC	Stock-Materials	0.01%	—	+47.58%
28	KLAC	Kla CORP	Stock-Tech	0.01%	—	+40.00%
29	VLUE	Ishares Msci USA Value Facto	ETF-Other	0.01%	—	+0.05%
30	SHW	Sherwin-williams Co/the	Stock-Materials	0.01%	—	+12.72%
31	CLDX	Celldex Therapeutics INC	Stock-Other	0.01%	—	—
32	THC	Tenet Healthcare CORP	Stock-Healthcare	0.01%	—	—
33	HCA	Hca Healthcare INC	Stock-Healthcare	0.01%	—	+93.23%
34	DHR	Danaher CORP	Stock-Healthcare	0.01%	—	+28.64%
35	XBI	Ss Spdr S&p Biotech ETF	ETF-Tech	0.01%	—	+3.91%
36	PANW	Palo Alto Networks INC	Stock-Tech	0.01%	—	—
37	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.01%	—	—
38	NYF	Ishares New York Muni Bond E	ETF-Other	0.01%	—	+2.70%
39	CARR	Carrier Global CORP	Stock-Industrials	0.01%	—	+37.22%
40	WPC	Wp Carey INC	Stock-Real Estate	0.01%	—	+0.97%
41	JMST	JPM Ultra-short Muni Income	ETF-Other	0.01%	—	-32.71%
42	USHY	Ishares Broad Usd High Yield	ETF-High Yield	0.01%	—	-15.08%
43	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.01%	—	+57.40%
44	AVXL	Anavex Life Sciences CORP	Stock-Other	0.01%	—	+10.87%
45	JAVA	Jpmorgan Active Value ETF	ETF-Other	0.01%	—	—
46	PEG	Public Service Enterprise Gp	Stock-Utilities	0.01%	—	+4.18%
47	CB	Chubb Limited	Stock-Financials	0.01%	—	+92.74%
48	PSX	Phillips 66	Stock-Energy	0.01%	—	+8.42%
49	BLK	Blackrock INC	Stock-Financials	0.01%	—	+126.84%
50	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.01%	—	+17.14%

1–50 of 200