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CIK: 0001801507
Total reported value
$7.9B
$7.9B
695 檔
20.6%
The Q2 2026 SEC filing reveals that Apella Capital, LLC held a total portfolio value of $7.9B, covering 695 public equity positions.
In Q2 2026, Apella Capital, LLC displayed an active expansion posture, initiating 16 new positions and adding to 99 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFSD) accounted for 20.6% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 695 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.08% | -0.24% | +2.46% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.88% | -0.17% | +1.80% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 3.65% | -0.20% | +3.33% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.77% | -0.18% | +5.88% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.54% | -0.23% | +0.88% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 2.53% | -0.13% | +4.84% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.42% | -2.42% | EXIT | |
| 8 | DFAT | Dimensional US Target Value | ETF-Other | 2.03% | -0.30% | -2.58% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.87% | -0.09% | +1.37% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.73% | -0.05% | -4.60% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-Other | 1.72% | +0.39% | +8.75% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.72% | -0.29% | -1.31% | |
| 13 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.70% | -0.03% | +6.04% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.67% | -0.15% | +2.62% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.56% | -0.10% | -1.08% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.52% | -0.06% | +2.53% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.50% | +0.03% | +3.52% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.30% | +0.08% | +3.85% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.08% | -0.09% | +20.51% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.05% | +0.18% | +9.42% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 1.01% | -0.08% | +4.92% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.92% | +0.04% | +0.57% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.09% | -3.02% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.89% | +0.02% | +23.18% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.07% | +10.96% | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.87% | +0.15% | +4.87% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.83% | -0.08% | -0.45% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.83% | -0.07% | -0.64% | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.82% | -0.07% | -2.69% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.80% | +0.02% | +23.05% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.78% | -0.07% | +0.37% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.77% | +0.01% | +7.35% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | -0.04% | +3.99% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.74% | +0.14% | +14.46% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.71% | +0.03% | +13.28% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | +0.24% | +5.43% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | +0.19% | +0.48% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.66% | -0.04% | +0.70% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.64% | -0.11% | -3.03% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | +4.07% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.62% | +0.03% | -0.73% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.61% | +0.06% | +20.04% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.18% | +282.25% | |
| 44 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.59% | +0.02% | +15.85% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | -0.20% | -5.59% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | -0.04% | +498.66% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | -0.06% | -3.19% | |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | -0.16% | +463.18% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.12% | +3.83% | |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.46% | -0.02% | +7.08% |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.9B across 695 disclosed positions in Q2 2026.
During Q2 2026, Apella Capital, LLC's top holdings by market value included DFAC (10.1%)、VTI (3.9%)、DFSD (3.6%). The largest single position, DFAC, represented 10.1% of total portfolio value.
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Top New Position Initiated
AVLC
市值: $3.9M
Top Position Liquidated / Trimmed
NVDY
前期市值: $1.4M
In Q2 2026, Apella Capital, LLC made 197 total portfolio adjustments, initiating 16 new buys, adding to 99 positions, trimming 79 holdings, and fully liquidating 3 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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