Apella Capital, LLC

Est. AUM

$6.69B

13F long equity, this entity only

Positions

674

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$661.8M	15724523	9.90%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$255.9M	730033	3.83%	SOLE
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$252.9M	5246327	3.78%	SOLE
4	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$188.2M	4408477	2.82%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$172.9M	4552460	2.59%	SOLE
6	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$168.8M	2180551	2.52%	SOLE
7	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$153.3M	3891947	2.29%	SOLE
8	DIMENSIONAL ETF TRUST	US TARGETED VLU	$141.3M	2132827	2.11%	SOLE
9	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$133.0M	1796418	1.99%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$130.1M	1655982	1.95%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$121.2M	1740478	1.81%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$116.0M	1959368	1.73%	SOLE
13	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$113.2M	2130939	1.69%	SOLE
14	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$106.4M	330603	1.59%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$105.8M	2153540	1.58%	SOLE
16	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$105.3M	1895167	1.58%	SOLE
17	APPLE INC	COM	$88.0M	325565	1.32%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$86.3M	960152	1.29%	SOLE
19	AMERICAN CENTY ETF TR	INTL EQT ETF	$69.0M	757248	1.03%	SOLE
20	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$68.6M	1999534	1.03%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$64.0M	1657178	0.96%	SOLE
22	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$63.9M	1320176	0.96%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$62.2M	87650	0.93%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$59.6M	1612850	0.89%	SOLE
25	VANGUARD WORLD FD	MEGA CAP INDEX	$56.4M	217337	0.84%	SOLE
26	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$54.7M	1074939	0.82%	SOLE
27	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$54.7M	1464732	0.82%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$53.4M	81788	0.80%	SOLE
29	AMERICAN CENTY ETF TR	INTL SMCP VLU	$52.8M	489839	0.79%	SOLE
30	ISHARES TR	CORE UNIVRSL USD	$52.2M	1122430	0.78%	SOLE
31	VANGUARD WORLD FD	ESG US STK ETF	$51.6M	413715	0.77%	SOLE
32	MICROSOFT CORP	COM	$51.3M	121363	0.77%	SOLE
33	ISHARES TR	CORE MSCI EAFE	$47.5M	487168	0.71%	SOLE
34	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$47.1M	974951	0.70%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$46.7M	228625	0.70%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$46.5M	1807132	0.70%	SOLE
37	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$46.5M	1113561	0.69%	SOLE
38	ISHARES TR	CORE 1 5 YR USD	$46.1M	948515	0.69%	SOLE
39	ISHARES TR	SHRT NAT MUN ETF	$44.7M	418476	0.67%	SOLE
40	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$43.6M	355648	0.65%	SOLE
41	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$42.7M	275353	0.64%	SOLE
42	VANGUARD INDEX FDS	MID CAP ETF	$42.2M	137563	0.63%	SOLE
43	VANGUARD INDEX FDS	SMALL CP ETF	$40.5M	142227	0.61%	SOLE
44	VANGUARD INDEX FDS	GROWTH ETF	$36.9M	74750	0.55%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$36.8M	1556326	0.55%	SOLE
46	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$36.6M	79155	0.55%	SOLE
47	ISHARES TR	CORE INTL AGGR	$36.0M	717308	0.54%	SOLE
48	ISHARES TR	MSCI USA MMENTM	$34.5M	125583	0.52%	SOLE
49	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$34.4M	454601	0.51%	SOLE
50	ISHARES TR	CORE S&P MCP ETF	$33.6M	461190	0.50%	SOLE

1–50 of 674

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.