What is Apella Capital, LLC's portfolio value?

As of Q3 2026, Apella Capital, LLC manages $5.6T across 768 reported positions in their SEC 13F filing.

What are Apella Capital, LLC's top holdings?

Apella Capital, LLC's largest 13F positions include DFAC, DFSD, DFCF, representing approximately 22.5% of the reported portfolio.

How many stocks does Apella Capital, LLC hold?

Apella Capital, LLC holds 768 reported positions as of their Q3 2026 13F filing.

When did Apella Capital, LLC last file a 13F?

The most recent 13F filing from Apella Capital, LLC reports positions as of Q3 2026. 13F filings are required within 45 days of each calendar quarter end.

Apella Capital, LLC

CIK: 1801507SEC EDGAR →

Portfolio Value

$5.6T

Holdings

768

As of

Q3 2026

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DFAC DIMENSIONAL ETF TRUST	17,175,406	$776.0B	13.91%
2	DFSD DIMENSIONAL ETF TRUST	5,830,255	$272.0B	4.88%
3	DFCF DIMENSIONAL ETF TRUST	5,086,367	$204.4B	3.66%
4	DFIC DIMENSIONAL ETF TRUST	5,071,742	$189.4B	3.40%
5	— DFA INVT DIMENSIONS GROUP IN	4,343,496	$184.9B	3.31%
6	DFUS DIMENSIONAL ETF TRUST	2,155,906	$182.5B	3.27%
7	BND VANGUARD BD INDEX FDS	2,002,610	$140.2B	2.51%
8	DFAT DIMENSIONAL ETF TRUST	2,045,430	$137.2B	2.46%
9	BSV VANGUARD BD INDEX FDS	1,738,455	$132.7B	2.38%
10	DFGX DIMENSIONAL ETF TRUST	2,570,092	$131.9B	2.36%

Quarterly Changes

Top Buys

DFA INVT DIMENSIONS GROUP INNEW

$184.9B

DFAC↑ Increased

$62.6B

SCHX↑ Increased

$41.2B

AQLT↑ Increased

$24.2B

JPIENEW

$23.5B

Top Sells

DUHPCLOSED

$171.1B

DFSVCLOSED

$18.7B

DFARCLOSED

$10.3B

VOOG↓ Decreased

$9.2B

VO↓ Decreased

$9.2B

New Positions (113)

DFA INVT DIMENSIONS GROUP IN

$184.9B · 4.3M shares

JPIE

$23.5B · 525K shares

DFA INVT DIMENSIONS GROUP IN

$21.0B · 554K shares

HELO

$18.5B · 265K shares

DFA INVT DIMENSIONS GROUP IN

$9.2B · 385K shares

XLU

$1.7B · 41K shares

J P MORGAN EXCHANGE TRADED F

$1.5B · 33K shares

DFA INVT DIMENSIONS GROUP IN

$1.1B · 13K shares

BSCW

$1.0B · 51K shares

XLE

$917.8M · 14K shares

FBCG

$812.5M · 13K shares

DFA INVT DIMENSIONS GROUP IN

$667.7M · 10K shares

$639.5M · 19K shares

$623.6M · 13K shares

$520.4M · 6K shares

$452.5M · 9K shares

$424.5M · 9K shares

$407.1M · 8K shares

$401.5M · 5K shares

$396.5M · 9K shares

$378.5M · 8K shares

$376.5M · 5K shares

$342.3M · 5K shares

SEI EXCHANGE TRADED FUNDS

$327.7M · 13K shares

$324.9M · 18K shares

$318.1M · 5K shares

$317.7M · 7K shares

$317.6M · 7K shares

$313.8M · 5K shares

ONEOK INC NEW

$311.6M · 4K shares

$311.3M · 9K shares

$285.3M · 10K shares

$284.6M · 5K shares

$265.6M · 6K shares

$258.8M · 5K shares

SEI EXCHANGE TRADED FUNDS

$256.2M · 10K shares

$252.2M · 6K shares

$251.7M · 4K shares

$249.7M · 4K shares

$248.2M · 5K shares

$246.6M · 4K shares

$246.3M · 11K shares

$244.3M · 3K shares

$237.8M · 3K shares

$234.3M · 5K shares

$232.2M · 5K shares

$230.0M · 3K shares

$227.5M · 2K shares

$222.9M · 5K shares

$218.6M · 5K shares

$217.8M · 3K shares

$214.4M · 5K shares

$213.9M · 3K shares

$213.9M · 8K shares

$203.9M · 6K shares

$203.9M · 2K shares

$201.1M · 5K shares

$154.4M · 61K shares

$105.9M · 10K shares

$91.9M · 14K shares

$67.4M · 127K shares

$63.6M · 82K shares

$54.3M · 17K shares

$32.7M · 13K shares

$28.0M · 118K shares

EXXONMOBIL HOLDINGS CORP

$26.6M · 162K shares

$22.2M · 10K shares

$21.9M · 84K shares

$14.9M · 45K shares

$3.9M · 18K shares

$3.9M · 4K shares

$2.0M · 1K shares

$1.5M · 4K shares

$1.2M · 9K shares

$1.1M · 9K shares

$886K · 6K shares

$847K · 3K shares

$753K · 6K shares

$740K · 5K shares

$719K · 384 shares

$621K · 3K shares

$527K · 843 shares

$451K · 3K shares

HONEYWELL AEROSPACE INC

$412K · 3K shares

$368K · 2K shares

$355K · 795 shares

$346K · 1K shares

$332K · 1K shares

$317K · 706 shares

$316K · 1K shares

$310K · 1K shares

$300K · 759 shares

$300K · 3K shares

$270K · 2K shares

$263K · 3K shares

$257K · 2K shares

$244K · 329 shares

$244K · 2K shares

$243K · 1K shares

$228K · 2K shares

$224K · 1K shares

$223K · 498 shares

$216K · 648 shares

$215K · 627 shares

$214K · 1K shares

$214K · 1K shares

$213K · 2K shares

$208K · 1K shares

$205K · 537 shares

$205K · 1K shares

ILCB

$202K · 2K shares

IJT

$201K · 1K shares

BABA

$201K · 2K shares

Closed Positions (40)

DUHP

$171.1B · 4.1M shares

$18.7B · 484K shares

$10.3B · 386K shares

$1.7B · 38K shares

$1.2B · 15K shares

$713.5M · 18K shares

$656.6M · 10K shares

$614.2M · 11K shares

$349.6M · 7K shares

$313.9M · 4K shares

$289.5M · 3K shares

$281.8M · 11K shares

$224.3M · 5K shares

$224.3M · 4K shares

$214.1M · 9K shares

$211.9M · 2K shares

$209.7M · 4K shares

$209.6M · 4K shares

$203.7M · 4K shares

$201.6M · 5K shares

$138.2M · 13K shares

$136.7M · 27K shares

$124.3M · 55K shares

$63.6M · 85K shares

$55.6M · 12K shares

$47.4M · 122K shares

$36.1M · 14K shares

$20.7M · 105K shares

$20.1M · 142K shares

$19.0M · 77K shares

$12.7M · 37K shares

$4.5M · 15K shares

$2.5M · 3K shares

PANW

$1.2M · 4K shares

TJX

$956K · 6K shares

THC

$750K · 4K shares

HONEYWELL AEROSPACE INC

$614K · 3K shares

SMH

$365K · 628 shares

ANET

$252K · 2K shares

BMO

$206K · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	417	$5.2T	92.8%
Unknown	52	$317.3B	5.7%
Healthcare	40	$16.6B	0.3%
Technology	72	$14.8B	0.3%
Utilities	20	$12.7B	0.2%
Consumer Defensive	17	$12.0B	0.2%
Energy	24	$8.1B	0.1%
Industrials	55	$6.1B	0.1%
Communication Services	10	$5.8B	0.1%
Consumer Cyclical	35	$4.9B	0.1%
Real Estate	11	$2.4B	0.0%
Basic Materials	15	$1.0B	0.0%