Apella Capital, LLC
CIK: 1801507SEC EDGAR →
Portfolio Value
$5.1T
Holdings
695
As of
Q2 2026
New Positions
695
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 16,110,656 | $713.4B | 14.09% |
| 2 | DIMENSIONAL ETF TRUST | 5,420,887 | $258.5B | 5.11% |
| 3 | DIMENSIONAL ETF TRUST | 4,667,514 | $196.1B | 3.87% |
| 4 | DIMENSIONAL ETF TRUST | 2,199,716 | $179.9B | 3.55% |
| 5 | DIMENSIONAL ETF TRUST | 4,772,870 | $179.3B | 3.54% |
| 6 | DIMENSIONAL ETF TRUST | 4,123,403 | $171.1B | 3.38% |
| 7 | DIMENSIONAL ETF TRUST | 2,077,701 | $144.1B | 2.85% |
| 8 | VANGUARD BD INDEX FDS | 1,820,993 | $132.7B | 2.62% |
| 9 | VANGUARD BD INDEX FDS | 1,579,884 | $122.6B | 2.42% |
| 10 | VANGUARD TAX-MANAGED FDS | 1,717,714 | $121.6B | 2.40% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 392 | $4.9T | 97.0% |
| Unknown | 43 | $77.5B | 1.5% |
| Healthcare | 37 | $13.5B | 0.3% |
| Utilities | 21 | $12.5B | 0.2% |
| Technology | 59 | $11.8B | 0.2% |
| Consumer Defensive | 13 | $9.4B | 0.2% |
| Communication Services | 9 | $7.4B | 0.1% |
| Energy | 21 | $7.2B | 0.1% |
| Industrials | 50 | $5.5B | 0.1% |
| Real Estate | 11 | $2.7B | 0.1% |
| Consumer Cyclical | 28 | $1.4B | 0.0% |
| Basic Materials | 11 | $1.4B | 0.0% |