Holders — by stockHoldings — by fund
Apella Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1801507
$7.08B
disclosed book value
695
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 100 of 695 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 16.1M | $713.4M | 10.1% |
| 2 | VTIVANGUARD INDEX FDS | 743,141 | $274.7M | 3.9% |
| 3 | DFSDDIMENSIONAL ETF TRUST | 5.4M | $258.5M | 3.7% |
| 4 | DFCFDIMENSIONAL ETF TRUST | 4.7M | $196.1M | 2.8% |
| 5 | DFUSDIMENSIONAL ETF TRUST | 2.2M | $179.9M | 2.5% |
| 6 | DFICDIMENSIONAL ETF TRUST | 4.8M | $179.3M | 2.5% |
| 7 | DUHPDIMENSIONAL ETF TRUST | 4.1M | $171.1M | 2.4% |
| 8 | DFATDIMENSIONAL ETF TRUST | 2.1M | $144.1M | 2% |
| 9 | BNDVANGUARD BD INDEX FDS | 1.8M | $132.7M | 1.9% |
| 10 | BSVVANGUARD BD INDEX FDS | 1.6M | $122.6M | 1.7% |
| 11 | VONEVANGUARD SCOTTSDALE FDS | 359,515 | $121.8M | 1.7% |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 1.7M | $121.6M | 1.7% |
| 13 | DFGXDIMENSIONAL ETF TRUST | 2.3M | $120.3M | 1.7% |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 2.0M | $118.4M | 1.7% |
| 15 | DFAUDIMENSIONAL ETF TRUST | 2.1M | $110.2M | 1.6% |
| 16 | DFIVDIMENSIONAL ETF TRUST | 1.9M | $107.4M | 1.5% |
| 17 | AAPLAPPLE INC | 337,158 | $104.7M | 1.5% |
| 18 | AVEMAMERICAN CENTY ETF TR | 997,148 | $92.3M | 1.3% |
| 19 | DFNMDIMENSIONAL ETF TRUST | 1.6M | $76.8M | 1.1% |
| 20 | AVDEAMERICAN CENTY ETF TR | 828,607 | $74.4M | 1.1% |
| 21 | DIHPDIMENSIONAL ETF TRUST | 2.1M | $71.6M | 1% |
| 22 | DFEMDIMENSIONAL ETF TRUST | 1.7M | $65.3M | 0.9% |
| 23 | SPYSTATE STR SPDR S&P 500 ETF T | 85,001 | $63.6M | 0.9% |
| 24 | IUSBISHARES TR | 1.4M | $63.3M | 0.9% |
| 25 | VOOVANGUARD INDEX FDS | 90,749 | $62.4M | 0.9% |
| 26 | DFLVDIMENSIONAL ETF TRUST | 1.5M | $61.3M | 0.9% |
| 27 | DFUVDIMENSIONAL ETF TRUST | 1.1M | $58.8M | 0.8% |
| 28 | DFAXDIMENSIONAL ETF TRUST | 1.6M | $58.6M | 0.8% |
| 29 | MGCVANGUARD WORLD FD | 211,482 | $57.9M | 0.8% |
| 30 | SPABSPDR SERIES TRUST | 2.2M | $56.3M | 0.8% |
| 31 | ESGVVANGUARD WORLD FD | 415,255 | $54.9M | 0.8% |
| 32 | AVDVAMERICAN CENTY ETF TR | 525,853 | $54.6M | 0.8% |
| 33 | VTVVANGUARD INDEX FDS | 237,757 | $52.2M | 0.7% |
| 34 | ISTBISHARES TR | 1.1M | $52.2M | 0.7% |
| 35 | VONGVANGUARD SCOTTSDALE FDS | 402,893 | $50.3M | 0.7% |
| 36 | IEFAISHARES TR | 513,616 | $49.8M | 0.7% |
| 37 | MSFTMICROSOFT CORP | 121,343 | $47.2M | 0.7% |
| 38 | DFAIDIMENSIONAL ETF TRUST | 1.1M | $46.6M | 0.7% |
| 39 | BNDXVANGUARD CHARLOTTE FDS | 945,365 | $45.4M | 0.6% |
| 40 | VBVANGUARD INDEX FDS | 148,012 | $44.2M | 0.6% |
| 41 | SUBISHARES TR | 415,416 | $44.2M | 0.6% |
| 42 | IAGGISHARES TR | 861,066 | $43.0M | 0.6% |
| 43 | VOVANGUARD INDEX FDS | 525,840 | $42.4M | 0.6% |
| 44 | SPHYSPDR SERIES TRUST | 1.8M | $42.1M | 0.6% |
| 45 | VYMVANGUARD WHITEHALL FDS | 259,947 | $41.8M | 0.6% |
| 46 | VUGVANGUARD INDEX FDS | 447,495 | $38.4M | 0.5% |
| 47 | MTUMISHARES TR | 121,579 | $38.0M | 0.5% |
| 48 | VOOGVANGUARD ADMIRAL FDS INC | 445,787 | $36.4M | 0.5% |
| 49 | IJHISHARES TR | 478,863 | $36.1M | 0.5% |
| 50 | JCPBJ P MORGAN EXCHANGE TRADED F | 692,502 | $32.2M | 0.5% |
| 51 | GOOGALPHABET INC | 87,778 | $31.9M | 0.5% |
| 52 | AVLVAMERICAN CENTY ETF TR | 350,410 | $31.9M | 0.5% |
| 53 | SPDWSPDR INDEX SHS FDS | 633,990 | $31.8M | 0.4% |
| 54 | EMBISHARES TR | 325,017 | $31.2M | 0.4% |
| 55 | VBILVANGUARD INSTL INDEX FD | 411,969 | $31.1M | 0.4% |
| 56 | SPIBSPDR SERIES TRUST | 883,930 | $29.4M | 0.4% |
| 57 | DFASDIMENSIONAL ETF TRUST | 357,928 | $29.0M | 0.4% |
| 58 | QQQINVESCO QQQ TR | 40,317 | $28.6M | 0.4% |
| 59 | VCSHVANGUARD SCOTTSDALE FDS | 354,434 | $27.9M | 0.4% |
| 60 | IWFISHARES TR | 227,749 | $27.6M | 0.4% |
| 61 | VCITVANGUARD SCOTTSDALE FDS | 323,739 | $26.5M | 0.4% |
| 62 | VSSVANGUARD INTL EQUITY INDEX F | 170,488 | $26.2M | 0.4% |
| 63 | VTEBVANGUARD MUN BD FDS | 504,194 | $25.4M | 0.4% |
| 64 | VSGXVANGUARD WORLD FD | 305,254 | $24.7M | 0.3% |
| 65 | DFAEDIMENSIONAL ETF TRUST | 608,037 | $23.5M | 0.3% |
| 66 | VGSHVANGUARD SCOTTSDALE FDS | 373,967 | $21.7M | 0.3% |
| 67 | JPIBJ P MORGAN EXCHANGE TRADED F | 441,355 | $21.3M | 0.3% |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 42,085 | $21.2M | 0.3% |
| 69 | JEPIJ P MORGAN EXCHANGE TRADED F | 366,544 | $20.8M | 0.3% |
| 70 | MUBISHARES TR | 193,569 | $20.8M | 0.3% |
| 71 | AVUSAMERICAN CENTY ETF TR | 162,216 | $20.6M | 0.3% |
| 72 | NVDANVIDIA CORPORATION | 104,486 | $20.6M | 0.3% |
| 73 | EXMOCEXXON MOBIL CORP | 141,617 | $20.1M | 0.3% |
| 74 | JSCPJ P MORGAN EXCHANGE TRADED F | 414,958 | $19.5M | 0.3% |
| 75 | GOOGLALPHABET INC | 52,669 | $19.3M | 0.3% |
| 76 | DFSUDIMENSIONAL ETF TRUST | 409,314 | $19.3M | 0.3% |
| 77 | AMZNAMAZON COM INC | 77,095 | $19.0M | 0.3% |
| 78 | DFSVDIMENSIONAL ETF TRUST | 483,548 | $18.7M | 0.3% |
| 79 | VTIPVANGUARD MALVERN FDS | 362,873 | $18.0M | 0.3% |
| 80 | AVUVAMERICAN CENTY ETF TR | 145,141 | $17.9M | 0.3% |
| 81 | BILSPDR SERIES TRUST | 192,560 | $17.6M | 0.2% |
| 82 | IWDISHARES TR | 69,260 | $17.2M | 0.2% |
| 83 | IBTGISHARES TR | 738,612 | $16.9M | 0.2% |
| 84 | QUALISHARES TR | 74,877 | $16.3M | 0.2% |
| 85 | VXUSVANGUARD STAR FDS | 187,570 | $15.9M | 0.2% |
| 86 | IYYISHARES TR | 84,331 | $15.4M | 0.2% |
| 87 | BIVVANGUARD BD INDEX FDS | 200,425 | $15.3M | 0.2% |
| 88 | USXFISHARES TR | 227,544 | $15.2M | 0.2% |
| 89 | VBRVANGUARD INDEX FDS | 62,058 | $15.0M | 0.2% |
| 90 | BBAGJ P MORGAN EXCHANGE TRADED F | 322,153 | $14.7M | 0.2% |
| 91 | DFSIDIMENSIONAL ETF TRUST | 303,754 | $13.8M | 0.2% |
| 92 | VIGVANGUARD SPECIALIZED FUNDS | 57,311 | $13.7M | 0.2% |
| 93 | DFAWDIMENSIONAL ETF TRUST | 159,183 | $13.2M | 0.2% |
| 94 | LQDISHARES TR | 117,786 | $12.7M | 0.2% |
| 95 | JPMJPMORGAN CHASE & CO | 37,413 | $12.7M | 0.2% |
| 96 | VOEVANGUARD INDEX FDS | 63,153 | $12.7M | 0.2% |
| 97 | FBNDFIDELITY MERRIMACK STR TR | 273,252 | $12.4M | 0.2% |
| 98 | USTBVICTORY PORTFOLIOS II | 242,085 | $12.3M | 0.2% |
| 99 | PGIM ROCK ETF TR | 397,660 | $12.2M | 0.2% |
| 100 | IJRISHARES TR | 83,762 | $12.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.