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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $6.7B AUM 687 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 374 Added 108 Reduced 11 Exited
Page 5 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBB ISHARES TR 57,940.0 $10.2M 0.15% +346.0 +0.6% $176.66 -4.3%
82 EWX SPDR INDEX SHS FDS 137,577.0 $10.1M 0.15% +15K +12.2% $73.55 -0.8%
83 JNJ JOHNSON & JOHNSON Healthcare 43,153.0 $10.1M 0.15% +12K +37.4% $234.18 -1.0%
84 DFAR DIMENSIONAL ETF TRUST 388,192.0 $10.0M 0.15% +227K +140.1% $25.79 +1.1%
85 MA MASTERCARD INCORPORATED Financial Services 18,503.0 $9.6M 0.14% +1K +6.5% $521.29 -4.2%
86 DFIP DIMENSIONAL ETF TRUST 227,411.0 $9.6M 0.14% +39K +20.5% $42.17 -1.3%
87 DFGR DIMENSIONAL ETF TRUST 330,207.0 $9.6M 0.14% +7K +2.0% $28.97 +0.2%
88 ISHARES TR 410,722.0 $9.2M 0.14% +16K +4.1% $22.44
89 GD GENERAL DYNAMICS CORP Industrials 27,082.0 $9.1M 0.14% +616.0 +2.3% $336.30 +0.7%
90 J P MORGAN EXCHANGE TRADED F 178,320.0 $9.0M 0.13% +124K +226.9% $50.56
91 VT VANGUARD INTL EQUITY INDEX F 57,225.0 $8.6M 0.13% +2K +3.0% $150.84 +2.9%
92 GLD SPDR GOLD TR Financial Services 19,240.0 $8.6M 0.13% +1K +5.9% $445.93 -6.5%
93 DFSB DIMENSIONAL ETF TRUST 159,046.0 $8.3M 0.12% +30K +23.7% $52.28 -0.9%
94 ITOT ISHARES TR 52,132.0 $8.1M 0.12% +9K +20.1% $155.59 +4.2%
95 WMT WALMART INC Consumer Defensive 62,621.0 $8.0M 0.12% +42K +210.0% $127.50 +2.6%
96 SUSB ISHARES TR 281,388.0 $7.1M 0.10% +21K +8.2% $25.15 -0.9%
97 IWB ISHARES TR 17,927.0 $7.0M 0.10% +2K +10.6% $388.90 +4.1%
98 V VISA INC Financial Services 21,592.0 $6.8M 0.10% +4K +25.6% $317.03 +4.3%
99 VTES VANGUARD WELLINGTON FD 65,504.0 $6.6M 0.10% +15K +29.8% $101.44 -0.7%
100 PM PHILIP MORRIS INTL INC Consumer Defensive 42,037.0 $6.6M 0.10% +14K +48.7% $157.79 +19.5%
Page 5 of 19  ·  374 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 25.1%
Industrials 9.4%
Communication Services 8.4%
Healthcare 6.9%
Consumer Cyclical 6.7%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 2.7%
Basic Materials 1.9%