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Apella Capital, LLC - Portfolio Stock Holdings

Apella Capital, LLC disclosed 713 stock positions in a recent SEC 13F filing. $7,086,650,249 of stock holdings were filed, with the largest holdings including DFAC, VTI, and DFSD. This filing represented positions held on June 30, 2026, and was filed on July 8, 2026.

We estimate the fund has a total AUM of $11,065,217,421 and has 179 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

713

Est. Stock Holding Value:

$7,086,650,249

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Apella Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Apella Capital, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.