Apella Capital, LLC - Portfolio overview

Apella Capital, LLC has 686 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 9.80%
2. VTI - VANGUARD INDEX FDS, 3.79%
3. DFSD - DIMENSIONAL ETF TRUST, 3.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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