CIK 1801507
Apella Capital, LLC
Institutional 13F holdings & portfolio
Holdings
531
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 531
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP | 378K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 26K | $1M+ | SH |
| IBTH | ISHARES TR | 395K | $1M+ | SH |
| EFV | ISHARES TR | 122K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 324K | $1M+ | SH |
| EWX | SPDR INDEX SHS FDS | 123K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 159K | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 189K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 56K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 205K | $1M+ | SH |
| ESGD | ISHARES TR | 79K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10 | $1M+ | SH |
| ACWX | ISHARES TR | 108K | $1M+ | SH |
| GLD | SPDR GOLD TR | 18K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 22K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 73K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 140K | $1M+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 129K | $1M+ | SH |
| SUSB | ISHARES TR | 260K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 31K | $1M+ | SH |
| ITOT | ISHARES TR | 43K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 261K | $1M+ | SH |
| IWB | ISHARES TR | 16K | $1M+ | SH |
| V | VISA INC | 17K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 95K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 46K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 295K | $1M+ | SH |
| EFAV | ISHARES TR | 62K | $1M+ | SH |
| VTEI | VANGUARD MUN BD FDS | 52K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 74K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 50K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 109K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 153K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 144K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 17K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 28K | $1M+ | SH |
| IWM | ISHARES TR | 18K | $1M+ | SH |
| PFF | ISHARES TR | 145K | $1M+ | SH |
| PFXF | VANECK ETF TRUST | 255K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 51K | $1M+ | SH |
| IQLT | ISHARES TR | 93K | $1M+ | SH |
| SHM | SPDR SERIES TRUST | 87K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 37K | $1M+ | SH |
| SEIE | SEI EXCHANGE TRADED FUNDS | 125K | $1M+ | SH |
| PEP | PEPSICO INC | 28K | $1M+ | SH |
| ESML | ISHARES TR | 84K | $1M+ | SH |
| IGF | ISHARES TR | 62K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| IBTI | ISHARES TR | 169K | $1M+ | SH |