Apella Capital, LLC
CIK 1801507
13F filing for Q2 2026・No. 722
- Holdings
- US$7.08B
- Quarter change
- +US$342.7M
- Entries
- 753
- Net bought (estimate)
- +US$176.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 42
- Sold out 24
- Cut 261
- Added 340
- Corporate actions 2
- Unchanged 50
Largest holdings
693 stocks worth US$7.08B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 16,110,656 | US$713.38M | 10.08% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 743,141 | US$274.67M | 3.88% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 5,420,887 | US$258.52M | 3.65% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 4,667,514 | US$196.08M | 2.77% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 2,199,716 | US$179.89M | 2.54% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 4,772,870 | US$179.27M | 2.53% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 4,123,403 | US$171.12M | 2.42% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 2,077,701 | US$144.09M | 2.04% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 1,820,993 | US$132.66M | 1.87% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Cut | 1,579,884 | US$122.65M | 1.73% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.