StockDriftsStockDriftsTop 50 Apella Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 10.08% | 16.11M | $713.4M | +2.46%(+386.13K) | $32.04(+43.69%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.88% | 743.1K | $274.7M | +1.80%(+13.11K) | $261.60(+46.55%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.65% | 5.42M | $258.5M | +3.33%(+174.56K) | $47.50(-0.08%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.77% | 4.67M | $196.1M | +5.88%(+259.04K) | $42.13(-1.64%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.54% | 2.20M | $179.9M | +0.88%(+19.16K) | $62.92(+34.90%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.53% | 4.77M | $179.3M | +4.84%(+220.41K) | $28.22(+39.33%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.42% | 4.12M | $171.1M | +5.95%(+231.46K) | $35.74(+19.11%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.04% | 2.08M | $144.1M | -2.58%(-55.13K) | $49.24(+46.94%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.87% | 1.82M | $132.7M | +1.37%(+24.57K) | $76.19(-5.17%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 1.73% | 1.58M | $122.6M | -4.60%(-76.10K) | $77.47(+0.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.74% | +39.53% | +5.01% | +27.70% |
| Top 20 Holdings Unweighted | +11.75% | +39.54% | +4.79% | +26.38% |
Apella Capital, LLC reports $7.08B in US-listed equity holdings across 695 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (10.1%), VTI (3.9%) and DFSD (3.6%). The top 20 holdings account for 48.32% of reported assets. Its disclosed equity book has returned +39.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Apella Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801507). View Apella Capital, LLC’s 13F filings on SEC