StockDriftsStockDriftsTop 50 Apella Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.85% | 17.18M | $776.0M | +6.61%(+1.06M) | $32.81(+36.76%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.71% | 767.5K | $292.4M | +3.28%(+24.38K) | $265.11(+41.66%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.45% | 5.83M | $272.0M | +7.55%(+409.37K) | $47.47(-1.54%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.59% | 5.09M | $204.4M | +8.97%(+418.85K) | $42.05(-3.70%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.4% | 5.07M | $189.4M | +6.26%(+298.87K) | $28.76(+30.47%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.32% | 2.16M | $182.5M | -1.99%(-43.81K) | $62.92(+32.50%) | 2026-09-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.11% | 474.0K | $166.3M | +31.84%(+114.46K) | $294.35(+17.52%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 1.78% | 2.00M | $140.2M | +9.97%(+181.62K) | $75.79(-6.85%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 1.74% | 2.05M | $137.2M | -1.55%(-32.27K) | $49.24(+37.41%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 1.68% | 1.74M | $132.7M | +10.04%(+158.57K) | $77.44(-1.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.65% | +42.94% | +4.10% | +22.26% |
| Top 20 Holdings Unweighted | +12.69% | +43.09% | +3.94% | +21.32% |
Apella Capital LLC reports $7.88B in US-listed equity holdings across 767 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (9.8%), VTI (3.7%) and DFSD (3.5%). The top 20 holdings account for 45.3% of reported assets. Its disclosed equity book has returned +42.94% on a three-year cumulative basis. Figures reflect the Q3 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