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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $7.1B AUM 753 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 59 New 300 Added 212 Reduced 28 Exited
Page 2 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTIP VANGUARD MALVERN FDS 362,873.0 $18.0M 0.25% -17K -4.5% $49.64 +0.3%
22 AVUV AMERICAN CENTY ETF TR 145,141.0 $17.9M 0.25% -3K -2.3% $123.15 +2.1%
23 BIL SPDR SERIES TRUST 192,560.0 $17.6M 0.25% -12K -5.8% $91.45 +0.2%
24 IWD ISHARES TR 69,260.0 $17.2M 0.24% -3K -4.3% $247.74 +4.3%
25 ISHARES TR 738,612.0 $16.9M 0.24% -38K -4.9% $22.84
26 QUAL ISHARES TR 74,877.0 $16.3M 0.23% -2K -3.1% $217.74 +2.8%
27 VXUS VANGUARD STAR FDS 187,570.0 $15.9M 0.22% -12K -6.0% $84.65 +3.0%
28 IYY ISHARES TR 84,331.0 $15.4M 0.22% -456.0 -0.5% $182.23 +2.1%
29 BIV VANGUARD BD INDEX FDS 200,425.0 $15.3M 0.21% -2K -0.9% $76.10 -0.7%
30 USXF ISHARES TR 227,544.0 $15.2M 0.21% -2K -0.7% $66.90 +0.9%
31 VBR VANGUARD INDEX FDS 62,058.0 $15.0M 0.21% -2K -3.1% $242.32 +2.5%
32 BBAG J P MORGAN EXCHANGE TRADED F 322,153.0 $14.7M 0.21% -23K -6.6% $45.54 -0.8%
33 VIG VANGUARD SPECIALIZED FUNDS 57,311.0 $13.7M 0.19% -969.0 -1.7% $238.88 +2.4%
34 LQD ISHARES TR 117,786.0 $12.7M 0.18% -5K -4.3% $107.88 -1.6%
35 JPM JPMORGAN CHASE & CO Financial Services 37,413.0 $12.7M 0.18% -357.0 -0.9% $339.22 +5.1%
36 VOE VANGUARD INDEX FDS 63,153.0 $12.7M 0.18% -5K -7.3% $200.70 +4.4%
37 IJR ISHARES TR 83,762.0 $12.2M 0.17% -3K -3.3% $145.39 +0.9%
38 GEM GOLDMAN SACHS ETF TR 238,766.0 $12.0M 0.17% -8K -3.1% $50.20 +0.6%
39 CMF ISHARES TR 204,693.0 $11.8M 0.17% -8K -3.7% $57.48 -1.7%
40 IEMG ISHARES INC 145,753.0 $11.6M 0.16% -17K -10.5% $79.79 +0.9%
Page 2 of 11  ·  212 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 25.3%
Industrials 9.7%
Healthcare 8.2%
Consumer Cyclical 6.6%
Consumer Defensive 5.1%
Energy 4.6%
Communication Services 4.4%
Utilities 2.8%
Basic Materials 2.0%