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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 3 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGU ISHARES TR 70,792.0 $11.6M 0.16% -1K -1.4% $164.09 +2.2%
42 IBB ISHARES TR 57,530.0 $11.4M 0.16% -410.0 -0.7% $198.23 +9.2%
43 JNJ JOHNSON & JOHNSON Healthcare 42,479.0 $11.4M 0.16% -674.0 -1.6% $267.24 +2.2%
44 IMTM ISHARES TR 214,996.0 $11.2M 0.16% -7K -3.1% $52.14 +3.8%
45 VV VANGUARD INDEX FDS 31,624.0 $10.9M 0.15% -184.0 -0.6% $344.34 +2.4%
46 DFAR DIMENSIONAL ETF TRUST 386,053.0 $10.3M 0.14% -2K -0.6% $26.66 +0.1%
47 USMV ISHARES TR 103,342.0 $10.2M 0.14% -6K -5.4% $98.35 +3.2%
48 VEU VANGUARD INTL EQUITY INDEX F 117,953.0 $9.8M 0.14% -1K -1.2% $82.94 +3.8%
49 EWX SPDR INDEX SHS FDS 133,347.0 $9.7M 0.14% -4K -3.1% $72.41 +0.6%
50 SPTS SPDR SERIES TRUST 317,537.0 $9.2M 0.13% -70K -18.0% $28.91 +0.3%
51 EFV ISHARES TR 114,996.0 $9.0M 0.13% -2K -1.9% $78.12 +5.7%
52 IVW ISHARES TR 62,525.0 $8.5M 0.12% -19K -23.1% $136.06 +2.0%
53 ACWX ISHARES TR 102,070.0 $7.7M 0.11% -1K -1.2% $75.14 +4.1%
54 V VISA INC Financial Services 21,034.0 $7.4M 0.10% -558.0 -2.6% $352.19 +9.1%
55 VT VANGUARD INTL EQUITY INDEX F 46,749.0 $7.3M 0.10% -10K -18.3% $156.34 +3.0%
56 VIGI VANGUARD WHITEHALL FDS 73,105.0 $7.0M 0.10% -1K -1.7% $95.27 +4.1%
57 WMT WALMART INC Consumer Defensive 62,027.0 $6.9M 0.10% -594.0 -0.9% $111.54 -5.5%
58 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 351,326.0 $6.8M 0.10% -2K -0.6% $19.28 +17.9%
59 VTES VANGUARD WELLINGTON FD 64,172.0 $6.5M 0.09% -1K -2.0% $101.12 -0.2%
60 QLTY GMO ETF TRUST 155,203.0 $6.5M 0.09% -16K -9.3% $41.66 +3.7%
Page 3 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%