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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 5 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESGE ISHARES INC 70,927.0 $3.7M 0.05% -460.0 -0.6% $52.61 +2.8%
82 GLDM WORLD GOLD TR Financial Services 45,276.0 $3.7M 0.05% -2K -5.0% $81.41 +13.4%
83 DUSB DIMENSIONAL ETF TRUST 72,060.0 $3.7M 0.05% -22K -23.5% $50.82 -0.1%
84 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,280.0 $3.6M 0.05% -64.0 -1.2% $688.12 +0.9%
85 XLV SELECT SECTOR SPDR TR 21,312.0 $3.5M 0.05% -689.0 -3.1% $164.44 +6.6%
86 XLK SELECT SECTOR SPDR TR 19,542.0 $3.5M 0.05% -194.0 -1.0% $179.18 +1.5%
87 SEI EXCHANGE TRADED FUNDS 98,120.0 $3.5M 0.05% -20K -16.9% $35.52
88 EEMV ISHARES INC 46,045.0 $3.4M 0.05% -2K -3.6% $72.99 +3.5%
89 EMXC ISHARES INC 34,042.0 $3.3M 0.05% -889.0 -2.5% $96.80 +1.6%
90 NEE NEXTERA ENERGY INC Utilities 35,992.0 $3.2M 0.04% -2K -5.7% $88.47 -4.8%
91 SCHX SCHWAB STRATEGIC TR 106,904.0 $3.2M 0.04% -6K -5.1% $29.49 +2.4%
92 VWOB VANGUARD WHITEHALL FDS 44,572.0 $3.0M 0.04% -895.0 -2.0% $66.68 -0.6%
93 SHY ISHARES TR 35,710.0 $2.9M 0.04% -6K -14.9% $81.86 +0.3%
94 SCHV SCHWAB STRATEGIC TR 84,360.0 $2.9M 0.04% -696.0 -0.8% $34.33 +1.7%
95 BAC BANK OF AMER CORP Financial Services 47,979.0 $2.9M 0.04% -277.0 -0.6% $59.86 +4.3%
96 DIS DISNEY WALT CO Communication Services 27,616.0 $2.7M 0.04% -699.0 -2.5% $97.48 +14.1%
97 HEFA ISHARES TR 56,080.0 $2.6M 0.04% -941.0 -1.6% $46.35 +2.5%
98 ARKK ARK ETF TR 28,279.0 $2.3M 0.03% -156.0 -0.6% $81.19 +6.4%
99 ORCL ORACLE CORP Technology 16,125.0 $2.3M 0.03% -2K -9.1% $141.60 +2.2%
100 JMUB J P MORGAN EXCHANGE TRADED F 42,708.0 $2.2M 0.03% -3K -5.7% $50.42 -1.3%
Page 5 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%