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Portfolio (Quarterly) Guide ↗

Apella Capital, LLC

· CIK 0001801507
13F Portfolio $6.7B AUM 687 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 165 New 374 Added 108 Reduced
Page 16 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VXF VANGUARD INDEX FDS 6,435.0 $1.5M 0.02% +215.0 +3.5% $225.92 +8.1%
302 HYXF ISHARES TR 30,462.0 $1.4M 0.02% NEW $46.96 -0.7%
303 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,117.0 $1.4M 0.02% +3K +59.9% $200.47 +40.4%
304 ET ENERGY TRANSFER L P Energy 74,839.0 $1.4M 0.02% NEW $18.86 +13.6%
305 VLO VALERO ENERGY CORP Energy 6,301.0 $1.4M 0.02% +4K +199.2% $223.66 +55.6%
306 JPME J P MORGAN EXCHANGE TRADED F 11,610.0 $1.4M 0.02% -295.0 -2.5% $120.77 +6.0%
307 UNH UNITEDHEALTH GROUP INC Healthcare 4,312.0 $1.4M 0.02% +1K +37.1% $324.61 +23.5%
308 VGK VANGUARD INTL EQUITY INDEX F 15,707.0 $1.4M 0.02% +12K +360.8% $89.07 +4.1%
309 REET ISHARES TR 50,724.0 $1.4M 0.02% -4K -8.1% $27.43 +2.3%
310 PNC PNC FINL SVCS GROUP INC Financial Services 6,180.0 $1.4M 0.02% +4K +156.9% $224.83 +8.8%
311 BILZ PIMCO ETF TR 13,668.0 $1.4M 0.02% NEW $100.86 +0.0%
312 IYR ISHARES TR 13,376.0 $1.4M 0.02% +2K +14.6% $102.98 +1.7%
313 INMU BLACKROCK ETF TRUST II 56,978.0 $1.4M 0.02% NEW $24.16 -1.8%
314 AVGE AMERICAN CENTY ETF TR 14,468.0 $1.4M 0.02% -1K -8.0% $94.97 +7.3%
315 PFE PFIZER INC Healthcare 49,643.0 $1.4M 0.02% +22K +81.1% $27.56 +2.7%
316 DFGP DIMENSIONAL ETF TRUST 24,924.0 $1.4M 0.02% +9K +55.9% $54.72 -2.3%
317 NVDY TIDAL TRUST II 96,579.0 $1.4M 0.02% NEW $14.02 -12.7%
318 AVRE AMERICAN CENTY ETF TR 28,189.0 $1.4M 0.02% $47.96 +0.8%
319 SPMD SPDR SERIES TRUST 21,060.0 $1.3M 0.02% +13K +169.6% $63.92 +5.1%
320 ROK ROCKWELL AUTOMATION INC Industrials 3,233.0 $1.3M 0.02% +161.0 +5.2% $415.70 +3.9%
Page 16 of 35  ·  685 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 29.8%
Financial Services 26.1%
Industrials 9.8%
Healthcare 7.2%
Consumer Cyclical 7.0%
Consumer Defensive 5.3%
Energy 4.7%
Communication Services 4.6%
Utilities 2.8%
Basic Materials 1.9%