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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
Q1 2026 Q4 2025 · All 165 New 374 Added 108 Reduced 11 Exited
Page 21 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DTE DTE ENERGY CO Utilities 5,139.0 $755K 0.01% +2K +83.4% $146.98 -2.2%
402 SCHM SCHWAB STRATEGIC TR 22,317.0 $753K 0.01% +632.0 +2.9% $33.76 +2.4%
403 YUM YUM BRANDS INC Consumer Cyclical 4,453.0 $725K 0.01% +2K +59.1% $162.77 -6.2%
404 RWO SPDR INDEX SHS FDS 14,394.0 $716K 0.01% -1K -7.5% $49.76 -0.5%
405 PAA PLAINS ALL AMERN PIPELINE L Energy 33,689.0 $708K 0.01% NEW $21.02 +12.7%
406 LOW LOWES COS INC Consumer Cyclical 2,813.0 $708K 0.01% +1K +65.6% $251.70 -13.6%
407 IWY ISHARES TR 2,504.0 $696K 0.01% +739.0 +41.9% $278.11 +5.3%
408 GDX VANECK ETF TRUST 6,832.0 $685K 0.01% +2K +38.8% $100.34 -14.2%
409 HOOD ROBINHOOD MKTS INC Financial Services 7,545.0 $685K 0.01% NEW $90.75 -16.3%
410 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,551.0 $683K 0.01% +3K +21.9% $43.94 +0.1%
411 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,292.0 $680K 0.01% +548.0 +73.7% $526.68 -14.2%
412 TGT TARGET CORP Consumer Defensive 5,264.0 $673K 0.01% NEW $127.83 -4.3%
413 SCHE SCHWAB STRATEGIC TR 18,553.0 $668K 0.01% +2K +11.6% $35.98 -1.1%
414 SCHB SCHWAB STRATEGIC TR 24,046.0 $660K 0.01% +6K +30.4% $27.43 +4.3%
415 EEM ISHARES TR 10,361.0 $659K 0.01% +3K +40.4% $63.64 +3.8%
416 IWS ISHARES TR 4,192.0 $654K 0.01% +593.0 +16.5% $155.91 +1.0%
417 SPSM SPDR SERIES TRUST 12,387.0 $653K 0.01% -755.0 -5.7% $52.69 +0.6%
418 VPU VANGUARD WORLD FD 3,175.0 $634K 0.01% -440.0 -12.2% $199.72 -2.4%
419 UGI UGI CORP NEW Utilities 17,222.0 $633K 0.01% -390.0 -2.2% $36.78 -4.5%
420 APA APA CORPORATION Energy 17,519.0 $626K 0.01% NEW $35.74 +7.3%
Page 21 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 28.6%
Financial Services 25.1%
Industrials 9.4%
Communication Services 8.4%
Healthcare 6.9%
Consumer Cyclical 6.7%
Consumer Defensive 5.1%
Energy 4.7%
Utilities 2.7%
Basic Materials 1.9%