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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 8 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIGI VANGUARD WHITEHALL FDS 73,105.0 $7.0M 0.10% -1K -1.7% $95.27 +4.1%
142 WMT WALMART INC Consumer Defensive 62,027.0 $6.9M 0.10% -594.0 -0.9% $111.54 -5.5%
143 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 351,326.0 $6.8M 0.10% -2K -0.6% $19.28 +17.9%
144 STLD STEEL DYNAMICS INC Basic Materials 29,120.0 $6.7M 0.09% +328.0 +1.1% $229.62 +0.6%
145 VTES VANGUARD WELLINGTON FD 64,172.0 $6.5M 0.09% -1K -2.0% $101.12 -0.2%
146 QLTY GMO ETF TRUST 155,203.0 $6.5M 0.09% -16K -9.3% $41.66 +3.7%
147 DMXF ISHARES TR 75,662.0 $6.3M 0.09% $83.75 +4.3%
148 IVV ISHARES TR 8,355.0 $6.3M 0.09% $751.04 +2.5%
149 JNK SPDR SERIES TRUST 64,333.0 $6.2M 0.09% -3K -4.5% $96.05 +0.2%
150 HTRB HARTFORD FDS EXCHANGE TRADED 183,718.0 $6.2M 0.09% +18K +10.9% $33.58 -0.4%
151 CAT CATERPILLAR INC Industrials 6,429.0 $6.0M 0.09% +62.0 +1.0% $940.05 -13.7%
152 WST WEST PHARMACEUTICAL SVSC INC Healthcare 16,856.0 $6.0M 0.09% $356.08 -2.1%
153 ESML ISHARES TR 109,623.0 $6.0M 0.08% +2K +2.0% $54.37 +2.0%
154 SCHO SCHWAB STRATEGIC TR 245,952.0 $5.9M 0.08% +6K +2.5% $24.06 +0.2%
155 IWM ISHARES TR 19,923.0 $5.9M 0.08% $296.20 +1.0%
156 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 16,833.0 $5.7M 0.08% -953.0 -5.4% $341.12 -3.5%
157 VANGUARD MUN BD FDS 55,564.0 $5.6M 0.08% $100.69
158 ACWV ISHARES INC 44,992.0 $5.5M 0.08% -516.0 -1.1% $122.67 +4.1%
159 JIRE J P MORGAN EXCHANGE TRADED F 65,685.0 $5.4M 0.08% -3K -4.7% $82.55 +3.8%
160 LLY ELI LILLY & CO Healthcare 4,276.0 $5.3M 0.07% +139.0 +3.4% $1235.49 -0.2%
Page 8 of 36  ·  716 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%