Apella Capital, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801507
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$7.1B
incl. option notional
Equity Holdings
ⓘ$7.1B
Option Notional
ⓘ$3.2M
$1.5M puts / $1.7M calls
Holdings
716
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Apella Capital, LLC disclosed 716 positions worth $7.1B in its Form 13F-HR for Q2 2026 — $7.1B in common stock plus $3.2M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 57 new positions and exited 27. The portfolio is most concentrated in Other (87.3% of disclosed assets). All figures are sourced directly from Apella Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1801507.
AI Fund Analysis
StableDIMENSIONAL ETF TRUST - US
10.1% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
3.9% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - SH
3.6% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - CO
2.8% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
2.5% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
VANGUARD INDEX FDS - TOTAL
9 quarters accumulating
DIMENSIONAL ETF TRUST - SH
9 quarters accumulating
DIMENSIONAL ETF TRUST - CO
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$713.4M16,110,656 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$274.7M743,141 shDIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
—Quality
$258.5M5,420,887 shDIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$196.1M4,667,514 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$179.9M2,199,716 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$179.3M4,772,870 shDIMENSIONAL ETF TRUST - US HIGH PROF ETF
—Quality
$171.1M4,123,403 shDIMENSIONAL ETF TRUST - US TARGETED VLU
—Quality
$144.1M2,077,701 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$132.7M1,820,993 sh- 79.6
Quality
$122.6M1,579,884 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $713.4M | 16,110,656 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $274.7M | 743,141 |
| DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $258.5M | 5,420,887 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $196.1M | 4,667,514 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $179.9M | 2,199,716 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $179.3M | 4,772,870 |
| DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $171.1M | 4,123,403 |
| DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $144.1M | 2,077,701 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $132.7M | 1,820,993 |
 Meta Platforms, Inc.$META | 79.6 | $122.6M | 1,579,884 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Apella Capital, LLC's 716 positions.
Showing top 10 of 716 holdings.
Sector Allocation
Other
$6.2B
Technology
$429.7M
Financials
$161.3M
Industrials
$74.5M
Healthcare
$62.5M
Consumer Discretionary
$57.1M
Energy
$35.7M
Consumer Staples
$28.4M
Top Holdings — Apella Capital, LLC (Q2 2026)
Top 150 of 716 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $713.4M | 10.1% | +2% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $274.7M | 3.9% | +2% | — |
| 3 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $258.5M | 3.6% | +3% | — |
| 4 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $196.1M | 2.8% | +6% | — |
| 5 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $179.9M | 2.5% | +1% | — |
| 6 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $179.3M | 2.5% | +5% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $171.1M | 2.4% | +6% | — |
| 8 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $144.1M | 2.0% | -3% | — |
| 9 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $132.7M | 1.9% | +1% | — |
| 10 | $META | Meta Platforms, Inc. | $122.6M | 1.7% | -5% | 79.6 |
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $121.8M | 1.7% | +9% | — |
| 12 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $121.6M | 1.7% | -1% | — |
| 13 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $120.3M | 1.7% | +6% | — |
| 14 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $118.4M | 1.7% | +3% | — |
| 15 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $110.2M | 1.6% | -1% | — |
| 16 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $107.4M | 1.5% | +3% | — |
| 17 |  $AAPL | Apple Inc. | $104.7M | 1.5% | +4% | 76.4 |
| 18 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $92.3M | 1.3% | +4% | — |
| 19 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $76.8M | 1.1% | +21% | — |
| 20 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $74.4M | 1.1% | +9% | — |
| 21 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $71.6M | 1.0% | +5% | — |
| 22 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $65.3M | 0.9% | +1% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $63.6M | 0.9% | -3% | — |
| 24 | — | ISHARES TR - CORE UNIVRSL USD | $63.3M | 0.9% | +23% | — |
| 25 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $62.4M | 0.9% | +11% | — |
| 26 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $61.3M | 0.9% | +5% | — |
| 27 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $58.8M | 0.8% | -0% | — |
| 28 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $58.6M | 0.8% | -1% | — |
| 29 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $57.9M | 0.8% | -3% | — |
| 30 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $56.3M | 0.8% | +23% | — |
| 31 | — | VANGUARD WORLD FD - ESG US STK ETF | $54.9M | 0.8% | +0% | — |
| 32 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $54.6M | 0.8% | +7% | — |
| 33 | — | VANGUARD INDEX FDS - VALUE ETF | $52.2M | 0.7% | +4% | — |
| 34 | — | ISHARES TR - CORE 1 5 YR USD | $52.2M | 0.7% | +14% | — |
| 35 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $50.3M | 0.7% | +13% | — |
| 36 | — | ISHARES TR - CORE MSCI EAFE | $49.8M | 0.7% | +5% | — |
| 37 |  $MSFT | MICROSOFT CORP | $47.2M | 0.7% | -0% | 79.8 |
| 38 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $46.6M | 0.7% | +1% | — |
| 39 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $45.4M | 0.6% | -3% | — |
| 40 | — | VANGUARD INDEX FDS - SMALL CP ETF | $44.2M | 0.6% | +4% | — |
| 41 | — | ISHARES TR - SHRT NAT MUN ETF | $44.2M | 0.6% | -1% | — |
| 42 | — | ISHARES TR - CORE INTL AGGR | $43.0M | 0.6% | +20% | — |
| 43 | — | VANGUARD INDEX FDS - MID CAP ETF | $42.4M | 0.6% | +282% | — |
| 44 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $42.1M | 0.6% | +16% | — |
| 45 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $41.8M | 0.6% | -6% | — |
| 46 | — | VANGUARD INDEX FDS - GROWTH ETF | $38.4M | 0.5% | +499% | — |
| 47 | — | ISHARES TR - MSCI USA MMENTM | $38.0M | 0.5% | -3% | — |
| 48 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $36.4M | 0.5% | +463% | — |
| 49 | — | ISHARES TR - CORE S&P MCP ETF | $36.1M | 0.5% | +4% | — |
| 50 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $32.2M | 0.5% | +7% | — |
| 51 |  $GOOGL | Alphabet Inc. | $31.9M | 0.5% | +0% | 78.2 |
| 52 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $31.9M | 0.5% | +8% | — |
| 53 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $31.8M | 0.5% | -5% | — |
| 54 | — | ISHARES TR - JPMORGAN USD EMG | $31.2M | 0.4% | +14% | — |
| 55 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $31.1M | 0.4% | -9% | — |
| 56 | — | SPDR SERIES TRUST - ST INTER BD ETF | $29.4M | 0.4% | +19% | — |
| 57 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $29.0M | 0.4% | +2% | — |
| 58 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $28.6M | 0.4% | +0% | — |
| 59 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $27.9M | 0.4% | -6% | — |
| 60 | — | ISHARES TR - RUS 1000 GRW ETF | $27.6M | 0.4% | +294% | — |
| 61 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $26.5M | 0.4% | -6% | — |
| 62 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $26.2M | 0.4% | +2% | — |
| 63 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $25.4M | 0.4% | +5% | — |
| 64 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $24.7M | 0.3% | +0% | — |
| 65 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $23.5M | 0.3% | -0% | — |
| 66 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $21.7M | 0.3% | +38% | — |
| 67 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $21.3M | 0.3% | +7% | — |
| 68 |  $BRK.B | BERKSHIRE HATHAWAY INC | $21.2M | 0.3% | -0% | 73.8 |
| 69 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $20.8M | 0.3% | -4% | — |
| 70 | — | ISHARES TR - NATIONAL MUN ETF | $20.8M | 0.3% | -1% | — |
| 71 | — | AMERICAN CENTY ETF TR - US EQT ETF | $20.6M | 0.3% | -6% | — |
| 72 |  $NVDA | NVIDIA CORP | $20.6M | 0.3% | -26% | 85.9 |
| 73 |  $XOM.R34088 | EXXON MOBIL CORP | $20.1M | 0.3% | +0% | 57.9 |
| 74 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $19.5M | 0.3% | -4% | — |
| 75 |  $GOOG | Alphabet Inc. | $19.3M | 0.3% | +1% | 78.2 |
| 76 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $19.3M | 0.3% | +4% | — |
| 77 |  $AMZN | AMAZON COM INC | $19.0M | 0.3% | +1% | 68.7 |
| 78 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $18.7M | 0.3% | +13% | — |
| 79 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $18.0M | 0.3% | -4% | — |
| 80 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $17.9M | 0.3% | -2% | — |
| 81 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $17.6M | 0.3% | -6% | — |
| 82 | — | ISHARES TR - RUS 1000 VAL ETF | $17.2M | 0.2% | -4% | — |
| 83 | — | ISHARES TR - IBONDS 26 TRM TS | $16.9M | 0.2% | -5% | — |
| 84 | — | ISHARES TR - MSCI USA QLT FCT | $16.3M | 0.2% | -3% | — |
| 85 | — | VANGUARD STAR FDS - VG TL INTL STK F | $15.9M | 0.2% | -6% | — |
| 86 | — | ISHARES TR - DOW JONES US ETF | $15.4M | 0.2% | -1% | — |
| 87 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $15.3M | 0.2% | -1% | — |
| 88 | — | ISHARES TR - ESG MSCI USA ETF | $15.2M | 0.2% | -1% | — |
| 89 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $15.0M | 0.2% | -3% | — |
| 90 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $14.7M | 0.2% | -7% | — |
| 91 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $13.8M | 0.2% | +5% | — |
| 92 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $13.7M | 0.2% | -2% | — |
| 93 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $13.2M | 0.2% | +11% | — |
| 94 | — | ISHARES TR - IBOXX INV CP ETF | $12.7M | 0.2% | -4% | — |
| 95 |  $JPM | JPMORGAN CHASE & CO | $12.7M | 0.2% | -1% | 70.7 |
| 96 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $12.7M | 0.2% | -7% | — |
| 97 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $12.4M | 0.2% | +11% | — |
| 98 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $12.3M | 0.2% | +10% | — |
| 99 | — | PGIM ROCK ETF TR - LADDE S&P 20 ETF | $12.2M | 0.2% | +15% | — |
| 100 | — | ISHARES TR - CORE S&P SCP ETF | $12.2M | 0.2% | -3% | — |
| 101 |  $GS | GOLDMAN SACHS GROUP INC | $12.0M | 0.2% | -3% | 73.5 |
| 102 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $11.9M | 0.2% | +5% | — |
| 103 | — | ISHARES TR - CALIF MUN BD ETF | $11.8M | 0.2% | -4% | — |
| 104 | — | ISHARES INC - CORE MSCI EMKT | $11.6M | 0.2% | -10% | — |
| 105 | — | ISHARES TR - ESG AWR MSCI USA | $11.6M | 0.2% | -1% | — |
| 106 | — | ISHARES TR - ISHARES BIOTECH | $11.4M | 0.2% | -1% | — |
| 107 |  $JNJ | JOHNSON & JOHNSON | $11.4M | 0.2% | -2% | 69 |
| 108 | — | ISHARES TR - MSCI INTL MOMENT | $11.2M | 0.2% | -3% | — |
| 109 | — | ISHARES TR - ESG AWR US AGRGT | $11.1M | 0.2% | +5% | — |
| 110 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $10.9M | 0.1% | -1% | — |
| 111 |  $GD | GENERAL DYNAMICS CORP | $10.5M | 0.1% | +3% | 68.7 |
| 112 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $10.3M | 0.1% | -1% | — |
| 113 | — | ISHARES TR - MSCI USA MIN ETF | $10.2M | 0.1% | -5% | — |
| 114 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $10.1M | 0.1% | +4% | — |
| 115 | — | ISHARES TR - IBONDS 27 TRM TS | $9.8M | 0.1% | +7% | — |
| 116 |  $MA | Mastercard Inc | $9.8M | 0.1% | -0% | 85.1 |
| 117 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $9.8M | 0.1% | -1% | — |
| 118 | — | SPDR INDEX SHS FDS - ST MARKE CAP ETF | $9.7M | 0.1% | -3% | — |
| 119 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | $9.6M | 0.1% | +2% | — |
| 120 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | $9.4M | 0.1% | +14% | — |
| 121 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $9.2M | 0.1% | -18% | — |
| 122 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $9.2M | 0.1% | +2% | — |
| 123 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $9.1M | 0.1% | +573% | — |
| 124 | — | ISHARES TR - EAFE VALUE ETF | $9.0M | 0.1% | -2% | — |
| 125 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | $8.9M | 0.1% | +1571% | — |
| 126 | — | ISHARES TR - CORE S&P TTL STK | $8.8M | 0.1% | +3% | — |
| 127 | — | ISHARES TR - RUSSELL 3000 ETF | $8.7M | 0.1% | -0% | — |
| 128 | — | RBB FD INC - F/M US TREASURY | $8.6M | 0.1% | +28% | — |
| 129 | — | ISHARES TR - S&P 500 GRWT ETF | $8.5M | 0.1% | -23% | — |
| 130 | — | ISHARES TR - ESG AW MSCI EAFE | $8.1M | 0.1% | +1% | — |
| 131 |  $PM | Philip Morris International Inc. | $7.9M | 0.1% | +0% | 75.9 |
| 132 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | $7.8M | 0.1% | +3% | — |
| 133 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $7.7M | 0.1% | -0% | — |
| 134 | — | ISHARES TR - MSCI ACWI EX US | $7.7M | 0.1% | -1% | — |
| 135 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.6M | 0.1% | +0% | 73.8 |
| 136 |  $V | VISA INC. | $7.4M | 0.1% | -3% | 82.9 |
| 137 |  $GLD | SPDR GOLD TRUST | $7.4M | 0.1% | +2% | — |
| 138 | — | ISHARES TR - RUS 1000 ETF | $7.3M | 0.1% | +0% | — |
| 139 |  $DOV | DOVER Corp | $7.3M | 0.1% | -18% | 58.1 |
| 140 | — | ISHARES TR - ESG AWRE 1 5 YR | $7.1M | 0.1% | +2% | — |
| 141 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $7.0M | 0.1% | -2% | — |
| 142 |  $WMT | Walmart Inc. | $6.9M | 0.1% | -1% | 60.2 |
| 143 |  $PSLV | Sprott Physical Silver Trust | $6.8M | 0.1% | -1% | — |
| 144 |  $STLD | STEEL DYNAMICS INC | $6.7M | 0.1% | +1% | 57.7 |
| 145 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $6.5M | 0.1% | -2% | — |
| 146 | — | GMO ETF TRUST - US QUALITY ETF | $6.5M | 0.1% | -9% | — |
| 147 | — | ISHARES TR - ESG EAFE ETF | $6.3M | 0.1% | -0% | — |
| 148 | — | ISHARES TR - CORE S&P500 ETF | $6.3M | 0.1% | -0% | — |
| 149 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $6.2M | 0.1% | -4% | — |
| 150 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $6.2M | 0.1% | +11% | — |
New Positions (57)
AMERICAN CENTY ETF TR - AVANTIS US LARG$3.9M
$ROKU ROKU, INC$940,317
$CRS CARPENTER TECHNOLOGY CORP$856,892
$RS RELIANCE, INC.$639,963 ISHARES TR - CORE S&P US GWT$616,301
$HONA Honeywell Aerospace Inc.$613,687 DIMENSIONAL ETF TRUST - EMERGING MKTS HI$587,475
SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND$521,568
$NUE NUCOR CORP$514,200
$CCJ CAMECO CORP$418,678
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$395,630 ISHARES TR - 0-3 MTH TREASURY$388,090
$FDXF FedEx Freight Holding Company, Inc.$386,692
$FTNT Fortinet, Inc.$386,361
$CAH CARDINAL HEALTH INC$357,941Exited Positions (27)
TIDAL TRUST II
$NIC NICOLET BANKSHARES INC
$HGV Hilton Grand Vacations Inc. SELECT SECTOR SPDR TR
$CRWV CoreWeave, Inc. GLOBAL X FDS
$CLX CLOROX CO /DE/
$INTU INTUIT INC. THRIVENT ETF TRUST
SPROTT FDS TR
$WSO WATSCO INC
$ECL ECOLAB INC.
$AEM AGNICO EAGLE MINES LTD GOLDMAN SACHS ETF TR
$YUMC Yum China Holdings, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Apella Capital, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Apella Capital, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Apella Capital, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Apella Capital, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Apella Capital, LLC (SEC CIK: 1801507), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Apella Capital, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.