Apella Capital, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.97 Billion distributed in 294 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $227M, Vanguard Bd Index Fd Inc Short with a value of $126M, Vanguard Total International B with a value of $101M, Vanguard Bd Index Fd Inc Total with a value of $84.1M, and Vanguard Total Stock Market Et with a value of $79.5M.

Examining the 13F form we can see an increase of $170M in the current position value, from $1.8B to 1.97B.

Below you can find more details about Apella Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.97 Billion
ETFs: $1.81 Billion
Technology: $52.2 Million
Healthcare: $22.7 Million
Industrials: $21.3 Million
Financial Services: $12.8 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $8.13 Million
Communication Services: $4.74 Million
Other: $7.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 294
  • Current Value $1.97 Billion
  • Prior Value $1.8 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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