Institutional Fund
Apella Capital, LLC
West Hartford, CTCIK 18015075 filings on record
Portfolio Value
$6.74B
Q1 2026
Holdings
675
Reported positions
New Buys
157
Opened this quarter
QoQ Change
+33.1%
from $5.06B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust9.8%
- Vanguard Index Fds3.8%
- Dimensional ETF Trust3.8%
- Dimensional ETF Trust2.8%
- Dimensional ETF Trust2.6%
- Dimensional ETF Trust2.5%
- Other74.8%
Portfolio Holdings
675 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 15.72M | $661.85M | 9.8% | +1.81M | Added |
| 2 | Vanguard Index Fds | 730.0K | $255.90M | 3.8% | +41.2K | Added |
| 3 | Dimensional ETF Trust | 5.25M | $252.93M | 3.8% | +736.6K | Added |
| 4 | Dimensional ETF Trust | 4.41M | $188.20M | 2.8% | +1.80M | Added |
| 5 | Dimensional ETF Trust | 4.55M | $172.90M | 2.6% | +256.0K | Added |
| 6 | Dimensional ETF Trust | 2.18M | $168.80M | 2.5% | +956.3K | Added |
| 7 | Dimensional ETF Trust | 3.89M | $153.34M | 2.3% | +1.29M | Added |
| 8 | Dimensional ETF Trust | 2.13M | $141.26M | 2.1% | +483.7K | Added |
| 9 | Vanguard Bd Index Fds | 1.80M | $133.04M | 2.0% | +142.6K | Added |
| 10 | Vanguard Bd Index Fds | 1.66M | $130.11M | 1.9% | −5.6K | Reduced |
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