Apella Capital, LLC
Apella Capital, LLC reported 716 positions worth $7.08B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: DFAC (10.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $713.4M | 10.08% | 16,110,656 | — | — | |
| ▸ 2 | VTI | SH | $274.7M | 3.88% | 743,141 | — | — | |
| ▸ 3 | DFSD | SH | $258.5M | 3.65% | 5,420,887 | — | — | |
| ▸ 4 | DFCF | SH | $196.1M | 2.77% | 4,667,514 | — | — | |
| ▸ 5 | DFUS | SH | $179.9M | 2.54% | 2,199,716 | — | — | |
| ▸ 6 | DFIC | SH | $179.3M | 2.53% | 4,772,870 | — | — | |
| ▸ 7 | DUHP | SH | $171.1M | 2.42% | 4,123,403 | — | — | |
| ▸ 8 | DFAT | SH | $144.1M | 2.03% | 2,077,701 | — | — | |
| ▸ 9 | BND | SH | $132.7M | 1.87% | 1,820,993 | — | — | |
| ▸ 10 | BSV | SH | $122.6M | 1.73% | 1,579,884 | — | — |
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Frequently Asked Questions
What stocks does Apella Capital, LLC hold as of Q2 2026?
Apella Capital, LLC reported 716 positions worth $7.08B in its Q2 2026 13F filing. Largest positions: DFAC (10.1%), VTI (3.9%), DFSD (3.7%), DFCF (2.8%) and DFUS (2.5%).
What did Apella Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Apella Capital, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.