Apella Capital, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$5.1B

Holdings

531

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (531 positions)

#	Stock	Shares	Value	% Portfolio
1	DFACDIMENSIONAL ETF TRUST	13,914,954	$550.9M	10.89%
2	VTIVANGUARD INDEX FDS	688,831	$230.9M	4.56%
3	DFSDDIMENSIONAL ETF TRUST	4,509,681	$216.2M	4.27%
4	DFICDIMENSIONAL ETF TRUST	4,296,455	$148.1M	2.93%
5	BSVVANGUARD BD INDEX FDS	1,661,574	$130.9M	2.59%
6	BNDVANGUARD BD INDEX FDS	1,653,788	$122.5M	2.42%
7	DFCFDIMENSIONAL ETF TRUST	2,604,385	$110.8M	2.19%
8	VEAVANGUARD TAX-MANAGED FDS	1,735,240	$108.4M	2.14%
9	DFGXDIMENSIONAL ETF TRUST	1,935,630	$101.9M	2.01%
10	VWOVANGUARD INTL EQUITY INDEX F	1,883,128	$101.2M	2.00%
11	DUHPDIMENSIONAL ETF TRUST	2,598,242	$98.8M	1.95%
12	DFATDIMENSIONAL ETF TRUST	1,649,140	$98.2M	1.94%
13	DFUSDIMENSIONAL ETF TRUST	1,224,259	$90.8M	1.79%
14	VONEVANGUARD SCOTTSDALE FDS	285,228	$88.1M	1.74%
15	AAPLAPPLE INC	254,471	$69.2M	1.37%
16	AVEMAMERICAN CENTY ETF TR	854,577	$65.8M	1.30%
17	MGCVANGUARD WORLD FD	241,091	$60.6M	1.20%
18	SPYSPDR S&P 500 ETF TR	84,439	$57.6M	1.14%
19	DFIVDIMENSIONAL ETF TRUST	1,145,849	$57.2M	1.13%
20	AVDEAMERICAN CENTY ETF TR	682,150	$56.2M	1.11%
21	BNDXVANGUARD CHARLOTTE FDS	1,083,328	$52.3M	1.03%
22	MSFTMICROSOFT CORP	102,628	$49.6M	0.98%
23	DFEMDIMENSIONAL ETF TRUST	1,372,117	$45.4M	0.90%
24	DFLVDIMENSIONAL ETF TRUST	1,318,903	$45.1M	0.89%
25	AVDVAMERICAN CENTY ETF TR	470,399	$44.2M	0.87%
26	SUBISHARES TR	411,059	$43.9M	0.87%
27	VYMVANGUARD WHITEHALL FDS	289,443	$41.5M	0.82%
28	DIHPDIMENSIONAL ETF TRUST	1,280,570	$40.5M	0.80%
29	VOOVANGUARD INDEX FDS	64,050	$40.2M	0.79%
30	AQLTISHARES TR	447,787	$40.1M	0.79%
31	ISTBISHARES TR	814,422	$39.7M	0.78%
32	VOVANGUARD INDEX FDS	135,255	$39.3M	0.78%
33	VTVVANGUARD INDEX FDS	204,929	$39.1M	0.77%
34	IUSBISHARES TR	826,561	$38.5M	0.76%
35	VOOGVANGUARD ADMIRAL FDS INC	84,491	$37.6M	0.74%
36	DFAXDIMENSIONAL ETF TRUST	1,113,787	$36.5M	0.72%
37	VBVANGUARD INDEX FDS	140,905	$36.3M	0.72%
38	SPABSPDR SERIES TRUST	1,336,604	$34.4M	0.68%
39	DFUVDIMENSIONAL ETF TRUST	738,218	$34.4M	0.68%
40	VONGVANGUARD SCOTTSDALE FDS	273,676	$33.3M	0.66%
41	MTUMISHARES TR	132,937	$33.3M	0.66%
42	DFNMDIMENSIONAL ETF TRUST	681,896	$32.8M	0.65%
43	VCSHVANGUARD SCOTTSDALE FDS	394,423	$31.4M	0.62%
44	VCITVANGUARD SCOTTSDALE FDS	360,867	$30.2M	0.60%
45	ESGVVANGUARD WORLD FD	244,585	$29.6M	0.58%
46	SPDWSPDR INDEX SHS FDS	648,230	$28.8M	0.57%
47	SPHYSPDR SERIES TRUST	1,181,289	$28.0M	0.55%
48	IAGGISHARES TR	520,429	$26.0M	0.51%
49	IJHISHARES TR	366,904	$24.2M	0.48%
50	IWFISHARES TR	51,155	$24.2M	0.48%
51	VSSVANGUARD INTL EQUITY INDEX F	168,745	$24.2M	0.48%
52	JSCPJ P MORGAN EXCHANGE TRADED F	462,858	$22.0M	0.43%
53	NDQINVESCO QQQ TR	35,719	$21.9M	0.43%
54	VTEBVANGUARD MUN BD FDS	434,264	$21.8M	0.43%
55	EMBISHARES TR	226,050	$21.8M	0.43%
56	AVLVAMERICAN CENTY ETF TR	281,549	$21.3M	0.42%
57	GOOGALPHABET INC	65,480	$20.5M	0.41%
58	VUGVANGUARD INDEX FDS	41,003	$20.0M	0.40%
59	VTIPVANGUARD MALVERN FDS	403,232	$19.9M	0.39%
60	JEPIJ P MORGAN EXCHANGE TRADED F	347,881	$19.9M	0.39%
61	MUBISHARES TR	181,727	$19.5M	0.38%
62	AVUSAMERICAN CENTY ETF TR	173,402	$19.4M	0.38%
63	NVDANVIDIA CORPORATION	103,578	$19.3M	0.38%
64	SPIBSPDR SERIES TRUST	561,093	$19.0M	0.37%
65	IBTGISHARES TR	766,927	$17.5M	0.35%
66	BBAGJ P MORGAN EXCHANGE TRADED F	368,751	$17.1M	0.34%
67	AVUVAMERICAN CENTY ETF TR	156,177	$15.9M	0.31%
68	QUALISHARES TR	79,802	$15.8M	0.31%
69	VXUSVANGUARD STAR FDS	202,986	$15.3M	0.30%
70	IWDISHARES TR	71,858	$15.1M	0.30%
71	BIVVANGUARD BD INDEX FDS	192,483	$15.0M	0.30%
72	BRK/BBERKSHIRE HATHAWAY INC DEL	29,240	$14.7M	0.29%
73	IYY*ISHARES TR	85,858	$14.2M	0.28%
74	LQDISHARES TR	128,579	$14.2M	0.28%
75	VIGVANGUARD SPECIALIZED FUNDS	61,809	$13.6M	0.27%
76	VGSHVANGUARD SCOTTSDALE FDS	223,174	$13.1M	0.26%
77	IVWISHARES TR	105,220	$13.0M	0.26%
78	VOEVANGUARD INDEX FDS	72,598	$12.9M	0.25%
79	VBRVANGUARD INDEX FDS	60,684	$12.9M	0.25%
80	DFSUDIMENSIONAL ETF TRUST	294,691	$12.8M	0.25%
81	JCPBJ P MORGAN EXCHANGE TRADED F	262,335	$12.4M	0.25%
82	IEMGISHARES INC	179,969	$12.1M	0.24%
83	GOOGLALPHABET INC	37,976	$11.9M	0.23%
84	ESGUISHARES TR	79,606	$11.9M	0.23%
85	IMTMISHARES TR	235,416	$11.3M	0.22%
86	VSGXVANGUARD WORLD FD	156,741	$11.2M	0.22%
87	USMVISHARES TR	118,822	$11.2M	0.22%
88	VBILVANGUARD INSTL INDEX FD	144,294	$10.9M	0.22%
89	GEMGOLDMAN SACHS ETF TR	260,903	$10.9M	0.21%
90	AMZNAMAZON COM INC	45,356	$10.5M	0.21%
91	EAGGISHARES TR	215,782	$10.3M	0.20%
92	IWVISHARES TR	26,542	$10.3M	0.20%
93	FBNDFIDELITY MERRIMACK STR TR	216,036	$9.9M	0.20%
94	USTBVICTORY PORTFOLIOS II	195,167	$9.9M	0.20%
95	MAMASTERCARD INCORPORATED	17,371	$9.9M	0.20%
96	IJRISHARES TR	81,456	$9.8M	0.19%
97	IBBISHARES TR	57,594	$9.7M	0.19%
98	DFAWDIMENSIONAL ETF TRUST	127,508	$9.4M	0.19%
99	DFSIDIMENSIONAL ETF TRUST	212,458	$9.1M	0.18%
100	VEUVANGUARD INTL EQUITY INDEX F	121,875	$9.0M	0.18%

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