Apella Capital, LLC

Q1 2026 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
685
Total value ($000)
$6,737,889
Net value change ($000)
+1,677,605 (33.2%)
New positions
157
Sold out positions
11
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 110,952 20.1%
DFAU 100,664 1975.4%
DFUS 77,993 85.9%
DFCF 77,355 69.8%
DUHP 54,532 55.2%
DFIV 48,136 84.2%
DFAT 43,067 43.9%
DFAI 38,657 495.5%
DFSD 36,686 17.0%
DFNM 31,050 94.5%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -5,227 -10.0%
MGC -4,186 -6.9%
IVW -2,535 -19.5%
IWV -1,980 -19.3%
VCSH -1,588 -5.0%
JSCP -1,582 -7.2%
VCIT -1,406 -4.7%
DOCS -1,248 -46.2%
BBAG -1,138 -6.6%
VOOG -934 -2.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,559 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type