Apella Capital, LLC

WEST HARTFORD, CT · CIK 1801507 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Hartford, CT

$7.1bn reported value +5.1% vs Q1 2026

695positions

33.5%in top 10

42 new 340 added 261 reduced 24 sold out vs Q1 2026

Options: 17 call positions ($1.7m notional), 4 put positions ($1.5m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	16,110,656	$713.4m10.08%	10.08%	Added +386.1k	+386,133 2.5%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	743,141	$274.7m3.88%	3.88%	Added +13.1k	+13,108 1.8%
3	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	5,420,887	$258.5m3.65%	3.65%	Added +174.6k	+174,560 3.3%
4	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	4,667,514	$196.1m2.77%	2.77%	Added +259.0k	+259,037 5.9%
5	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	2,199,716	$179.9m2.54%	2.54%	Added +19.2k	+19,165 0.9%
6	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	4,772,870	$179.3m2.53%	2.53%	Added +220.4k	+220,410 4.8%
7	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		4,123,403	$171.1m2.42%	2.42%	Added +231.5k	+231,456 6.0%
8	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	2,077,701	$144.1m2.04%	2.04%	Reduced -55.1k	-55,126 -2.6%
9	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	1,820,993	$132.7m1.87%	1.87%	Added +24.6k	+24,575 1.4%
10	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	1,579,884	$122.6m1.73%	1.73%	Reduced -76.1k	-76,098 -4.6%
11	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	359,515	$121.8m1.72%	1.72%	Added +28.9k	+28,912 8.8%
12	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	1,717,714	$121.6m1.72%	1.72%	Reduced -22.8k	-22,764 -1.3%
13	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	2,259,550	$120.3m1.70%	1.70%	Added +128.6k	+128,611 6.0%
14	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	2,010,728	$118.4m1.67%	1.67%	Added +51.4k	+51,360 2.6%
15	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	2,130,305	$110.2m1.56%	1.56%	Reduced -23.2k	-23,235 -1.1%
16	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	1,943,050	$107.4m1.52%	1.52%	Added +47.9k	+47,883 2.5%
17	APPLE INC COM AAPL	AAPL	337,158	$104.7m1.48%	1.48%	Added +11.6k	+11,593 3.6%
18	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	997,148	$92.3m1.30%	1.30%	Added +37.0k	+36,996 3.9%
19	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	1,590,906	$76.8m1.09%	1.09%	Added +270.7k	+270,730 20.5%
20	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	828,607	$74.4m1.05%	1.05%	Added +71.4k	+71,359 9.4%
21	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	2,097,924	$71.6m1.01%	1.01%	Added +98.4k	+98,390 4.9%
22	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	1,666,664	$65.3m0.92%	0.92%	Added +9.5k	+9,486 0.6%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	85,001	$63.6m0.90%	0.90%	Reduced -2.6k	-2,649 -3.0%
24	ISHARES TR CORE TOTAL USD IUSB	IUSB	1,382,574	$63.3m0.89%	0.89%	Added +260.1k	+260,144 23.2%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	90,749	$62.4m0.88%	0.88%	Added +9.0k	+8,961 11.0%
26	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	1,536,111	$61.3m0.87%	0.87%	Added +71.4k	+71,379 4.9%
27	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	1,070,075	$58.8m0.83%	0.83%	Reduced -4.9k	-4,864 -0.5%
28	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	1,602,530	$58.6m0.83%	0.83%	Reduced -10.3k	-10,320 -0.6%
29	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	211,482	$57.9m0.82%	0.82%	Reduced -5.9k	-5,855 -2.7%
30	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	2,223,605	$56.3m0.80%	0.80%	Added +416.5k	+416,473 23.1%
31	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	415,255	$54.9m0.78%	0.78%	Added +1.5k	+1,540 0.4%
32	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	525,853	$54.6m0.77%	0.77%	Added +36.0k	+36,014 7.3%
33	VANGUARD INDEX FDS VALUE ETF VTV	VTV	237,757	$52.2m0.74%	0.74%	Added +9.1k	+9,132 4.0%
34	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	1,085,686	$52.2m0.74%	0.74%	Added +137.2k	+137,171 14.5%
35	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	402,893	$50.3m0.71%	0.71%	Added +47.2k	+47,245 13.3%
36	ISHARES TR CORE MSCI EAFE IEFA	IEFA	513,616	$49.8m0.70%	0.70%	Added +26.4k	+26,448 5.4%
37	MICROSOFT CORP COM MSFT	MSFT	121,343	$47.2m0.67%	0.67%	Reduced -20	-20 -0.0%
38	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,121,313	$46.6m0.66%	0.66%	Added +7.8k	+7,752 0.7%
39	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	945,365	$45.4m0.64%	0.64%	Reduced -29.6k	-29,586 -3.0%
40	VANGUARD INDEX FDS SMALL CP ETF VB	VB	148,012	$44.2m0.62%	0.62%	Added +5.8k	+5,785 4.1%
41	ISHARES TR SHRT NAT MUN ETF SUB	SUB	415,416	$44.2m0.62%	0.62%	Reduced -3.1k	-3,060 -0.7%
42	ISHARES TR CORE INTL AGGR IAGG	IAGG	861,066	$43.0m0.61%	0.61%	Added +143.8k	+143,758 20.0%
43	VANGUARD INDEX FDS MID CAP ETF VO	VO	525,840	$42.4m0.60%	0.60%	Reduced -24.4k	-24,412 -4.4%
44	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	1,803,063	$42.1m0.59%	0.59%	Added +246.7k	+246,737 15.8%
45	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	259,947	$41.8m0.59%	0.59%	Reduced -15.4k	-15,406 -5.6%
46	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	447,495	$38.4m0.54%	0.54%	Reduced -1.0k	-1,005 -0.2%
47	ISHARES TR MSCI USA MMENTM MTUM	MTUM	121,579	$38.0m0.54%	0.54%	Reduced -4.0k	-4,004 -3.2%
48	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	445,787	$36.4m0.51%	0.51%	Reduced -29.1k	-29,143 -6.1%
49	ISHARES TR CORE S&P MCP ETF IJH	IJH	478,863	$36.1m0.51%	0.51%	Added +17.7k	+17,673 3.8%
50	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	692,502	$32.2m0.46%	0.46%	Added +45.8k	+45,770 7.1%
51	ALPHABET INC CAP STK CL C GOOG	GOOG	87,778	$31.9m0.45%	0.45%	Added +316	+316 0.4%
52	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	350,410	$31.9m0.45%	0.45%	Added +25.2k	+25,164 7.7%
53	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	633,990	$31.8m0.45%	0.45%	Reduced -31.7k	-31,731 -4.8%
54	ISHARES TR JPMORGAN USD EMG EMB	EMB	325,017	$31.2m0.44%	0.44%	Added +39.2k	+39,151 13.7%
55	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	411,969	$31.1m0.44%	0.44%	Reduced -42.6k	-42,632 -9.4%
56	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	883,930	$29.4m0.42%	0.42%	Added +141.9k	+141,854 19.1%
57	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	357,928	$29.0m0.41%	0.41%	Added +6.4k	+6,394 1.8%
58	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	40,317	$28.6m0.40%	0.40%	Added +26	+26 0.1%
59	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	354,434	$27.9m0.39%	0.39%	Reduced -21.1k	-21,061 -5.6%
60	ISHARES TR RUS 1000 GRW ETF IWF	IWF	227,749	$27.6m0.39%	0.39%	Reduced -3.4k	-3,403 -1.5%
61	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	323,739	$26.5m0.37%	0.37%	Reduced -21.5k	-21,460 -6.2%
62	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	170,488	$26.2m0.37%	0.37%	Added +2.6k	+2,636 1.6%
63	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	504,194	$25.4m0.36%	0.36%	Added +26.2k	+26,249 5.5%
64	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	305,254	$24.7m0.35%	0.35%	Added +1.1k	+1,140 0.4%
65	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	608,037	$23.5m0.33%	0.33%	Reduced -2.1k	-2,107 -0.3%
66	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	373,967	$21.7m0.31%	0.31%	Added +102.3k	+102,320 37.7%
67	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	441,355	$21.3m0.30%	0.30%	Added +29.8k	+29,792 7.2%
68	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	42,085	$21.2m0.30%	0.30%	Reduced -54	-54 -0.1%
69	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	366,544	$20.8m0.29%	0.29%	Reduced -16.0k	-16,029 -4.2%
70	ISHARES TR NATIONAL MUN ETF MUB	MUB	193,569	$20.8m0.29%	0.29%	Reduced -1.3k	-1,339 -0.7%
71	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	162,216	$20.6m0.29%	0.29%	Reduced -10.5k	-10,481 -6.1%
72	NVIDIA CORPORATION COM NVDA	NVDA	104,486	$20.6m0.29%	0.29%	Reduced -36.1k	-36,058 -25.7%
73	EXXON MOBIL CORP COM XOM	XOM	141,617	$20.1m0.28%	0.28%	Added +595	+595 0.4%
74	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	414,958	$19.5m0.28%	0.28%	Reduced -15.7k	-15,698 -3.6%
75	ALPHABET INC CAP STK CL A GOOGL	GOOGL	52,669	$19.3m0.27%	0.27%	Added +711	+711 1.4%
76	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	409,314	$19.3m0.27%	0.27%	Added +13.9k	+13,871 3.5%
77	AMAZON COM INC COM AMZN	AMZN	77,095	$19.0m0.27%	0.27%	Added +540	+540 0.7%
78	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		483,548	$18.7m0.26%	0.26%	Added +54.9k	+54,878 12.8%
79	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	362,873	$18.0m0.25%	0.25%	Reduced -17.0k	-17,015 -4.5%
80	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	145,141	$17.9m0.25%	0.25%	Reduced -3.4k	-3,414 -2.3%
81	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	192,560	$17.6m0.25%	0.25%	Reduced -12.0k	-11,959 -5.8%
82	ISHARES TR RUS 1000 VAL ETF IWD	IWD	69,260	$17.2m0.24%	0.24%	Reduced -3.1k	-3,137 -4.3%
83	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	738,612	$16.9m0.24%	0.24%	Reduced -38.1k	-38,082 -4.9%
84	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	74,877	$16.3m0.23%	0.23%	Reduced -2.4k	-2,366 -3.1%
85	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	187,570	$15.9m0.22%	0.22%	Reduced -11.9k	-11,949 -6.0%
86	ISHARES TR DOW JONES US ETF IYY	IYY	84,331	$15.4m0.22%	0.22%	Reduced -456	-456 -0.5%
87	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	200,425	$15.3m0.22%	0.22%	Reduced -1.9k	-1,877 -0.9%
88	ISHARES TR ESG MSCI USA ETF USXF	USXF	227,544	$15.2m0.22%	0.22%	Reduced -1.7k	-1,677 -0.7%
89	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	62,058	$15.0m0.21%	0.21%	Reduced -2.0k	-1,970 -3.1%
90	J P MORGAN EXCHANGE TRADED F BETABUILDERS US BBAG	BBAG	322,153	$14.7m0.21%	0.21%	Reduced -22.7k	-22,666 -6.6%
91	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	303,754	$13.8m0.20%	0.20%	Added +13.8k	+13,843 4.8%
92	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	57,311	$13.7m0.19%	0.19%	Reduced -969	-969 -1.7%
93	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	159,183	$13.2m0.19%	0.19%	Added +15.9k	+15,900 11.1%
94	ISHARES TR IBOXX INV CP ETF LQD	LQD	117,786	$12.7m0.18%	0.18%	Reduced -5.2k	-5,246 -4.3%
95	JPMORGAN CHASE & CO COM JPM	JPM	37,413	$12.7m0.18%	0.18%	Reduced -357	-357 -0.9%
96	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	63,153	$12.7m0.18%	0.18%	Reduced -5.0k	-4,970 -7.3%
97	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	273,252	$12.4m0.17%	0.17%	Added +27.0k	+26,999 11.0%
98	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	242,085	$12.3m0.17%	0.17%	Added +22.1k	+22,075 10.0%
99	PGIM ROCK ETF TR LADDE S&P 20 ETF PBFR	PBFR	397,660	$12.2m0.17%	0.17%	Added +51.5k	+51,524 14.9%
100	ISHARES TR CORE S&P SCP ETF IJR	IJR	83,762	$12.2m0.17%	0.17%	Reduced -2.8k	-2,826 -3.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TIDAL TRUST II NVDY	NVDY	96,579	$1.4m96.6k shares
HONEYWELL INTL INC		2,574	$1.2m2.6k shares
NICOLET BANKSHARES INC NIC	NIC	2,926	$463.1k2.9k shares
HILTON GRAND VACATIONS INC HGV	HGV	6,328	$310.2k6.3k shares
SELECT SECTOR SPDR TR XLC	XLC	2,428	$289.1k2.4k shares
COREWEAVE INC CRWV	CRWV	2,233	$260.9k2.2k shares
GLOBAL X FDS SIL	SIL	2,521	$254.5k2.5k shares
CLOROX CO DEL CLX	CLX	2,376	$248.4k2.4k shares
INTUIT INTU	INTU	614	$241.5k614 shares
THRIVENT ETF TRUST TSME	TSME	5,107	$239.0k5.1k shares
SPROTT FDS TR SETM	SETM	6,196	$237.8k6.2k shares
WATSCO INC WSO	WSO	539	$231.9k539 shares
ECOLAB INC ECL	ECL	828	$227.6k828 shares
AGNICO EAGLE MINES LTD AEM	AEM	997	$219.5k997 shares
GOLDMAN SACHS ETF TR GSLC	GSLC	1,498	$204.2k1.5k shares
YUM CHINA HLDGS INC YUMC	YUMC	4,190	$203.4k4.2k shares
SOMNIGROUP INTERNATIONAL INC SGI	SGI	2,369	$201.4k2.4k shares
ABRDN PALLADIUM ETF TRUST PALL	PALL	5,500	$156.8k5.5k shares
CLEVELAND-CLIFFS INC NEW CLF	CLF	14,845	$147.6k14.8k shares
FS SPECIALTY LENDING FD FSSL	FSSL	10,255	$128.2k10.3k shares
PROSHARES TR BITO	BITO	11,733	$124.7k11.7k shares
ETF OPPORTUNITIES TRUST		10,000	$116.6k10.0k shares
STANDARD LITHIUM LTD SLI	SLI	13,909	$53.1k13.9k shares
ALTICE USA INC OPTU	OPTU	13,323	$22.2k13.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	4,000	$1.2m4.0k shares	Unchanged
META PLATFORMS INC META · Call	META	Call	400	$246.2k400 shares	New
MICROSOFT CORP MSFT · Call	MSFT	Call	600	$233.3k600 shares	New
ISHARES SILVER TR SLV · Call	SLV	Call	3,900	$212.4k3.9k shares	Added
TENET HEALTHCARE CORP THC · Put	THC	Put	800	$167.1k800 shares	New
BROADCOM INC AVGO · Call	AVGO	Call	400	$148.3k400 shares	New
ALPHABET INC GOOGL · Call	GOOGL	Call	400	$146.8k400 shares	New
ADOBE INC ADBE · Call	ADBE	Call	600	$132.9k600 shares	New
NVIDIA CORPORATION NVDA · Call	NVDA	Call	600	$118.2k600 shares	New
TAIWAN SEMICONDUCTOR MFG LTD TSM · Call	TSM	Call	200	$86.5k200 shares	New
TESLA INC TSLA · Call	TSLA	Call	200	$80.6k200 shares	New
ABRDN PLATINUM ETF TRUST PPLT · Call	PPLT	Call	5,000	$74.2k5.0k shares	New
PALANTIR TECHNOLOGIES INC PLTR · Call	PLTR	Call	400	$53.7k400 shares	New
TESLA INC TSLA · Put	TSLA	Put	100	$40.3k100 shares	Unchanged
NVIDIA CORPORATION NVDA · Put	NVDA	Put	200	$39.4k200 shares	New
SALESFORCE INC CRM · Call	CRM	Call	200	$33.9k200 shares	New
ARISTA NETWORKS INC ANET · Call	ANET	Call	200	$33.3k200 shares	New
AMPHENOL CORP APH · Call	APH	Call	200	$31.7k200 shares	New
HEWLETT PACKARD ENTERPRISE C HPE · Call	HPE	Call	400	$17.4k400 shares	New
NIKE INC NKE · Call	NKE	Call	200	$8.6k200 shares	New
ENOVIX CORPORATION ENVX · Call	ENVX	Call	1,500	$7.5k1.5k shares	Reduced