Arkolith/Funds/Apella Capital, LLC

Apella Capital, LLC

CIK 1801507
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Apella Capital, LLC holds a diversified book of 695 stocks worth $7.1B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Avantis US LG Cap Eq ETF and trimmed Dimensional US Target Value. Their largest long position is Dimensional US Core Equity 2 at 10% of the equity book. They also disclosed $1.5M in put options (a bearish bet) and $1.7M in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
42
new positions
Added to
348
existing
Trimmed
253
reduced
Sold out
23
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
4%
Financials
2%
Consumer Discretionary
1%
Industrials
1%
Health Care
1%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

695 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$713.4M16.11M
10.1%
+2.5%
Added · +386K sh
2Vanguard Index FDS
TOTAL STK MKT
$274.7M743.1K
3.9%
+1.8%
Added · +13K sh
3Dimensional ETF Trust
SHOR DUR FIX ETF
$258.5M5.42M
3.7%
+3.3%
Added · +175K sh
4Dimensional ETF Trust
CORE FIXE IN ETF
$196.1M4.67M
2.8%
+5.9%
Added · +259K sh
5Dimensional ETF Trust
US EQUI MARK ETF
$179.9M2.20M
2.5%
+0.9%
Added · +19K sh
6Dimensional ETF Trust
INTL CORE EQUITY
$179.3M4.77M
2.5%
+4.8%
Added · +220K sh
7Dimensional ETF Trust
US HIGH PROF ETF
$171.1M4.12M
2.4%
+5.9%
Added · +231K sh
8Dimensional ETF Trust
US TARGETED VLU
$144.1M2.08M
2.0%
−2.6%
Reduced · −55K sh
9Vanguard BD Index FDS
TOTAL BND MRKT
$132.7M1.82M
1.9%
+1.4%
Added · +25K sh
10Vanguard BD Index FDS
SHORT TRM BOND
$122.6M1.58M
1.7%
−4.6%
Reduced · −76K sh
11Vanguard Scottsdale FDS
VNG RUS1000IDX
$121.8M359.5K
1.7%
+8.7%
Added · +29K sh
12Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$121.6M1.72M
1.7%
−1.3%
Reduced · −23K sh
13Dimensional ETF Trust
INTL COR FIX ETF
$120.3M2.26M
1.7%
+6.0%
Added · +129K sh
14Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$118.4M2.01M
1.7%
+2.6%
Added · +51K sh
15Dimensional ETF Trust
US CORE EQT MKT
$110.2M2.13M
1.6%
−1.1%
Reduced · −23K sh
16Dimensional ETF Trust
INTERNATNAL VAL
$107.4M1.94M
1.5%
+2.5%
Added · +48K sh
17Apple Inc
COM
$104.7M337.2K
1.5%
+3.6%
Added · +12K sh
18American Centy ETF TR
AVANTIS EMGMKT
$92.3M997.1K
1.3%
+3.9%
Added · +37K sh
19Dimensional ETF Trust
NATL MUN BD ETF
$76.8M1.59M
1.1%
+21%
Added · +271K sh
20American Centy ETF TR
INTL EQT ETF
$74.4M828.6K
1.1%
+9.4%
Added · +71K sh
21Dimensional ETF Trust
INTL HIGH PROFIT
$71.6M2.10M
1.0%
+4.9%
Added · +98K sh
22Dimensional ETF Trust
EMERGING MKTS CO
$65.3M1.67M
0.9%
+0.6%
Added · +9K sh
23State STR SPDR S&P 500 ETF T
TR UNIT
$63.6M85.0K
0.9%
−3.0%
Reduced · −3K sh
24Ishares TR
CORE UNIVRSL USD
$63.3M1.38M
0.9%
+23%
Added · +260K sh
25Vanguard Index FDS
S&P 500 ETF SHS
$62.4M90.7K
0.9%
+11%
Added · +9K sh
26Dimensional ETF Trust
US LARG VALU ETF
$61.3M1.54M
0.9%
+4.9%
Added · +71K sh
27Dimensional ETF Trust
US MKTWIDE VALUE
$58.8M1.07M
0.8%
−0.5%
Reduced · −5K sh
28Dimensional ETF Trust
WORLD EX US CORE
$58.6M1.60M
0.8%
−0.6%
Reduced · −10K sh
29Vanguard World FD
MEGA CAP INDEX
$57.9M211.5K
0.8%
−2.7%
Reduced · −6K sh
30SPDR Series Trust
ST STR AGGRE ETF
$56.3M2.22M
0.8%
+23%
Added · +416K sh
31Vanguard World FD
ESG US STK ETF
$54.9M415.3K
0.8%
+0.4%
Added · +2K sh
32American Centy ETF TR
INTL SMCP VLU
$54.6M525.9K
0.8%
+7.3%
Added · +36K sh
33Vanguard Index FDS
VALUE ETF
$52.2M237.8K
0.7%
+4.0%
Added · +9K sh
34Ishares TR
CORE 1 5 YR USD
$52.2M1.09M
0.7%
+14%
Added · +137K sh
35Vanguard Scottsdale FDS
VNG RUS1000GRW
$50.3M402.9K
0.7%
+13%
Added · +47K sh
36Ishares TR
CORE MSCI EAFE
$49.8M513.6K
0.7%
+5.4%
Added · +26K sh
37Microsoft Corp
COM
$47.2M121.3K
0.7%
~0%
Reduced · −20 sh
38Dimensional ETF Trust
INTL CORE EQT MK
$46.6M1.12M
0.7%
+0.7%
Added · +8K sh
39Vanguard Charlotte FDS
TOTAL INT BD ETF
$45.4M945.4K
0.6%
−3.0%
Reduced · −30K sh
40Vanguard Index FDS
SMALL CP ETF
$44.2M148.0K
0.6%
+4.1%
Added · +6K sh
41Ishares TR
SHRT NAT MUN ETF
$44.2M415.4K
0.6%
−0.7%
Reduced · −3K sh
42Ishares TR
CORE INTL AGGR
$43.0M861.1K
0.6%
+20%
Added · +144K sh
43Vanguard Index FDS
MID CAP ETF
$42.4M525.8K
0.6%
+282%
Added · +388K sh
44SPDR Series Trust
ST PORT HIGH ETF
$42.1M1.80M
0.6%
+16%
Added · +247K sh
45Vanguard Whitehall FDS
HIGH DIV YLD
$41.8M259.9K
0.6%
−5.6%
Reduced · −15K sh
46Vanguard Index FDS
GROWTH ETF
$38.4M447.5K
0.5%
+499%
Added · +373K sh
47Ishares TR
MSCI USA MMENTM
$38.0M121.6K
0.5%
−3.2%
Reduced · −4K sh
48Vanguard Admiral FDS Inc
500 GRTH IDX F
$36.4M445.8K
0.5%
+463%
Added · +367K sh
49Ishares TR
CORE S&P MCP ETF
$36.1M478.9K
0.5%
+3.8%
Added · +18K sh
50J P Morgan Exchange Traded F
CORE PLUS BD ETF
$32.2M692.5K
0.5%
+7.1%
Added · +46K sh
Showing 50 of 695 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.5M
Call notional (bullish)$1.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishAPPLE INCAAPL$1.2M4K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$246K400
CALL · bullishMICROSOFT CORPMSFT$233K600
CALL · bullishISHARES SILVER TRUSTSLV$212K4K
PUT · bearishTENET HEALTHCARE CORPTHC$167K800
CALL · bullishBROADCOM INCAVGO$148K400
CALL · bullishALPHABET INC-CL AGOOGL$147K400
CALL · bullishADOBE INCADBE$133K600
CALL · bullishNVIDIA CORPNVDA$118K600
CALL · bullishTAIWAN SEMICONDUCTOR-SP ADRTSM$87K200
CALL · bullishTESLA INCTSLA$81K200
CALL · bullishABRDN PHYSICAL PLATINUM SHRSPPLT$74K5K
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$54K400
PUT · bearishTESLA INCTSLA$40K100
PUT · bearishNVIDIA CORPNVDA$39K200
CALL · bullishSALESFORCE INCCRM$34K200
CALL · bullishARISTA NETWORKS INCANET$33K200
CALL · bullishAMPHENOL CORP-CL AAPH$32K200
CALL · bullishHEWLETT PACKARD ENTERPRISEHPE$17K400
CALL · bullishNIKE INC -CL BNKE$9K200
CALL · bullishENOVIX CORPENVX$7K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026753$7.1B13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026687$6.7B13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026531$5.1B13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025473$4.5B13F-HR
Q2 2025Jun 30, 2025Jul 8, 2025424$3.7B13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025388$2.9B13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025341$2.6B13F-HR
Q3 2024Sep 30, 2024Oct 3, 2024320$2.4B13F-HR
Q2 2024Jun 30, 2024Jul 10, 2024307$2.2B13F-HR
Q1 2024Mar 31, 2024Apr 10, 2024294$2.0B13F-HR
Q4 2023Dec 31, 2023Jan 5, 2024292$1.8B13F-HR
Q3 2023Sep 30, 2023Oct 10, 2023259$1.4B13F-HR
Q2 2023Jun 30, 2023Jul 6, 2023256$1.4B13F-HR
Q4 2022Dec 31, 2022Jan 10, 2023234$1.1B13F-HR
Q3 2022Sep 30, 2022Oct 11, 2022213$859.4M13F-HR
Q2 2022Jun 30, 2022Jul 8, 2022217$837.8M13F-HR
Q1 2022Mar 31, 2022Apr 11, 2022208$710.0M13F-HR
Q4 2021Dec 31, 2021Jan 13, 2022233$784.1M13F-HR
Q3 2021Sep 30, 2021Jan 18, 2022231$703.5M13F-HR/A
Q2 2021Jun 30, 2021Jan 18, 2022239$628.4M13F-HR/A
Q1 2021Mar 31, 2021Apr 15, 2021129$317.2M13F-HR
Q4 2020Dec 31, 2020Feb 18, 2021125$285.0M13F-HR
Amended / restated
  • Q3 2021 · filed Oct 12, 202113F-HR · superseded
  • Q2 2021 · filed Jul 2, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.