Apella Capital, LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$7.4B
Holdings
678
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.8%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (45.9k shares)
3.8%
03
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
04
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.8%
05
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.6%
06
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.5%
07
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.3%
08
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.1%
09
$BND
VANGUARD BD INDEX FDS
Q1 2026: New position (4.7k shares)
2.0%
10
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:29 UTC.