Apella Capital, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 857 individual securities held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. Major holdings include Apple Inc., with 354,187 shares, and Amazon.com Inc., with 84,051 shares. Other notable positions include Berkshire Hathaway Inc. Class B (43,801 shares), Visa Inc. (41,118 shares), and Blackstone Inc. (16,297 shares).
The firm also holds significant exposure to exchange-traded funds (ETFs), with American Century ETF Trust funds representing a substantial portion of the portfolio. Additionally, the filing includes several positions in Dimensional ETF Trust funds, which cover various strategies including international equities, real estate, and fixed income.
Apella Capital, LLC is managed by Timothy E. Richards, who serves as Chief Compliance Officer. The firm's principal office is located in West Hartford, Connecticut.
