Apella Capital, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 857 separate positions held by the firm, managed by CCO Timothy E. Richards.
The portfolio is diversified across a wide range of sectors and asset classes. Major holdings include technology companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The firm also holds significant positions in financial services, including Bank of America Corp. and Citigroup Inc., as well as energy companies like Chevron Corporation and ConocoPhillips.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). Apella Capital holds positions in various Dimensional ETF Trust funds, including the US Core Equity 2 ETF, the International Core Equity ETF, and the Core Fixed Income ETF. Other ETF holdings include funds from American Century Investments and BlackRock ETF Trust.
The filing details specific share counts for individual stocks. For example, Apella Capital holds 354,187 shares of Apple Inc. and 84,051 shares of Amazon.com Inc. The firm also holds 7,152 shares of 3M Company and 23,477 shares of AbbVie Inc. Additionally, the filing includes several call options, such as 100 shares of Adobe Inc. and 100 shares of Alibaba Group Holding Ltd.
