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Super Investors Apella Capital, LLC
AC

Apella Capital, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$7.88B
Positions
806
Quarter ended
September 30, 2026
Filed
October 08, 2026

Reported portfolio value by quarter (26 quarters reported)

$7.88B $171M
Q1 20 Q3 21 Q2 23 Q4 24 Q2 26 Q3 26

$171M in Q1 2020 → $7.88B now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 9.8% Added 6.6% 17,175,406 $776M
VI Vanguard Index Fds 3.7% Added 3.3% 767,521 $292M
DE Dimensional ETF Trust 3.4% Added 7.6% 5,830,255 $272M
DE Dimensional ETF Trust 2.6% Added 9.0% 5,086,367 $204M
DE Dimensional ETF Trust 2.4% Added 6.3% 5,071,742 $189M
DI Dfa Invt Dimensions Group In 2.3% New 4,343,496 $185M
DE Dimensional ETF Trust 2.3% Trimmed 2.0% 2,155,906 $182M
VS Vanguard Scottsdale Fds 2.1% Added 32% 473,977 $166M
VB Vanguard Bd Index Fds 1.8% Added 10.0% 2,002,610 $140M
DE Dimensional ETF Trust 1.7% Trimmed 1.6% 2,045,430 $137M
VB Vanguard Bd Index Fds 1.7% Added 10% 1,738,455 $133M
DE Dimensional ETF Trust 1.7% Added 14% 2,570,092 $132M
VI Vanguard Intl Equity Index F 1.5% Trimmed 0.4% 2,002,811 $120M
Apple Inc 1.5% Added 5.1% 354,187 $119M
DE Dimensional ETF Trust 1.5% Added 1.5% 2,161,278 $115M
DE Dimensional ETF Trust 1.5% Added 7.2% 2,083,562 $115M
VT Vanguard Tax-managed Fds 1.4% Trimmed 6.4% 1,607,247 $113M
AC American Centy ETF Tr 1.4% Added 15% 1,149,116 $109M
AC American Centy ETF Tr 1.2% Added 31% 1,087,395 $97.3M
DE Dimensional ETF Trust 1.0% Added 29% 1,975,047 $80M
DE Dimensional ETF Trust 1.0% Added 6.3% 1,690,582 $77.9M
DE Dimensional ETF Trust 1.0% Added 13% 1,879,918 $75.6M
VI Vanguard Index Fds 0.9% Added 15% 104,803 $74.9M
IT Ishares Tr 0.9% Added 50% 769,192 $74M
DE Dimensional ETF Trust 0.9% Added 3.4% 2,169,372 $73M
IT Ishares Tr 0.9% Added 18% 1,626,651 $71.6M
IT Ishares Tr 0.9% Added 35% 1,469,742 $69.4M
Microsoft Corp 0.9% Added 4.6% 126,914 $67.2M
SS SPDR Series Trust 0.8% Added 19% 2,646,568 $64.3M
SS State Str SPDR S&P 500 ETF T 0.8% Trimmed 4.0% 81,597 $63.4M
AC American Centy ETF Tr 0.8% Added 8.3% 569,360 $61.5M
DE Dimensional ETF Trust 0.8% Added 0.7% 1,613,440 $59.8M
DE Dimensional ETF Trust 0.8% Added 0.3% 1,072,946 $59.5M
VW Vanguard World Fd 0.7% Trimmed 3.3% 204,539 $58.9M
VS Vanguard Scottsdale Fds 0.7% Added 9.4% 440,631 $58.4M
VW Vanguard World Fd 0.7% Trimmed 1.7% 408,056 $56.3M
VI Vanguard Index Fds 0.7% Added 6.0% 252,083 $55M
IT Ishares Tr 0.7% Added 715% 68,054 $53.1M
IT Ishares Tr 0.7% Added 24% 1,071,533 $52.6M
IT Ishares Tr 0.6% Added 18% 488,398 $51M
DE Dimensional ETF Trust 0.6% Added 6.2% 1,190,538 $49M
VI Vanguard Index Fds 0.6% Added 15% 169,474 $48.6M
SS SPDR Series Trust 0.6% Added 19% 2,138,787 $48.2M
SS Schwab Strategic Tr 0.6% Added 1256% 1,449,840 $44.4M
VC Vanguard Charlotte Fds 0.5% Trimmed 5.2% 896,479 $42M
VS Vanguard Scottsdale Fds 0.5% Added 59% 516,265 $40.4M
VI Vanguard Index Fds 0.5% Trimmed 3.8% 430,452 $39.8M
AC American Centy ETF Tr 0.5% Added 23% 431,721 $39.7M
VS Vanguard Scottsdale Fds 0.5% Added 44% 509,079 $39.3M
IT Ishares Tr 0.5% Trimmed 3.3% 117,618 $37.9M
IT Ishares Tr 0.5% Added 21% 394,591 $35.8M
VI Vanguard Instl Index Fd 0.4% Added 12% 460,071 $34.8M
JP J P Morgan Exchange Traded F 0.4% Added 12% 775,705 $34.6M
SS SPDR Series Trust 0.4% Added 18% 1,040,999 $33.6M
VI Vanguard Index Fds 0.4% Trimmed 21% 414,707 $33.2M
DE Dimensional ETF Trust 0.4% Added 11% 396,207 $30.9M
IT Ishares Tr 0.4% Trimmed 13% 418,807 $30.5M
VW Vanguard Whitehall Fds 0.4% Trimmed 26% 193,008 $30.4M
IQ Invesco Qqq Tr 0.4% Trimmed 1.0% 39,912 $30.2M
IT Ishares Tr 0.4% Added 1.0% 230,108 $29.6M

Showing top 60 of 806 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 08, 2026

Company Action Shares changed Value of change % of portfolio
DI Dfa Invt Dimensions Group In New +4,343,496 +$185M 2.3%
DE Dimensional ETF Trust Exited −4,123,403 −$171M —
DE Dimensional ETF Trust Added +1,064,750 +$48.1M 9.8%
IT Ishares Tr Added +59,699 +$46.6M 0.7%
SS Schwab Strategic Tr Added +1,342,936 +$41.1M 0.6%
VS Vanguard Scottsdale Fds Added +114,462 +$40.2M 2.1%
Exxonmobil Holdings Corp New +161,843 +$26.6M 0.3%
IT Ishares Tr Added +255,576 +$24.6M 0.9%
JP J P Morgan Exchange Traded F New +524,647 +$23.5M 0.3%
AC American Centy ETF Tr Added +258,788 +$23.2M 1.2%

Showing the 10 largest of 789 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 08, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Added +372,745 +$32M 0.5%
VI Vanguard Index Fds Added +388,277 +$31.3M 0.6%
VA Vanguard Admiral Fds Inc Added +366,632 +$30M 0.5%
IT Ishares Tr Added +169,961 +$20.6M 0.4%
DE Dimensional ETF Trust Added +386,133 +$17.1M 10.1%
DE Dimensional ETF Trust Added +270,730 +$13.1M 1.1%
IT Ishares Tr Added +260,144 +$11.9M 0.9%
DE Dimensional ETF Trust Added +259,037 +$10.9M 2.8%
SS SPDR Series Trust Added +416,473 +$10.5M 0.8%
VS Vanguard Scottsdale Fds Added +28,912 +$9.79M 1.7%

Showing the 10 largest of 690 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 20, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +2,044,648 +$100M 1.6%
DE Dimensional ETF Trust Added +1,804,092 +$77M 2.8%
DE Dimensional ETF Trust Added +1,809,569 +$76.2M 9.8%
DE Dimensional ETF Trust Added +956,292 +$74M 2.5%
DE Dimensional ETF Trust Added +1,293,705 +$51M 2.3%
DE Dimensional ETF Trust Added +749,318 +$41.6M 1.6%
DE Dimensional ETF Trust Added +908,861 +$37.9M 0.7%
DE Dimensional ETF Trust Added +736,646 +$35.5M 3.8%
DE Dimensional ETF Trust Added +483,687 +$32M 2.1%
DE Dimensional ETF Trust Added +638,280 +$30.9M 0.9%

Showing the 10 largest of 676 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 21, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Added +223,762 +$75M 4.6%
DE Dimensional ETF Trust Added +506,782 +$24.3M 4.3%
VW Vanguard World Fd Added +139,778 +$16.9M 0.6%
Apple Inc Added +60,182 +$16.4M 1.4%
DE Dimensional ETF Trust Added +394,315 +$15.6M 10.9%
VB Vanguard Bd Index Fds Added +184,320 +$14.4M 0.3%
IT Ishares Tr New +85,858 +$14.2M 0.3%
DE Dimensional ETF Trust Added +265,446 +$14M 2.0%
DE Dimensional ETF Trust Added +298,264 +$12.7M 2.2%
DE Dimensional ETF Trust Added +349,438 +$12M 2.9%

Showing the 10 largest of 515 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 17, 2025

Company Action Shares changed Value of change % of portfolio
VW Vanguard Whitehall Fds Added +211,809 +$29.5M 0.9%
DE Dimensional ETF Trust Added +606,441 +$29.4M 4.3%
DE Dimensional ETF Trust Added +738,940 +$28.1M 11.5%
VA Vanguard Admiral Fds Inc Added +63,941 +$27.6M 0.8%
JP J P Morgan Exchange Traded F New +449,839 +$21.4M 0.5%
VT Vanguard Tax-managed Fds Added +341,295 +$20.7M 2.2%
VS Vanguard Scottsdale Fds Added +245,423 +$19.7M 0.7%
SS SPDR S&P 500 ETF Tr Added +28,964 +$19.1M 1.2%
SI SPDR Index Shs Fds Added +416,513 +$18M 0.6%
DE Dimensional ETF Trust Added +321,551 +$17.6M 2.0%

Showing the 10 largest of 467 changes.

Q2 2025

quarter ended June 30, 2025 · filed July 08, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +969,442 +$35.1M 12.5%
DE Dimensional ETF Trust Added +702,057 +$33.6M 4.4%
DE Dimensional ETF Trust Added +461,706 +$31.1M 2.2%
VS Vanguard Scottsdale Fds Added +83,361 +$23.5M 1.6%
SS SPDR S&P 500 ETF Tr Added +37,314 +$23.2M 0.8%
DE Dimensional ETF Trust Added +411,664 +$22M 1.9%
IQ Invesco Qqq Tr Added +33,574 +$18.5M 0.6%
DE Dimensional ETF Trust Added +472,692 +$17M 1.9%
VC Vanguard Charlotte Fds Trimmed −305,262 −$15.1M 1.9%
DE Dimensional ETF Trust Added +347,714 +$14.8M 1.0%

Showing the 10 largest of 405 changes.

Q1 2025

quarter ended March 31, 2025 · filed April 10, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +1,023,221 +$48.5M 4.4%
DE Dimensional ETF Trust Added +1,216,362 +$38.7M 12.9%
DE Dimensional ETF Trust Added +609,708 +$31.7M 1.7%
DE Dimensional ETF Trust Added +897,140 +$28.6M 1.6%
VC Vanguard Charlotte Fds Trimmed −467,828 −$22.8M 2.9%
VS Vanguard Scottsdale Fds Added +91,245 +$22.5M 1.1%
VI Vanguard Index Fds Added +64,025 +$17.2M 3.7%
VW Vanguard World Fd Trimmed −83,840 −$16.5M 2.2%
AC American Centy ETF Tr Added +269,417 +$15.3M 0.9%
IT Ishares Tr Added +190,453 +$13.9M 0.7%

Showing the 10 largest of 376 changes.

Q4 2024

quarter ended December 31, 2024 · filed January 14, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +1,789,147 +$61.9M 14.1%
DE Dimensional ETF Trust Added +609,036 +$28.6M 3.0%
DE Dimensional ETF Trust Added +925,195 +$23.9M 2.8%
DE Dimensional ETF Trust New +327,261 +$17.1M 0.7%
DE Dimensional ETF Trust Added +477,255 +$16.1M 0.7%
IT Ishares Tr Trimmed −58,105 −$12M 2.1%
VC Vanguard Charlotte Fds Trimmed −238,935 −$11.7M 4.1%
DE Dimensional ETF Trust Added +281,119 +$11.6M 3.0%
VS Vanguard Scottsdale Fds New +34,754 +$9.27M 0.4%
AC American Centy ETF Tr Added +143,780 +$8.45M 0.5%

Showing the 10 largest of 336 changes.

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