Apella Capital, LLC
Top Portfolio Positions
324 positions ·
$708,096,944 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
329,565 | $83,640,301 | 11.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
87,650 | $57,002,301 | 8.05% | |
| MSFT |
Microsoft Corp
Technology
|
121,363 | $44,924,941 | 6.34% | |
| NVDA |
Nvidia Corp
Technology
|
140,544 | $24,510,873 | 3.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
141,022 | $23,925,792 | 3.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
40,291 | $23,255,159 | 3.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
42,139 | $20,193,008 | 2.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,555 | $15,944,109 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
51,958 | $14,941,042 | 2.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
37,770 | $11,110,423 | 1.57% |
Portfolio Trend
24 quarters · across all stocks
Holdings in DOCS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,371,181 | 58,849 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,702,054 | 61,022 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,464,051 | 61,026 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,286,071 | 69,874 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,586,633 | 79,039 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,700,994 | 69,320 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,734,758 | 62,767 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,526,854 | 54,589 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,260,545 | 46,843 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,099,644 | 39,217 | Shares | Sole | 2024-01-05 | |
| No 13F history on record for this holder in this stock. | ||||||