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Timothy E. Richards

Apella Capital, Llc

Assets Managed
$6.738B
Holdings
677
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
33.16%(2Q avg: 22.9%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Apella Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 677 positions.

Assets under management

The assets under management (AUM) of Apella Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.738B in assets, with a quarterly growth rate of 33.16% and a 2-quarter average growth rate of 22.9%. The portfolio is managed by Timothy E. Richards, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 13.01%
9.83%
$661.845M
15.725M shares@ $42.1 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.99%
3.8%
$255.898M
730,033 shares@ $350.53 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 16.34%
3.76%
$252.925M
5.246M shares@ $48.21 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 69.28%
2.8%
$188.198M
4.408M shares@ $42.69 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 5.96%
2.57%
$172.902M
4.552M shares@ $37.99 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 78.12%
2.51%
$168.796M
2.181M shares@ $77.42 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 49.8%
2.28%
$153.343M
3.892M shares@ $39.4 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 29.33%
2.1%
$141.257M
2.133M shares@ $66.23 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 8.63%
1.98%
$133.043M
1.796M shares@ $74.06 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -0.33%
1.94%
$130.11M
1.656M shares@ $78.57 avg price

1-10 of 677