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Timothy E. Richards

Apella Capital, Llc

Assets Managed
$7.081B
Holdings
695
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
5.09%(2Q avg: 19.12%)
Sustained Growth
16 quarters

Portfolio positions

This chart displays the top 10 holdings in Apella Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 695 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 16 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 7.081B in assets, with a quarterly growth rate of 5.09% and a 2-quarter average growth rate of 19.12%. The portfolio is managed by Timothy E. Richards, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.46%
10.08%
$713.38M
16.111M shares@ $44.28 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.8%
3.88%
$274.673M
743,141 shares@ $369.62 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 3.33%
3.66%
$258.522M
5.421M shares@ $47.7 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 5.88%
2.77%
$196.082M
4.668M shares@ $42.02 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 0.88%
2.55%
$179.893M
2.2M shares@ $81.79 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.85%
2.54%
$179.269M
4.773M shares@ $37.56 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 5.95%
2.42%
$171.121M
4.123M shares@ $41.51 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -2.58%
2.04%
$144.089M
2.078M shares@ $69.36 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.37%
1.88%
$132.659M
1.821M shares@ $72.86 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -4.59%
1.74%
$122.646M
1.58M shares@ $77.63 avg price

1-10 of 695