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Manager record

Apella Capital, LLC

West Hartford, CT · CIK 1801507 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$7.88BReported 13F valueQ3 2026 · as filed
857Holdings listed
+11.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $3.7B$3.7BQ2 2025424 holdingsQ3 2025: $4.5B$4.5BQ3 2025473 holdingsQ4 2025: $5.1B$5.1BQ4 2025531 holdingsQ1 2026: $6.7B$6.7BQ1 2026687 holdingsQ2 2026: $7.1B$7.1BQ2 2026753 holdingsQ3 2026: $7.9B$7.9BQ3 2026857 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 08 2026 13F-HR · period Q3 2026

$7.88B · 857 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$7.08B · 753 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$6.74B · 687 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$5.06B · 531 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$4.49B · 473 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$3.69B · 424 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 08, 2026 · Change methodology