Apella Capital, LLC Portfolio Holdings

Apella Capital, LLC

  • $4.28 Billion
  • Q3 2025

Apella Capital, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.28 Billion distributed in 473 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $521M, Dimensional ETF Tr Short Durat with a value of $193M, Vanguard Total Stock Market Et with a value of $153M, Dimensional ETF Tr Dimensional with a value of $129M, and Vanguard Bd Index Fd Inc Total with a value of $120M.

Examining the 13F form we can see an increase of $764M in the current position value, from $3.51B to 4.28B.

Below you can find more details about Apella Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.28 Billion
ETFs: $3.82 Billion
Technology: $140 Million
Financial Services: $70.3 Million
Industrials: $42.5 Million
Communication Services: $40.2 Million
Healthcare: $33.8 Million
Consumer Cyclical: $24.5 Million
Consumer Defensive: $22.3 Million
Other: $26.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$49.5 Million 1.16% of portfolio
194,289
Q3 2025 Added 5.38%
$3.78T
$43.4 Million 1.01% of portfolio
83,743
Q3 2025 Added 4.91%
$465B
$18.2 Million 0.43% of portfolio
97,783
Q3 2025 Added 4.91%
$1.74T
$18.6 Million 0.43% of portfolio
76,272
Q3 2025 Added 2.32%
$662B
$14 Million 0.33% of portfolio
27,841
Q3 2025 Added 10.28%
$1.65T
$10.8 Million 0.25% of portfolio
44,487
Q3 2025 Added 5.73%
$94.5B
$9.73 Million 0.23% of portfolio
28,528
Q3 2025 Reduced 1.19%
$512B
$9.49 Million 0.22% of portfolio
16,680
Q3 2025 Added 2.67%
$2.39T
$8.68 Million 0.2% of portfolio
39,519
Q3 2025 Added 5.91%
$453B
$7.54 Million 0.18% of portfolio
10
Q2 2025 Added 233.33%
$881B
$7.28 Million 0.17% of portfolio
23,089
Q3 2025 Added 3.61%
$0
$6 Million 0.14% of portfolio
381,871
Q3 2025 Added 10.29%
$522B
$5.65 Million 0.13% of portfolio
30,487
Q3 2025 Added 5.75%
$533B
$5.52 Million 0.13% of portfolio
16,157
Q3 2025 Added 3.38%
$237B
$4.65 Million 0.11% of portfolio
28,683
Q3 2025 Added 5.15%
$37.2B
$4.56 Million 0.11% of portfolio
7,241
Q3 2025 Reduced 0.07%
$5.2B
$4.46 Million 0.1% of portfolio
61,026
Q3 2025 Reduced 12.66%
$19.3B
$4.41 Million 0.1% of portfolio
16,823
Q3 2025 Added 0.05%
$1.37T
$3.64 Million 0.09% of portfolio
4,963
Q3 2025 Added 25.65%
$224B
$3.57 Million 0.08% of portfolio
11,757
Q3 2025 Reduced 1.62%
$31.1B
$3.53 Million 0.08% of portfolio
36,617
Q3 2025 Added 0.3%
$41.2B
$3.4 Million 0.08% of portfolio
11,417
Q3 2025 Reduced 15.14%
$317B
$3.24 Million 0.08% of portfolio
38,613
Q3 2025 Added 14.46%
$144B
$2.93 Million 0.07% of portfolio
6,410
Q3 2025 Added 12.24%
$0
$2.96 Million 0.07% of portfolio
99,875
Q3 2025 Added 8.5%
$404B
$2.88 Million 0.07% of portfolio
3,109
Q3 2025 Added 3.63%
$593B
$2.93 Million 0.07% of portfolio
10,417
Q3 2025 Added 6.71%
$204B
$3.2 Million 0.07% of portfolio
22,761
Q3 2025 Added 2.76%
$367B
$2.71 Million 0.06% of portfolio
6,695
Q3 2025 Added 5.78%
$266B
$2.45 Million 0.06% of portfolio
8,686
Q3 2025 Added 14.8%
$303B
$2.52 Million 0.06% of portfolio
16,225
Q3 2025 Added 10.52%
$346B
$2.62 Million 0.06% of portfolio
17,083
Q3 2025 Added 8.21%
$76.2B
$2.58 Million 0.06% of portfolio
41,284
Q3 2025 Reduced 2.92%
$152B
$2.55 Million 0.06% of portfolio
10,351
Q3 2025 Added 0.49%
$26.1B
$2.54 Million 0.06% of portfolio
13,458
Q3 2025 Added 19.22%
$193B
$2.33 Million 0.05% of portfolio
20,320
Q3 2025 Added 2.09%
$414B
$2.24 Million 0.05% of portfolio
9,694
Q3 2025 Added 5.71%
$5.32B
$2.32 Million 0.05% of portfolio
43,779
Q3 2025 Added 0.02%
$98.1B
$2.03 Million 0.05% of portfolio
11,887
Q3 2025 Added 0.93%
$136B
$2.34 Million 0.05% of portfolio
9,894
Q3 2025 Added 4.58%
$114B
$2.15 Million 0.05% of portfolio
9,971
Q3 2025 Added 4.47%
$21.1B
$2.02 Million 0.05% of portfolio
24,441
Q3 2025 Reduced 12.27%
$107B
$2.28 Million 0.05% of portfolio
3,013
Q3 2025 Added 2.1%
$1.29T
$2.29 Million 0.05% of portfolio
5,160
Q3 2025 Added 16.56%
$279B
$1.97 Million 0.05% of portfolio
19,085
Q3 2025 Added 11.07%
$49.1B
$1.95 Million 0.05% of portfolio
1,623
Q3 2025 Added 6.64%
$291B
$1.7 Million 0.04% of portfolio
3,553
Q3 2025 Added 7.76%
$139B
$1.69 Million 0.04% of portfolio
5,126
Q3 2025 Added 32.97%
$136B
$1.8 Million 0.04% of portfolio
4,880
Q3 2025 Reduced 0.95%

Summary

  • Portfolio
  • No. of Stocks 473
  • Current Value $4.28 Billion
  • Prior Value $3.51 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 63 stocks
  • Additional Purchases 280 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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