Apella Capital, LLC Portfolio Holdings

Apella Capital, LLC

  • $3.51 Billion
  • Q2 2025

Apella Capital, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.51 Billion distributed in 424 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 $458M, Dimensional ETF Tr Short Durat with a value of $163M, Vanguard Total Stock Market Et with a value of $131M, Vanguard Bd Index Fd Inc Short with a value of $128M, and Dimensional ETF Tr Dimensional with a value of $113M.

Examining the 13F form we can see an increase of $634M in the current position value, from $2.88B to 3.51B.

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

Portfolio value $3.51 Billion
ETFs: $3.12 Billion
Technology: $118 Million
Financial Services: $60 Million
Industrials: $36.6 Million
Communication Services: $30.6 Million
Healthcare: $29.7 Million
Consumer Defensive: $22.2 Million
Consumer Cyclical: $20.6 Million
Other: $20.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$39.7 Million 1.13% of portfolio
79,821
Q2 2025 Added 1.36%
$3.39T
$37.8 Million 1.08% of portfolio
184,366
Q2 2025 Added 61.96%
$406B
$14.7 Million 0.42% of portfolio
93,208
Q2 2025 Added 2.74%
$1.08T
$13.2 Million 0.38% of portfolio
74,543
Q2 2025 Added 643.57%
$631B
$12.3 Million 0.35% of portfolio
25,245
Q2 2025 Added 41.67%
$539B
$9.13 Million 0.26% of portfolio
16,246
Q2 2025 Added 2,387.9%
$82.4B
$8.42 Million 0.24% of portfolio
28,871
Q2 2025 Added 1.66%
$2.27T
$8.19 Million 0.23% of portfolio
37,313
Q2 2025 Added 3.02%
$1.07T
$7.41 Million 0.21% of portfolio
42,075
Q2 2025 Added 228.2%
$432B
$7.29 Million 0.21% of portfolio
10
Q2 2025 Added 233.33%
$831B
$6.46 Million 0.18% of portfolio
22,284
Q2 2025 Added 75.52%
$585B
$5.55 Million 0.16% of portfolio
15,629
Q2 2025 Added 422.88%
$276B
$4.97 Million 0.14% of portfolio
27,278
Q2 2025 Added 527.22%
$409B
$4.4 Million 0.13% of portfolio
28,828
Q2 2025 Added 4.26%
$6.99B
$4.29 Million 0.12% of portfolio
69,874
Q2 2025 Reduced 11.6%
$0
$4.24 Million 0.12% of portfolio
346,258
Q2 2025 Added 3.06%
$40B
$3.87 Million 0.11% of portfolio
13,454
Q2 2025 Reduced 5.89%
$216B
$3.49 Million 0.1% of portfolio
11,950
Q2 2025 Added 66.0%
$16.7B
$3.68 Million 0.1% of portfolio
16,815
Q2 2025 Added 0.09%
$187B
$3.08 Million 0.09% of portfolio
10,301
Q2 2025 Added 0.72%
$26.2B
$2.91 Million 0.08% of portfolio
36,509
Q2 2025 Added 4.08%
$154B
$2.9 Million 0.08% of portfolio
5,711
Q2 2025 Added 2.7%
$474B
$2.79 Million 0.08% of portfolio
25,851
Q2 2025 Added 4.36%
$435B
$2.97 Million 0.08% of portfolio
3,000
Q2 2025 Reduced 0.17%
$91.6B
$2.87 Million 0.08% of portfolio
42,526
Q2 2025 Added 965.55%
$185B
$2.92 Million 0.08% of portfolio
22,149
Q2 2025 Reduced 1.98%
$1.62T
$2.92 Million 0.08% of portfolio
3,950
Q2 2025 Added 10.96%
$310B
$2.7 Million 0.08% of portfolio
33,736
Q2 2025 Added 8.79%
$380B
$2.32 Million 0.07% of portfolio
6,329
Q2 2025 Added 1.67%
$0
$2.33 Million 0.07% of portfolio
92,054
Q2 2025 Reduced 4.56%
$220B
$2.47 Million 0.07% of portfolio
19,904
Q2 2025 Added 109.32%
$373B
$2.52 Million 0.07% of portfolio
15,787
Q2 2025 Added 9.16%
$145B
$2.18 Million 0.06% of portfolio
9,461
Q2 2025 Reduced 1.36%
$148B
$1.95 Million 0.06% of portfolio
4,927
Q2 2025 Added 1.32%
$19.4B
$2.17 Million 0.06% of portfolio
27,860
Q2 2025 Reduced 11.87%
$90.9B
$2.06 Million 0.06% of portfolio
2,951
Q2 2025 Added 641.46%
$573B
$2.04 Million 0.06% of portfolio
1,522
Q2 2025 Added 9.42%
$5.04B
$2.02 Million 0.06% of portfolio
43,769
Q2 2025 Added 0.04%
$300B
$2.1 Million 0.06% of portfolio
14,680
Q2 2025 Added 40.12%
$260B
$2.23 Million 0.06% of portfolio
7,566
Q2 2025 Added 14.78%
$135B
$2 Million 0.06% of portfolio
9,544
Q2 2025 Reduced 6.39%
$636B
$2.13 Million 0.06% of portfolio
9,762
Q2 2025 Added 8.27%
$113B
$1.76 Million 0.05% of portfolio
11,778
Q2 2025 Added 41.63%
$337B
$1.7 Million 0.05% of portfolio
9,170
Q2 2025 Added 3.89%
$22.1B
$1.78 Million 0.05% of portfolio
11,288
Q2 2025 Added 0.17%
$177B
$1.65 Million 0.05% of portfolio
8,467
Q2 2025 Added 0.52%
$263B
$1.68 Million 0.05% of portfolio
17,183
Q2 2025 Added 5.82%
$237B
$1.29 Million 0.04% of portfolio
4,047
Q2 2025 Added 307.96%
$748B
$1.43 Million 0.04% of portfolio
1,831
Q2 2025 Added 4.69%

Summary

  • Portfolio
  • No. of Stocks 424
  • Current Value $3.51 Billion
  • Prior Value $2.88 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 246 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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