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
$300B
$1.43 Million 0.04% of portfolio
20,192
Q2 2025 Added 14.02%
$82.7B
$1.33 Million 0.04% of portfolio
9,972
Q2 2025 Added 93.48%
$212B
$1.28 Million 0.04% of portfolio
3,297
Q2 2025 Added 0.12%
$128B
$1.37 Million 0.04% of portfolio
4,431
Q2 2025 Reduced 4.59%
$934B
$1.41 Million 0.04% of portfolio
4,427
Q2 2025 Added 0.64%
$271B
$1.44 Million 0.04% of portfolio
5,275
Q2 2025 Reduced 5.31%
$12.2B
$1.01 Million 0.03% of portfolio
9,332
Q2 2025 Added 0.05%
$48.1B
$1.1 Million 0.03% of portfolio
8,509
Q2 2025 Added 1.78%
$179B
$1.09 Million 0.03% of portfolio
25,212
Q2 2025 Added 43.49%
$233B
$1.17 Million 0.03% of portfolio
8,632
Q2 2025 Added 4.77%
$215B
$921,000 0.03% of portfolio
6,309
Q2 2025 Added 26.81%
$100B
$1.02 Million 0.03% of portfolio
11,152
Q2 2025 Added 0.9%
$281B
$957,000 0.03% of portfolio
7,024
Q2 2025 Reduced 1.95%
$61.5B
$1.08 Million 0.03% of portfolio
4,754
Q2 2025 Added 1.11%
$200B
$1 Million 0.03% of portfolio
34,682
Q2 2025 Reduced 0.66%
$274B
$1.09 Million 0.03% of portfolio
4,230
Q2 2025 Reduced 1.4%
$100B
$1.04 Million 0.03% of portfolio
2,388
Q2 2025 Added 1.96%
$113B
$1.06 Million 0.03% of portfolio
3,855
Q2 2025 Added 18.11%
$212B
$898,000 0.03% of portfolio
11,347
Q2 2025 Added 4.53%
$284B
$943,000 0.03% of portfolio
13,596
Q2 2025 Reduced 6.9%
$70.5B
$936,000 0.03% of portfolio
6,093
Q2 2025 Added 202.23%
$779M
$908,000 0.03% of portfolio
98,555
Q1 2025 New
$6.41B
$814,000 0.02% of portfolio
7,232
Q2 2025 Added 0.06%
$50.3B
$709,000 0.02% of portfolio
9,898
Q2 2025 Added 1.06%
$223B
$671,000 0.02% of portfolio
4,732
Q2 2025 Reduced 0.69%
$145B
$536,000 0.02% of portfolio
7,735
Q2 2025 Added 2.36%
$78.2B
$591,000 0.02% of portfolio
1,184
Q2 2025 Added 33.18%
$34.3B
$739,000 0.02% of portfolio
7,778
Q2 2025 Reduced 1.31%
$121B
$737,000 0.02% of portfolio
1,592
Q2 2025 Added 48.92%
$143B
$553,000 0.02% of portfolio
22,851
Q2 2025 Added 1.1%
$2.51B
$768,000 0.02% of portfolio
56,115
Q2 2025 Added 27.35%
$35.4B
$539,000 0.02% of portfolio
5,376
Q2 2025 Added 1.28%
$376B
$615,000 0.02% of portfolio
13,008
Q2 2025 Added 4.3%
$92.7B
$688,000 0.02% of portfolio
3,007
Q2 2025 Added 4.37%
$160B
$823,000 0.02% of portfolio
3,535
Q2 2025 Added 7.09%
$283B
$540,000 0.02% of portfolio
1,733
Q2 2025 Added 3.03%
$82B
$590,000 0.02% of portfolio
3,047
Q2 2025 Added 1.33%
$120B
$691,000 0.02% of portfolio
7,707
Q2 2025 Added 1.86%
$90.2B
$615,000 0.02% of portfolio
5,219
Q2 2025 Added 4.17%
$2.79B
$731,000 0.02% of portfolio
19,285
Q2 2025 Added 0.04%
$83.5B
$748,000 0.02% of portfolio
1,924
Q2 2025 Reduced 0.1%
$146B
$639,000 0.02% of portfolio
5,176
Q2 2025 Added 1.53%
$103B
$618,000 0.02% of portfolio
10,556
Q2 2025 Added 32.96%
$52.5B
$705,000 0.02% of portfolio
3,506
Q2 2025 Reduced 1.18%
$7.46B
$634,000 0.02% of portfolio
17,425
Q2 2025 Added 0.83%
$108B
$759,000 0.02% of portfolio
8,292
Q2 2025 Added 10.91%
$26.4B
$528,000 0.02% of portfolio
2,425
Q2 2025 Reduced 0.21%
$735M
$251,000 0.01% of portfolio
55,746
Q2 2025 New
$91.1B
$507,000 0.01% of portfolio
1,477
Q2 2025 New

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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