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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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