Apella Capital, LLC Portfolio Holdings

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.