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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$4.97 Million 0.14% of portfolio
27,278
Q2 2025 Added 527.22%
$0
$4.97 Million 0.14% of portfolio
38,695
Q2 2025 Added 11.75%
$0
$4.71 Million 0.13% of portfolio
73,937
Q2 2025 Added 21.85%
$0
$4.43 Million 0.13% of portfolio
13,035
Q2 2025 Added 0.97%
$409B
$4.4 Million 0.13% of portfolio
28,828
Q2 2025 Added 4.26%
$0
$4.7 Million 0.13% of portfolio
16,488
Q2 2025 Added 1,572.21%
$0
$4.17 Million 0.12% of portfolio
50,276
Q2 2025 Reduced 5.63%
$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%
$0
$4.2 Million 0.12% of portfolio
99,230
Q2 2025 Reduced 8.47%
$0
$4.39 Million 0.12% of portfolio
69,864
Q2 2025 Reduced 14.41%
$0
$3.95 Million 0.11% of portfolio
175,439
Q2 2025 Added 80.65%
$35.4B
$3.98 Million 0.11% of portfolio
7,246
Q2 2025 New
$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%
$0
$3.64 Million 0.1% of portfolio
69,005
Q2 2025 Reduced 4.42%
$187B
$3.08 Million 0.09% of portfolio
10,301
Q2 2025 Added 0.72%
$9.7B
$3.25 Million 0.09% of portfolio
49,530
Q2 2025 Added 145.47%
$0
$3.32 Million 0.09% of portfolio
114,703
Q2 2025 Added 10.2%
$0
$3.08 Million 0.09% of portfolio
131,176
Q2 2025 Added 33.58%
$0
$3.01 Million 0.09% of portfolio
41,367
Q2 2025 Added 6.34%
$0
$3.06 Million 0.09% of portfolio
54,945
Q2 2025 Added 29.05%
$0
$3.16 Million 0.09% of portfolio
28,790
Q2 2025 New
$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%
$0
$2.94 Million 0.08% of portfolio
71,103
Q2 2025 Added 4.0%
$0
$2.65 Million 0.08% of portfolio
49,377
Q2 2025 Reduced 4.71%
$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%
$0
$2.74 Million 0.08% of portfolio
70,033
Q2 2025 Added 1.93%
$0
$2.92 Million 0.08% of portfolio
17,743
Q2 2025 New
$1.62T
$2.92 Million 0.08% of portfolio
3,950
Q2 2025 Added 10.96%
$105B
$2.71 Million 0.08% of portfolio
8,893
Q2 2025 Reduced 6.02%
$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
$2.37 Million 0.07% of portfolio
33,681
Q2 2025 Reduced 0.05%
$0
$2.33 Million 0.07% of portfolio
92,054
Q2 2025 Reduced 4.56%
$0
$2.56 Million 0.07% of portfolio
38,114
Q2 2025 Added 25.92%
$220B
$2.47 Million 0.07% of portfolio
19,904
Q2 2025 Added 109.32%
$0
$2.45 Million 0.07% of portfolio
11,366
Q2 2025 Added 6.64%
$0
$2.62 Million 0.07% of portfolio
68,951
Q2 2025 Reduced 19.57%
$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%
$0
$2.02 Million 0.06% of portfolio
90,433
Q2 2025 Added 26.81%
$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%

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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