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
$573B
$2.04 Million 0.06% of portfolio
1,522
Q2 2025 Added 9.42%
$0
$2.17 Million 0.06% of portfolio
6,190
Q2 2025 Reduced 3.76%
$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%
$0
$2.22 Million 0.06% of portfolio
89,822
Q2 2025 Reduced 21.86%
$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%
$0
$1.88 Million 0.05% of portfolio
32,548
Q2 2025 Reduced 1.87%
$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%
$0
$1.85 Million 0.05% of portfolio
21,410
Q2 2025 Reduced 40.57%
$263B
$1.68 Million 0.05% of portfolio
17,183
Q2 2025 Added 5.82%
$0
$1.34 Million 0.04% of portfolio
11,268
Q2 2025 Added 0.04%
$0
$1.4 Million 0.04% of portfolio
63,557
Q2 2025 Added 0.18%
$0
$1.36 Million 0.04% of portfolio
12,323
Q2 2025 Added 20.6%
$748B
$1.43 Million 0.04% of portfolio
1,831
Q2 2025 Added 4.69%
$0
$1.29 Million 0.04% of portfolio
20,925
Q4 2023 New
$0
$1.33 Million 0.04% of portfolio
14,878
Q2 2025 Added 1.93%
$300B
$1.43 Million 0.04% of portfolio
20,192
Q2 2025 Added 14.02%
$0
$1.28 Million 0.04% of portfolio
18,410
Q2 2025 Reduced 0.72%
$82.7B
$1.33 Million 0.04% of portfolio
9,972
Q2 2025 Added 93.48%
$0
$1.24 Million 0.04% of portfolio
2,805
Q2 2025 Added 185.64%
$212B
$1.28 Million 0.04% of portfolio
3,297
Q2 2025 Added 0.12%
$0
$1.25 Million 0.04% of portfolio
12,100
Q2 2025 Reduced 0.36%
$0
$1.55 Million 0.04% of portfolio
28,268
Q2 2025 Added 0.08%
$128B
$1.37 Million 0.04% of portfolio
4,431
Q2 2025 Reduced 4.59%
$0
$1.25 Million 0.04% of portfolio
66,502
Q2 2025 New
$0
$1.32 Million 0.04% of portfolio
2,123
Q2 2025 Added 43.64%
$53B
$1.27 Million 0.04% of portfolio
20,400
Q2 2025 New
$0
$1.51 Million 0.04% of portfolio
42,449
Q2 2025 Reduced 12.42%
$934B
$1.41 Million 0.04% of portfolio
4,427
Q2 2025 Added 0.64%
$0
$1.4 Million 0.04% of portfolio
22,126
Q2 2025 Added 1.08%
$0
$1.33 Million 0.04% of portfolio
17,174
Q2 2025 Added 1.31%
$271B
$1.44 Million 0.04% of portfolio
5,275
Q2 2025 Reduced 5.31%
$0
$1.23 Million 0.03% of portfolio
27,757
Q2 2025 Reduced 1.1%
$12.2B
$1.01 Million 0.03% of portfolio
9,332
Q2 2025 Added 0.05%
$0
$999,000 0.03% of portfolio
21,235
Q2 2025 New
$0
$1.1 Million 0.03% of portfolio
26,433
Q2 2025 Reduced 35.17%
$0
$918,000 0.03% of portfolio
11,532
Q2 2021 Added 300.0%
$0
$902,000 0.03% of portfolio
11,265
Q2 2025 Added 121.27%
$0
$1.17 Million 0.03% of portfolio
18,311
Q2 2025 Reduced 0.09%
$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%
$0
$881,000 0.03% of portfolio
35,903
Q2 2025 Added 0.1%
$0
$951,000 0.03% of portfolio
8,649
Q2 2025 Reduced 5.5%
$233B
$1.17 Million 0.03% of portfolio
8,632
Q2 2025 Added 4.77%

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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