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
$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%
$0
$880,000 0.03% of portfolio
23,469
Q2 2025 Added 0.37%
$200B
$1 Million 0.03% of portfolio
34,682
Q2 2025 Reduced 0.66%
$0
$958,000 0.03% of portfolio
10,764
Q2 2025 Added 46.47%
$274B
$1.09 Million 0.03% of portfolio
4,230
Q2 2025 Reduced 1.4%
$0
$1.06 Million 0.03% of portfolio
5,519
Q2 2025 Reduced 0.31%
$0
$1.05 Million 0.03% of portfolio
23,738
Q2 2025 Reduced 27.73%
$0
$1.16 Million 0.03% of portfolio
4,269
Q2 2025 New
$179B
$894,000 0.03% of portfolio
5,615
Q2 2025 Added 2.05%
$0
$886,000 0.03% of portfolio
43,241
Q2 2025 Reduced 2.02%
$0
$967,000 0.03% of portfolio
22,702
Q2 2025 Added 0.6%
$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%
$0
$1.19 Million 0.03% of portfolio
40,800
Q2 2025 Added 0.74%
$0
$1.09 Million 0.03% of portfolio
49,822
Q2 2025 Added 29.16%
$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
$0
$618,000 0.02% of portfolio
12,050
Q2 2025 Added 0.53%
$6.41B
$814,000 0.02% of portfolio
7,232
Q2 2025 Added 0.06%
$0
$636,000 0.02% of portfolio
2,515
Q2 2025 Added 60.09%
$50.3B
$709,000 0.02% of portfolio
9,898
Q2 2025 Added 1.06%
$0
$633,000 0.02% of portfolio
14,828
Q2 2025 Added 0.88%
$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%
$0
$594,000 0.02% of portfolio
1,050
Q1 2025 Reduced 12.21%
$34.3B
$739,000 0.02% of portfolio
7,778
Q2 2025 Reduced 1.31%
$0
$608,000 0.02% of portfolio
21,685
Q1 2025 Reduced 1.28%
$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%
$0
$854,000 0.02% of portfolio
41,332
Q2 2025 Reduced 3.83%
$0
$860,000 0.02% of portfolio
46,038
Q2 2025 Reduced 1.45%
$0
$875,000 0.02% of portfolio
44,869
Q2 2025 Reduced 1.9%
$0
$605,000 0.02% of portfolio
36,060
Q2 2025 Reduced 3.92%
$0
$874,000 0.02% of portfolio
44,489
Q2 2025 Reduced 1.86%
$283B
$540,000 0.02% of portfolio
1,733
Q2 2025 Added 3.03%
$0
$597,000 0.02% of portfolio
2,159
Q2 2025 Added 24.87%
$0
$796,000 0.02% of portfolio
17,403
Q2 2025 New
$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%

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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