Applied Capital LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $215 Million distributed in 46 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 $47.2M, Vanguard Index Fds S&P 500 ETF with a value of $30.4M, Vanguard Ftse Developed Market with a value of $18.3M, Vanguard Total Stock Market Et with a value of $17.3M, and Dimensional ETF Tr Dimensional with a value of $13.8M.
Examining the 13F form we can see an increase of $22.2M in the current position value, from $193M to 215M.
Below you can find more details about Applied Capital LLC portfolio as well as his latest detailed transactions.