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.
Portfolio value
$4.28 Billion
ETFs: $3.82 Billion
Technology: $140 Million
Financial Services: $70.3 Million
Industrials: $42.5 Million
Communication Services: $40.2 Million
Healthcare: $33.8 Million
Consumer Cyclical: $24.5 Million
Consumer Defensive: $22.3 Million
Other: $26.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
