Apella Capital, LLC Portfolio Holdings
Apella Capital, LLC
- $4.73 Billion
- Q4 2025
Apella Capital, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.73 Billion distributed in 531 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 $538M, Vanguard Total Stock Market Et with a value of $227M, Dimensional ETF Tr Short Durat with a value of $217M, Dimensional ETF Tr Dimensional with a value of $143M, and Vanguard Bd Index Fd Inc Short with a value of $131M.
Examining the 13F form we can see an increase of $457M in the current position value, from $4.28B to 4.73B.
Below you can find more details about Apella Capital, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 531
- Current Value $4.73 Billion
- Prior Value $4.28 Billion
- Filing
- Period Q4 2025
- Filing Date January 21, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 66 stocks
- Additional Purchases 315 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks