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CIK: 0001801507
Total reported value
$7.1B
$7.1B
423 檔
14.1%
As reported in its official Q2 2025 Form 13F filing, Apella Capital, LLC's tracked investment portfolio stood at $7.1B with 423 total positions.
In Q2 2025, Apella Capital, LLC displayed an active expansion posture, initiating 2 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, VTI) accounted for 14.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 423 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.55% | +0.26% | +8.21% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 4.41% | -0.10% | +26.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.56% | +0.08% | +8.59% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.44% | -0.20% | -4.53% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 3.05% | -0.04% | +12.04% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.03% | -0.10% | +2.31% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 2.49% | -0.06% | +1.19% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.45% | -0.02% | +5.28% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.15% | +0.03% | +64.53% | |
| 10 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.00% | -0.02% | +1.28% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | -0.08% | +3.34% | |
| 12 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.95% | +0.02% | +43.94% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.89% | -0.06% | -17.76% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.85% | +0.14% | +33.07% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.84% | -0.05% | +8.53% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.60% | +0.14% | +66.16% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.40% | -0.04% | -1.69% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.22% | +0.02% | +37.67% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.13% | +0.03% | -13.63% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.09% | -0.03% | +0.09% | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 1.08% | +0.03% | +32.38% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.09% | +1.36% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.18% | +61.96% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.96% | +0.02% | +71.63% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.96% | -0.04% | +5.68% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.93% | -0.05% | +10.75% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | +0.05% | -3.23% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.91% | -0.01% | +10.83% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.02% | +287.76% | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.83% | +0.06% | +36.22% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.79% | +0.13% | -4.99% | |
| 32 | DIHP | Dimensional International Hi | ETF-Other | 0.74% | -0.01% | +31.48% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | — | +20.76% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.71% | -0.03% | -9.97% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.64% | +0.11% | +61.87% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -0.03% | -6.34% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.03% | +34.99% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.58% | +0.11% | +64.22% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.01% | +824.10% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.55% | +0.06% | +27.76% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.09% | +33.55% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | -0.06% | +9.55% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | +0.02% | +37.10% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.51% | +0.06% | +62.31% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.02% | -17.76% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.01% | -13.23% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | — | +8.30% | |
| 48 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.47% | -0.02% | -9.59% | |
| 49 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.43% | +0.08% | +47.01% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.01% | +6.44% |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 423 disclosed positions in Q2 2025.
During Q2 2025, Apella Capital, LLC's top holdings by market value included DFAC (12.6%)、DFSD (4.4%)、VTI (3.6%). The largest single position, DFAC, represented 12.6% of total portfolio value.
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Top New Position Initiated
VBIL
市值: $11.0M
Top Position Liquidated / Trimmed
BSV
前期市值: $132.6M
In Q2 2025, Apella Capital, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 45 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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