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CIK: 0001801507
Total reported value
$7.1B
$7.1B
473 檔
15.7%
At the close of Q3 2025, Apella Capital, LLC disclosed equity holdings valued at approximately $7.1B, spread across 473 reported holdings.
In Q3 2025, Apella Capital, LLC displayed an active expansion posture, initiating 6 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, VTI) accounted for 15.7% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 473 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.46% | +0.26% | +5.78% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 4.32% | -0.10% | +17.86% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.37% | +0.08% | +8.12% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 2.89% | -0.04% | +8.24% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 2.68% | -0.10% | +4.74% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.67% | -0.20% | -6.72% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.22% | -0.02% | +7.34% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.19% | -0.08% | +26.61% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.09% | -0.06% | -0.10% | |
| 10 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.03% | +0.02% | +23.84% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.03% | -0.05% | +21.65% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.92% | +0.14% | +21.05% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.86% | +0.03% | -1.29% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-Other | 1.70% | +0.14% | +21.60% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.56% | -0.02% | -11.85% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.33% | -0.06% | -15.53% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.31% | +0.02% | +17.26% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.19% | -0.04% | -3.49% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.02% | +57.60% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.12% | +0.03% | +16.65% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.18% | +5.38% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.97% | -0.03% | -1.81% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.09% | +4.91% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.95% | -0.04% | +19.70% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.89% | -0.01% | +5.82% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | -0.04% | +308.00% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.86% | +0.03% | -13.02% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.85% | +0.06% | +20.23% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | +0.05% | +7.62% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | -0.03% | +67.72% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.81% | -0.05% | -1.49% | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | -0.03% | +314.92% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.81% | +0.02% | -1.35% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | — | +29.02% | |
| 35 | DIHP | Dimensional International Hi | ETF-Other | 0.78% | -0.01% | +21.58% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.77% | +0.06% | +81.17% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.09% | +61.08% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.02% | +67.17% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.71% | +0.13% | +7.43% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.69% | +0.11% | +28.07% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.65% | -0.05% | +201.58% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | -0.06% | +39.80% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.62% | +0.11% | +28.08% | |
| 44 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.61% | +0.06% | +24.06% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.58% | -0.04% | +224.47% | |
| 46 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.57% | -0.03% | -8.66% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.02% | +88.39% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.01% | +0.62% | |
| 49 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.48% | -0.02% | — | |
| 50 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.47% | +0.08% | +31.12% |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 473 disclosed positions in Q3 2025.
During Q3 2025, Apella Capital, LLC's top holdings by market value included DFAC (11.5%)、DFSD (4.3%)、VTI (3.4%). The largest single position, DFAC, represented 11.5% of total portfolio value.
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Top New Position Initiated
VOOG
市值: $36.4M
Top Position Liquidated / Trimmed
BSV
前期市值: $132.6M
In Q3 2025, Apella Capital, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 42 positions, trimming 2 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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