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CIK: 0001801507
Total reported value
$7.1B
$7.1B
531 檔
18.0%
As reported in its official Q4 2025 Form 13F filing, Apella Capital, LLC's tracked investment portfolio stood at $7.1B with 531 total positions.
In Q4 2025, Apella Capital, LLC displayed an active expansion posture, initiating 6 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 531 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.89% | +0.26% | +2.92% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.56% | +0.08% | +48.11% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 4.27% | -0.10% | +12.66% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 2.93% | -0.04% | +8.85% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.59% | -0.20% | +9.84% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.42% | -0.10% | +2.89% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.19% | -0.02% | +12.93% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.14% | -0.08% | +6.87% | |
| 9 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 2.01% | +0.02% | +15.89% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | -0.05% | +12.66% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.95% | +0.14% | +12.85% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 1.94% | -0.06% | -0.38% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.79% | +0.03% | +5.35% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-Other | 1.74% | +0.14% | +12.04% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.18% | +30.98% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.30% | +0.02% | +10.82% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.20% | -0.02% | -16.48% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.02% | +6.55% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 1.13% | -0.04% | -1.83% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 1.11% | +0.03% | +7.86% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.03% | -0.06% | -9.29% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.09% | +22.55% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.90% | -0.03% | +2.80% | |
| 24 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.89% | +0.06% | +11.91% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.87% | -0.01% | +5.32% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.87% | -0.04% | +3.37% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.04% | +3.16% | |
| 28 | DIHP | Dimensional International Hi | ETF-Other | 0.80% | -0.01% | +13.17% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.09% | +12.39% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | — | +9.27% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.78% | +0.06% | +15.09% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | -0.03% | +4.22% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | +0.05% | +0.23% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.76% | +0.11% | +24.76% | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | -0.03% | +0.29% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.72% | -0.05% | -3.78% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | +0.02% | +3.18% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.68% | +0.11% | +24.56% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.68% | +0.02% | -10.18% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | +0.06% | +18.76% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.66% | +0.03% | -12.88% | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.65% | +0.13% | +3.81% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | -0.05% | +7.42% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.60% | -0.06% | +6.05% | |
| 45 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.58% | +0.01% | +133.37% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.57% | -0.04% | +7.67% | |
| 47 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.55% | +0.04% | +65.64% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.51% | +0.08% | +26.75% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.01% | +11.88% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | -0.02% | +0.74% |
According to official SEC Form 13F filings, Apella Capital, LLC reported a total U.S. public equity portfolio value of $7.1B across 531 disclosed positions in Q4 2025.
During Q4 2025, Apella Capital, LLC's top holdings by market value included DFAC (10.9%)、VTI (4.6%)、DFSD (4.3%). The largest single position, DFAC, represented 10.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VTI, DFSD) accounted for 18.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IYY
市值: $14.2M
Top Position Liquidated / Trimmed
TLT
前期市值: $11.3M
In Q4 2025, Apella Capital, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 38 positions, trimming 5 holdings, and fully liquidating 1 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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