Apella Capital, LLC
CIK: 0001801507SEC EDGAR →
Portfolio Value
$5.1B
Holdings
531
As of
Q4 2025
New Positions
531
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 13,914,954 | $550.9M | 10.89% |
| 2 | VANGUARD INDEX FDS | 688,831 | $230.9M | 4.56% |
| 3 | DIMENSIONAL ETF TRUST | 4,509,681 | $216.2M | 4.27% |
| 4 | DIMENSIONAL ETF TRUST | 4,296,455 | $148.1M | 2.93% |
| 5 | VANGUARD BD INDEX FDS | 1,661,574 | $130.9M | 2.59% |
| 6 | VANGUARD BD INDEX FDS | 1,653,788 | $122.5M | 2.42% |
| 7 | DIMENSIONAL ETF TRUST | 2,604,385 | $110.8M | 2.19% |
| 8 | VANGUARD TAX-MANAGED FDS | 1,735,240 | $108.4M | 2.14% |
| 9 | DIMENSIONAL ETF TRUST | 1,935,630 | $101.9M | 2.01% |
| 10 | VANGUARD INTL EQUITY INDEX F | 1,883,128 | $101.2M | 2.00% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (531)
$550.9M · 13.9M shares
$230.9M · 689K shares
$216.2M · 4.5M shares
$148.1M · 4.3M shares
$130.9M · 1.7M shares
$122.5M · 1.7M shares
$110.8M · 2.6M shares
$108.4M · 1.7M shares
$101.9M · 1.9M shares
$101.2M · 1.9M shares
$98.8M · 2.6M shares
$98.2M · 1.6M shares
$90.8M · 1.2M shares
$88.1M · 285K shares
$69.2M · 254K shares
$65.8M · 855K shares
$60.6M · 241K shares
$57.2M · 1.1M shares
$56.2M · 682K shares
$52.3M · 1.1M shares
$49.6M · 103K shares
$45.4M · 1.4M shares
$45.1M · 1.3M shares
$44.2M · 470K shares
$43.9M · 411K shares
$41.5M · 289K shares
$40.5M · 1.3M shares
$40.1M · 448K shares
$39.7M · 814K shares
$39.3M · 135K shares
$39.1M · 205K shares
$38.5M · 827K shares
$37.6M · 84K shares
$36.5M · 1.1M shares
$36.3M · 141K shares
$34.4M · 1.3M shares
$34.4M · 738K shares
$33.3M · 274K shares
$33.3M · 133K shares
$32.8M · 682K shares
$31.4M · 394K shares
$30.2M · 361K shares
$29.6M · 245K shares
$28.8M · 648K shares
$28.0M · 1.2M shares
$26.0M · 520K shares
$24.2M · 367K shares
$24.2M · 51K shares
$24.2M · 169K shares
$22.0M · 463K shares
$21.8M · 434K shares
$21.8M · 226K shares
$21.3M · 282K shares
$20.5M · 65K shares
$20.0M · 41K shares
$19.9M · 403K shares
$19.9M · 348K shares
$19.5M · 182K shares
$19.4M · 173K shares
$19.3M · 104K shares
$19.0M · 561K shares
$17.5M · 767K shares
$17.1M · 369K shares
$15.9M · 156K shares
$15.8M · 80K shares
$15.3M · 203K shares
$15.1M · 72K shares
$15.0M · 192K shares
$14.2M · 86K shares
$14.2M · 129K shares
$13.6M · 62K shares
$13.1M · 223K shares
$13.0M · 105K shares
$12.9M · 73K shares
$12.9M · 61K shares
$12.8M · 295K shares
$12.4M · 262K shares
$12.1M · 180K shares
$11.9M · 38K shares
$11.9M · 80K shares
$11.3M · 235K shares
$11.2M · 157K shares
$11.2M · 119K shares
$10.9M · 144K shares
$10.9M · 261K shares
$10.5M · 45K shares
$10.3M · 216K shares
$10.3M · 27K shares
$9.9M · 216K shares
$9.9M · 195K shares
$9.8M · 81K shares
$9.7M · 58K shares
$9.4M · 128K shares
$9.1M · 212K shares
$9.0M · 122K shares
$8.9M · 378K shares
$8.9M · 26K shares
$8.9M · 395K shares
$8.7M · 122K shares
$8.6M · 324K shares
$8.0M · 123K shares
$7.9M · 159K shares
$7.8M · 189K shares
$7.8M · 56K shares
$7.8M · 205K shares
$7.6M · 79K shares
$7.2M · 108K shares
$7.2M · 18K shares
$7.1M · 22K shares
$7.1M · 73K shares
$6.8M · 140K shares
$6.7M · 129K shares
$6.6M · 260K shares
$6.5M · 31K shares
$6.5M · 43K shares
$6.4M · 261K shares
$6.1M · 16K shares
$6.0M · 17K shares
$5.7M · 95K shares
$5.6M · 46K shares
$5.6M · 295K shares
$5.4M · 62K shares
$5.2M · 52K shares
$5.2M · 16K shares
$5.1M · 74K shares
$5.1M · 50K shares
$5.1M · 109K shares
$5.0M · 153K shares
$4.9M · 144K shares
$4.6M · 17K shares
$4.5M · 28K shares
$4.5M · 18K shares
$4.5M · 145K shares
$4.5M · 255K shares
$4.3M · 51K shares
$4.2M · 93K shares
$4.2M · 87K shares
$4.1M · 37K shares
$4.1M · 125K shares
$4.0M · 28K shares
$3.9M · 84K shares
$3.8M · 62K shares
$3.8M · 169K shares
$3.7M · 162K shares
$3.6M · 63K shares
$3.6M · 39K shares
$3.6M · 67K shares
$3.5M · 107K shares
$3.5M · 179K shares
$3.4M · 54K shares
$3.4M · 38K shares
$3.3M · 11K shares
$3.3M · 41K shares
$3.3M · 40K shares
$3.3M · 99K shares
$3.2M · 78K shares
$3.2M · 72K shares
$3.0M · 6K shares
$3.0M · 44K shares
$2.9M · 13K shares
$2.9M · 107K shares
$2.8M · 11K shares
$2.8M · 55K shares
$2.7M · 61K shares
$2.7M · 33K shares
$2.6M · 17K shares
$2.6M · 9K shares
$2.6M · 23K shares
$2.5M · 11K shares
$2.5M · 61K shares
$2.5M · 85K shares
$2.4M · 17K shares
$2.4M · 13K shares
$2.4M · 44K shares
$2.3M · 10K shares
$2.3M · 7K shares
$2.3M · 5K shares
$2.3M · 20K shares
$2.2M · 11K shares
$2.2M · 28K shares
$2.1M · 10K shares
$2.1M · 11K shares
$2.1M · 25K shares
$2.1M · 10K shares
$2.0M · 6K shares
$2.0M · 93K shares
$2.0M · 11K shares
$2.0M · 35K shares
$1.9M · 246K shares
$1.9M · 382K shares
$1.9M · 13K shares
$1.8M · 12K shares
$1.8M · 19K shares
$1.8M · 13K shares
$1.8M · 25K shares
$1.8M · 29K shares
$1.8M · 18K shares
$1.8M · 63K shares
$1.8M · 28K shares
$1.7M · 23K shares
$1.7M · 20K shares
$1.7M · 5K shares
$1.7M · 5K shares
$1.6M · 53K shares
$1.6M · 50K shares
$1.6M · 67K shares
$1.6M · 35K shares
$1.6M · 18K shares
$1.6M · 57K shares
$1.6M · 39K shares
$1.6M · 41K shares
$1.6M · 16K shares
$1.6M · 22K shares
$1.6M · 19K shares
$1.6M · 5K shares
$1.6M · 3K shares
$1.5M · 33K shares
$1.5M · 15K shares
$1.5M · 28K shares
$1.5M · 5K shares
$1.5M · 16K shares
$1.5M · 5K shares
$1.4M · 17K shares
$1.4M · 8K shares
$1.4M · 5K shares
$1.4M · 21K shares
$1.4M · 3K shares
$1.4M · 55K shares
$1.4M · 55K shares
$1.4M · 16K shares
$1.3M · 6K shares
$1.3M · 4K shares
$1.3M · 6K shares
$1.3M · 12K shares
$1.3M · 51K shares
$1.3M · 24K shares
$1.2M · 18K shares
$1.2M · 18K shares
$1.2M · 28K shares
$1.2M · 7K shares
$1.2M · 8K shares
$1.2M · 29K shares
$1.2M · 3K shares
$1.2M · 16K shares
$1.2M · 7K shares
$1.1M · 9K shares
$1.1M · 4K shares
$1.1M · 3K shares
$1.1M · 12K shares
$1.1M · 26K shares
$1.1M · 53K shares
$1.1M · 21K shares
$1.1M · 54K shares
$1.1M · 6K shares
$1.1M · 55K shares
$1.1M · 57K shares
$1.1M · 63K shares
$1.1M · 10K shares
$1.1M · 16K shares
$1.1M · 17K shares
$1.0M · 3K shares
$1.0M · 38K shares
$1.0M · 18K shares
$979K · 5K shares
$976K · 2K shares
$964K · 9K shares
$954K · 12K shares
$950K · 15K shares
$943K · 9K shares
$918K · 7K shares
$902K · 9K shares
$893K · 8K shares
$881K · 9K shares
$881K · 23K shares
$864K · 16K shares
$862K · 9K shares
$862K · 7K shares
$861K · 26K shares
$846K · 1K shares
$845K · 6K shares
$840K · 16K shares
$838K · 16K shares
$812K · 49K shares
$792K · 10K shares
$791K · 20K shares
$790K · 8K shares
$789K · 2K shares
$754K · 1K shares
$743K · 5K shares
$739K · 19K shares
$719K · 4K shares
$704K · 4K shares
$702K · 3K shares
$700K · 16K shares
$698K · 6K shares
$696K · 2K shares
$692K · 12K shares
$684K · 4K shares
$682K · 27K shares
$668K · 4K shares
$660K · 2K shares
$659K · 18K shares
$659K · 18K shares
$656K · 2K shares
$652K · 22K shares
$645K · 6K shares
$642K · 39K shares
$638K · 6K shares
$635K · 10K shares
$633K · 13K shares
$633K · 7K shares
$623K · 2K shares
$621K · 1K shares
$615K · 11K shares
$615K · 13K shares
$612K · 31K shares
$605K · 13K shares
$599K · 10K shares
$592K · 2K shares
$587K · 9K shares
$585K · 22K shares
$577K · 16K shares
$576K · 10K shares
$566K · 6K shares
$562K · 66K shares
$553K · 10K shares
$547K · 3K shares
$545K · 5K shares
$545K · 11K shares
$545K · 7K shares
$544K · 6K shares
$544K · 17K shares
$543K · 2K shares
$540K · 13K shares
$536K · 11K shares
$533K · 2K shares
$531K · 2K shares
$530K · 496 shares
$527K · 2K shares
$524K · 7K shares
$519K · 4K shares
$518K · 8K shares
$514K · 4K shares
$514K · 6K shares
$507K · 4K shares
$503K · 4K shares
$502K · 2K shares
$494K · 2K shares
$491K · 138K shares
$490K · 4K shares
$489K · 8K shares
$488K · 2K shares
$483K · 18K shares
$476K · 6K shares
$473K · 7K shares
$462K · 17K shares
$459K · 35K shares
$452K · 8K shares
$448K · 3K shares
$447K · 15K shares
$445K · 8K shares
$445K · 1K shares
$444K · 14K shares
$442K · 1K shares
$441K · 16K shares
$440K · 2K shares
$434K · 3K shares
$434K · 7K shares
$433K · 19K shares
$431K · 744 shares
$430K · 2K shares
$423K · 3K shares
$422K · 9K shares
$422K · 5K shares
$421K · 9K shares
$420K · 3K shares
$416K · 9K shares
$411K · 11K shares
$410K · 3K shares
$409K · 2K shares
$407K · 4K shares
$406K · 3K shares
$403K · 7K shares
$396K · 6K shares
$396K · 451 shares
$392K · 5K shares
$387K · 16K shares
$375K · 3K shares
$375K · 766 shares
$373K · 1K shares
$371K · 6K shares
$371K · 14K shares
$370K · 7K shares
$361K · 3K shares
$359K · 35K shares
$359K · 15K shares
$357K · 7K shares
$355K · 66 shares
$354K · 9K shares
$348K · 1K shares
$346K · 1K shares
$342K · 2K shares
$334K · 2K shares
$332K · 4K shares
$329K · 7K shares
$328K · 3K shares
$325K · 11K shares
$324K · 3K shares
$323K · 1K shares
$322K · 1K shares
$318K · 3K shares
$316K · 8K shares
$313K · 3K shares
$309K · 2K shares
$308K · 2K shares
$308K · 2K shares
$305K · 3K shares
$305K · 2K shares
$304K · 4K shares
$300K · 4K shares
$299K · 6K shares
$299K · 7K shares
$299K · 4K shares
$298K · 883 shares
$296K · 4K shares
$295K · 13K shares
$294K · 1K shares
$294K · 5K shares
$293K · 7K shares
$291K · 240 shares
$290K · 955 shares
$290K · 1K shares
$289K · 620 shares
$288K · 7K shares
$288K · 4K shares
$285K · 3K shares
$284K · 1K shares
$283K · 345 shares
$281K · 799 shares
$281K · 1K shares
$280K · 3K shares
$280K · 6K shares
$274K · 5K shares
$274K · 2K shares
$271K · 3K shares
$270K · 868 shares
$269K · 10K shares
$268K · 572 shares
$267K · 330 shares
$266K · 3K shares
$266K · 4K shares
$266K · 645 shares
$264K · 6K shares
$263K · 542 shares
$260K · 3K shares
$259K · 4K shares
$258K · 7K shares
$257K · 4K shares
$256K · 1K shares
$256K · 6K shares
$255K · 882 shares
$254K · 2K shares
$254K · 5K shares
$251K · 2K shares
$250K · 5K shares
$247K · 231 shares
$245K · 14K shares
$243K · 6K shares
$237K · 5K shares
$234K · 841 shares
$233K · 548 shares
$233K · 6K shares
$232K · 3K shares
$232K · 4K shares
$229K · 3K shares
$229K · 3K shares
$228K · 8K shares
$226K · 2K shares
$225K · 4K shares
$224K · 791 shares
$223K · 2K shares
$222K · 534 shares
$221K · 15K shares
$220K · 10K shares
$220K · 871 shares
$219K · 2K shares
$217K · 9K shares
$215K · 412 shares
$214K · 4K shares
$214K · 1K shares
$213K · 9K shares
$212K · 5K shares
$211K · 2K shares
$211K · 2K shares
$211K · 6K shares
$211K · 729 shares
$209K · 1K shares
$209K · 1K shares
$208K · 19K shares
$207K · 2K shares
$205K · 5K shares
$203K · 3K shares
$202K · 55K shares
$200K · 4K shares
$200K · 5K shares
$170K · 42K shares
$161K · 18K shares
$137K · 21K shares
$121K · 29K shares
$115K · 10K shares
$58K · 84K shares
$52K · 22K shares
$52K · 11K shares
$44K · 10K shares
$41K · 41K shares
$40K · 64K shares
$22K · 36K shares
$16K · 20K shares
$15K · 29K shares
$11K · 12K shares
$10K · 17K shares
$8K · 10 shares
$4K · 6K shares
$4K · 5K shares
$4K · 6K shares
$3K · 3K shares
$3K · 5K shares
$3K · 3K shares
$3K · 3K shares
$2K · 4K shares
$2K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 316 | $4.4B | 90.5% |
| Technology | 39 | $177.6M | 3.6% |
| Unknown | 32 | $102.6M | 2.1% |
| Industrials | 37 | $42.1M | 0.9% |
| Communication Services | 7 | $38.6M | 0.8% |
| Healthcare | 29 | $34.9M | 0.7% |
| Consumer Cyclical | 19 | $26.3M | 0.5% |
| Consumer Defensive | 12 | $14.7M | 0.3% |
| Utilities | 19 | $10.8M | 0.2% |
| Energy | 8 | $10.6M | 0.2% |
| Basic Materials | 8 | $2.3M | 0.0% |
| Real Estate | 5 | $2.1M | 0.0% |