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Apella Capital, LLC Top Holdings and 13F Report (2025)

About Apella Capital, LLC

Investment Activity

  • Apella Capital, LLC has $2.91 billion in total holdings as of March 31, 2025.
  • Apella Capital, LLC owns shares of 387 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 18.25% of the portfolio was purchased this quarter.
  • About 4.60% of the portfolio was sold this quarter.
  • This quarter, Apella Capital, LLC has purchased 341 new stocks and bought additional shares in 209 stocks.
  • Apella Capital, LLC sold shares of 99 stocks and completely divested from 11 stocks this quarter.

Largest New Holdings this Quarter

85207K107 - SPROTT PHYSICAL SILVER TR
$3,487,472 Holding
46434V803 - iShares Currency Hedged MSCI EAFE ETF
$2,954,872 Holding
084670108 - Berkshire Hathaway
$2,335,263 Holding
85207H104 - SPROTT PHYSICAL GOLD TR
$2,282,983 Holding

Largest Purchases this Quarter

Dimensional Short-Duration Fixed Income ETF
1,023,221 shares (about $48.53M)
Dimensional U.S. Core Equity 2 ETF
1,216,362 shares (about $38.69M)
DIMENSIONAL ETF TRUST
609,708 shares (about $31.67M)
Dimensional US High Profitability ETF
897,140 shares (about $28.56M)
Vanguard Russell 1000
91,245 shares (about $22.46M)

Largest Sales this Quarter

Vanguard Total International Bond ETF
467,828 shares (about $22.82M)
Vanguard Mega Cap ETF
83,840 shares (about $16.50M)
iShares MSCI USA Momentum Factor ETF
63,884 shares (about $12.76M)
Vanguard Short-Term Bond ETF
117,230 shares (about $9.15M)
Schwab Short-Term U.S. Treasury ETF
330,862 shares (about $8.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofApella Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$375,747,903$38,692,476 11.5%11,812,25712.9%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$132,560,351$9,148,627 -6.5%1,698,6214.5%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$127,795,417$48,531,364 61.2%2,694,4014.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$109,008,085$1,380,121 -1.3%1,499,8363.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$106,347,094$17,189,435 19.3%396,1083.7%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$86,676,501$12,047,812 16.1%3,254,8443.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$84,966,881$5,454,424 6.9%2,040,5112.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$83,842,512$22,815,973 -21.4%1,719,1412.9%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$79,618,465$1,934,007 -2.4%1,637,5662.7%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$63,622,905$16,498,850 -20.6%323,3042.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$60,880,980$1,088,544 -1.8%1,240,9492.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$53,792,626$7,885,845 17.2%1,266,0071.8%ETF
DIMENSIONAL ETF TRUST
$48,666,169$31,668,233 186.3%936,9691.7%GLOBAL EX US COR
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$45,674,319$1,083,528 -2.3%1,230,1191.6%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$45,509,521$28,564,940 168.6%1,429,3191.6%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$41,988,211$3,347,809 8.7%715,5461.4%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$40,576,370$12,763,391 -23.9%203,0951.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$33,938,719$1,003,598 -2.9%1,358,0921.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$32,997,580$4,338,837 15.1%314,3521.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$32,173,366$2,365,951 -6.9%196,3351.1%ETF
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$31,014,694$22,459,986 262.5%125,9991.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$30,752,065$2,484,672 8.8%78,7531.1%Computer and Technology
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$30,185,785$4,261,023 16.4%643,4831.0%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$27,084,755$15,275,953 129.4%477,6850.9%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$26,502,469$4,697,637 21.5%1,060,9480.9%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$26,003,392$9,715,234 59.6%409,5670.9%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$25,359,964$6,572,374 35.0%380,8370.9%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$24,195,901$5,754,491 -19.2%218,0010.8%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$23,362,967$771,374 -3.2%469,6070.8%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$22,636,577$7,025,001 45.0%113,8370.8%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$22,056,624$3,039,981 -12.1%213,4790.8%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$20,767,129$13,022,060 168.1%719,5820.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$19,228,502$13,924,010 262.5%263,0080.7%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$18,928,007$40,978 -0.2%485,4580.6%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$18,776,700$5,767,749 -23.5%113,3520.6%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$18,376,654$11,242,582 157.6%707,8830.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$17,926,397$1,251,429 -6.5%222,1910.6%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$17,876,431$5,893,931 -24.8%198,9360.6%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$16,839,753$135,401 -0.8%189,0410.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$16,391,997$1,833,522 12.6%337,8400.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$14,573,199$8,841,786 154.3%319,5880.5%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$14,139,410$1,480,621 11.7%57,3170.5%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$13,393,631$12,882,732 2,521.6%145,3930.5%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$13,320,454$4,388,346 -24.8%344,4650.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,221,910$12,789,635 2,958.7%236,5280.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$13,221,795$8,635,019 188.3%26,4910.5%ETF
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$12,960,707$12,605,111 3,544.8%555,5380.4%Manufacturing
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$12,897,025$10,577,483 456.0%510,1670.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$12,633,741$850,660 7.2%59,5850.4%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$12,630,927$4,049,811 -24.3%401,4920.4%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$11,965,332$1,659,136 -12.2%100,9650.4%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$11,601,192$94,390 0.8%62,1910.4%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$11,573,127$9,750,279 534.9%240,6560.4%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,383,172$9,814,843 625.8%31,8270.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$11,195,087$1,558,747 -12.2%63,3390.4%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$10,974,956$8,033,335 -42.3%452,0160.4%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$10,821,520$2,381,791 28.2%121,9050.4%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$10,686,654$7,729,837 261.4%213,0090.4%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$10,506,181$3,019,902 -22.3%112,1380.4%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$10,389,042$267,690 -2.5%174,6060.4%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,372,052$6,728,914 184.7%90,7200.4%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$10,350,227$338,900 -3.2%131,7830.4%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$10,112,454$2,631,985 35.2%172,6850.3%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$10,075,375$8,718,992 642.8%56,3720.3%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$9,531,270$438,652 4.8%161,3560.3%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$9,519,821$382,325 4.2%99,6740.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,291,005$859,805 10.2%17,8190.3%Finance
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$9,027,774$104,857 -1.1%192,0800.3%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$8,618,289$277,747 3.3%173,8260.3%ETF
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$8,424,068$8,068,197 2,267.2%368,0240.3%Manufacturing
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$8,304,346$1,356,417 -14.0%148,3180.3%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$7,710,927$26,066 0.3%28,3990.3%Aerospace
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$7,624,000$2,675,856 -26.0%100,4080.3%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$7,405,308$5,463,861 281.4%119,8270.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,139,039$2,046,808 40.2%72,4330.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,114,055$172,269 -2.4%12,9670.2%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$7,064,005$5,832,567 473.6%214,3860.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,921,642$1,749,329 33.8%36,2200.2%Retail/Wholesale
Dimensional Inflation-Protected Securities ETF stock logo
DFIP
Dimensional Inflation-Protected Securities ETF
$6,904,411$823,119 13.5%166,0510.2%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$6,896,668$1,803,740 35.4%198,6940.2%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$6,579,161$91,517 -1.4%83,8960.2%Manufacturing
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$6,057,179$1,087,260 -15.2%244,6360.2%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$6,004,290$959,053 -13.8%127,6420.2%Finance
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$5,760,469$1,953,897 -25.3%149,1580.2%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$5,740,670$85,049 -1.5%108,3350.2%Manufacturing
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$5,699,289$1,873,770 49.0%48,0910.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$5,697,204$483,171 -7.8%101,4640.2%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$5,659,431$5,188,823 1,102.6%246,2760.2%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$5,453,070$6,153 -0.1%219,7930.2%Manufacturing
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$5,234,337$384,855 7.9%99,6260.2%ETF
DIMENSIONAL ETF TRUST
$5,180,248$1,115,029 27.4%87,8900.2%WORLD EQUITY ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$4,987,219$164,460 3.4%166,2410.2%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$4,904,923$1,073,286 28.0%145,1160.2%ETF
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$4,608,581$1,461,742 -24.1%81,6260.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,400,262$712,757 -13.9%53,2780.2%Manufacturing
Doximity, Inc. stock logo
DOCS
Doximity
$4,394,568$540,376 14.0%79,0390.2%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,215,912$3,229,514 327.4%11,4630.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,174,162$500,314 13.6%27,6490.1%Medical
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$4,039,261$751,835 22.9%108,4070.1%ETF
DFSB
Dimensional Global Sustainability Fixed Income ETF
$4,006,582$578,927 16.9%78,6400.1%ETF

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