13F Filings History of Apella Capital, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$5,060,284,476
Signature - Title
Timothy Richards - CCO
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by Apella Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Apella Capital, LLC reported 531 stock holdings with total value $5,060,284,476 as of Q4 2025. Top holdings included DFAC, VTI, DFSD, DFIC, and BSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 531 $5,060,284,476 +$555,848,023 -$70,790,323 +$485,057,700 DFAC, VTI, DFSD, DFIC, BSV 13F-HR 21 Jan 2026, 10:15
Q3 2025 473 $4,492,219,508 +$703,407,857 -$89,898,285 +$613,509,572 DFAC, DFSD, VTI, DFIC, BND 13F-HR 17 Oct 2025, 10:18
Q2 2025 423 $3,689,102,259 +$568,221,831 -$80,556,465 +$487,665,366 DFAC, DFSD, VTI, BSV, DFIC 13F-HR 08 Jul 2025, 12:49
Q1 2025 386 $2,913,500,116 +$531,620,365 -$133,946,987 +$397,673,378 DFAC, BSV, DFSD, BND, VTI 13F-HR 10 Apr 2025, 11:42
Q4 2024 341 $2,606,975,866 +$314,022,853 -$89,017,568 +$225,005,285 DFAC, BSV, BND, BNDX, VTI 13F-HR 14 Jan 2025, 12:06
Q3 2024 320 $2,432,931,352 +$129,737,710 -$21,546,642 +$108,191,068 DFAC, BSV, BNDX, BND, DFAT 13F-HR 03 Oct 2024, 14:53
Q2 2024 307 $2,235,585,026 +$241,114,238 -$18,369,527 +$222,744,711 DFAC, BSV, BNDX, BND, VTI 13F-HR 10 Jul 2024, 07:19
Q1 2024 294 $1,980,729,505 +$135,126,784 -$51,514,753 +$83,612,031 DFAC, BSV, BNDX, BND, VTI 13F-HR 10 Apr 2024, 14:42
Q4 2023 292 $1,794,702,844 +$349,784,100 -$63,854,781 +$285,929,319 DFAC, BSV, BNDX, VTI, DFAT 13F-HR 05 Jan 2024, 13:05
Q3 2023 259 $1,414,905,011 +$70,730,562 -$18,563,826 +$52,166,736 DFAC, BSV, BNDX, VTI, DFAT 13F-HR 10 Oct 2023, 08:53
Q2 2023 256 $1,404,607,076 +$254,827,867 -$21,438,557 +$233,389,310 DFAC, BNDX, BSV, VTI, BND 13F-HR 06 Jul 2023, 10:06
Q4 2022 234 $1,097,136,212 +$202,197,612 -$24,046,853 +$178,150,759 DFAC, BNDX, BSV, VTI, BND 13F-HR 10 Jan 2023, 09:25
Q3 2022 213 $859,406,000 +$83,188,834 -$12,530,563 +$70,658,271 DFAC, BNDX, VTI, BSV, BND 13F-HR 11 Oct 2022, 10:32
Q2 2022 217 $837,770,000 +$229,938,584 -$22,070,923 +$207,867,661 DFAC, VTI, BNDX, BND, SCHO 13F-HR 08 Jul 2022, 10:49
Q1 2022 208 $689,818,000 +$109,493,391 -$156,843,277 -$47,349,886 VTI, BND, BNDX, SCHO, VBR 13F-HR 11 Apr 2022, 12:08
Q4 2021 203 $784,150,000 +$101,180,740 -$50,285,576 +$50,895,164 DFAC, VTI, SCHO, BND, BNDX 13F-HR 13 Jan 2022, 13:19
Q3 2021 199 $695,560,000 $0 $0 $0 DFAC, VTI, SCHO, DFAX, BNDX New Holdings 18 Jan 2022, 14:08
Q3 2021 204 $703,473,000 +$110,647,798 -$30,707,436 +$79,940,362 DFAC, VTI, SCHO, DFAX, BNDX 13F-HR 12 Oct 2021, 10:18
Q2 2021 204 $608,706,000 $0 $0 $0 DFAC, VTI, SCHO, BSV, DFUS New Holdings 18 Jan 2022, 13:54
Q2 2021 215 $628,353,000 +$304,182,498 -$6,279,923 +$297,902,575 DFAC, VTI, SCHO, BSV, DFUS 13F-HR 02 Jul 2021, 09:37
Q1 2021 129 $317,215,000 +$30,513,513 -$7,880,288 +$22,633,225 VTI, VXUS, BSV, BND, VIG 13F-HR 15 Apr 2021, 09:11
Q4 2020 125 $285,021,000 +$23,077,954 -$9,357,219 +$13,720,735 VTI, VXUS, BND, VIG, BSV 13F-HR 18 Feb 2021, 16:09
Q3 2020 119 $248,948,000 +$30,581,550 -$3,253,621 +$27,327,929 VTI, BND, VXUS, VIG, BNDX 13F-HR 22 Oct 2020, 14:02
Q2 2020 114 $214,605,000 +$23,638,272 -$2,513,551 +$21,124,721 VTI, BND, VXUS, VIG, BNDX 13F-HR 20 Jul 2020, 09:26
Q1 2020 102 $171,270,000 $0 $0 $0 VTI, BND, VIG, VXUS, BNDX 13F-HR 14 May 2020, 10:23