Apella Capital, LLC
All 13F Filings
- Location
- West Hartford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,060,284
- Description
- West Hartford Connecticut based relationship driven wealth allocation platform with a limited liability advisory organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through risk budget governance and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 531 | 5,060,284 | 13F-HR | Apella Capital, LLC |
| Q3 2025 | 10/17/2025 | 473 | 4,492,414 | 13F-HR | Apella Capital, LLC |
| Q2 2025 | 7/8/2025 | 424 | 3,689,124 | 13F-HR | Apella Capital, LLC |
| Q1 2025 | 4/10/2025 | 387 | 2,913,516 | 13F-HR | Apella Capital, LLC |
| Q4 2024 | 1/14/2025 | 341 | 2,606,976 | 13F-HR | Apella Capital, LLC |
| Q3 2024 | 10/3/2024 | 320 | 2,433,194 | 13F-HR | Apella Capital, LLC |
| Q2 2024 | 7/10/2024 | 307 | 2,236,511 | 13F-HR | Apella Capital, LLC |
| Q1 2024 | 4/10/2024 | 294 | 1,982,170 | 13F-HR | Apella Capital, LLC |
| Q4 2023 | 1/5/2024 | 292 | 1,794,703 | 13F-HR | Apella Capital, LLC |
| Q3 2023 | 10/10/2023 | 259 | 1,414,905 | 13F-HR | Apella Capital, LLC |
| Q2 2023 | 7/6/2023 | 256 | 1,404,607 | 13F-HR | Apella Capital, LLC |
| Q4 2022 | 1/10/2023 | 234 | 1,097,136 | 13F-HR | Apella Capital, LLC |
| Q3 2022 | 10/11/2022 | 213 | 859,406 | 13F-HR | Apella Capital, LLC |
| Q2 2022 | 7/8/2022 | 217 | 837,770 | 13F-HR | Apella Capital, LLC |
| Q1 2022 | 4/11/2022 | 208 | 709,976 | 13F-HR | Apella Capital, LLC |
| Q4 2021 | 1/13/2022 | 203 | 784,150 | 13F-HR | Apella Capital, LLC |
| Q3 2021 | 1/18/2022 | 199 | 695,560 | 13F-HR/A - NEW HOLDINGS | Apella Capital, LLC |
| Q3 2021 | 10/12/2021 | 181 | 520,842 | 13F-HR | Apella Capital, LLC |
| Q2 2021 | 1/18/2022 | 204 | 608,706 | 13F-HR/A - NEW HOLDINGS | Apella Capital, LLC |
| Q2 2021 | 7/2/2021 | 187 | 429,229 | 13F-HR | Apella Capital, LLC |
| Q1 2021 | 4/15/2021 | 129 | 317,215 | 13F-HR | Apella Capital, LLC |
| Q4 2020 | 2/18/2021 | 125 | 285,021 | 13F-HR | Apella Capital, LLC |
| Q3 2020 | 10/22/2020 | 119 | 248,948 | 13F-HR | Apella Capital, LLC |
| Q2 2020 | 7/20/2020 | 114 | 214,605 | 13F-HR | Apella Capital, LLC |
| Q1 2020 | 5/14/2020 | 102 | 171,270 | 13F-HR | Apella Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.876 M | 76.6% | 425.5 K | 0 | 425.5 K |
| ETFs | 917.3 K | 18.1% | 113.9 K | 0 | 113.9 K |
| Debt | 164.2 K | 3.2% | 12.72 K | 0 | 12.72 K |
| Other | 100.6 K | 2.0% | 15.72 K | 0 | 15.72 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
5,060,284
Holdings
531
QoQ value change ($000)
567,870
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.