Applied Capital LLC
Applied Capital LLC is an SEC-registered investment adviser based in Little Rock, Arkansas. The firm manages investment portfolios primarily for individuals, high-net-worth individuals, and institutional clients. Founded in Arkansas, it specializes in offering tailored investment solutions and portfolio management services, leveraging diversified strategies across equities and other liquid asset classes. The firm employs a team of professionals focused on delivering transparent, client-aligned investment advice and service.
Investment Strategy
Applied Capital LLC employs a diversified investment strategy focused on long-term capital appreciation through active management of equity and ETF portfolios. Their approach emphasizes strategic asset allocation, risk management, and continual portfolio monitoring. The firm invests primarily in diversified funds such as DFAC, VOO, VEA, and VTI, seeking to deliver consistent risk-adjusted returns for a variety of clients including individuals, high-net-worth investors, and institutions. Their investment process integrates thorough fundamental analysis, regular client communication, and adherence to fiduciary standards.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 20.61% | $51.2M | 1,326,442 | $27.91 | $38.57 | +$3.9M |
V VOO | VANGUARD INDEX FDS | 13.34% | $33.1M | 54,064 | $394.36 | $612.38 | +$2.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.85% | $19.5M | 324,952 | $48.07 | $59.92 | +$1.2M |
V VTI | VANGUARD INDEX FDS | 7.61% | $18.9M | 57,560 | $215.25 | $328.17 | +$1.6M |
D DFIC | DIMENSIONAL ETF TRUST | 6.06% | $15.0M | 458,435 | $22.87 | $32.79 | +$1.2M |