Appalachian Capital Management Ltd
Q3 2026 13F filing
Updated 22 days ago48 disclosed positions worth $139.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $46.2M | 1.58M | 33.12% | Trimmed(-0.1%) |
| 2 | S SCHWAB STRATEGIC TR | $10.5M | 321.3K | 7.50% | Added(+0.5%) |
| 3 | S SPDR SERIES TRUST | $9.6M | 350.1K | 6.85% | Added(+2.9%) |
| 4 | ? N/A HARRIS OAKMARK ETF TRUST | $9M | 307.0K | 6.47% | Added(+0.7%) |
| 5 | ? N/A HARRIS OAKMARK ETF TRUST | $8.8M | 343.2K | 6.32% | Added(+0.5%) |
| 6 | F FIRST TR EXCHNG TRADED FD VI | $8.7M | 367.3K | 6.26% | Added(+1.4%) |
| 7 | S SPDR SERIES TRUST | $8.6M | 360.2K | 6.16% | Added(+2.3%) |
| 8 | E INVESCO EXCH TRADED FD TR II | $8.1M | 26.5K | 5.80% | Added(+0.0%) |
| 9 | Q INVESCO QQQ TR | $4.2M | 5.7K | 3.01% | Trimmed(-0.3%) |
| 10 | S SELECT SECTOR SPDR TR | $2.9M | 53.5K | 2.05% | Trimmed(-0.2%) |
| 11 | V VANGUARD SCOTTSDALE FDS | $2.7M | 34.0K | 1.91% | Added(+3.3%) |
| 12 | F FIRST TR EXCHANGE TRADED FD | $1.9M | 24.5K | 1.37% | Added(+1.7%) |
| 13 | B BOEING CO | $1.1M | 5.9K | 0.78% | Trimmed(-0.3%) |
| 14 | A AMAZON COM INC | $1.1M | 4.2K | 0.75% | Unchanged |
| 15 | X EXXONMOBIL HOLDINGS CORP | $935K | 5.7K | 0.67% | — |
| 16 | M SPDR SERIES TRUST | $832K | 12.0K | 0.60% | Added(+0.4%) |
| 17 | P PIMCO ETF TR | $821K | 9.4K | 0.59% | Trimmed(-3.1%) |
| 18 | N NVIDIA CORPORATION | $817K | 3.6K | 0.59% | Added(+10.9%) |
| 19 | A ADVANCED MICRO DEVICES INC | $817K | 1.3K | 0.59% | Unchanged |
| 20 | V VALERO ENERGY CORP | $814K | 2.1K | 0.58% | Unchanged |
| 21 | C CROWDSTRIKE HLDGS INC | $774K | 2.9K | 0.56% | Added(+300.0%) |
| 22 | G ALPHABET INC | $719K | 2.1K | 0.52% | Added(+7.7%) |
| 23 | T TESLA INC | $633K | 1.8K | 0.45% | Unchanged |
| 24 | I INVESCO EXCHANGE TRADED FD T | $597K | 27.9K | 0.43% | Trimmed(-5.5%) |
| 25 | F FIRST TR EXCHANGE-TRADED FD | $578K | 12.3K | 0.41% | Trimmed(-0.9%) |
| 26 | S SCHWAB STRATEGIC TR | $566K | 25.6K | 0.41% | Added(+0.7%) |
| 27 | I INVESCO EXCH TRADED FD TR II | $540K | 7.7K | 0.39% | Added(+0.5%) |
| 28 | U UNITED BANCORP INC OHIO | $494K | 33.4K | 0.35% | Added(+0.0%) |
| 29 | M MICROSOFT CORP | $473K | 922 | 0.34% | Added(+0.2%) |
| 30 | B BITWISE BITCOIN ETF TR | $458K | 10.1K | 0.33% | Trimmed(-26.5%) |
| 31 | C CHEVRON CORPORATION | $453K | 2.2K | 0.32% | Unchanged |
| 32 | L ELI LILLY & CO | $421K | 364 | 0.30% | Unchanged |
| 33 | S SPACE EXPLORATION TECHN CORP | $421K | 2.8K | 0.30% | — |
| 34 | S SELECT SECTOR SPDR TR | $396K | 2.0K | 0.28% | Added(+0.1%) |
| 35 | E ISHARES TR | $392K | 689 | 0.28% | Unchanged |
| 36 | I INVESCO ACTIVELY MANAGED EXC | $363K | 8.2K | 0.26% | Added(+1.1%) |
| 37 | K PROSHARES TR | $353K | 3.7K | 0.25% | Trimmed(-41.3%) |
| 38 | D STATE STR SPDR DOW JONES IND | $342K | 672 | 0.25% | Unchanged |
| 39 | W WESBANCO INC | $312K | 8.3K | 0.22% | Added(+0.8%) |
| 40 | V VIATRIS INC | $299K | 16.9K | 0.21% | Added(+0.7%) |
| 41 | N NETFLIX INC. | $279K | 4.0K | 0.20% | Trimmed(-16.3%) |
| 42 | V VANGUARD INTL EQUITY INDEX F | $262K | 1.7K | 0.19% | Unchanged |
| 43 | S SCHWAB STRATEGIC TR | $246K | 7.5K | 0.18% | Added(+0.3%) |
| 44 | M META PLATFORMS INC | $238K | 328 | 0.17% | — |
| 45 | B BP PLC | $220K | 5.0K | 0.16% | — |
| 46 | S SANDISK CORP | $212K | 122 | 0.15% | — |
| 47 | K PROSHARES TR | $174K | 15.6K | 0.13% | — |
| 48 | E EON RESOURCES INC | $10K | 20.0K | 0.01% | Unchanged |