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Appalachian Capital Management Ltd 13F holdings

Filed 2026-07-21 · Appalachian Capital Management Ltd · 43 positions · $137.9M

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TickerCompanySharesValue% of portfolio
SCHBSCHWAB STRATEGIC TR1.6M$45.7M33.1%
SCHDSCHWAB STRATEGIC TR319.7K$10.1M7.4%
SPTISPDR SERIES TRUST340.1K$9.7M7.0%
SPTLSPDR SERIES TRUST352.0K$9.2M6.7%
UCONFIRST TR EXCHNG TRADED FD VI362.4K$9.0M6.5%
—HARRIS OAKMARK ETF TRUST341.5K$8.8M6.4%
OAKMHARRIS OAKMARK ETF TRUST305.0K$8.6M6.2%
QQQMINVESCO EXCH TRADED FD TR II26.5K$8.0M5.8%
QQQINVESCO QQQ TR5.7K$4.2M3.0%
XLFSELECT SECTOR SPDR TR53.6K$2.9M2.1%
VCITVANGUARD SCOTTSDALE FDS32.9K$2.7M2.0%
RDVYFIRST TR EXCHANGE TRADED FD24.0K$1.9M1.4%
BABOEING CO5.9K$1.3M0.9%
AMZNAMAZON COM INC4.2K$1.0M0.7%
BONDPIMCO ETF TR9.7K$898,7700.7%
XNTKSPDR SERIES TRUST11.9K$894,0120.6%
EXMOCEXXON MOBIL CORP5.7K$785,4140.6%
AMDADVANCED MICRO DEVICES INC1.3K$775,5150.6%
TSLATESLA INC1.8K$749,9300.5%
GOOGALPHABET INC2.0K$692,5270.5%
PIDINVESCO EXCHANGE TRADED FD T29.5K$655,4260.5%
NVDANVIDIA CORPORATION3.2K$645,9220.5%
QLDPROSHARES TR6.3K$608,9110.4%
FVDFIRST TR EXCHANGE-TRADED FD12.4K$599,4540.4%
SCHZSCHWAB STRATEGIC TR25.4K$588,5290.4%
SPLVINVESCO EXCH TRADED FD TR II7.6K$570,6170.4%
CRWDCROWDSTRIKE HLDGS INC731$557,8550.4%
VLOVALERO ENERGY CORP2.1K$546,9240.4%
—UNITED BANCORP INC OHIO33.4K$530,1870.4%
SOXXISHARES TR689$441,5150.3%
BITBBITWISE BITCOIN ETF TR13.7K$437,6600.3%
LLYELI LILLY & CO364$436,5930.3%
XLKSELECT SECTOR SPDR TR2.0K$385,3840.3%
GTOINVESCO ACTIVELY MANAGED EXC8.1K$377,8640.3%
CVXCHEVRON CORPORATION2.2K$367,6560.3%
DIASTATE STR SPDR DOW JONES IND672$351,1360.3%
MSFTMICROSOFT CORP920$343,3630.2%
NFLXNETFLIX INC.4.8K$341,7920.2%
WSBCWESBANCO INC8.3K$322,7120.2%
SCHASCHWAB STRATEGIC TR7.5K$271,1120.2%
VTRSVIATRIS INC16.7K$265,8900.2%
VTVANGUARD INTL EQUITY INDEX F1.7K$260,1370.2%
—EON RESOURCES INC20.0K$8,8300.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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