Appalachian Capital Management Ltd

Est. AUM

$124.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US BRD MKT ETF	$39.5M	1573653	31.62%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$9.6M	335006	7.68%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.6M	311623	7.65%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$9.2M	351564	7.40%	SOLE
5	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$8.9M	359962	7.14%	SOLE
6	HARRIS OAKMARK ETF TRUST	INTL LARGE CAP	$8.1M	338454	6.51%	SOLE
7	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$8.1M	295213	6.51%	SOLE
8	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.2M	26221	4.99%	SOLE
9	INVESCO QQQ TR	UNIT SER 1	$3.3M	5690	2.63%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.8M	34121	2.26%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET FIN	$2.7M	53956	2.13%	SOLE
12	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.6M	23513	1.28%	SOLE
13	BOEING CO	COM	$1.1M	5768	0.92%	SOLE
14	EXXON MOBIL CORP	COM	$960K	5657	0.77%	SOLE
15	PIMCO ETF TR	ACTIVE BD ETF	$906K	9816	0.73%	SOLE
16	AMAZON COM INC	COM	$858K	4118	0.69%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$775K	11903	0.62%	SOLE
18	INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$659K	29635	0.53%	SOLE
19	TESLA INC	COM	$652K	1754	0.52%	SOLE
20	SCHWAB STRATEGIC TR	US AGGREGATE B	$590K	25394	0.47%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	SHS	$584K	12427	0.47%	SOLE
22	NVIDIA CORPORATION	COM	$562K	3224	0.45%	SOLE
23	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$554K	7579	0.44%	SOLE
24	VALERO ENERGY CORP	COM	$519K	2100	0.42%	SOLE
25	UNITED BANCORP INC OHIO	COM	$508K	33372	0.41%	SOLE
26	NETFLIX INC.	COM	$466K	4850	0.37%	SOLE
27	WESBANCO INC	COM	$465K	13481	0.37%	SOLE
28	CHEVRON CORPORATION	COM	$459K	2218	0.37%	SOLE
29	PROSHARES TR	PSHS ULTRA QQQ	$447K	7327	0.36%	SOLE
30	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$374K	7985	0.30%	SOLE
31	MICROSOFT CORP	COM	$339K	917	0.27%	SOLE
32	ELI LILLY & CO	COM	$334K	363	0.27%	SOLE
33	STATE STR SPDR DOW JONES IND	UT SER 1	$311K	672	0.25%	SOLE
34	BITWISE BITCOIN ETF TR	SHS BEN INT	$309K	8387	0.25%	SOLE
35	CROWDSTRIKE HLDGS INC	CL A	$285K	731	0.23%	SOLE
36	ADVANCED MICRO DEVICES INC	COM	$272K	1335	0.22%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET TEC	$269K	2021	0.22%	SOLE
38	ALPHABET INC	CAP STK CL C	$252K	880	0.20%	SOLE
39	BP PLC	SPONSORED ADR	$235K	5000	0.19%	SOLE
40	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$229K	1657	0.18%	SOLE
41	SCHWAB STRATEGIC TR	US SML CAP ETF	$228K	7833	0.18%	SOLE
42	ISHARES TR	ISHARES SEMICDTR	$226K	689	0.18%	SOLE
43	VIATRIS INC	COM	$225K	16625	0.18%	SOLE
44	UNITED BANKSHARES INC WEST V	COM	$207K	5000	0.17%	SOLE
45	EON RESOURCES INC	COM CL A	$17K	20000	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.