Appalachian Capital Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$124.9M
Q ending 2026-03-31
Prior quarter
$124.8M
Q ending 2025-12-31
Change
+0.1% QoQ
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHB | Shares | $39.5M | 1.6M |
| Spdr Series Trust | SPTI | Shares | $9.6M | 335K |
| Schwab Strategic Tr | SCHD | Shares | $9.6M | 312K |
| Spdr Series Trust | SPTL | Shares | $9.2M | 352K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $8.9M | 360K |
| Harris Oakmark Etf Trust | OAKI | Shares | $8.1M | 338K |
| Harris Oakmark Etf Trust | OAKM | Shares | $8.1M | 295K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $6.2M | 26K |
| Invesco Qqq Tr | QQQ | Shares | $3.3M | 6K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.8M | 34K |
| Select Sector Spdr Tr | XLF | Shares | $2.7M | 54K |
| First Tr Exchange Traded Fd | RDVY | Shares | $1.6M | 24K |
| Boeing Co | BA | Shares | $1.1M | 6K |
| Exxon Mobil Corp | XOM | Shares | $960K | 6K |
| Pimco Etf Tr | BOND | Shares | $906K | 10K |
| Amazon Com Inc | AMZN | Shares | $858K | 4K |
| Spdr Series Trust | KRE | Shares | $775K | 12K |
| Invesco Exchange Traded Fd T | PID | Shares | $659K | 30K |
| Tesla Inc | TSLA | Shares | $652K | 2K |
| Schwab Strategic Tr | SCHZ | Shares | $590K | 25K |
| First Tr Exchange-Traded Fd | FVD | Shares | $584K | 12K |
| Nvidia Corporation | NVDA | Shares | $562K | 3K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $554K | 8K |
| Valero Energy Corp | VLO | Shares | $519K | 2K |
| United Bancorp Inc Ohio | UBCP | Shares | $508K | 33K |
| Netflix Inc. | NFLX | Shares | $466K | 5K |
| Wesbanco Inc | WSBC | Shares | $465K | 13K |
| Chevron Corporation | CVX | Shares | $459K | 2K |
| Proshares Tr | QLD | Shares | $447K | 7K |
| Invesco Actively Managed Exc | GTO | Shares | $374K | 8K |
| Microsoft Corp | MSFT | Shares | $339K | 917 |
| Eli Lilly & Co | LLY | Shares | $334K | 363 |
| State Str Spdr Dow Jones Ind | DIA | Shares | $311K | 672 |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $309K | 8K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $285K | 731 |
| Advanced Micro Devices Inc | AMD | Shares | $272K | 1K |
| Select Sector Spdr Tr | XLK | Shares | $269K | 2K |
| Alphabet Inc | GOOG | Shares | $252K | 880 |
| Bp Plc | BP | Shares | $235K | 5K |
| Vanguard Intl Equity Index F | VT | Shares | $229K | 2K |
| Schwab Strategic Tr | SCHA | Shares | $228K | 8K |
| Ishares Tr | SOXX | Shares | $226K | 689 |
| Viatris Inc | VTRS | Shares | $225K | 17K |
| United Bankshares Inc West V | UBSI | Shares | $207K | 5K |
| Eon Resources Inc | EONR | Shares | $17K | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.