Appalachian Capital Management Ltd Top Holdings and 13F Report (2026) About Appalachian Capital Management LtdInvestment ActivityAppalachian Capital Management Ltd has $137.87 million in total holdings as of June 30, 2026.Appalachian Capital Management Ltd owns shares of 43 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.25% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Appalachian Capital Management Ltd has purchased 45 new stocks and bought additional shares in 26 stocks.Appalachian Capital Management Ltd sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $45,684,088Schwab US Dividend Equity ETF $10,138,807SPDR Portfolio Intermediate Term Treasury ETF $9,656,825SPDR Portfolio Long Term Treasury ETF $9,233,024First Trust TCW Unconstrained Plus Bond ETF $9,016,407 Largest Purchases this Quarter Alphabet 1,080 shares (about $381.60K)HARRIS OAKMARK ETF TRUST 9,754 shares (about $274.77K)Schwab US Dividend Equity ETF 8,112 shares (about $257.23K)BITWISE BITCOIN ETF TR 5,350 shares (about $170.45K)SPDR Portfolio Intermediate Term Treasury ETF 5,143 shares (about $146.01K) Largest Sales this Quarter WesBanco 5,213 shares (about $203.47K)ProShares Ultra QQQ 1,034 shares (about $100.05K)Vanguard Intermediate-Term Corporate Bond ETF 1,189 shares (about $98.27K)Financial Select Sector SPDR Fund 398 shares (about $21.34K)Schwab US Small-Cap ETF 329 shares (about $11.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppalachian Capital Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$45,684,088$111,091 â–²0.2%1,577,48933.1%ETFSCHDSchwab US Dividend Equity ETF$10,138,807$257,232 â–²2.6%319,7357.4%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$9,656,825$146,010 â–²1.5%340,1497.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$9,233,024$11,489 â–²0.1%352,0026.7%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$9,016,407$60,558 â–²0.7%362,3966.5%ETFHARRIS OAKMARK ETF TRUST$8,795,826$79,450 â–²0.9%341,5396.4%INTL LARGE CAPHARRIS OAKMARK ETF TRUST$8,590,926$274,770 â–²3.3%304,9676.2%OAKMARK U S LRGQQQMInvesco NASDAQ 100 ETF$8,039,532$95,435 â–²1.2%26,5365.8%ETFQQQInvesco QQQ$4,185,166$5,155 â–¼-0.1%5,6833.0%FinanceXLFFinancial Select Sector SPDR Fund$2,871,233$21,337 â–¼-0.7%53,5582.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,721,830$98,271 â–¼-3.5%32,9322.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,949,432$43,449 â–²2.3%24,0491.4%ManufacturingBABoeing$1,270,246$21,647 â–²1.7%5,8680.9%AerospaceAMZNAmazon.com$1,005,318$23,834 â–²2.4%4,2180.7%Retail/WholesalePIMCO ETF TR$898,770$6,362 â–¼-0.7%9,7470.7%ACTIVE BD ETFKRESPDR S&P Regional Banking ETF$894,012$3,069 â–²0.3%11,9440.6%ETFXOMExxonMobil$785,414$12,031 â–²1.6%5,7450.6%EnergyAMDAdvanced Micro Devices$775,5150.0%1,3350.6%Computer and TechnologyTSLATesla$749,930$12,197 â–²1.7%1,7830.5%Auto/Tires/TrucksGOOGAlphabet$692,527$381,597 â–²122.7%1,9600.5%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$655,426$2,464 â–¼-0.4%29,5240.5%ManufacturingNVDANVIDIA$645,922$800 â–²0.1%3,2280.5%Computer and TechnologyQLDProShares Ultra QQQ$608,911$100,050 â–¼-14.1%6,2930.4%ETFFVDFirst Trust Value Line Dividend Index Fund$599,454$723 â–²0.1%12,4420.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$588,529$1,157 â–²0.2%25,4440.4%ETFSPLVInvesco S&P 500 Low Volatility ETF$570,617$2,921 â–²0.5%7,6180.4%ETFCRWDCrowdStrike$557,8550.0%7310.4%Computer and TechnologyVLOValero Energy$546,9240.0%2,1000.4%EnergyUBCPUnited Bancorp$530,187$238 â–²0.0%33,3870.4%FinanceSOXXiShares Semiconductor ETF$441,5150.0%6890.3%ETFBITWISE BITCOIN ETF TR$437,660$170,451 â–²63.8%13,7370.3%SHS BEN INTLLYEli Lilly and Company$436,593$1,199 â–²0.3%3640.3%MedicalXLKTechnology Select Sector SPDR Fund$385,384$381 â–²0.1%2,0230.3%ETFGTOInvesco Total Return Bond ETF$377,864$3,609 â–²1.0%8,0620.3%ETFCVXChevron$367,6560.0%2,2180.3%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$351,1360.0%6720.3%FinanceMSFTMicrosoft$343,363$1,120 â–²0.3%9200.2%Computer and TechnologyNFLXNetflix$341,792$4,498 â–¼-1.3%4,7870.2%Consumer DiscretionaryWSBCWesBanco$322,712$203,471 â–¼-38.7%8,2680.2%FinanceSCHASchwab US Small-Cap ETF$271,112$11,886 â–¼-4.2%7,5040.2%ETFVTRSViatris$265,890$1,890 â–²0.7%16,7440.2%MedicalVTVanguard Total World Stock ETF$260,1370.0%1,6570.2%ETFEON RESOURCES INC$8,8300.0%20,0000.0%COM CL ABPBP$0$235,000 â–¼-100.0%00.0%EnergyUBSIUnited Bankshares$0$207,100 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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