Appalachian Capital Management Ltd Top Holdings and 13F Report (2026) About Appalachian Capital Management LtdInvestment ActivityAppalachian Capital Management Ltd has $124.93 million in total holdings as of March 31, 2026.Appalachian Capital Management Ltd owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Appalachian Capital Management Ltd has purchased 42 new stocks and bought additional shares in 22 stocks.Appalachian Capital Management Ltd sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $39,498,693SPDR Portfolio Intermediate Term Treasury ETF $9,601,269Schwab US Dividend Equity ETF $9,560,593SPDR Portfolio Long Term Treasury ETF $9,246,127First Trust TCW Unconstrained Plus Bond ETF $8,916,261 Largest New Holdings this Quarter 09174C104 - BITWISE BITCOIN ETF TR $308,725 Holding02079K107 - Alphabet $252,437 Holding055622104 - BP $235,000 Holding922042742 - Vanguard Total World Stock ETF $229,258 Holding909907107 - United Bankshares $207,100 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 17,611 shares (about $442.04K)HARRIS OAKMARK ETF TRUST 18,366 shares (about $441.67K)Schwab US Dividend Equity ETF 12,245 shares (about $375.68K)SPDR Portfolio Intermediate Term Treasury ETF 12,241 shares (about $350.83K)Invesco NASDAQ 100 ETF 1,456 shares (about $345.98K) Largest Sales this Quarter WesBanco 9,045 shares (about $311.95K)SPDR Portfolio Long Term Treasury ETF 7,248 shares (about $190.62K)Vanguard Intermediate-Term Corporate Bond ETF 1,270 shares (about $105.09K)SPDR S&P Regional Banking ETF 1,532 shares (about $99.81K)NVIDIA 500 shares (about $87.21K) 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$39,498,693$442,036 ▲1.1%1,573,65331.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$9,601,269$350,827 ▲3.8%335,0067.7%ETFSCHDSchwab US Dividend Equity ETF$9,560,593$375,677 ▲4.1%311,6237.7%ETFSPTLSPDR Portfolio Long Term Treasury ETF$9,246,127$190,622 ▼-2.0%351,5647.4%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$8,916,261$163,433 ▲1.9%359,9627.1%ETFHARRIS OAKMARK ETF TRUST$8,139,279$441,673 ▲5.7%338,4546.5%INTL LARGE CAPHARRIS OAKMARK ETF TRUST$8,137,552$337,230 ▲4.3%295,2136.5%OAKMARK U S LRGQQQMInvesco NASDAQ 100 ETF$6,230,658$345,976 ▲5.9%26,2215.0%ETFQQQInvesco QQQ$3,284,315$58,875 ▲1.8%5,6902.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,823,513$105,093 ▼-3.6%34,1212.3%ETFXLFFinancial Select Sector SPDR Fund$2,663,804$52,628 ▼-1.9%53,9562.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$1,605,444$53,599 ▼-3.2%23,5131.3%ManufacturingBABoeing$1,148,005$85,583 ▲8.1%5,7680.9%AerospaceXOMExxonMobil$959,699$339 ▲0.0%5,6570.8%EnergyPIMCO ETF TR$905,788$14,118 ▼-1.5%9,8160.7%ACTIVE BD ETFAMZNAmazon.com$857,656$134,751 ▲18.6%4,1180.7%Retail/WholesaleKRESPDR S&P Regional Banking ETF$775,459$99,807 ▼-11.4%11,9030.6%ETFPIDInvesco International Dividend Achievers ETF$659,263$60,576 ▲10.1%29,6350.5%ManufacturingTSLATesla$652,050$51,673 ▲8.6%1,7540.5%Auto/Tires/TrucksSCHZSchwab U.S. Aggregate Bond ETF$589,654$27,864 ▼-4.5%25,3940.5%ETFFVDFirst Trust Value Line Dividend Index Fund$584,426$39,504 ▼-6.3%12,4270.5%ETFNVDANVIDIA$562,318$87,208 ▼-13.4%3,2240.5%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$554,350$2,487 ▼-0.4%7,5790.4%ETFVLOValero Energy$518,8680.0%2,1000.4%EnergyUBCPUnited Bancorp$507,594$213 ▲0.0%33,3720.4%FinanceNFLXNetflix$466,328$32,691 ▲7.5%4,8500.4%Consumer DiscretionaryWSBCWesBanco$464,944$311,952 ▼-40.2%13,4810.4%FinanceCVXChevron$458,904$45,104 ▲10.9%2,2180.4%EnergyQLDProShares Ultra QQQ$446,9470.0%7,3270.4%ETFGTOInvesco Total Return Bond ETF$373,916$3,418 ▼-0.9%7,9850.3%ETFMSFTMicrosoft$339,343$48,848 ▲16.8%9170.3%Computer and TechnologyLLYEli Lilly and Company$333,877$21,155 ▲6.8%3630.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$311,3440.0%6720.2%FinanceBITWISE BITCOIN ETF TR$308,725$308,725 ▲New Holding8,3870.2%SHS BEN INTCRWDCrowdStrike$285,390$30,842 ▲12.1%7310.2%Computer and TechnologyAMDAdvanced Micro Devices$271,5790.0%1,3350.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$268,531$399 ▲0.1%2,0210.2%ETFGOOGAlphabet$252,437$252,437 ▲New Holding8800.2%Computer and TechnologyBPBP$235,000$235,000 ▲New Holding5,0000.2%EnergyVTVanguard Total World Stock ETF$229,258$229,258 ▲New Holding1,6570.2%ETFSCHASchwab US Small-Cap ETF$227,796$291 ▲0.1%7,8330.2%ETFSOXXiShares Semiconductor ETF$226,386$329 ▲0.1%6890.2%ETFVTRSViatris$224,601$4,891 ▼-2.1%16,6250.2%MedicalUBSIUnited Bankshares$207,100$207,100 ▲New Holding5,0000.2%FinanceEON RESOURCES INC$16,6000.0%20,0000.0%COM CL ASPTSSPDR Portfolio Short Term Treasury ETF$0$246,860 ▼-100.0%00.0%ETFMETAMeta Platforms$0$215,666 ▼-100.0%00.0%Computer and TechnologyShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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