Appalachian Capital Management Ltd Portfolio Stock Holdings
Appalachian Capital Management Ltd disclosed 45 stock positions valued at approximately $124.9 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SPDR SERIES TRUST, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 45
- Portfolio Value
- $124.9M
Holdings by Sector
Appalachian Capital Management Ltd Portfolio Holdings in Q1 2026
42 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 31.62% | 1,573,653 | +17,611 | +1.13% | $39,498,693 |
| SPDR SERIES TRUST | SPTI | Other | 7.69% | 335,006 | +12,241 | +3.79% | $9,601,269 |
| SCHWAB STRATEGIC TR | SCHD | Other | 7.65% | 311,623 | +12,245 | +4.09% | $9,560,593 |
| SPDR SERIES TRUST | SPTL | Other | 7.40% | 351,564 | -7,248 | -2.02% | $9,246,127 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 7.14% | 359,962 | +6,598 | +1.87% | $8,916,261 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.99% | 26,221 | +1,456 | +5.88% | $6,230,658 |
| INVESCO QQQ TR | QQQ | Other | 2.63% | 5,690 | +102 | +1.83% | $3,284,315 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.26% | 34,121 | -1,270 | -3.59% | $2,823,513 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.13% | 53,956 | -1,066 | -1.94% | $2,663,804 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.29% | 23,513 | -785 | -3.23% | $1,605,444 |
| BOEING CO | BA | Industrials | 0.92% | 5,768 | +430 | +8.06% | $1,148,005 |
| EXXON MOBIL CORP | XOM | Energy | 0.77% | 5,657 | +2 | +0.04% | $959,699 |
| PIMCO ETF TR | BOND | Other | 0.73% | 9,816 | -153 | -1.53% | $905,788 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.69% | 4,118 | +647 | +18.64% | $857,656 |
| SPDR SERIES TRUST | KRE | Other | 0.62% | 11,903 | -1,532 | -11.40% | $775,459 |
| INVESCO EXCHANGE TRADED FD T | PID | Other | 0.53% | 29,635 | +2,723 | +10.12% | $659,263 |
| TESLA INC | TSLA | Consumer Cyclical | 0.52% | 1,754 | +139 | +8.61% | $652,050 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.47% | 25,394 | -1,200 | -4.51% | $589,654 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.47% | 12,427 | -840 | -6.33% | $584,426 |
| NVIDIA CORPORATION | NVDA | Technology | 0.45% | 3,224 | -500 | -13.43% | $562,318 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.44% | 7,579 | -34 | -0.45% | $554,350 |
| VALERO ENERGY CORP | VLO | Energy | 0.42% | 2,100 | - | - | $518,868 |
| UNITED BANCORP INC OHIO | UBCP | Financial Services | 0.41% | 33,372 | +14 | +0.04% | $507,594 |
| NETFLIX INC. | NFLX | Communication Services | 0.37% | 4,850 | +340 | +7.54% | $466,328 |
| WESBANCO INC | WSBC | Financial Services | 0.37% | 13,481 | -9,045 | -40.15% | $464,944 |
| CHEVRON CORPORATION | CVX | Energy | 0.37% | 2,218 | +218 | +10.90% | $458,904 |
| PROSHARES TR | QLD | Other | 0.36% | 7,327 | - | - | $446,947 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.30% | 7,985 | -73 | -0.91% | $373,916 |
| MICROSOFT CORP | MSFT | Technology | 0.27% | 917 | +132 | +16.82% | $339,343 |
| ELI LILLY & CO | LLY | Healthcare | 0.27% | 363 | +23 | +6.76% | $333,877 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.25% | 672 | - | - | $311,344 |
| BITWISE BITCOIN ETF TR | BITB | Other | 0.25% | 8,387 | +8,387 | +100.00% | $308,725 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.23% | 731 | +79 | +12.12% | $285,390 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.22% | 1,335 | - | - | $271,579 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.21% | 2,021 | +3 | +0.15% | $268,531 |
| ALPHABET INC | GOOG | Communication Services | 0.20% | 880 | +880 | +100.00% | $252,437 |
| BP PLC | BP | Energy | 0.19% | 5,000 | +5,000 | +100.00% | $235,000 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.18% | 1,657 | +1,657 | +100.00% | $229,258 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.18% | 7,833 | +10 | +0.13% | $227,796 |
| ISHARES TR | SOXX | Other | 0.18% | 689 | +1 | +0.15% | $226,386 |
| VIATRIS INC | VTRS | Healthcare | 0.18% | 16,625 | -362 | -2.13% | $224,601 |
| UNITED BANKSHARES INC WEST V | UBSI | Financial Services | 0.17% | 5,000 | +5,000 | +100.00% | $207,100 |