Appalachian Capital Management Ltd - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Appalachian Capital Management Ltd held in its portfolio 39 assets valued at $124,832,040 (i.e. $124.83M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($40.82M), SPDR SERIES TRUST ($19.92M), and FIRST TR EXCHNG TRADED FD VI ($8.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Appalachian Capital Management Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1556042 | 40814977 | US BRD MKT ETF |
| SPDR SERIES TRUST | 703443 | 19923863 | STATE STREET SPD |
| FIRST TR EXCHNG TRADED FD VI | 353364 | 8894162 | SMITH UNCONSTRAI |
| HARRIS OAKMARK ETF TRUST | 320088 | 8231801 | INTL LARGE CAP |
| SCHWAB STRATEGIC TR | 299378 | 8211951 | US DIVIDEND EQ |
| HARRIS OAKMARK ETF TRUST | 282979 | 8025290 | OAKMARK U S LRG |
| INVESCO EXCH TRADED FD TR II | 24765 | 6263488 | NASDAQ 100 ETF |
| INVESCO QQQ TR | 5588 | 3432743 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 55022 | 3013580 | STATE STREET FIN |
| VANGUARD SCOTTSDALE FDS | 35391 | 2963996 | INT-TERM CORP |
| FIRST TR EXCHANGE TRADED FD | 24298 | 1687967 | RISNG DIVD ACHIV |
| BOEING CO | 5338 | 1158987 | COM |
| PIMCO ETF TR | 9969 | 927888 | ACTIVE BD ETF |
| AMAZON COM INC | 3471 | 801176 | COM |
| WESBANCO INC | 22526 | 748759 | COM |
| TESLA INC | 1615 | 726298 | COM |
| NVIDIA CORPORATION | 3724 | 694582 | COM |
| EXXON MOBIL CORP | 5655 | 680463 | COM |
| SCHWAB STRATEGIC TR | 26594 | 621509 | US AGGREGATE B |
| FIRST TR EXCHANGE-TRADED FD | 13267 | 611329 | SHS |
| INVESCO EXCHANGE TRADED FD T | 26912 | 592068 | INTL DIVI ACHI |
| INVESCO EXCH TRADED FD TR II | 7613 | 543752 | S&P500 LOW VOL |
| PROSHARES TR | 7327 | 515894 | PSHS ULTRA QQQ |
| UNITED BANCORP INC OHIO | 33358 | 478681 | COM |
| NETFLIX INC | 4510 | 422858 | COM |
| INVESCO ACTIVELY MANAGED EXC | 8058 | 382092 | TOTAL RETURN |
| MICROSOFT CORP | 785 | 379696 | COM |
| ELI LILLY & CO | 340 | 365391 | COM |
| VALERO ENERGY CORP | 2100 | 341859 | COM |
| SPDR DOW JONES INDL AVERAGE | 672 | 323026 | UT SER 1 |
| CROWDSTRIKE HLDGS INC | 652 | 305632 | CL A |
| CHEVRON CORP NEW | 2000 | 304820 | COM |
| SELECT SECTOR SPDR TR | 2018 | 290580 | STATE STREET TEC |
| ADVANCED MICRO DEVICES INC | 1335 | 285904 | COM |
| SCHWAB STRATEGIC TR | 7823 | 222808 | US SML CAP ETF |
| META PLATFORMS INC | 327 | 215666 | CL A |
| VIATRIS INC | 16987 | 211483 | COM |
| ISHARES TR | 688 | 207339 | ISHARES SEMICDTR |
| EON RESOURCES INC | 20000 | 7682 | COM CL A |
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