CIK 2111450
Appalachian Capital Management Ltd
Institutional 13F holdings & portfolio
Holdings
42
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–42 of 42
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 359K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 323K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 353K | $1M+ | SH |
| OAKI | HARRIS OAKMARK ETF TRUST | 320K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 299K | $1M+ | SH |
| OAKM | HARRIS OAKMARK ETF TRUST | 283K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 25K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 55K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 35K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 24K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| BOND | PIMCO ETF TR | 10K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 13K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| WSBC | WESBANCO INC | 23K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 13K | $500K+ | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 27K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| QLD | PROSHARES TR | 7K | $500K+ | SH |
| UBCP | UNITED BANCORP INC OHIO | 33K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 8K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 785 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 340 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 672 | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 652 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| META | META PLATFORMS INC | 327 | $100K–$500K | SH |
| VTRS | VIATRIS INC | 17K | $100K–$500K | SH |
| SOXX | ISHARES TR | 688 | $100K–$500K | SH |
| EONR | EON RESOURCES INC | 20K | $1K–$15K | SH |