Appalachian Capital Management Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Appalachian Capital Management Ltd reported 43 stock positions worth $137.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 33.1% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.4%) and SS SPDR P Int Term TSY ETF (SPTI, 7.0%). Compared with Q1 2026, it sold out of 2, added to 26 and reduced 9. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +0%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ST CLAIRSVILLE, OH
- CIK
- 0002111450
- Portfolio Value
- $137.9M (Q2 2026)
- SEC Filing
- 0002085853-26-000793 ↗ filed Jul 21, 2026
Holdings Value
Holdings 43 stocks · $137.9M
| SCHB Schwab US Broad Market ETF | 33.14% | 1,577,489 | $45.7M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 7.35% | 319,735 | $10.1M | Add +2.6% |
| SPTI SS SPDR P Int Term TSY ETF | 7.00% | 340,149 | $9.7M | Add +1.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 6.70% | 352,002 | $9.2M | Add +0.1% |
| UCON First Trust Smith Unconstrai | 6.54% | 362,396 | $9.0M | Add +0.7% |
| OAKI Oakmark International LC ETF | 6.38% | 341,539 | $8.8M | Add +0.9% |
| OAKM Oakmark US Large Cap ETF | 6.23% | 304,967 | $8.6M | Add +3.3% |
| QQQM Invesco Nasdaq 100 ETF | 5.83% | 26,536 | $8.0M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.04% | 5,683 | $4.2M | Reduce -0.1% |
| XLF SS Financial Select Sector | 2.08% | 53,558 | $2.9M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 1.97% | 32,932 | $2.7M | Reduce -3.5% |
| RDVY First Trust Rising Dividend | 1.41% | 24,049 | $1.9M | Add +2.3% |
| BA The Boeing Co. | 0.92% | 5,868 | $1.3M | Add +1.7% |
| AMZN Amazon.com Inc. | 0.73% | 4,218 | $1.0M | Add +2.4% |
| BOND PIMCO Active Bond Exchange-T | 0.65% | 9,747 | $899K | Reduce -0.7% |
| KRE SS SPDR S&P Regional Bank | 0.65% | 11,944 | $894K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.57% | 5,745 | $785K | Add +1.6% |
| AMD Advanced Micro Devices | 0.56% | 1,335 | $776K | No change |
| TSLA Tesla Inc. | 0.54% | 1,783 | $750K | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.50% | 1,960 | $693K | Add +122.7% |
| PID Invesco International Divide | 0.48% | 29,524 | $655K | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.47% | 3,228 | $646K | Add +0.1% |
| QLD Proshares Ultra QQQ | 0.44% | 6,293 | $609K | Reduce -14.1% |
| FVD First Trust Value Line DVD | 0.43% | 12,442 | $599K | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.43% | 25,444 | $589K | Add +0.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.41% | 7,618 | $571K | Add +0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.40% | 731 | $558K | No change |
| VLO Valero Energy Corp. | 0.40% | 2,100 | $547K | No change |
| UBCP United Bancorp Inc. | 0.38% | 33,387 | $530K | Add +0.0% |
| SOXX iShares Semiconductor ETF | 0.32% | 689 | $442K | No change |
| BITB Bitwise Bitcoin ETF | 0.32% | 13,737 | $438K | Add +63.8% |
| LLY Eli Lilly & Co. | 0.32% | 364 | $437K | Add +0.3% |
| XLK SS Technology Select Sector | 0.28% | 2,023 | $385K | Add +0.1% |
| GTO Invesco Total Return Bond Et | 0.27% | 8,062 | $378K | Add +1.0% |
| CVX Chevron Corp. | 0.27% | 2,218 | $368K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.25% | 672 | $351K | No change |
| MSFT Microsoft Corp. | 0.25% | 920 | $343K | Add +0.3% |
| NFLX Netflix Inc. | 0.25% | 4,787 | $342K | Reduce -1.3% |
| WSBC Wesbanco Inc. | 0.23% | 8,268 | $323K | Reduce -38.7% |
| SCHA Schwab US Small-Cap ETF | 0.20% | 7,504 | $271K | Reduce -4.2% |
| VTRS Viatris Inc. | 0.19% | 16,744 | $266K | Add +0.7% |
| VT Vanguard Tot World STK ETF | 0.19% | 1,657 | $260K | No change |
| EONR Eon Resources Inc. | 0.01% | 20,000 | $9K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VCIT Vanguard Int-Term Corporate | Reduce -3.5% | 1.97% | −0.29 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.19 |
| UBSI United Bankshares Inc. | Sold out | 0.00% | −0.17 |
| WSBC Wesbanco Inc. | Reduce -38.7% | 0.23% | −0.14 |
| NFLX Netflix Inc. | Reduce -1.3% | 0.25% | −0.13 |
| BOND PIMCO Active Bond Exchange-T | Reduce -0.7% | 0.65% | −0.07 |
| PID Invesco International Divide | Reduce -0.4% | 0.48% | −0.05 |
| XLF SS Financial Select Sector | Reduce -0.7% | 2.08% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.2% | 0.20% | +0.01 |
| QLD Proshares Ultra QQQ | Reduce -14.1% | 0.44% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 3.04% | +0.41 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHB Schwab US Broad Market ETF | Add +0.2% | 33.14% | +1.52 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.2% | 5.83% | +0.84 |
| GOOG Alphabet Inc. Class C | Add +122.7% | 0.50% | +0.30 |
| RDVY First Trust Rising Dividend | Add +2.3% | 1.41% | +0.13 |
| BITB Bitwise Bitcoin ETF | Add +63.8% | 0.32% | +0.07 |
| XLK SS Technology Select Sector | Add +0.1% | 0.28% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.32% | +0.05 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.73% | +0.04 |
| KRE SS SPDR S&P Regional Bank | Add +0.3% | 0.65% | +0.03 |
| TSLA Tesla Inc. | Add +1.6% | 0.54% | +0.02 |
| NVDA Nvidia Corp. | Add +0.1% | 0.47% | +0.02 |
| VTRS Viatris Inc. | Add +0.7% | 0.19% | +0.01 |
| BA The Boeing Co. | Add +1.7% | 0.92% | +0.00 |
| UBCP United Bancorp Inc. | Add +0.0% | 0.38% | −0.02 |
| MSFT Microsoft Corp. | Add +0.3% | 0.25% | −0.02 |
| GTO Invesco Total Return Bond Et | Add +1.0% | 0.27% | −0.03 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.5% | 0.41% | −0.03 |
| FVD First Trust Value Line DVD | Add +0.1% | 0.43% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.2% | 0.43% | −0.05 |
| OAKI Oakmark International LC ETF | Add +0.9% | 6.38% | −0.14 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.57% | −0.20 |
| OAKM Oakmark US Large Cap ETF | Add +3.3% | 6.23% | −0.28 |
| SCHD Schwab US DVD Equity ETF | Add +2.6% | 7.35% | −0.30 |
| UCON First Trust Smith Unconstrai | Add +0.7% | 6.54% | −0.60 |
| SPTI SS SPDR P Int Term TSY ETF | Add +1.5% | 7.00% | −0.68 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +0.1% | 6.70% | −0.70 |