Appalachian Capital Management Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Appalachian Capital Management Ltd reported 42 stock positions worth $124.8 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 32.7% of the portfolio, followed by SS SPDR PF LNG TRM TSY E-Usd (SPTL, 7.6%) and SS SPDR P Int Term TSY ETF (SPTI, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- ST CLAIRSVILLE, OH
- CIK
- 0002111450
- Portfolio Value
- $124.8M (Q4 2025)
- SEC Filing
- 0002085853-26-000276 ↗ filed Feb 17, 2026
Holdings Value
Holdings 42 stocks · $124.8M
| SCHB Schwab US Broad Market ETF | 32.70% | 1,556,042 | $40.8M | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 7.61% | 358,812 | $9.5M | — |
| SPTI SS SPDR P Int Term TSY ETF | 7.46% | 322,765 | $9.3M | — |
| UCON First Trust Smith Unconstrai | 7.12% | 353,364 | $8.9M | — |
| OAKI Oakmark International LC ETF | 6.59% | 320,088 | $8.2M | — |
| SCHD Schwab US DVD Equity ETF | 6.58% | 299,378 | $8.2M | — |
| OAKM Oakmark US Large Cap ETF | 6.43% | 282,979 | $8.0M | — |
| QQQM Invesco Nasdaq 100 ETF | 5.02% | 24,765 | $6.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.75% | 5,588 | $3.4M | — |
| XLF SS Financial Select Sector | 2.41% | 55,022 | $3.0M | — |
| VCIT Vanguard Int-Term Corporate | 2.37% | 35,391 | $3.0M | — |
| RDVY First Trust Rising Dividend | 1.35% | 24,298 | $1.7M | — |
| BA The Boeing Co. | 0.93% | 5,338 | $1.2M | — |
| BOND PIMCO Active Bond Exchange-T | 0.74% | 9,969 | $928K | — |
| KRE SS SPDR S&P Regional Bank | 0.70% | 13,435 | $871K | — |
| AMZN Amazon.com Inc. | 0.64% | 3,471 | $801K | — |
| WSBC Wesbanco Inc. | 0.60% | 22,526 | $749K | — |
| TSLA Tesla Inc. | 0.58% | 1,615 | $726K | — |
| NVDA Nvidia Corp. | 0.56% | 3,724 | $695K | — |
| XOM Exxon Mobil Corp. | 0.55% | 5,655 | $680K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.50% | 26,594 | $622K | — |
| FVD First Trust Value Line DVD | 0.49% | 13,267 | $611K | — |
| PID Invesco International Divide | 0.47% | 26,912 | $592K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.44% | 7,613 | $544K | — |
| QLD Proshares Ultra QQQ | 0.41% | 7,327 | $516K | — |
| UBCP United Bancorp Inc. | 0.38% | 33,358 | $479K | — |
| NFLX Netflix Inc. | 0.34% | 4,510 | $423K | — |
| GTO Invesco Total Return Bond Et | 0.31% | 8,058 | $382K | — |
| MSFT Microsoft Corp. | 0.30% | 785 | $380K | — |
| LLY Eli Lilly & Co. | 0.29% | 340 | $365K | — |
| VLO Valero Energy Corp. | 0.27% | 2,100 | $342K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 672 | $323K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 652 | $306K | — |
| CVX Chevron Corp. | 0.24% | 2,000 | $305K | — |
| XLK SS Technology Select Sector | 0.23% | 2,018 | $291K | — |
| AMD Advanced Micro Devices | 0.23% | 1,335 | $286K | — |
| SPTS SS SPDR P St Term TSY ETF | 0.20% | 8,431 | $247K | — |
| SCHA Schwab US Small-Cap ETF | 0.18% | 7,823 | $223K | — |
| META Meta Platforms Inc. Class A | 0.17% | 327 | $216K | — |
| VTRS Viatris Inc. | 0.17% | 16,987 | $211K | — |
| SOXX iShares Semiconductor ETF | 0.17% | 688 | $207K | — |
| EONR Eon Resources Inc. | 0.01% | 20,000 | $8K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.