Appalachian Capital Management Ltd
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Appalachian Capital Management Ltd reported 45 stock positions worth $124.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 31.6% of the portfolio, followed by SS SPDR P Int Term TSY ETF (SPTI, 7.7%) and Schwab US DVD Equity ETF (SCHD, 7.7%). Compared with Q4 2025, it opened 5 new positions, sold out of 2, added to 22 and reduced 13. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +4%) and the biggest sale SS Financial Select Sector (XLF, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ST CLAIRSVILLE, OH
- CIK
- 0002111450
- Portfolio Value
- $124.9M (Q1 2026)
- SEC Filing
- 0002085853-26-000508 ↗ filed Apr 27, 2026
Holdings Value
Holdings 45 stocks · $124.9M
| SCHB Schwab US Broad Market ETF | 31.62% | 1,573,653 | $39.5M | Add +1.1% |
| SPTI SS SPDR P Int Term TSY ETF | 7.69% | 335,006 | $9.6M | Add +3.8% |
| SCHD Schwab US DVD Equity ETF | 7.65% | 311,623 | $9.6M | Add +4.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 7.40% | 351,564 | $9.2M | Reduce -2.0% |
| UCON First Trust Smith Unconstrai | 7.14% | 359,962 | $8.9M | Add +1.9% |
| OAKI Oakmark International LC ETF | 6.51% | 338,454 | $8.1M | Add +5.7% |
| OAKM Oakmark US Large Cap ETF | 6.51% | 295,213 | $8.1M | Add +4.3% |
| QQQM Invesco Nasdaq 100 ETF | 4.99% | 26,221 | $6.2M | Add +5.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.63% | 5,690 | $3.3M | Add +1.8% |
| VCIT Vanguard Int-Term Corporate | 2.26% | 34,121 | $2.8M | Reduce -3.6% |
| XLF SS Financial Select Sector | 2.13% | 53,956 | $2.7M | Reduce -1.9% |
| RDVY First Trust Rising Dividend | 1.29% | 23,513 | $1.6M | Reduce -3.2% |
| BA The Boeing Co. | 0.92% | 5,768 | $1.1M | Add +8.1% |
| XOM Exxon Mobil Corp. | 0.77% | 5,657 | $960K | Add +0.0% |
| BOND PIMCO Active Bond Exchange-T | 0.72% | 9,816 | $906K | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.69% | 4,118 | $858K | Add +18.6% |
| KRE SS SPDR S&P Regional Bank | 0.62% | 11,903 | $775K | Reduce -11.4% |
| PID Invesco International Divide | 0.53% | 29,635 | $659K | Add +10.1% |
| TSLA Tesla Inc. | 0.52% | 1,754 | $652K | Add +8.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.47% | 25,394 | $590K | Reduce -4.5% |
| FVD First Trust Value Line DVD | 0.47% | 12,427 | $584K | Reduce -6.3% |
| NVDA Nvidia Corp. | 0.45% | 3,224 | $562K | Reduce -13.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.44% | 7,579 | $554K | Reduce -0.5% |
| VLO Valero Energy Corp. | 0.42% | 2,100 | $519K | No change |
| UBCP United Bancorp Inc. | 0.41% | 33,372 | $508K | Add +0.0% |
| NFLX Netflix Inc. | 0.37% | 4,850 | $466K | Add +7.5% |
| WSBC Wesbanco Inc. | 0.37% | 13,481 | $465K | Reduce -40.1% |
| CVX Chevron Corp. | 0.37% | 2,218 | $459K | Add +10.9% |
| QLD Proshares Ultra QQQ | 0.36% | 7,327 | $447K | No change |
| GTO Invesco Total Return Bond Et | 0.30% | 7,985 | $374K | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.27% | 917 | $339K | Add +16.8% |
| LLY Eli Lilly & Co. | 0.27% | 363 | $334K | Add +6.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.25% | 672 | $311K | No change |
| BITB Bitwise Bitcoin ETF | 0.25% | 8,387 | $309K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 731 | $285K | Add +12.1% |
| AMD Advanced Micro Devices | 0.22% | 1,335 | $272K | No change |
| XLK SS Technology Select Sector | 0.21% | 2,021 | $269K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.20% | 880 | $252K | New |
| BP BP PLC-Spons ADR | 0.19% | 5,000 | $235K | New |
| VT Vanguard Tot World STK ETF | 0.18% | 1,657 | $229K | New |
| SCHA Schwab US Small-Cap ETF | 0.18% | 7,833 | $228K | Add +0.1% |
| SOXX iShares Semiconductor ETF | 0.18% | 689 | $226K | Add +0.1% |
| VTRS Viatris Inc. | 0.18% | 16,625 | $225K | Reduce -2.1% |
| UBSI United Bankshares Inc. | 0.17% | 5,000 | $207K | New |
| EONR Eon Resources Inc. | 0.01% | 20,000 | $17K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| XLF SS Financial Select Sector | Reduce -1.9% | 2.13% | −0.28 |
| WSBC Wesbanco Inc. | Reduce -40.1% | 0.37% | −0.23 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -2.0% | 7.40% | −0.21 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.20 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.17 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.6% | 2.26% | −0.11 |
| NVDA Nvidia Corp. | Reduce -13.4% | 0.45% | −0.11 |
| KRE SS SPDR S&P Regional Bank | Reduce -11.4% | 0.62% | −0.08 |
| RDVY First Trust Rising Dividend | Reduce -3.2% | 1.29% | −0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -4.5% | 0.47% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -6.3% | 0.47% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.5% | 0.72% | −0.02 |
| GTO Invesco Total Return Bond Et | Reduce -0.9% | 0.30% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.5% | 0.44% | +0.01 |
| VTRS Viatris Inc. | Reduce -2.1% | 0.18% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Add +4.1% | 7.65% | +1.07 |
| BITB Bitwise Bitcoin ETF | New | 0.25% | +0.25 |
| SPTI SS SPDR P Int Term TSY ETF | Add +3.8% | 7.69% | +0.23 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.77% | +0.22 |
| GOOG Alphabet Inc. Class C | New | 0.20% | +0.20 |
| BP BP PLC-Spons ADR | New | 0.19% | +0.19 |
| VT Vanguard Tot World STK ETF | New | 0.18% | +0.18 |
| UBSI United Bankshares Inc. | New | 0.17% | +0.17 |
| CVX Chevron Corp. | Add +10.9% | 0.37% | +0.12 |
| OAKM Oakmark US Large Cap ETF | Add +4.3% | 6.51% | +0.08 |
| PID Invesco International Divide | Add +10.1% | 0.53% | +0.05 |
| AMZN Amazon.com Inc. | Add +18.6% | 0.69% | +0.04 |
| NFLX Netflix Inc. | Add +7.5% | 0.37% | +0.03 |
| UBCP United Bancorp Inc. | Add +0.0% | 0.41% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.18% | +0.02 |
| UCON First Trust Smith Unconstrai | Add +1.9% | 7.14% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 0.18% | +0.00 |
| BA The Boeing Co. | Add +8.1% | 0.92% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +12.1% | 0.23% | −0.02 |
| XLK SS Technology Select Sector | Add +0.1% | 0.21% | −0.02 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.27% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +5.9% | 4.99% | −0.03 |
| MSFT Microsoft Corp. | Add +16.8% | 0.27% | −0.03 |
| TSLA Tesla Inc. | Add +8.6% | 0.52% | −0.06 |
| OAKI Oakmark International LC ETF | Add +5.7% | 6.51% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 2.63% | −0.12 |
| SCHB Schwab US Broad Market ETF | Add +1.1% | 31.62% | −1.08 |