Holders — by stockHoldings — by fund
Appalachian Capital Management Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002111450
$137.9M
disclosed book value
43
positions
33.1%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 1.6M | $45.7M | 33.1% |
| 2 | SCHDSCHWAB STRATEGIC TR | 319,735 | $10.1M | 7.4% |
| 3 | SPTISPDR SERIES TRUST | 340,149 | $9.7M | 7% |
| 4 | SPTLSPDR SERIES TRUST | 352,002 | $9.2M | 6.7% |
| 5 | UCONFIRST TR EXCHNG TRADED FD VI | 362,396 | $9.0M | 6.5% |
| 6 | OAKIHARRIS OAKMARK ETF TRUST | 341,539 | $8.8M | 6.4% |
| 7 | OAKMHARRIS OAKMARK ETF TRUST | 304,967 | $8.6M | 6.2% |
| 8 | QQQMINVESCO EXCH TRADED FD TR II | 26,536 | $8.0M | 5.8% |
| 9 | QQQINVESCO QQQ TR | 5,683 | $4.2M | 3% |
| 10 | XLFSELECT SECTOR SPDR TR | 53,558 | $2.9M | 2.1% |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 32,932 | $2.7M | 2% |
| 12 | RDVYFIRST TR EXCHANGE TRADED FD | 24,049 | $1.9M | 1.4% |
| 13 | BABOEING CO | 5,868 | $1.3M | 0.9% |
| 14 | AMZNAMAZON COM INC | 4,218 | $1.0M | 0.7% |
| 15 | BONDPIMCO ETF TR | 9,747 | $898,770 | 0.7% |
| 16 | KRESPDR SERIES TRUST | 11,944 | $894,012 | 0.6% |
| 17 | EXMOCEXXON MOBIL CORP | 5,745 | $785,414 | 0.6% |
| 18 | AMDADVANCED MICRO DEVICES INC | 1,335 | $775,515 | 0.6% |
| 19 | TSLATESLA INC | 1,783 | $749,930 | 0.5% |
| 20 | GOOGALPHABET INC | 1,960 | $692,527 | 0.5% |
| 21 | PIDINVESCO EXCHANGE TRADED FD T | 29,524 | $655,426 | 0.5% |
| 22 | NVDANVIDIA CORPORATION | 3,228 | $645,922 | 0.5% |
| 23 | QLDPROSHARES TR | 6,293 | $608,911 | 0.4% |
| 24 | FVDFIRST TR EXCHANGE-TRADED FD | 12,442 | $599,454 | 0.4% |
| 25 | SCHZSCHWAB STRATEGIC TR | 25,444 | $588,529 | 0.4% |
| 26 | SPLVINVESCO EXCH TRADED FD TR II | 7,618 | $570,617 | 0.4% |
| 27 | CRWDCROWDSTRIKE HLDGS INC | 731 | $557,855 | 0.4% |
| 28 | VLOVALERO ENERGY CORP | 2,100 | $546,924 | 0.4% |
| 29 | UBCPUNITED BANCORP INC OHIO | 33,387 | $530,187 | 0.4% |
| 30 | SOXXISHARES TR | 689 | $441,515 | 0.3% |
| 31 | BITBBITWISE BITCOIN ETF TR | 13,737 | $437,660 | 0.3% |
| 32 | LLYELI LILLY & CO | 364 | $436,593 | 0.3% |
| 33 | XLKSELECT SECTOR SPDR TR | 2,023 | $385,384 | 0.3% |
| 34 | GTOINVESCO ACTIVELY MANAGED EXC | 8,062 | $377,864 | 0.3% |
| 35 | CVXCHEVRON CORPORATION | 2,218 | $367,656 | 0.3% |
| 36 | DIASTATE STR SPDR DOW JONES IND | 672 | $351,136 | 0.3% |
| 37 | MSFTMICROSOFT CORP | 920 | $343,363 | 0.2% |
| 38 | NFLXNETFLIX INC. | 4,787 | $341,792 | 0.2% |
| 39 | WSBCWESBANCO INC | 8,268 | $322,712 | 0.2% |
| 40 | SCHASCHWAB STRATEGIC TR | 7,504 | $271,112 | 0.2% |
| 41 | VTRSVIATRIS INC | 16,744 | $265,890 | 0.2% |
| 42 | VTVANGUARD INTL EQUITY INDEX F | 1,657 | $260,137 | 0.2% |
| 43 | EONREON RESOURCES INC | 20,000 | $8,830 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.