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Appalachian Capital Management

Latest statistics and disclosures from Appalachian Capital Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111450

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Positions held by Appalachian Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Appalachian Capital Management

Appalachian Capital Management holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	32.7	$41M	1.6M	26.23	View chart
Spdr Series Trust State Street Spd (SPTL)	7.6	$9.5M	359k	26.47	View chart
Spdr Series Trust State Street Spd (SPTI)	7.5	$9.3M	323k	28.84	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	7.1	$8.9M	353k	25.17	View chart
Harris Oakmark Etf Trust Intl Large Cap	6.6	$8.2M	320k	25.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.6	$8.2M	299k	27.43	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	6.4	$8.0M	283k	28.36	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.0	$6.3M	25k	252.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$3.4M	5.6k	614.31	View chart
Select Sector Spdr Tr State Street Fin (XLF)	2.4	$3.0M	55k	54.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$3.0M	35k	83.75	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$1.7M	24k	69.47	View chart
Boeing Company (BA)	0.9	$1.2M	5.3k	217.12	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$928k	10k	93.08	View chart
Spdr Series Trust State Street Spd (KRE)	0.7	$871k	13k	64.81	View chart
Amazon (AMZN)	0.6	$801k	3.5k	230.82	View chart
WesBan (WSBC)	0.6	$749k	23k	33.24	View chart
Tesla Motors (TSLA)	0.6	$726k	1.6k	449.72	View chart
NVIDIA Corporation (NVDA)	0.6	$695k	3.7k	186.51	View chart
Exxon Mobil Corporation (XOM)	0.5	$681k	5.7k	120.33	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$622k	27k	23.37	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$611k	13k	46.08	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.5	$592k	27k	22.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$544k	7.6k	71.42	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.4	$516k	7.3k	70.41	View chart
United Ban (UBCP)	0.4	$479k	33k	14.35	View chart
Netflix (NFLX)	0.3	$423k	4.5k	93.76	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$382k	8.1k	47.42	View chart
Microsoft Corporation (MSFT)	0.3	$380k	785.00	483.69	View chart
Eli Lilly & Co. (LLY)	0.3	$365k	340.00	1074.68	View chart
Valero Energy Corporation (VLO)	0.3	$342k	2.1k	162.79	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$323k	672.00	480.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$306k	652.00	468.76	View chart
Chevron Corporation (CVX)	0.2	$305k	2.0k	152.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$291k	2.0k	143.99	View chart
Advanced Micro Devices (AMD)	0.2	$286k	1.3k	214.16	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$247k	8.4k	29.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$223k	7.8k	28.48	View chart
Meta Platforms Cl A (META)	0.2	$216k	327.00	659.53	View chart
Viatris (VTRS)	0.2	$212k	17k	12.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$207k	688.00	301.36	View chart
Eon Resources Com Cl A (EONR)	0.0	$7.7k	20k	0.38	View chart

Past Filings by Appalachian Capital Management

SEC 13F filings are viewable for Appalachian Capital Management going back to 2025

Appalachian Capital Management 2025 Q4 filed Feb. 17, 2026

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