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Appalachian Capital Management

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

Top 5 stock holdings are SCHB, SCHD, SPTI, SPTL, UCON, and represent 60.73% of Appalachian Capital Management's stock portfolio.
Added to shares of these 10 stocks: GOOG, OAKM, SCHD, BITB, SPTI, SCHB, QQQM, OAKI, UCON, RDVY.
Reduced shares in these 10 stocks: BP, UBSI, WSBC, QLD, VCIT, XLF, SCHA, BOND, QQQ, NFLX.
Sold out of its positions in BP, UBSI.
Appalachian Capital Management was a net buyer of stock by $823k.
Appalachian Capital Management has $138M in assets under management (AUM), dropping by 10.36%.
Central Index Key (CIK): 0002111450

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Portfolio Holdings for Appalachian Capital Management

Appalachian Capital Management holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	33.1	$46M		1.6M	28.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.4	$10M	+2%	320k	31.71	View chart
Spdr Series Trust St Inter Etf (SPTI)	7.0	$9.7M		340k	28.39	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	6.7	$9.2M		352k	26.23	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	6.5	$9.0M		362k	24.88	View chart
Harris Oakmark Etf Trust Intl Large Cap (OAKI)	6.4	$8.8M		342k	25.75	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	6.2	$8.6M	+3%	305k	28.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.8	$8.0M		27k	302.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$4.2M		5.7k	736.44	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	2.1	$2.9M		54k	53.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$2.7M	-3%	33k	82.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$1.9M	+2%	24k	81.06	View chart
Boeing Company (BA)	0.9	$1.3M		5.9k	216.47	View chart
Amazon (AMZN)	0.7	$1.0M	+2%	4.2k	238.34	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.7	$899k		9.7k	92.21	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.6	$894k		12k	74.85	View chart
Exxon Mobil Corporation (XOM)	0.6	$785k		5.7k	136.71	View chart
Advanced Micro Devices (AMD)	0.6	$776k		1.3k	580.91	View chart
Tesla Motors (TSLA)	0.5	$750k		1.8k	420.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$693k	+122%	2.0k	353.33	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.5	$655k		30k	22.20	View chart
NVIDIA Corporation (NVDA)	0.5	$646k		3.2k	200.10	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.4	$609k	-14%	6.3k	96.76	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$600k		12k	48.18	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$589k		25k	23.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$571k		7.6k	74.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$558k		731.00	763.14	View chart
Valero Energy Corporation (VLO)	0.4	$547k		2.1k	260.44	View chart
United Ban (UBCP)	0.4	$530k		33k	15.88	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$442k		689.00	640.81	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$438k	+63%	14k	31.86	View chart
Eli Lilly & Co. (LLY)	0.3	$437k		364.00	1199.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$385k		2.0k	190.50	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$378k		8.1k	46.87	View chart
Chevron Corporation (CVX)	0.3	$368k		2.2k	165.76	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$351k		672.00	522.52	View chart
Microsoft Corporation (MSFT)	0.2	$343k		920.00	373.22	View chart
Netflix (NFLX)	0.2	$342k		4.8k	71.40	View chart
WesBan (WSBC)	0.2	$323k	-38%	8.3k	39.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$271k	-4%	7.5k	36.13	View chart
Viatris (VTRS)	0.2	$266k		17k	15.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$260k		1.7k	156.99	View chart
Eon Resources Com Cl A (EONR)	0.0	$8.8k		20k	0.44	View chart

Past Filings by Appalachian Capital Management

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

Appalachian Capital Management 2026 Q2 filed July 21, 2026
Appalachian Capital Management 2026 Q1 filed April 27, 2026
Appalachian Capital Management 2025 Q4 filed Feb. 17, 2026

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