Appalachian Capital Management

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

  • Top 5 stock holdings are SCHB, SPTI, SCHD, SPTL, UCON, and represent 61.49% of Appalachian Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: SCHB, OAKI, SCHD, SPTI, QQQM, OAKM, BITB, GOOG, BP, VT.
  • Started 5 new stock positions in UBSI, BP, GOOG, VT, BITB.
  • Reduced shares in these 10 stocks: WSBC, , , SPTL, VCIT, KRE, NVDA, RDVY, XLF, FVD.
  • Sold out of its positions in META, SPTS.
  • Appalachian Capital Management was a net buyer of stock by $2.8M.
  • Appalachian Capital Management has $125M in assets under management (AUM), dropping by 0.08%.
  • Central Index Key (CIK): 0002111450

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Portfolio Holdings for Appalachian Capital Management

Appalachian Capital Management holds 45 positions in its portfolio as reported in the March 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) 31.6 $40M 1.6M 25.10
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Spdr Series Trust State Street Spd (SPTI) 7.7 $9.6M +3% 335k 28.66
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Schwab Strategic Tr Us Dividend Eq (SCHD) 7.7 $9.6M +4% 312k 30.68
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Spdr Series Trust State Street Spd (SPTL) 7.4 $9.2M -2% 352k 26.30
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First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 7.1 $8.9M 360k 24.77
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Harris Oakmark Etf Trust Intl Large Cap (OAKI) 6.5 $8.1M +5% 339k 24.05
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Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 6.5 $8.1M +4% 295k 27.57
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.0 $6.2M +5% 26k 237.62
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $3.3M 5.7k 577.21
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $2.8M -3% 34k 82.75
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Select Sector Spdr Tr State Street Fin (XLF) 2.1 $2.7M 54k 49.37
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.3 $1.6M -3% 24k 68.28
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Boeing Company (BA) 0.9 $1.1M +8% 5.8k 199.03
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Exxon Mobil Corporation (XOM) 0.8 $960k 5.7k 169.65
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Pimco Etf Tr Active Bd Etf (BOND) 0.7 $906k 9.8k 92.28
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Amazon (AMZN) 0.7 $858k +18% 4.1k 208.27
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Spdr Series Trust State Street Spd (KRE) 0.6 $776k -11% 12k 65.15
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.5 $659k +10% 30k 22.25
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Tesla Motors (TSLA) 0.5 $652k +8% 1.8k 371.75
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $590k -4% 25k 23.22
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First Tr Exchange-traded SHS (FVD) 0.5 $584k -6% 12k 47.03
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NVIDIA Corporation (NVDA) 0.5 $562k -13% 3.2k 174.42
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $554k 7.6k 73.14
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Valero Energy Corporation (VLO) 0.4 $519k 2.1k 247.08
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United Ban (UBCP) 0.4 $508k 33k 15.21
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Netflix (NFLX) 0.4 $466k +7% 4.9k 96.15
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WesBan (WSBC) 0.4 $465k -40% 14k 34.49
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Chevron Corporation (CVX) 0.4 $459k +10% 2.2k 206.90
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Proshares Tr Pshs Ultra Qqq (QLD) 0.4 $447k 7.3k 61.00
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Invesco Actively Managed Exc Total Return (GTO) 0.3 $374k 8.0k 46.83
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Microsoft Corporation (MSFT) 0.3 $339k +16% 917.00 370.06
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Eli Lilly & Co. (LLY) 0.3 $334k +6% 363.00 919.77
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $311k 672.00 463.31
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $309k NEW 8.4k 36.81
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $285k +12% 731.00 390.41
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Advanced Micro Devices (AMD) 0.2 $272k 1.3k 203.43
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Select Sector Spdr Tr State Street Tec (XLK) 0.2 $269k 2.0k 132.87
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Alphabet Cap Stk Cl C (GOOG) 0.2 $252k NEW 880.00 286.86
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BP Sponsored Adr (BP) 0.2 $235k NEW 5.0k 47.00
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $229k NEW 1.7k 138.36
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $228k 7.8k 29.08
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $226k 689.00 328.57
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Viatris (VTRS) 0.2 $225k -2% 17k 13.51
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United Bankshares (UBSI) 0.2 $207k NEW 5.0k 41.42
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Eon Resources Com Cl A (EONR) 0.0 $17k 20k 0.83
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Past Filings by Appalachian Capital Management

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