Appalachian Capital Management

Appalachian Capital Management as of June 30, 2026

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