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CIK: 0002111450
Total reported value
$137.9M
$137.9M
45 檔
55.7%
At the close of Q1 2026, Appalachian Capital Management Ltd disclosed equity holdings valued at approximately $137.9M, spread across 45 reported holdings.
In Q1 2026, Appalachian Capital Management Ltd displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 31.62% | +1.52% | +1.13% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.69% | -0.69% | +3.79% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.65% | -0.30% | +4.09% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 7.40% | -0.70% | -2.02% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-Other | 7.14% | -0.60% | +1.87% | |
| 6 | OAKI | Oakmark International Lc ETF | ETF-Other | 6.51% | -0.14% | +5.74% | |
| 7 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 6.51% | -0.28% | +4.32% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.99% | +0.84% | +5.88% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.63% | +0.41% | +1.83% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.26% | -0.29% | -3.59% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.13% | -0.05% | -1.94% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.29% | +0.12% | -3.23% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.92% | — | +8.06% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.20% | +0.04% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.73% | -0.07% | -1.53% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.04% | +18.64% | |
| 17 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.62% | +0.03% | -11.40% | |
| 18 | PID | Invesco International Divide | ETF-Other | 0.53% | -0.05% | +10.12% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.02% | +8.61% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.04% | -4.51% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 0.47% | -0.04% | -6.33% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.02% | -13.43% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.44% | -0.03% | -0.45% | |
| 24 | VLO | Valero Energy CORP | Stock-Energy | 0.42% | -0.02% | — | |
| 25 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.41% | -0.03% | +0.04% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.12% | +7.54% | |
| 27 | WSBC | Wesbanco Inc | Stock-Other | 0.37% | -0.14% | -40.15% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.10% | +10.90% | |
| 29 | QLD | Proshares Ultra Qqq | ETF-Other | 0.36% | +0.08% | — | |
| 30 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.30% | -0.03% | -0.91% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.02% | +16.82% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.05% | +6.76% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.25% | — | — | |
| 34 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.25% | +0.07% | — | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.23% | +0.17% | +12.12% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.34% | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | +0.07% | +0.15% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.30% | — | |
| 39 | BP | Bp Plc-spons Adr | Stock-Energy | 0.19% | -0.19% | EXIT | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | +0.01% | — | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.18% | +0.02% | +0.13% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.18% | +0.14% | +0.15% | |
| 43 | VTRS | Viatris Inc | Stock-Healthcare | 0.18% | +0.01% | -2.13% | |
| 44 | UBSI | United Bankshares Inc | Stock-Financials | 0.17% | -0.17% | EXIT | |
| 45 | EONR | Eon Resources Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +1.1% | +4.09% | Add |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +3.79% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +0.04% | Add |
| 4 | VLO | Valero Energy CORP | +0.2% | — | Unchanged |
| 5 | CVX | Chevron CORP | +0.1% | +10.90% | Add |
| 6 | OAKM | Oakmark US Large Cap ETF | +0.1% | +4.32% | Add |
| 7 | PID | Invesco International Divide | +0.1% | +10.12% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +18.64% | Add |
| 9 | NFLX | Netflix Inc | 0% | +7.54% | Add |
| 10 | UBCP | United Bancorp Inc/ohio | 0% | +0.04% | Add |
| 11 | UCON | First Trust Smith Unconstrai | 0% | +1.87% | Add |
| 12 | SOXX | Ishares Semiconductor ETF | 0% | +0.15% | Add |
| 13 | VTRS | Viatris Inc | 0% | -2.13% | Trim |
| 14 | SPLV | Invesco S&p 500 Low Volatili | — | -0.45% | Trim |
| 15 | EONR | Eon Resources Inc | — | — | Unchanged |
| 16 | SCHA | Schwab US Small-cap ETF | — | +0.13% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | 0% | +12.12% | Add |
| 18 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 20 | BA | Boeing Co/the | 0% | +8.06% | Add |
| 21 | GTO | Invesco Total Return Bond Et | 0% | -0.91% | Trim |
| 22 | LLY | Eli Lilly & Co | 0% | +6.76% | Add |
| 23 | FVD | First Trust Value Line Dvd | 0% | -6.33% | Trim |
| 24 | BOND | Pimco Active Bond Exchange-t | 0% | -1.53% | Trim |
| 25 | XLK | Ss Technology Select Sector | 0% | +0.15% | Add |
| 26 | MSFT | Microsoft CORP | 0% | +16.82% | Add |
| 27 | QQQM | Invesco Nasdaq 100 ETF | 0% | +5.88% | Add |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | 0% | -4.51% | Trim |
| 29 | QLD | Proshares Ultra Qqq | -0.1% | — | Unchanged |
| 30 | RDVY | First Trust Rising Dividend | -0.1% | -3.23% | Trim |
| 31 | TSLA | Tesla Inc | -0.1% | +8.61% | Add |
| 32 | OAKI | Oakmark International Lc ETF | -0.1% | +5.74% | Add |
| 33 | KRE | Ss Spdr S&p Regional Bank | -0.1% | -11.40% | Trim |
| 34 | VCIT | Vanguard Int-term Corporate | -0.1% | -3.59% | Trim |
| 35 | NVDA | Nvidia CORP | -0.1% | -13.43% | Trim |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.83% | Add |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.2% | -2.02% | Trim |
| 38 | WSBC | Wesbanco Inc | -0.2% | -40.15% | Trim |
| 39 | XLF | Ss Financial Select Sector | -0.3% | -1.94% | Trim |
| 40 | SCHB | Schwab US Broad Market ETF | -1.1% | +1.13% | Add |
| 41 | BITB | Bitwise Bitcoin ETF | — | NEW | New buy |
| 42 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | — | EXIT | Sold out |
| 44 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 45 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 46 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 47 | UBSI | United Bankshares Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Appalachian Capital Management Ltd reported a total U.S. public equity portfolio value of $137.9M across 45 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, SPTI, SCHD) accounted for 55.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BITB
市值: $308.7K
Top Position Liquidated / Trimmed
SPTS
前期市值: $246.9K
During Q1 2026, Appalachian Capital Management Ltd's top holdings by market value included SCHB (31.6%)、SPTI (7.7%)、SCHD (7.7%). The largest single position, SCHB, represented 31.6% of total portfolio value.
In Q1 2026, Appalachian Capital Management Ltd made 42 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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