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CIK: 0002111450
Total reported value
$139.4M
$139.4M
43 檔
60.1%
The Q2 2026 SEC filing reveals that Appalachian Capital Management Ltd held a total portfolio value of $139.4M, covering 43 public equity positions.
In Q2 2026, Appalachian Capital Management Ltd displayed an active expansion posture, initiating 0 new positions and adding to 26 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 | 33.14% | -0.02% | +0.24% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.35% | +0.15% | +2.60% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.00% | -0.15% | +1.54% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 6.70% | -0.54% | +0.12% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-Other | 6.54% | -0.28% | +0.68% | |
| 6 | OAKI | Oakmark International Lc ETF | ETF-Other | 6.38% | -0.06% | +0.91% | |
| 7 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 6.23% | +0.24% | +3.30% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.83% | -0.03% | +1.20% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.04% | -0.03% | -0.12% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.08% | -0.03% | -0.74% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.97% | -0.06% | -3.48% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.41% | -0.04% | +2.28% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.92% | -0.14% | +1.73% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | +2.43% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.65% | -0.06% | -0.70% | |
| 16 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.65% | -0.05% | +0.34% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.57% | EXIT | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +0.03% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.09% | +1.65% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.02% | +122.73% | |
| 21 | PID | Invesco International Divide | ETF-Other | 0.48% | -0.05% | -0.37% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.12% | +0.12% | |
| 23 | QLD | Proshares Ultra Qqq | ETF-Other | 0.44% | -0.19% | -14.11% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 0.43% | -0.02% | +0.12% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.43% | -0.02% | +0.20% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.41% | -0.02% | +0.51% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.40% | +0.16% | — | |
| 28 | VLO | Valero Energy CORP | Stock-Energy | 0.40% | +0.18% | — | |
| 29 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.38% | -0.03% | +0.04% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.32% | -0.04% | — | |
| 31 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.32% | +0.01% | +63.79% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | -0.02% | +0.28% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | — | +0.10% | |
| 34 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.27% | -0.01% | +0.96% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.27% | +0.05% | — | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.25% | — | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.09% | +0.33% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | -0.05% | -1.30% | |
| 39 | WSBC | Wesbanco Inc | Stock-Other | 0.23% | -0.01% | -38.67% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.20% | -0.02% | -4.20% | |
| 41 | VTRS | Viatris Inc | Stock-Healthcare | 0.19% | +0.02% | +0.72% | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.19% | — | — | |
| 43 | EONR | Eon Resources Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +1.5% | +0.24% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.8% | +1.20% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.12% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.3% | — | Unchanged |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +122.73% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | — | Unchanged |
| 7 | SOXX | Ishares Semiconductor ETF | +0.1% | — | Unchanged |
| 8 | RDVY | First Trust Rising Dividend | +0.1% | +2.28% | Add |
| 9 | QLD | Proshares Ultra Qqq | +0.1% | -14.11% | Trim |
| 10 | BITB | Bitwise Bitcoin ETF | +0.1% | +63.79% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.1% | +0.10% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +0.28% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +2.43% | Add |
| 14 | KRE | Ss Spdr S&p Regional Bank | 0% | +0.34% | Add |
| 15 | TSLA | Tesla Inc | 0% | +1.65% | Add |
| 16 | NVDA | Nvidia CORP | 0% | +0.12% | Add |
| 17 | SCHA | Schwab US Small-cap ETF | 0% | -4.20% | Trim |
| 18 | VTRS | Viatris Inc | 0% | +0.72% | Add |
| 19 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 20 | BA | Boeing Co/the | — | +1.73% | Add |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 22 | EONR | Eon Resources Inc | — | — | Unchanged |
| 23 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 24 | MSFT | Microsoft CORP | 0% | +0.33% | Add |
| 25 | UBCP | United Bancorp Inc/ohio | 0% | +0.04% | Add |
| 26 | SPLV | Invesco S&p 500 Low Volatili | 0% | +0.51% | Add |
| 27 | GTO | Invesco Total Return Bond Et | 0% | +0.96% | Add |
| 28 | FVD | First Trust Value Line Dvd | 0% | +0.12% | Add |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +0.20% | Add |
| 30 | XLF | Ss Financial Select Sector | -0.1% | -0.74% | Trim |
| 31 | PID | Invesco International Divide | -0.1% | -0.37% | Trim |
| 32 | BOND | Pimco Active Bond Exchange-t | -0.1% | -0.70% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 34 | NFLX | Netflix Inc | -0.1% | -1.30% | Trim |
| 35 | OAKI | Oakmark International Lc ETF | -0.1% | +0.91% | Add |
| 36 | WSBC | Wesbanco Inc | -0.1% | -38.67% | Trim |
| 37 | UBSI | United Bankshares Inc | -0.2% | EXIT | Sold out |
| 38 | BP | Bp Plc-spons Adr | -0.2% | EXIT | Sold out |
| 39 | XOM | Exxon Mobil CORP | -0.2% | +1.56% | Add |
| 40 | OAKM | Oakmark US Large Cap ETF | -0.3% | +3.30% | Add |
| 41 | VCIT | Vanguard Int-term Corporate | -0.3% | -3.48% | Trim |
| 42 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +2.60% | Add |
| 43 | UCON | First Trust Smith Unconstrai | -0.6% | +0.68% | Add |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.7% | +1.54% | Add |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.7% | +0.12% | Add |
According to official SEC Form 13F filings, Appalachian Capital Management Ltd reported a total U.S. public equity portfolio value of $139.4M across 43 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, SCHD, SPTI) accounted for 60.1% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
BP
前期市值: $235.0K
During Q2 2026, Appalachian Capital Management Ltd's top holdings by market value included SCHB (33.1%)、SCHD (7.3%)、SPTI (7.0%). The largest single position, SCHB, represented 33.1% of total portfolio value.
In Q2 2026, Appalachian Capital Management Ltd made 37 total portfolio adjustments, initiating 0 new buys, adding to 26 positions, trimming 9 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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