Total reported value
$124.9M
Reporting period: 2026-03-31 · Number of holdings: 45
Appalachian Capital Management Ltd disclosed 45 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $124.9M and a quarterly turnover rate of 6.1%.
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Trim SCHB
+1.1% -$1.3M
Add SCHD
+4.1% $1.3M
Trim XLF
-1.9% -$349.8K
Add SPTI
+3.8% $292.7K
Trim WSBC
-40.2% -$283.8K
Add XOM
+0.0% $279.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 31.62% | -1.08% | +1.13% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 7.69% | +0.23% | +3.79% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.65% | +1.07% | +4.09% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 7.40% | -0.21% | -2.02% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-Other | 7.14% | +0.02% | +1.87% | |
| 6 | OAKI | Oakmark International Lc ETF | ETF-Other | 6.51% | -0.07% | +5.74% | |
| 7 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 6.51% | +0.08% | +4.32% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.99% | -0.03% | +5.88% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.63% | -0.12% | +1.83% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.26% | -0.11% | -3.59% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.13% | -0.28% | -1.94% | |
| 12 | RDVY | First Trust Rising Dividend | ETF-Other | 1.29% | -0.06% | -3.23% | |
| 13 | BA | Boeing Co/the | Stock-Industrials | 0.92% | -0.01% | +8.06% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | +0.22% | +0.04% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.73% | -0.02% | -1.53% | |
| 16 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.69% | +0.05% | +18.64% | |
| 17 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.62% | -0.08% | -11.40% | |
| 18 | PID | Invesco International Divide | ETF-Other | 0.53% | +0.06% | +10.12% | |
| 19 | TSLA | Tesla INC | Stock-Consumer Disc | 0.52% | -0.06% | +8.61% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.03% | -4.51% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 0.47% | -0.02% | -6.33% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.11% | -13.43% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.44% | — | -0.45% | |
| 24 | VLO | Valero Energy CORP | Stock-Energy | 0.42% | +0.15% | — | |
| 25 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.41% | +0.03% | +0.04% | |
| 26 | NFLX | Netflix INC | Stock-Comm Services | 0.37% | +0.03% | +7.54% | |
| 27 | WSBC | Wesbanco INC | Stock-Other | 0.37% | -0.23% | -40.15% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.37% | +0.13% | +10.90% | |
| 29 | QLD | Proshares Ultra Qqq | ETF-Other | 0.36% | -0.05% | — | |
| 30 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.30% | -0.01% | -0.91% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.03% | +16.82% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | -0.02% | +6.76% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.25% | -0.01% | — | |
| 34 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.25% | +0.25% | NEW | |
| 35 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.23% | -0.01% | +12.12% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | -0.01% | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | -0.02% | +0.15% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.20% | NEW | |
| 39 | BP | Bp Plc-spons Adr | Stock-Energy | 0.19% | +0.19% | NEW | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.18% | +0.18% | NEW | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.18% | — | +0.13% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.18% | +0.01% | +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% | NEW | |
| 45 | EONR | Eon Resources INC | Stock-Other | 0.01% | — | — |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+7.1%
Based on 5 months of available history
Based on 82% of reported portfolio value with available pricing
Appalachian Capital Management Ltd's most significant position changes for 2026-03-31: New buy: Bitwise Bitcoin ETF (BITB); New buy: Alphabet Inc-cl C (GOOG); Sold out: Ss Spdr P St Term Tsy ETF (SPTS); New buy: Bp Plc-spons Adr (BP); New buy: Vanguard Tot World Stk ETF (VT).
| # | 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 |
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