DOSSIER · 13F-HR · Q2 2026

Appalachian Capital Management Ltd

$138M in tracked AUM across 43 positions as of Q2 2026.

AC
CIK 0002111450 · last filed Jun 30, 2026
Total AUM
$138M
as of Q2 2026
Holdings
43
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Appalachian Capital Management Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$46M1.6M33.1%
02
SCHD
SCHWAB STRATEGIC TR
$10M320K7.4%
03
SPTI
SPDR SERIES TRUST
$10M340K7.0%
04
SPTL
SPDR SERIES TRUST
$9M352K6.7%
05
UCON
FIRST TR EXCHNG TRADED FD VI
$9M362K6.5%
06
OAKI
HARRIS OAKMARK ETF TRUST
$9M342K6.4%
07
OAKM
HARRIS OAKMARK ETF TRUST
$9M305K6.2%
08
QQQM
INVESCO EXCH TRADED FD TR II
$8M27K5.8%
09
QQQ
INVESCO QQQ TR
$4M6K3.0%
10
XLF
SELECT SECTOR SPDR TR
$3M54K2.1%

Filing history

2026Q2Jun 30
$138M 10.4%
43 positionsView →
2026Q1Mar 31
$125M 0.1%
45 positionsView →
2025Q4Dec 31
$125M
42 positionsView →