DOSSIER · 13F-HR · Q3 2026

Appalachian Capital Management Ltd

$139M in tracked AUM across 48 positions as of Q3 2026.

AC
CIK 0002111450 · last filed Sep 30, 2026
Total AUM
$139M
as of Q3 2026
Holdings
48
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Appalachian Capital Management Ltd filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$46M1.6M33.1%
02
SCHD
SCHWAB STRATEGIC TR
$10M321K7.5%
03
SPTI
SPDR SERIES TRUST
$10M350K6.9%
04
OAKM
HARRIS OAKMARK ETF TRUST
$9M307K6.5%
05
OAKI
HARRIS OAKMARK ETF TRUST
$9M343K6.3%
06
UCON
FIRST TR EXCHNG TRADED FD VI
$9M367K6.3%
07
SPTL
SPDR SERIES TRUST
$9M360K6.2%
08
QQQM
INVESCO EXCH TRADED FD TR II
$8M27K5.8%
09
QQQ
INVESCO QQQ TR
$4M6K3.0%
10
XLF
SELECT SECTOR SPDR TR
$3M53K2.0%

Filing history

2026Q3Sep 30
$139M▲ 1.1%
48 positionsView →
2026Q2Jun 30
$138M▲ 10.4%
43 positionsView →
2026Q1Mar 31
$125M▲ 0.1%
45 positionsView →
2025Q4Dec 31
$125M—
42 positionsView →