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Filers›Family Office›Appalachian Capital Management Ltd
DOSSIER · 13F-HR · Q1 2026

Appalachian Capital Management Ltd

Appalachian's family office based in Greenwich, CT — $125M in tracked AUM across 45 positions as of Q1 2026.

A
Appalachian·Greenwich, CT·Family Office
CIK 0002111450 · last filed Mar 31, 2026
Total AUM
$125M
▼ 5.5%
vs prior
Holdings
45
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Appalachian Capital Management Ltd filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$39M1.6M31.6%
02
SPTI
SPDR SERIES TRUST
$10M335K7.7%
03
SCHD
SCHWAB STRATEGIC TR
$10M312K7.7%
04
SPTL
SPDR SERIES TRUST
$9M352K7.4%
05
UCON
FIRST TR EXCHNG TRADED FD VI
$9M360K7.1%
06
OAKI
HARRIS OAKMARK ETF TRUST
$8M338K6.5%
07
OAKM
HARRIS OAKMARK ETF TRUST
$8M295K6.5%
08
QQQM
INVESCO EXCH TRADED FD TR II
$6M26K5.0%
09
QQQ
INVESCO QQQ TR
$3M6K2.6%
10
VCIT
VANGUARD SCOTTSDALE FDS
$3M34K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Appalachian
haiku-4-5 · 45 positions indexed
Sector mix
  • Tech4%
  • Financials7%
  • Health Care8%
  • Communications38%
  • Energy16%
  • Other27%
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