§ 13F · FUND PROFILE
Appalachian Capital Management Ltd.
AUM · $138M (13F)Positions · 43Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.58M | $46M | 33.1% | ±0% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 320K | $10M | 7.4% | +3% |
| 3 | SPTI | SPDR SERIES TRUST | 340K | $10M | 7.0% | +2% |
| 4 | SPTL | SPDR SERIES TRUST | 352K | $9M | 6.7% | ±0% |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | 362K | $9M | 6.5% | +1% |
| 6 | OAKI | HARRIS OAKMARK ETF TRUST | 342K | $9M | 6.4% | +1% |
| 7 | OAKM | HARRIS OAKMARK ETF TRUST | 305K | $9M | 6.2% | +3% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 27K | $8M | 5.8% | +1% |
| 9 | QQQ | INVESCO QQQ TR | 6K | $4M | 3.0% | ±0% |
| 10 | XLF | SELECT SECTOR SPDR TR | 54K | $3M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APPALACHIAN SIGNAL
AC read
Appalachian Capital Management Ltd is a Other fund managing $138 million in assets. The fund runs a portfolio of 43 positions.
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