§ 13F · FUND PROFILE
Appalachian Capital Management Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 42Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.56M | $40.8T | 32.7% | NEW |
| 2 | SPTL | SPDR SERIES TRUST | 359K | $9.5T | 7.6% | NEW |
| 3 | SPTI | SPDR SERIES TRUST | 323K | $9.3T | 7.5% | NEW |
| 4 | UCON | FIRST TR EXCHNG TRADED FD VI | 353K | $8.9T | 7.1% | NEW |
| 5 | OAKI | HARRIS OAKMARK ETF TRUST | 320K | $8.2T | 6.6% | NEW |
| 6 | SCHD | SCHWAB STRATEGIC TR | 299K | $8.2T | 6.6% | NEW |
| 7 | OAKM | HARRIS OAKMARK ETF TRUST | 283K | $8.0T | 6.4% | NEW |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 25K | $6.3T | 5.0% | NEW |
| 9 | QQQ | INVESCO QQQ TR | 6K | $3.4T | 2.7% | NEW |
| 10 | XLF | SELECT SECTOR SPDR TR | 55K | $3.0T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APPALACHIAN SIGNAL
AC read
Appalachian Capital Management Ltd is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed