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Appalachian Capital Management Ltd · 13F Holdings
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Appalachian Capital Management Ltd

No.8423 Data as of 2026Q2
Latest AUM (Q2 2026)
$137.9M
QoQ Change Q1 2026
+$12.9M+10.4%
Holdings
43
New Buys
0
Adds
26
Reduces
9
Exits
2
Unchanged
8
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSCHWAB U.S. BROAD MARKET ETFSCHB
33.14%31.62%$45.7M1.6M$39.5M1.6M+3,836+0.24%Add
SSCHWAB STRATEGIC TRSCHD
7.35%7.65%$10.1M319,735$9.6M311,623+8,112+2.60%Add
SSTATE STREETSPTI
7%7.69%$9.7M340,149$9.6M335,006+5,143+1.54%Add
SSPDR SERIES TRUSTSPTL
6.7%7.4%$9.2M352,002$9.2M351,564+438+0.12%Add
FFIRST TR EXCHNG TRADED FD VIUCON
6.54%7.14%$9.0M362,396$8.9M359,962+2,434+0.68%Add
HHARRIS OAKMARK ETF TRUSTOAKI
6.38%6.51%$8.8M341,539$8.1M338,454+3,085+0.91%Add
HHARRIS OAKMARK ETF TRUSTOAKM
6.23%6.51%$8.6M304,967$8.1M295,213+9,754+3.30%Add
IINVESCO NASDAQ 100 ETFQQQM
5.83%4.99%$8.0M26,536$6.2M26,221+315+1.20%Add
VVANGUARD INDEX FDSVOO
3.04%2.63%$4.2M5,683$3.3M5,690-7-0.12%Reduce
SSELECT SECTOR SPDR TRXLF
2.08%2.13%$2.9M53,558$2.7M53,956-398-0.74%Reduce
VVANGUARD SCOTTSDALE FDSVCIT
1.97%2.26%$2.7M32,932$2.8M34,121-1,189-3.48%Reduce
FFIRST TR EXCHANGE TRADED FDRDVY
1.41%1.29%$1.9M24,049$1.6M23,513+536+2.28%Add
BOEING COBA
0.92%0.92%$1.3M5,868$1.1M5,768+100+1.73%Add
AMAZON COM INCAMZN
0.73%0.69%$1.0M4,218$857,6564,118+100+2.43%Add
PPimco Active Bond ETFBOND
0.65%0.73%$898,7709,747$905,7889,816-69-0.70%Reduce
SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE
0.65%0.62%$894,01211,944$775,45911,903+41+0.34%Add
EXXON MOBIL CORPXOM
0.57%0.77%$785,4145,745$959,6995,657+88+1.56%Add
ADVANCED MICRO DEVICES INCAMD
0.56%0.22%$775,5151,335$271,5791,33500.00%Unchanged
TESLA INCTSLA
0.54%0.52%$749,9301,783$652,0501,754+29+1.65%Add
AAlphabet Inc Class CGOOG
0.5%0.2%$692,5271,960$252,437880+1,080+122.73%Add
IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID
0.48%0.53%$655,42629,524$659,26329,635-111-0.37%Reduce
NVIDIA CORPORATIONNVDA
0.47%0.45%$645,9223,228$562,3183,224+4+0.12%Add
PPROSHARES TRQLD
0.44%0.36%$608,9116,293$446,9477,327-1,034-14.11%Reduce
FFIRST TRUSTFVD
0.43%0.47%$599,45412,442$584,42612,427+15+0.12%Add
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.43%0.47%$588,52925,444$589,65425,394+50+0.20%Add
IINVESCO S&P 500 LOW VOLATILITY ETFSPLV
0.41%0.44%$570,6177,618$554,3507,579+39+0.51%Add
CROWDSTRIKE HLDGS INCCRWD
0.4%0.23%$557,855731$285,39073100.00%Unchanged
VALERO ENERGY CORP COMVLO
0.4%0.42%$546,9242,100$518,8682,10000.00%Unchanged
UNITED BANCORP INC OHIOUBCP
0.38%0.41%$530,18733,387$507,59433,372+15+0.04%Add
IISHARES TR ISHARES SEMICDTRSOXX
0.32%0.18%$441,515689$226,38668900.00%Unchanged
BBITWISE BITCOIN ETF TRBITB
0.32%0.25%$437,66013,737$308,7258,387+5,350+63.79%Add
ELI LILLY & COLLY
0.32%0.27%$436,593364$333,877363+1+0.28%Add
SSELECT SECTOR SPDR TRXLK
0.28%0.21%$385,3842,023$268,5312,021+2+0.10%Add
IINVESCO TOTAL RETURN BOND ETFGTO
0.27%0.3%$377,8648,062$373,9167,985+77+0.96%Add
CHEVRON CORPORATIONCVX
0.27%0.37%$367,6562,218$458,9042,21800.00%Unchanged
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.25%0.25%$351,136672$311,34467200.00%Unchanged
MICROSOFT CORPMSFT
0.25%0.27%$343,363920$339,343917+3+0.33%Add
NETFLIX INCNFLX
0.25%0.37%$341,7924,787$466,3284,850-63-1.30%Reduce
WESBANCO INCWSBC
0.23%0.37%$322,7128,268$464,94413,481-5,213-38.67%Reduce
SSCHWAB USSCHA
0.2%0.18%$271,1127,504$227,7967,833-329-4.20%Reduce
VIATRIS INCVTRS
0.19%0.18%$265,89016,744$224,60116,625+119+0.72%Add
VVANGUARD INTL EQUITY INDEX FVT
0.19%0.18%$260,1371,657$229,2581,65700.00%Unchanged
EEON RESOURCES INCEONR
0.01%0.01%$8,83020,000$16,60020,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow