# Appalachian Capital Management Ltd: Form 13F holdings

An institutional investment manager in ST CLAIRSVILLE, OH. SEC CIK 2111450.

- Quarter ended: 2026-06-30
- Filed: 2026-07-21
- Reported value: $137.9m
- Positions: 43 (43 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2111450/000208585326000793/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $45.7m | 33.1% | 1,577,489 |  | Added +3,836 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $10.1m | 7.4% | 319,735 |  | Added +8,112 |
| SPDR SERIES TRUST | ST INTER ETF | $9.7m | 7.0% | 340,149 |  | Added +5,143 |
| SPDR SERIES TRUST | ST LON TREAS ETF | $9.2m | 6.7% | 352,002 |  | Added +438 |
| FIRST TR EXCHNG TRADED FD VI | SMIT UNCO BD ETF | $9.0m | 6.5% | 362,396 |  | Added +2,434 |
| HARRIS OAKMARK ETF TRUST | INTL LARGE CAP | $8.8m | 6.4% | 341,539 |  | Added +3,085 |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $8.6m | 6.2% | 304,967 |  | Added +9,754 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $8.0m | 5.8% | 26,536 |  | Added +315 |
| INVESCO QQQ TR | UNIT SER 1 | $4.2m | 3.0% | 5,683 |  | Reduced −7 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $2.9m | 2.1% | 53,558 |  | Reduced −398 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.7m | 2.0% | 32,932 |  | Reduced −1,189 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.9m | 1.4% | 24,049 |  | Added +536 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $1.3m | 0.9% | 5,868 |  | Added +100 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.0m | 0.7% | 4,218 |  | Added +100 |
| PIMCO ETF TR | ACTIVE BD ETF | $898.8k | 0.7% | 9,747 |  | Reduced −69 |
| SPDR SERIES TRUST | ST STR SP REGBNK | $894.0k | 0.6% | 11,944 |  | Added +41 |
| EXXON MOBIL CORP | COM | $785.4k | 0.6% | 5,745 |  | Added +88 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $775.5k | 0.6% | 1,335 |  | Unchanged |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $749.9k | 0.5% | 1,783 |  | Added +29 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $692.5k | 0.5% | 1,960 |  | Added +1,080 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $655.4k | 0.5% | 29,524 |  | Reduced −111 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $645.9k | 0.5% | 3,228 |  | Added +4 |
| PROSHARES TR | PSHS ULTRA QQQ | $608.9k | 0.4% | 6,293 |  | Reduced −1,034 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $599.5k | 0.4% | 12,442 |  | Added +15 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $588.5k | 0.4% | 25,444 |  | Added +50 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $570.6k | 0.4% | 7,618 |  | Added +39 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $557.9k | 0.4% | 731 |  | Unchanged |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $546.9k | 0.4% | 2,100 |  | Unchanged |
| [UNITED BANCORP INC OHIO (UBCP)](/companies/ubcp.md) | COM | $530.2k | 0.4% | 33,387 |  | Added +15 |
| ISHARES TR | ISHARES SEMICDTR | $441.5k | 0.3% | 689 |  | Unchanged |
| [BITWISE BITCOIN ETF TR (BITB)](/companies/bitb.md) | SHS BEN INT | $437.7k | 0.3% | 13,737 |  | Added +5,350 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $436.6k | 0.3% | 364 |  | Added +1 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $385.4k | 0.3% | 2,023 |  | Added +2 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $377.9k | 0.3% | 8,062 |  | Added +77 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $367.7k | 0.3% | 2,218 |  | Unchanged |
| [STATE STR SPDR DOW JONES IND (DIA)](/companies/dia.md) | UT SER 1 | $351.1k | 0.3% | 672 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $343.4k | 0.2% | 920 |  | Added +3 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $341.8k | 0.2% | 4,787 |  | Reduced −63 |
| [WESBANCO INC (WSBC)](/companies/wsbc.md) | COM | $322.7k | 0.2% | 8,268 |  | Reduced −5,213 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $271.1k | 0.2% | 7,504 |  | Reduced −329 |
| [VIATRIS INC (VTRS)](/companies/vtrs.md) | COM | $265.9k | 0.2% | 16,744 |  | Added +119 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $260.1k | 0.2% | 1,657 |  | Unchanged |
| [EON RESOURCES INC (EONR)](/companies/eonr.md) | COM CL A | $8.8k | <0.1% | 20,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −5,000 |
| [UNITED BANKSHARES INC WEST V (UBSI)](/companies/ubsi.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0002085853-26-000793. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.