Appalachian Capital Management Ltd — 13F holdings

Appalachian Capital Management Ltd reported 48 holdings worth $139M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. SCHB Schwab Strategic Tr — $46.2M (33.1%)
2. SCHD SCHWAB STRATEGIC TR — $10.5M (7.5%)
3. SPTI SPDR SERIES TRUST — $9.55M (6.9%)
4. OAKM HARRIS OAKMARK ETF TRUST — $9.01M (6.5%)
5. OAKI HARRIS OAKMARK ETF TRUST — $8.81M (6.3%)
6. UCON FIRST TR EXCHNG TRADED FD VI — $8.72M (6.3%)
7. SPTL SPDR SERIES TRUST — $8.59M (6.2%)
8. QQQM INVESCO EXCH TRADED FD TR II — $8.09M (5.8%)
9. QQQ Invesco Qqq Tr — $4.19M (3.0%)
10. XLF SELECT SECTOR SPDR TR — $2.86M (2.0%)