account_balance
Investment manager · 13F filer · SEC CIK 2111450
Appalachian Capital Management Ltd
Reported value$139Mas of Sep 30, 2026
Positions48 5 new, 0 sold out
Top 10 weight83.5%SCHB alone is 33%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
33.1%
SCHDSchwab Strategic Tr
7.5%
SPTISPDR Series Trust
6.9%Added +3%
OAKMHarris Oakmark ETF Trust
6.5%
OAKIHarris Oakmark ETF Trust
6.3%
UCONFirst Tr Exchng Traded Fd Vi
6.3%
SPTLSPDR Series Trust
6.2%Added +2%
QQQMInvesco Exch Traded Fd Tr II
5.8%
QQQInvesco QQQ Tr
3.0%
XLF2.0%
VCITVanguard Scottsdale FDS
1.9%
RDVY
SCHBSchwab Strategic Tr
33.1%
SCHDSchwab Strategic Tr
7.5%
SPTISPDR Series Trust
6.9%+3%
OAKMHarris Oakmark ETF Trust
6.5%
OAKIHarris Oakmark ETF Trust
6.3%
UCONFirst Tr Exchng Traded Fd Vi
6.3%
SPTLSPDR Series Trust
6.2%+2%
QQQMInvesco Exch Traded Fd Tr II
5.8%
QQQ3.0%
XLF
RDVY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 33.1% Held
SCHD Schwab Strategic Tr 7.5% Held
SPTI SPDR Series Trust 6.9% Added +3%
OAKM Harris Oakmark ETF Trust 6.5% Held
OAKI Harris Oakmark ETF Trust 6.3% Held
UCON First Tr Exchng Traded Fd Vi 6.3% Held
SPTL SPDR Series Trust 6.2% Added +2%
QQQM Invesco Exch Traded Fd Tr II 5.8% Held
QQQ Invesco QQQ Tr 3.0% Held
XLF Select Sector SPDR Tr 2.0% Held
VCIT Vanguard Scottsdale FDS 1.9% Added +3%
RDVY First Tr Exchange Traded Fd 1.4% Held
What changed
Biggest moves since Jun 30, 2026
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