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Disclosery

13F-HR filed by Appalachian Capital Management Ltd

Appalachian Capital Management Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 42 holding rows worth $124,832,040.

Accession
0002085853-26-000276
Filer
CIK 2111450
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 42 entries on the cover page, a total value of $124,832,040 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,832,040 with VALUE read as dollars as filed, 13F file number 028-26590. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Broad Market ETF808524102SHS1,556,042$40,814,977dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS358,812$9,497,756dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF322,765$9,308,535dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F888TCW UNCONSTRAI353,364$8,894,162dollars as filed
HARRIS OAKMARK ETF TRUST41456U205INTL LARGE CAP320,088$8,231,801dollars as filed
SCHD808524797COM299,378$8,211,951dollars as filed
HARRIS OAKMARK ETF TRUST41456U106OAKMARK U S LRG282,979$8,025,290dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM24,765$6,263,488dollars as filed
INVESCO QQQ TR46090E103COM5,588$3,432,743dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS55,022$3,013,580dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS35,391$2,963,996dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV24,298$1,687,967dollars as filed
Boeing Company097023105COM5,338$1,158,987dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF9,969$927,888dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK13,435$870,712dollars as filed
Amazon.com, Inc023135106COM3,471$801,176dollars as filed
WESBANCO INC950810101COM22,526$748,759dollars as filed
Tesla Motors, Inc88160R101COM1,615$726,298dollars as filed
NVIDIA Corp67066G104COM3,724$694,582dollars as filed
EXXON MOBIL CORP30231G102COM5,655$680,463dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B26,594$621,509dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS13,267$611,329dollars as filed
INVESCO EXCHANGE TRADED FD T46137V548COM26,912$592,068dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL7,613$543,752dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ7,327$515,894dollars as filed
UNITED BANCORP INC OHIO909911109COM33,358$478,681dollars as filed
Netflix, Inc64110L106COM4,510$422,858dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN8,058$382,092dollars as filed
Microsoft Corp594918104COM785$379,696dollars as filed
Eli Lilly and Company532457108COM340$365,391dollars as filed
VALERO ENERGY CORP COM91913Y100Stock2,100$341,859dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1672$323,026dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM652$305,632dollars as filed
Chevron Corporation166764100COM2,000$304,820dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,018$290,580dollars as filed
Advanced Micro Devices,Inc.007903107COM1,335$285,904dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR8,431$246,860dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS7,823$222,808dollars as filed
META PLATFORMS INC CL A30303M102COM327$215,666dollars as filed
VIATRIS INC COM92556V106Stock16,987$211,483dollars as filed
ISHARES TR464287523COM688$207,339dollars as filed
EON RESOURCES INC40472A102COM CL A20,000$7,682dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000276this filing2026-02-17acceptance time not in the bulk data set