13F-HR filed by Appalachian Capital Management Ltd
Appalachian Capital Management Ltd filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-27, with 45 holding rows worth $124,931,644.
- Accession
- 0002085853-26-000508
- Filer
- CIK 2111450
- Filed
- 2026-04-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 45 entries on the cover page, a total value of $124,931,644 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,931,644 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 1,573,653 | $39,498,693 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 335,006 | $9,601,269 | dollars as filed | |
| SCHD | 808524797 | COM | 311,623 | $9,560,593 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 351,564 | $9,246,127 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F888 | TCW UNCONSTRAI | 359,962 | $8,916,261 | dollars as filed | |
| HARRIS OAKMARK ETF TRUST | 41456U205 | INTL LARGE CAP | 338,454 | $8,139,279 | dollars as filed | |
| HARRIS OAKMARK ETF TRUST | 41456U106 | OAKMARK U S LRG | 295,213 | $8,137,552 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 26,221 | $6,230,658 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,690 | $3,284,315 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 34,121 | $2,823,513 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 53,956 | $2,663,804 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 23,513 | $1,605,444 | dollars as filed | |
| Boeing Company | 097023105 | COM | 5,768 | $1,148,005 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,657 | $959,699 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 9,816 | $905,788 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,118 | $857,656 | dollars as filed | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 11,903 | $775,459 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V548 | COM | 29,635 | $659,263 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,754 | $652,050 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 25,394 | $589,654 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 12,427 | $584,426 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,224 | $562,318 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 7,579 | $554,350 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 2,100 | $518,868 | dollars as filed | |
| UNITED BANCORP INC OHIO | 909911109 | COM | 33,372 | $507,594 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,850 | $466,328 | dollars as filed | |
| WESBANCO INC | 950810101 | COM | 13,481 | $464,944 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,218 | $458,904 | dollars as filed | |
| PROSHARES TR | 74347R206 | PSHS ULTRA QQQ | 7,327 | $446,947 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A804 | TOTAL RETURN | 7,985 | $373,916 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 917 | $339,343 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 363 | $333,877 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 672 | $311,344 | dollars as filed | |
| Bit Digital, Inc. Ordinary Shares | 09174C104 | COM | 8,387 | $308,725 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 731 | $285,390 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,335 | $271,579 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,021 | $268,531 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 880 | $252,437 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 5,000 | $235,000 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,657 | $229,258 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 7,833 | $227,796 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 689 | $226,386 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 16,625 | $224,601 | dollars as filed | |
| UNITED BANKSHARES INC WEST VA COM | 909907107 | Stock | 5,000 | $207,100 | dollars as filed | |
| EON RESOURCES INC | 40472A102 | COM CL A | 20,000 | $16,600 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000508 | this filing | 2026-04-27 | acceptance time not in the bulk data set |