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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 2026-06-30, filed 2026-07-21, with 43 holding rows worth $137,870,297.

Accession
0002085853-26-000793
Filer
CIK 2111450
Filed
2026-07-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 43 entries on the cover page, a total value of $137,870,297 stated on the cover page (in dollars after the unit check, H1), rows summing to $137,870,297 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 ETF808524102SHS1,577,489$45,684,088dollars as filed
SCHD808524797COM319,735$10,138,807dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF340,149$9,656,825dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS352,002$9,233,024dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F888TCW UNCONSTRAI362,396$9,016,407dollars as filed
HARRIS OAKMARK ETF TRUST41456U205INTL LARGE CAP341,539$8,795,826dollars as filed
HARRIS OAKMARK ETF TRUST41456U106OAKMARK U S LRG304,967$8,590,926dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM26,536$8,039,532dollars as filed
INVESCO QQQ TR46090E103COM5,683$4,185,166dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS53,558$2,871,233dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS32,932$2,721,830dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV24,049$1,949,432dollars as filed
Boeing Company097023105COM5,868$1,270,246dollars as filed
Amazon.com, Inc023135106COM4,218$1,005,318dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF9,747$898,770dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK11,944$894,012dollars as filed
EXXON MOBIL CORP30231G102COM5,745$785,414dollars as filed
Advanced Micro Devices,Inc.007903107COM1,335$775,515dollars as filed
Tesla Motors, Inc88160R101COM1,783$749,930dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,960$692,527dollars as filed
INVESCO EXCHANGE TRADED FD T46137V548COM29,524$655,426dollars as filed
NVIDIA Corp67066G104COM3,228$645,922dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ6,293$608,911dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS12,442$599,454dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B25,444$588,529dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL7,618$570,617dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM731$557,855dollars as filed
VALERO ENERGY CORP COM91913Y100Stock2,100$546,924dollars as filed
UNITED BANCORP INC OHIO909911109COM33,387$530,187dollars as filed
ISHARES TR464287523COM689$441,515dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM13,737$437,660dollars as filed
Eli Lilly and Company532457108COM364$436,593dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,023$385,384dollars as filed
INVESCO ACTIVELY MANAGED EXC46090A804TOTAL RETURN8,062$377,864dollars as filed
Chevron Corporation166764100COM2,218$367,656dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1672$351,136dollars as filed
Microsoft Corp594918104COM920$343,363dollars as filed
Netflix, Inc64110L106COM4,787$341,792dollars as filed
WESBANCO INC950810101COM8,268$322,712dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS7,504$271,112dollars as filed
VIATRIS INC COM92556V106Stock16,744$265,890dollars as filed
Vanguard Total World Stock ETF922042742SHS1,657$260,137dollars as filed
EON RESOURCES INC40472A102COM CL A20,000$8,830dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000793this filing2026-07-21acceptance time not in the bulk data set