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Appalachian Capital Management Ltd

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13F filer, CIK 2111450, ST CLAIRSVILLE, OH

Appalachian Capital Management Ltd reported $139,416,658 across 48 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 83.52% of the portfolio.

Accepted , ingested 13F-HR 0002085853-26-001181

Period
2026-09-30
Reported value
$139M
Holdings
48
Top 10 weight
83.52%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XOMnew+5,747$935K
CRWDadded+2,193$581K
SPCXnew+2,791$421K
SPTIadded+9,951$271K
METAnew+328$238K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XOMexited-5,745-$785K
QLDreduced-2,600-$249K
BITBreduced-3,645-$165K
SCHBreduced-2,295-$67.3K
NFLXreduced-780-$54.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0002085853-26-001181, largest first. % of portfolio is the value over $139,416,658, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,556,042 shares; 2026Q1: 1,573,653 shares; 2026Q2: 1,577,489 shares; 2026Q3: 1,575,194 shares 1,575,194$46.2M33.12%-2,295Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 299,378 shares; 2026Q1: 311,623 shares; 2026Q2: 319,735 shares; 2026Q3: 321,346 shares 321,346$10.5M7.5%+1,611Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 322,765 shares; 2026Q1: 335,006 shares; 2026Q2: 340,149 shares; 2026Q3: 350,100 shares 350,100$9.55M6.85%+9,951Timeline
OAKMHARRIS OAKMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 282,979 shares; 2026Q1: 295,213 shares; 2026Q2: 304,967 shares; 2026Q3: 307,001 shares 307,001$9.01M6.47%+2,034Timeline
OAKIHARRIS OAKMARK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 320,088 shares; 2026Q1: 338,454 shares; 2026Q2: 341,539 shares; 2026Q3: 343,198 shares 343,198$8.81M6.32%+1,659Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 353,364 shares; 2026Q1: 359,962 shares; 2026Q2: 362,396 shares; 2026Q3: 367,333 shares 367,333$8.72M6.26%+4,937Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 358,812 shares; 2026Q1: 351,564 shares; 2026Q2: 352,002 shares; 2026Q3: 360,162 shares 360,162$8.59M6.16%+8,160Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,765 shares; 2026Q1: 26,221 shares; 2026Q2: 26,536 shares; 2026Q3: 26,541 shares 26,541$8.09M5.8%+5Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,588 shares; 2026Q1: 5,690 shares; 2026Q2: 5,683 shares; 2026Q3: 5,666 shares 5,666$4.19M3.01%-17Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 55,022 shares; 2026Q1: 53,956 shares; 2026Q2: 53,558 shares; 2026Q3: 53,467 shares 53,467$2.86M2.05%-91Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 35,391 shares; 2026Q1: 34,121 shares; 2026Q2: 32,932 shares; 2026Q3: 34,011 shares 34,011$2.66M1.91%+1,079Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,298 shares; 2026Q1: 23,513 shares; 2026Q2: 24,049 shares; 2026Q3: 24,452 shares 24,452$1.91M1.37%+403Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,338 shares; 2026Q1: 5,768 shares; 2026Q2: 5,868 shares; 2026Q3: 5,851 shares 5,851$1.09M0.78%-17Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,471 shares; 2026Q1: 4,118 shares; 2026Q2: 4,218 shares; 2026Q3: 4,218 shares 4,218$1.05M0.75%0Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,747 shares 5,747$935K0.67%newTimeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,435 shares; 2026Q1: 11,903 shares; 2026Q2: 11,944 shares; 2026Q3: 11,987 shares 11,987$832K0.6%+43Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,969 shares; 2026Q1: 9,816 shares; 2026Q2: 9,747 shares; 2026Q3: 9,443 shares 9,443$821K0.59%-304Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,724 shares; 2026Q1: 3,224 shares; 2026Q2: 3,228 shares; 2026Q3: 3,579 shares 3,579$817K0.59%+351Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 1,335 shares; 2026Q3: 1,335 shares 1,335$817K0.59%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares; 2026Q3: 2,100 shares 2,100$814K0.58%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 652 shares; 2026Q1: 731 shares; 2026Q2: 731 shares; 2026Q3: 2,924 shares 2,924$774K0.56%+2,193Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 880 shares; 2026Q2: 1,960 shares; 2026Q3: 2,110 shares 2,110$719K0.52%+150Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,615 shares; 2026Q1: 1,754 shares; 2026Q2: 1,783 shares; 2026Q3: 1,783 shares 1,783$633K0.45%0Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,912 shares; 2026Q1: 29,635 shares; 2026Q2: 29,524 shares; 2026Q3: 27,913 shares 27,913$597K0.43%-1,611Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,267 shares; 2026Q1: 12,427 shares; 2026Q2: 12,442 shares; 2026Q3: 12,331 shares 12,331$578K0.41%-111Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,594 shares; 2026Q1: 25,394 shares; 2026Q2: 25,444 shares; 2026Q3: 25,628 shares 25,628$566K0.41%+184Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,613 shares; 2026Q1: 7,579 shares; 2026Q2: 7,618 shares; 2026Q3: 7,657 shares 7,657$540K0.39%+39Timeline
UBCPUNITED BANCORP INC OHIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,358 shares; 2026Q1: 33,372 shares; 2026Q2: 33,387 shares; 2026Q3: 33,402 shares 33,402$494K0.35%+15Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 785 shares; 2026Q1: 917 shares; 2026Q2: 920 shares; 2026Q3: 922 shares 922$473K0.34%+2Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,387 shares; 2026Q2: 13,737 shares; 2026Q3: 10,092 shares 10,092$458K0.33%-3,645Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,000 shares; 2026Q1: 2,218 shares; 2026Q2: 2,218 shares; 2026Q3: 2,218 shares 2,218$453K0.32%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 340 shares; 2026Q1: 363 shares; 2026Q2: 364 shares; 2026Q3: 364 shares 364$421K0.3%0Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,791 shares 2,791$421K0.3%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,018 shares; 2026Q1: 2,021 shares; 2026Q2: 2,023 shares; 2026Q3: 2,025 shares 2,025$396K0.28%+2Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 688 shares; 2026Q1: 689 shares; 2026Q2: 689 shares; 2026Q3: 689 shares 689$392K0.28%0Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,058 shares; 2026Q1: 7,985 shares; 2026Q2: 8,062 shares; 2026Q3: 8,150 shares 8,150$363K0.26%+88Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,327 shares; 2026Q1: 7,327 shares; 2026Q2: 6,293 shares; 2026Q3: 3,693 shares 3,693$353K0.25%-2,600Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 672 shares; 2026Q3: 672 shares 672$342K0.25%0Timeline
WSBCWESBANCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,526 shares; 2026Q1: 13,481 shares; 2026Q2: 8,268 shares; 2026Q3: 8,332 shares 8,332$312K0.22%+64Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,987 shares; 2026Q1: 16,625 shares; 2026Q2: 16,744 shares; 2026Q3: 16,859 shares 16,859$299K0.21%+115Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,510 shares; 2026Q1: 4,850 shares; 2026Q2: 4,787 shares; 2026Q3: 4,007 shares 4,007$279K0.2%-780Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,657 shares; 2026Q2: 1,657 shares; 2026Q3: 1,657 shares 1,657$262K0.19%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,823 shares; 2026Q1: 7,833 shares; 2026Q2: 7,504 shares; 2026Q3: 7,527 shares 7,527$246K0.18%+23Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 327 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 328 shares 328$238K0.17%newTimeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: not reported; 2026Q3: 5,000 shares 5,000$220K0.16%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 122 shares 122$212K0.15%newTimeline
BITOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,579 shares 15,579$174K0.13%newTimeline
EONREON RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares; 2026Q3: 20,000 shares 20,000$10.1K0.01%0Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP5,745$785Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-001181 base2026-10-14