Appalachian Capital Management Ltd ETF holdings
St Clairsville, OH
Reported $128.2M in 26 ETFs in its Form 13F for June 30, 2026.
ETF value
$128.2M
ETFs held
26
Change from prior quarter
+10.4%
With price moves
ETFs as a share of its 13F
93.0%
of $137.9M
Top 10 of 26 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $45.7M | 1,577,489 | +3,836 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $10.1M | 319,735 | +8,112 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $9.7M | 340,149 | +5,143 shares |
| SPTL | State Street SPDR Portfolio Long Term Treasury Index ETF | $9.2M | 352,002 | +438 shares |
| UCON | First Trust Smith Unconstrained Plus Bond ETF | $9.0M | 362,396 | +2,434 shares |
| OAKI | Oakmark International Large Cap ETF | $8.8M | 341,539 | +3,085 shares |
| OAKM | Oakmark U.S. Large Cap ETF | $8.6M | 304,967 | +9,754 shares |
| QQQM | Invesco NASDAQ 100 ETF | $8.0M | 26,536 | +315 shares |
| QQQ | Invesco QQQ Trust | $4.2M | 5,683 | −7 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $2.9M | 53,558 | −398 shares |
16 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111450. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Appalachian Capital Management Ltd own?
Appalachian Capital Management Ltd reported 26 ETF positions worth $128.2M in its Form 13F for June 30, 2026. The largest was SCHB, at $45.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.