Skip to main content
Signal8

Appalachian Capital Management Ltd

Appalachian Capital Management Ltd is an Investment Adviser institutional filer with the SEC under CIK 2111450, reporting 48 portfolio positions, with 4 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OH
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-14

Top 10 portfolio positions

The largest reported holdings in Appalachian Capital Management Ltd's most recent 13F filing, ranked by reported market value.

  1. SCHWAB STRATEGIC TR (SCHB)
  2. SCHWAB STRATEGIC TR (SCHD)
  3. SPDR SERIES TRUST (SPTI)
  4. HARRIS OAKMARK ETF TRUST (OAKM)
  5. HARRIS OAKMARK ETF TRUST (OAKI)
  6. FIRST TR EXCHNG TRADED FD VI (UCON)
  7. SPDR SERIES TRUST (SPTL)
  8. INVESCO EXCH TRADED FD TR II (QQQM)
  9. INVESCO QQQ TR (QQQ)
  10. SELECT SECTOR SPDR TR (XLF)
/