Appalachian Capital Management Discloses Equity Portfolio in 13F Filing

Appalachian Capital Management Ltd has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal office at 51461 Jennifer Lane, Suite 215, in St. Clairsville, Ohio.

The report details a portfolio consisting of 48 individual securities. The filing indicates that the firm holds shares in a mix of large-cap technology companies, energy corporations, and exchange-traded funds (ETFs).

Among the notable equity positions listed in the filing are:

• Advanced Micro Devices Inc: 1,335 shares.
• Alphabet Inc Class C: 2,110 shares.
• Amazon.com Inc: 4,218 shares.
• Bitwise Bitcoin ETF Trust: 10,092 shares.
• Boeing Co: 5,851 shares.
• BP PLC Sponsored ADR: 5,000 shares.
• CrowdStrike Holdings Inc Class A: 2,924 shares.
• El Lilly & Co: 364 shares.
• Eon Resources Inc Class A: 20,000 shares.
• ExxonMobil Holdings Corp: 5,747 shares.
• First Trust Exchange-Traded Fund Rising Dividend Achievers: 24,452 shares.
• First Trust Exchange-Traded Fund Shares: 12,331 shares.
• First Trust Exchange-Traded Fund VI Smid Cap Unconstrained Bond ETF: 367,333 shares.
• Harris Oakmark ETF Trust International Large Cap: 343,198 shares.
• Harris Oakmark ETF Trust Oakmark U.S. Large: 307,001 shares.
• Invesco Actively Managed Excess Total Return: 8,150 shares.
• Invesco Exchange-Traded Fund Trust II NASDAQ 100 ETF: 26,541 shares.
• Invesco Exchange-Traded Fund Trust II S&P 500 Low Vol: 7,657 shares.
• Invesco Exchange-Traded Fund Trust International Dividend Achievers: 27,913 shares.
• Invesco QQQ Trust Unit Series 1: 5,666 shares.
• IsareShares Trust IsareShares Semicontech Trust: 689 shares.
• META Platforms Inc Class A: 328 shares.
• Microsoft Corp: 922 shares.
• Netflix Inc: 4,007 shares.
• NVIDIA Corporation: 3,579 shares.
• PIMCO ETF Trust Active Bond ETF: 9,443 shares.
• ProShares Trust PSHS Ultra QQQ: 3,693 shares.
• ProShares Trust Bitcoin ETF: 15,579 shares.
• SanDisk Corp: 122 shares.
• Schwab Strategic Trust US Aggregate Bond: 25,628 shares.
• Schwab Strategic Trust US Dividend Equity: 321,346 shares.
• Schwab Strategic Trust US Small Cap ETF: 7,527 shares.
• Schwab Strategic Trust US Broad Market ETF: 1,575,194 shares.
• Select Sector SPDR Trust Standard & Poor's Financials ETF: 53,467 shares.
• Select Sector SPDR Trust Standard & Poor's Technology ETF: 20,25 shares.
• Space Exploration Technology Corp Class A: 2,791 shares.
• SPDR Series Trust Short-Term Treasury ETF: 360,162 shares.
• SPDR Series Trust Short-Term Interest Rate ETF: 350,100 shares.
• SPDR Series Trust Standard & Poor's Regional Banking ETF: 11,987 shares.
• State Street SPDR Dow Jones Industrial Average Unit Series 1: 672 shares.
• Tesla Inc: 1,783 shares.
• United Bancorp Inc Ohio: 33,402 shares.
• Valero Energy Corp: 2,100 shares.
• Vanguard International Equity Index F TT World St ETF: 1,657 shares.
• Vanguard Scottsdale Funds Int-Term Corp: 34,011 shares.
• Viatris Inc: 16,859 shares.
• WesBanco Inc: 8,332 shares.