Appalachian Capital Management Ltd holds a concentrated book of 43 stocks worth $137.9M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P ST Term Tsy ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Schwab US Broad Market ETF at 33% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111450/holdings"
Use Arkolith to show Appalachian Capital Management Ltd's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Appalachian Capital Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $45.7M | 1.58M | 33.1% | ▲+0.2% Added · +4K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $10.1M | 319.7K | 7.4% | ▲+2.6% Added · +8K sh | |
| 3 | SPDR Series Trust ST INTER ETF | $9.7M | 340.1K | 7.0% | ▲+1.5% Added · +5K sh | |
| 4 | SPDR Series Trust ST LON TREAS ETF | $9.2M | 352.0K | 6.7% | ▲+0.1% Added · +438 sh | |
| 5 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $9.0M | 362.4K | 6.5% | ▲+0.7% Added · +2K sh | |
| 6 | Harris Oakmark ETF Trust INTL LARGE CAP | $8.8M | 341.5K | 6.4% | ▲+0.9% Added · +3K sh | |
| 7 | Harris Oakmark ETF Trust OAKMARK U S LRG | $8.6M | 305.0K | 6.2% | ▲+3.3% Added · +10K sh | |
| 8 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $8.0M | 26.5K | 5.8% | ▲+1.2% Added · +315 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $4.2M | 5.7K | 3.0% | ▼−0.1% Reduced · −7 sh | |
| 10 | Select Sector SPDR TR ST STR FINL ETF | $2.9M | 53.6K | 2.1% | ▼−0.7% Reduced · −398 sh | |
| 11 | Vanguard Scottsdale FDS INT-TERM CORP | $2.7M | 32.9K | 2.0% | ▼−3.5% Reduced · −1K sh | |
| 12 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.9M | 24.0K | 1.4% | ▲+2.3% Added · +536 sh | |
| 13 | Boeing Co COM | $1.3M | 5.9K | 0.9% | ▲+1.7% Added · +100 sh | |
| 14 | Amazon Com Inc COM | $1.0M | 4.2K | 0.7% | ▲+2.4% Added · +100 sh | |
| 15 | Pimco ETF TR ACTIVE BD ETF | $899K | 9.7K | 0.7% | ▼−0.7% Reduced · −69 sh | |
| 16 | SPDR Series Trust ST STR SP REGBNK | $894K | 11.9K | 0.6% | ▲+0.3% Added · +41 sh | |
| 17 | Exxon Mobil Corp COM | $785K | 5.7K | 0.6% | ▲+1.6% Added · +88 sh | |
| 18 | Advanced Micro Devices Inc COM | $776K | 1.3K | 0.6% | —Held | |
| 19 | Tesla Inc COM | $750K | 1.8K | 0.5% | ▲+1.6% Added · +29 sh | |
| 20 | Alphabet Inc CAP STK CL C | $693K | 2.0K | 0.5% | ▲+123% Added · +1K sh | |
| 21 | Invesco Exchange Traded FD T INTL DIVI ACHI | $655K | 29.5K | 0.5% | ▼−0.4% Reduced · −111 sh | |
| 22 | Nvidia Corporation COM | $646K | 3.2K | 0.5% | ▲+0.1% Added · +4 sh | |
| 23 | Proshares TR PSHS ULTRA QQQ | $609K | 6.3K | 0.4% | ▼−14% Reduced · −1K sh | |
| 24 | First TR Exchange-Traded FD SHS | $599K | 12.4K | 0.4% | ▲+0.1% Added · +15 sh | |
| 25 | Schwab Strategic TR US AGGREGATE B | $589K | 25.4K | 0.4% | ▲+0.2% Added · +50 sh | |
| 26 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $571K | 7.6K | 0.4% | ▲+0.5% Added · +39 sh | |
| 27 | Crowdstrike Hldgs Inc CL A | $558K | 731 | 0.4% | —Held | |
| 28 | Valero Energy Corp COM | $547K | 2.1K | 0.4% | —Held | |
| 29 | United Bancorp Inc Ohio COM | $530K | 33.4K | 0.4% | ▲~0% Added · +15 sh | |
| 30 | Ishares TR ISHARES SEMICDTR | $442K | 689 | 0.3% | —Held | |
| 31 | Bitwise Bitcoin ETF TR SHS BEN INT | $438K | 13.7K | 0.3% | ▲+64% Added · +5K sh | |
| 32 | Eli Lilly & Co COM | $437K | 364 | 0.3% | ▲+0.3% Added · +1 sh | |
| 33 | Select Sector SPDR TR ST STR TECHN ETF | $385K | 2.0K | 0.3% | ▲+0.1% Added · +2 sh | |
| 34 | Invesco Actively Managed Exc TOTAL RETURN | $378K | 8.1K | 0.3% | ▲+1.0% Added · +77 sh | |
| 35 | Chevron Corporation COM | $368K | 2.2K | 0.3% | —Held | |
| 36 | State STR SPDR Dow Jones Ind UT SER 1 | $351K | 672 | 0.3% | —Held | |
| 37 | Microsoft Corp COM | $343K | 920 | 0.2% | ▲+0.3% Added · +3 sh | |
| 38 | Netflix Inc. COM | $342K | 4.8K | 0.2% | ▼−1.3% Reduced · −63 sh | |
| 39 | Wesbanco Inc COM | $323K | 8.3K | 0.2% | ▼−39% Reduced · −5K sh | |
| 40 | Schwab Strategic TR US SML CAP ETF | $271K | 7.5K | 0.2% | ▼−4.2% Reduced · −329 sh | |
| 41 | Viatris Inc COM | $266K | 16.7K | 0.2% | ▲+0.7% Added · +119 sh | |
| 42 | Vanguard Intl Equity Index F TT WRLD ST ETF | $260K | 1.7K | 0.2% | —Held | |
| 43 | Eon Resources Inc COM CL A | $9K | 20.0K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.