Appalachian Capital Management Ltd - Portfolio overview

Appalachian Capital Management Ltd has 45 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 31.62%
2. SPTI - SPDR SERIES TRUST, 7.69%
3. SCHD - SCHWAB STRATEGIC TR, 7.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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