Appalachian Capital Management Ltd: 13F holdings
CIK 21114502026Q2
| Positions | 43 |
|---|---|
| Reported value | $137.9m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHB SCHWAB STRATEGIC TR | 1,577,489 | $45.7m | 33.1% |
| SCHD SCHWAB STRATEGIC TR | 319,735 | $10.1m | 7.4% |
| SPTI SPDR SERIES TRUST | 340,149 | $9.7m | 7.0% |
| SPTL SPDR SERIES TRUST | 352,002 | $9.2m | 6.7% |
| UCON FIRST TR EXCHNG TRADED FD VI | 362,396 | $9.0m | 6.5% |
| HARRIS OAKMARK ETF TRUST | 341,539 | $8.8m | 6.4% |
| HARRIS OAKMARK ETF TRUST | 304,967 | $8.6m | 6.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 26,536 | $8.0m | 5.8% |
| QQQ INVESCO QQQ TR | 5,683 | $4.2m | 3.0% |
| XLF SELECT SECTOR SPDR TR | 53,558 | $2.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111450")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.