Appalachian Capital Management
Appalachian Capital Management reported 48 stocks worth $139M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SCHB (33.1%), SCHD (7.5%) and SPTI (6.8%). Compared with Q2 2026, the fund opened new positions in XOM, SPCX and META, added to SCHD, SPTI and OAKM, trimmed SCHB, QQQ and XLF and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHB Schwab US Broad Market ETF | $46.2M | 33.1% | 1.6M | −2,295 (−0%) | 4 of 4 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $10.5M | 7.5% | 321K | +1,611 (+1%) | 4 of 4 | |
| 3 |  SPTI Spdr Series Trust | $9.6M | 6.8% | 350K | +9,951 (+3%) | 4 of 4 | |
| 4 |  OAKM Harris Oakmark ETF Trust | $9M | 6.5% | 307K | +2,034 (+1%) | 4 of 4 | |
| 5 |  OAKI Harris Oakmark ETF Trust | $8.8M | 6.3% | 343K | +1,659 (+0%) | 4 of 4 | |
| 6 |  UCON First TR Exchng Traded FD VI | $8.7M | 6.3% | 367K | +4,937 (+1%) | 4 of 4 | |
| 7 |  SPTL Spdr Series Trust | $8.6M | 6.2% | 360K | +8,160 (+2%) | 4 of 4 | |
| 8 |  QQQM Invesco Nasdaq | $8.1M | 5.8% | 27K | No change | 4 of 4 | |
| 9 |  QQQ Invesco Qqq TR | $4.2M | 3.0% | 5,666 | −17 (−0%) | 4 of 4 | |
| 10 |  XLF Select Sector Spdr TR | $2.9M | 2.0% | 53K | −91 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $785K | 5,745 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Appalachian Capital Management 13F FAQ
What does Appalachian Capital Management own?
Appalachian Capital Management reported 48 stocks worth $139M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SCHB (33.1%), SCHD (7.5%) and SPTI (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Appalachian Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 19 added to, 10 trimmed and 1 sold out. New positions include XOM, SPCX and META. It sold all of XOM.
When will Appalachian Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Appalachian Capital Management's portfolio worth?
The Q3 2026 filing reports $139M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.