Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHBSchwab Strategic Tr | $45.7M | 33.1% | |
| SCHDSchwab Strategic Tr | $10.1M | 7.4% | +2.6% |
| SPTISpdr Series Trust | $9.7M | 7.0% | +1.5% |
| SPTLSpdr Series Trust | $9.2M | 6.7% | |
| UCONFirst Tr Exchng Traded Fd Vi | $9.0M | 6.5% | |
| OAKIHarris Oakmark Etf Trust | $8.8M | 6.4% | |
| OAKMHarris Oakmark Etf Trust | $8.6M | 6.2% | +3.3% |
| QQQMInvesco Exch Traded Fd Tr II | $8.0M | 5.8% | +1.2% |
| QQQInvesco Qqq Tr | $4.2M | 3.0% | |
| XLFSelect Sector Spdr Tr | $2.9M | 2.1% | |
| VCITVanguard Scottsdale Fds | $2.7M | 2.0% | −3.5% |
| RDVYFirst Tr Exchange Traded Fd | $1.9M | 1.4% | +2.3% |
| BABoeing Co | $1.3M | 0.9% | +1.7% |
| AMZNAmazon Com Inc | $1.0M | 0.7% | +2.4% |
| BONDPimco Etf Tr | $899K | 0.7% | |
| KRESpdr Series Trust | $894K | 0.6% | |
| Exxon Mobil CorpCUSIP 30231G102 | $785K | 0.6% | +1.6% |
| AMDAdvanced Micro Devices Inc | $776K | 0.6% | |
| TSLATesla Inc | $750K | 0.5% | +1.7% |
| GOOGAlphabet Inc | $693K | 0.5% | +122.7% |
| PIDInvesco Exchange Traded Fd T | $655K | 0.5% | |
| NVDANvidia Corporation | $646K | 0.5% | |
| QLDProshares Tr | $609K | 0.4% | −14.1% |
| FVDFirst Tr Exchange-traded Fd | $599K | 0.4% | |
| SCHZSchwab Strategic Tr | $589K | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $776K |
| SOXXIshares Tr | December 31, 2025 | +112.8% | $442K |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $558K |
| VLOValero Energy Corp | December 31, 2025 | +60.0% | $547K |
| QLDProshares Tr | December 31, 2025 | +37.4% | $609K |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $385K |
| SCHASchwab Strategic Tr | December 31, 2025 | +26.9% | $271K |
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $693K |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $4.2M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2025 | +19.8% | $8.0M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Appalachian Capital Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111450&type=13F-HR&dateb=&owner=include&count=40CIK 2111450
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111450/000208585326000793/Filed July 21, 2026 · accession 0002085853-26-000793