0002085853-26-000508.txt : 20260427 0002085853-26-000508.hdr.sgml : 20260427 20260427163849 ACCESSION NUMBER: 0002085853-26-000508 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Appalachian Capital Management Ltd CENTRAL INDEX KEY: 0002111450 ORGANIZATION NAME: EIN: 341713072 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-26590 FILM NUMBER: 26901623 BUSINESS ADDRESS: STREET 1: 51461 JENNIFER LANE STREET 2: SUITE 215 CITY: ST CLAIRSVILLE STATE: OH ZIP: 43950 BUSINESS PHONE: (740) 391-4574 MAIL ADDRESS: STREET 1: 51461 JENNIFER LANE STREET 2: SUITE 215 CITY: ST CLAIRSVILLE STATE: OH ZIP: 43950 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002111450 XXXXXXXX 03-31-2026 03-31-2026 false Appalachian Capital Management Ltd

51461 JENNIFER LANE SUITE 215 ST CLAIRSVILLE OH 43950

13F HOLDINGS REPORT 028-26590 000120038 801-130291 N John W. Parkinson 740-695-3434 /s/ John W. Parkinson St. Clairsville OH 04-27-2026 0 45 124931644 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 271579 1335 SH SOLE 0 0 1335 ALPHABET INC CAP STK CL C 02079K107 252437 880 SH SOLE 880 0 0 AMAZON COM INC COM 023135106 857656 4118 SH SOLE 2006 0 2112 BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 308725 8387 SH SOLE 3873 0 4514 BOEING CO COM 097023105 1148005 5768 SH SOLE 2128 0 3640 BP PLC SPONSORED ADR 055622104 235000 5000 SH SOLE 0 0 5000 CHEVRON CORPORATION COM 166764100 458904 2218 SH SOLE 0 0 2218 CROWDSTRIKE HLDGS INC CL A 22788C105 285390 731 SH SOLE 0 0 731 ELI LILLY & CO COM 532457108 333877 363 SH SOLE 88 0 275 EON RESOURCES INC COM CL A 40472A102 16600 20000 SH SOLE 0 0 20000 EXXON MOBIL CORP COM 30231G102 959699 5657 SH SOLE 0 0 5657 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 1605444 23513 SH SOLE 2879 0 20634 FIRST TR EXCHANGE-TRADED FD SHS 33734H106 584426 12427 SH SOLE 0 0 12427 FIRST TR EXCHNG TRADED FD VI SMITH UNCONSTRAI 33740F888 8916261 359962 SH SOLE 23429 0 336533 HARRIS OAKMARK ETF TRUST OAKMARK U S LRG 41456U106 8137552 295213 SH SOLE 48235 0 246978 HARRIS OAKMARK ETF TRUST INTL LARGE CAP 41456U205 8139279 338454 SH SOLE 31822 0 306632 INVESCO ACTIVELY MANAGED EXC TOTAL RETURN 46090A804 373916 7985 SH SOLE 0 0 7985 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 6230658 26221 SH SOLE 5091 0 21130 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 554350 7579 SH SOLE 0 0 7579 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 659263 29635 SH SOLE 2944 0 26691 INVESCO QQQ TR UNIT SER 1 46090E103 3284315 5690 SH SOLE 352 0 5339 ISHARES TR ISHARES SEMICDTR 464287523 226386 689 SH SOLE 0 0 689 MICROSOFT CORP COM 594918104 339343 917 SH SOLE 84 0 833 NETFLIX INC. COM 64110L106 466328 4850 SH SOLE 340 0 4510 NVIDIA CORPORATION COM 67066G104 562318 3224 SH SOLE 3076 0 148 PIMCO ETF TR ACTIVE BD ETF 72201R775 905788 9816 SH SOLE 534 0 9282 PROSHARES TR PSHS ULTRA QQQ 74347R206 446947 7327 SH SOLE 4755 0 2572 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9560593 311623 SH SOLE 52930 0 258693 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 589654 25394 SH SOLE 0 0 25394 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 227796 7833 SH SOLE 0 0 7833 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 39498693 1573653 SH SOLE 132603 0 1441050 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 268531 2021 SH SOLE 0 0 2021 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 2663804 53956 SH SOLE 1912 0 52044 SPDR SERIES TRUST STATE STREET SPD 78464A664 9246127 351564 SH SOLE 40106 0 311457 SPDR SERIES TRUST STATE STREET SPD 78464A672 9601269 335006 SH SOLE 34588 0 300418 SPDR SERIES TRUST STATE STREET SPD 78464A698 775459 11903 SH SOLE 750 0 11153 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 311344 672 SH SOLE 51 0 621 TESLA INC COM 88160R101 652050 1754 SH SOLE 338 0 1416 UNITED BANCORP INC OHIO COM 909911109 507594 33372 SH SOLE 0 0 33372 UNITED BANKSHARES INC WEST V COM 909907107 207100 5000 SH SOLE 0 0 5000 VALERO ENERGY CORP COM 91913Y100 518868 2100 SH SOLE 0 0 2100 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 229258 1657 SH SOLE 1657 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2823513 34121 SH SOLE 965 0 33156 VIATRIS INC COM 92556V106 224601 16625 SH SOLE 0 0 16625 WESBANCO INC COM 950810101 464944 13481 SH SOLE 6131 0 7350