Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Lowery Thomas

Latest statistics and disclosures from Lowery Thomas's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, VOO, QQQM, FNDX, SPY, and represent 40.07% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: GOOG, XLK, BND, SCHZ, QLD, FLDR, VUSB, SCHO, SHY, SPYV.
Reduced shares in these 10 stocks: QQQM, TSLA, IWO, IWM, IWN, SPY, VOO, VO, DIA, FNDX.
Lowery Thomas was a net buyer of stock by $1.2M.
Lowery Thomas has $177M in assets under management (AUM), dropping by 2.20%.
Central Index Key (CIK): 0001919701

Tip: Access up to 7 years of quarterly data

Positions held by Lowery Thomas consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	13.1	$23M		711k	32.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.9	$18M		28k	627.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.3	$11M	-3%	44k	252.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.6	$10M		367k	27.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.1	$9.1M	-2%	13k	681.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$7.9M		13k	614.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$6.6M		14k	473.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.7	$6.6M		222k	29.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.7	$6.5M		18k	360.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.1	$5.6M		15k	373.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.6	$4.6M	+14%	63k	74.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.5	$4.4M	-7%	14k	323.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.5	$4.4M	+2%	77k	57.24	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.1	$3.8M	+6%	76k	49.84	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	2.1	$3.7M	+7%	75k	50.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.0	$3.6M	+11%	153k	23.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.0	$3.6M		26k	138.46	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.9	$3.3M	+6%	137k	24.37	View chart
Spdr Series Trust State Street Spd (SPYG)	1.7	$3.0M	-2%	29k	106.70	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	1.7	$3.0M		25k	121.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.7	$2.9M		22k	136.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.6	$2.8M	-5%	5.9k	480.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$2.6M	+3%	98k	26.91	View chart
Apple (AAPL)	1.2	$2.1M		7.7k	271.85	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$2.0M		7.3k	279.14	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.8	$1.5M		26k	57.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.4M	+287%	4.4k	313.79	View chart
NVIDIA Corporation (NVDA)	0.7	$1.3M	+2%	6.8k	186.51	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$1.2M		6.1k	204.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$1.2M	-14%	6.8k	181.21	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$1.2M	+101%	8.3k	143.98	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$1.2M	+2%	16k	72.01	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.6	$1.1M	+7%	10k	110.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$1.1M	+12%	13k	82.82	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.0M	+2%	34k	30.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$984k	-19%	4.0k	246.19	View chart
Kla Corp Com New (KLAC)	0.6	$983k	-11%	809.00	1215.08	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$944k	+11%	17k	56.81	View chart
Amazon (AMZN)	0.5	$937k		4.1k	230.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$804k		3.8k	210.35	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$687k	-5%	14k	50.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$613k	+4%	22k	28.48	View chart
Microsoft Corporation (MSFT)	0.3	$604k		1.2k	483.46	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$555k	+105%	7.9k	70.41	View chart
Tesla Motors (TSLA)	0.3	$534k	-45%	1.2k	449.72	View chart
Meta Platforms Cl A (META)	0.3	$501k		760.00	659.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$403k		1.3k	301.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$340k		1.9k	177.41	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$337k		3.6k	94.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$278k	-38%	959.00	290.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$259k	+5%	9.5k	27.43	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$253k	-10%	419.00	603.83	View chart
Proshares Tr Ultra Fncls New (UYG)	0.1	$247k	+9%	2.7k	91.77	View chart
Palantir Technologies Cl A (PLTR)	0.1	$233k		1.3k	177.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$212k		1.8k	114.49	View chart

Past Filings by Lowery Thomas

SEC 13F filings are viewable for Lowery Thomas going back to 2021

Lowery Thomas 2025 Q4 filed Jan. 26, 2026
Lowery Thomas 2025 Q3 filed Nov. 10, 2025
Lowery Thomas 2025 Q2 filed July 18, 2025
Lowery Thomas 2025 Q1 filed May 5, 2025
Lowery Thomas 2024 Q4 filed Feb. 7, 2025
Lowery Thomas 2024 Q3 filed Nov. 8, 2024
Lowery Thomas 2024 Q2 filed Aug. 2, 2024
Lowery Thomas 2024 Q1 filed May 10, 2024
Lowery Thomas 2023 Q3 filed Nov. 1, 2023
Lowery Thomas 2023 Q2 filed July 31, 2023
Lowery Thomas 2023 Q1 filed May 5, 2023
Lowery Thomas 2022 Q4 filed Feb. 10, 2023
Lowery Thomas 2022 Q3 filed Nov. 14, 2022
Lowery Thomas 2022 Q2 filed Aug. 15, 2022
Lowery Thomas 2022 Q1 filed May 10, 2022
Lowery Thomas 2021 Q4 filed May 10, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z