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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 40.57% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: SCHG, VUSB, FNDX, BND, SMH, VOO, FLDR, QQQM, SCHZ, JEPI.
Started 2 new stock positions in RWL, PLTR.
Reduced shares in these 10 stocks: SPY, IWN, TSLA, IWF, IWO, IWD, IWB, SPYV, SPYG, IWP.
Lowery Thomas was a net buyer of stock by $4.9M.
Lowery Thomas has $173M in assets under management (AUM), dropping by 10.87%.
Central Index Key (CIK): 0001919701

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 55 positions in its portfolio as reported in the September 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)	13.2	$23M	+4%	714k	31.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.0	$17M	+2%	28k	612.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.6	$11M	+2%	46k	247.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.6	$9.8M	+5%	372k	26.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.3	$9.1M	-9%	14k	666.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$7.8M		13k	600.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.8	$6.6M		14k	468.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.8	$6.5M	+3%	224k	29.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.4	$5.8M	+6%	18k	326.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.1	$5.4M		15k	365.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.8	$4.8M		15k	320.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.5	$4.3M	+7%	75k	57.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$4.1M	+15%	55k	74.37	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.0	$3.5M	+36%	71k	49.99	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	2.0	$3.5M	+10%	69k	50.20	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.0	$3.4M	+5%	26k	135.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$3.2M	+10%	137k	23.47	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.8	$3.1M	+5%	129k	24.40	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.8	$3.1M		29k	104.51	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.8	$3.1M		22k	142.41	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	1.7	$3.0M	+4%	24k	121.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.7	$2.9M		6.2k	463.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$2.5M		94k	26.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$2.1M		7.2k	293.80	View chart
Apple (AAPL)	1.1	$2.0M		7.7k	254.63	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.8	$1.4M	+4%	25k	56.46	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$1.4M	-14%	8.0k	176.80	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M		6.7k	186.58	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$1.2M	+6%	6.1k	199.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.2M		5.0k	241.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.2M		4.1k	281.88	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$1.2M	+4%	16k	73.57	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$1.1M	+8%	9.7k	110.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$984k	+4%	33k	29.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$982k	+11%	12k	82.96	View chart
Kla Corp Com New (KLAC)	0.6	$980k		909.00	1078.60	View chart
Tesla Motors (TSLA)	0.6	$973k	-18%	2.2k	444.72	View chart
Amazon (AMZN)	0.5	$896k		4.1k	219.57	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$821k	-3%	15k	55.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$775k	-6%	3.8k	203.58	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$706k	+2%	14k	49.39	View chart
Microsoft Corporation (MSFT)	0.4	$646k		1.2k	517.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$576k	+19%	21k	27.90	View chart
Meta Platforms Cl A (META)	0.3	$558k		759.00	734.51	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$527k		3.8k	137.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$456k		1.6k	293.73	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$368k		1.4k	271.20	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$337k		3.6k	94.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$331k		1.9k	174.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$279k		1.1k	243.45	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$279k	+27%	468.00	596.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$245k	+15%	9.0k	27.30	View chart
Proshares Tr Ultra Fncls New (UYG)	0.1	$245k		2.5k	99.24	View chart
Palantir Technologies Cl A (PLTR)	0.1	$239k	NEW	1.3k	182.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$204k	NEW	1.8k	110.64	View chart

Past Filings by Lowery Thomas

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

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

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