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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 38.38% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: GOOG, SCHG, VUSB, SCHO, SCHZ, GOOGL, BND, FNDX, SCHV, COWZ.
Started 2 new stock positions in COWZ, GOOGL.
Reduced shares in these 10 stocks: SPY, KLAC, , PLTR, VOO, SPYG, IWO, IWB, SOXX, QQQ.
Sold out of its positions in PLTR, UYG.
Lowery Thomas was a net buyer of stock by $4.1M.
Lowery Thomas has $175M in assets under management (AUM), dropping by -1.18%.
Central Index Key (CIK): 0001919701

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

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.2	$21M	+3%	733k	29.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.4	$16M		28k	597.55	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.0	$11M		44k	237.34	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	6.0	$11M	+2%	376k	27.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.8	$8.4M	-3%	13k	650.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$7.4M		13k	577.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.0	$7.0M	+3%	229k	30.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	4.0	$6.9M		18k	382.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.4	$5.9M		14k	426.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.0	$5.3M		15k	356.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.8	$4.9M	+6%	66k	73.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.6	$4.5M	+3%	79k	56.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.4	$4.3M		14k	313.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.4	$4.3M	+13%	86k	49.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.2	$3.9M	+9%	167k	23.22	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.2	$3.8M	+3%	27k	145.02	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	2.2	$3.8M		75k	50.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.1	$3.7M	+11%	152k	24.27	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	1.8	$3.1M		25k	124.46	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$2.8M	+118%	9.7k	286.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.6	$2.7M		22k	128.12	View chart
Spdr Series Trust State Street Spd (SPYG)	1.6	$2.7M		28k	97.91	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.5	$2.7M		5.8k	463.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$2.6M	+4%	102k	25.60	View chart
Apple (AAPL)	1.1	$2.0M		7.7k	253.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.1	$1.9M		7.4k	257.34	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$1.6M		26k	60.26	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$1.3M	+12%	12k	110.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$1.3M		6.7k	189.59	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$1.3M		17k	76.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$1.2M	+14%	15k	82.57	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$1.2M		6.1k	203.78	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M		6.9k	172.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$1.1M	+3%	8.6k	132.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.1M		34k	30.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$988k		4.0k	248.02	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$921k	-2%	16k	56.58	View chart
Kla Corp Com New (KLAC)	0.5	$897k	-24%	609.00	1472.41	View chart
Amazon (AMZN)	0.5	$841k		4.0k	208.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$820k		3.8k	213.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$679k	+8%	23k	29.08	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$636k		14k	46.67	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$490k	+2%	8.0k	60.91	View chart
Microsoft Corporation (MSFT)	0.3	$463k		1.3k	370.29	View chart
Tesla Motors (TSLA)	0.3	$441k		1.2k	371.75	View chart
Meta Platforms Cl A (META)	0.2	$435k		760.00	572.17	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$407k	-7%	1.2k	328.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$355k		1.9k	184.27	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$347k		3.6k	96.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$322k	+10%	11k	30.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$316k	NEW	1.1k	287.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$262k	-4%	912.00	287.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$259k		421.00	616.27	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$213k		1.9k	114.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$202k	NEW	3.2k	62.56	View chart

Past Filings by Lowery Thomas

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

Lowery Thomas 2026 Q1 filed May 13, 2026
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

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