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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, SMH, FNDX, and represent 39.04% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: IWF, KLAC, VUSB, SPMO, UYG, VIOV, SCHX, SCHO, SCHG, VO.
Started 3 new stock positions in VIOV, UYG, SPMO.
Reduced shares in these 10 stocks: BND, SPY, QQQM, FNDX, COWZ, QQQ, SMH, SCHZ, SPYG, AAPL.
Sold out of its position in COWZ.
Lowery Thomas was a net buyer of stock by $5.9M.
Lowery Thomas has $205M in assets under management (AUM), dropping by 17.06%.
Central Index Key (CIK): 0001919701

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 57 positions in its portfolio as reported in the June 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	$25M		738k	33.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.2	$19M		27k	686.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.4	$13M	-3%	43k	302.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	5.7	$12M		18k	655.47	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.6	$12M		369k	31.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$9.3M		13k	736.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.4	$9.1M	-5%	12k	746.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.9	$8.1M		232k	34.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.1	$6.3M	+264%	51k	124.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.0	$6.1M		15k	409.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.6	$5.3M		14k	393.96	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.5	$5.2M	+21%	104k	49.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.2	$4.6M		27k	170.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$4.5M		80k	56.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$4.3M	-12%	58k	73.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.9	$3.9M	+5%	161k	24.14	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	1.9	$3.9M		25k	153.42	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.8	$3.7M		74k	50.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.8	$3.7M	-4%	160k	23.13	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$3.4M		9.7k	353.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$3.2M	+7%	110k	29.42	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.6	$3.2M	-4%	27k	118.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.5	$3.1M		21k	146.41	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.5	$3.0M	-2%	5.7k	522.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.1	$2.3M		7.4k	306.30	View chart
Apple (AAPL)	1.0	$2.1M	-6%	7.2k	289.25	View chart
Kla Corp Com New (KLAC)	0.9	$1.8M	+900%	6.1k	301.71	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$1.8M		26k	69.59	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.8	$1.6M	+5%	17k	93.63	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$1.5M	-7%	8.0k	190.51	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$1.5M		6.7k	221.20	View chart
NVIDIA Corporation (NVDA)	0.7	$1.4M		6.9k	199.27	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.7	$1.4M	+6%	12k	110.35	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$1.3M		6.0k	219.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$1.3M		15k	82.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.3M		34k	36.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.2M		3.9k	300.46	View chart
Spdr Series Trust St Str P500val (SPYV)	0.5	$993k		16k	60.79	View chart
Amazon (AMZN)	0.5	$939k	-2%	3.9k	238.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$934k		3.9k	242.43	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$920k	+2%	14k	65.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$816k	-3%	23k	36.13	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$794k		1.2k	640.60	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.4	$759k	-2%	7.8k	96.76	View chart
Microsoft Corporation (MSFT)	0.2	$467k		1.3k	373.11	View chart
Meta Platforms Cl A (META)	0.2	$428k		761.00	562.97	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$428k		3.6k	119.12	View chart
Tesla Motors (TSLA)	0.2	$398k	-20%	947.00	420.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$393k		1.1k	357.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$382k		1.9k	197.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$348k	+4%	11k	31.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$310k	NEW	1.9k	161.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$297k		422.00	702.53	View chart
Proshares Tr Ultra Fncls New (UYG)	0.1	$277k	NEW	3.2k	85.57	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$239k	NEW	2.0k	117.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$238k		1.9k	127.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$216k	+193%	2.7k	80.57	View chart

Past Filings by Lowery Thomas

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

Lowery Thomas 2026 Q2 filed July 29, 2026
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

View all past filings

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