Lowery Thomas

Lowery Thomas as of March 31, 2026

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