Lowery Thomas

Lowery Thomas as of June 30, 2026

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