LOWERY THOMAS, LLC
13F Reported Value
ⓘ$174.9M
Holdings
55
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LOWERY THOMAS, LLC disclosed 55 positions worth $174.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 1 and a full exit from $PLTR. The portfolio is most concentrated in Other (85.6% of disclosed assets). All figures are sourced directly from LOWERY THOMAS, LLC’s Form 13F-HR filing with the SEC under CIK 1919701.
AI Fund Analysis
Diversifying
$IVZ
$SPY
$GOOGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$21.3M732,765 shVANGUARD INDEX FDS
—Quality
$16.4M27,491 sh- —
Quality
$10.5M44,397 sh SCHWAB STRATEGIC TR
—Quality
$10.5M375,907 sh- —
Quality
$8.4M12,843 sh - —
Quality
$7.4M12,876 sh SCHWAB STRATEGIC TR
—Quality
$7.0M228,772 shVANECK ETF TRUST
—Quality
$6.9M18,144 shISHARES TR
—Quality
$5.9M13,914 shISHARES TR
—Quality
$5.3M14,805 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $21.3M | 732,765 |
| VANGUARD INDEX FDS | — | $16.4M | 27,491 |
| Invesco Ltd.$IVZ | — | $10.5M | 44,397 |
| SCHWAB STRATEGIC TR | — | $10.5M | 375,907 |
| SPDR S&P 500 ETF TRUST$SPY | — | $8.4M | 12,843 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $7.4M | 12,876 |
| SCHWAB STRATEGIC TR | — | $7.0M | 228,772 |
| VANECK ETF TRUST | — | $6.9M | 18,144 |
| ISHARES TR | — | $5.9M | 13,914 |
| ISHARES TR | — | $5.3M | 14,805 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LOWERY THOMAS, LLC's 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Other
$149.7M
Financials
$15.8M
Technology
$8.0M
Consumer Discretionary
$841,411
Industrials
$441,267
Full Holdings — LOWERY THOMAS, LLC (Q1 2026)
All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $21.3M | 12.2% | +3% | — |
| 2 | — | VANGUARD INDEX FDS | $16.4M | 9.4% | -1% | — |
| 3 | $IVZ | Invesco Ltd. | $10.5M | 6.0% | +1% | — |
| 4 | — | SCHWAB STRATEGIC TR | $10.5M | 6.0% | +2% | — |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $8.4M | 4.8% | -4% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.4M | 4.3% | -0% | — |
| 7 | — | SCHWAB STRATEGIC TR | $7.0M | 4.0% | +3% | — |
| 8 | — | VANECK ETF TRUST | $6.9M | 4.0% | +1% | — |
| 9 | — | ISHARES TR | $5.9M | 3.4% | -0% | — |
| 10 | — | ISHARES TR | $5.3M | 3.0% | -1% | — |
| 11 | — | VANGUARD BD INDEX FDS | $4.9M | 2.8% | +6% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.6% | +3% | — |
| 13 | — | ISHARES TR | $4.3M | 2.4% | -1% | — |
| 14 | — | VANGUARD BD INDEX FDS | $4.3M | 2.4% | +13% | — |
| 15 | — | SCHWAB STRATEGIC TR | $3.9M | 2.2% | +9% | — |
| 16 | $IVZ | Invesco Ltd. | $3.8M | 2.2% | +3% | — |
| 17 | — | FIDELITY MERRIMACK STR TR | $3.8M | 2.2% | +1% | — |
| 18 | — | SCHWAB STRATEGIC TR | $3.7M | 2.1% | +12% | — |
| 19 | — | VANGUARD ADMIRAL FDS INC | $3.1M | 1.8% | +1% | — |
| 20 |  $GOOGL | Alphabet Inc. | $2.8M | 1.6% | +119% | 80.2 |
| 21 | — | ISHARES TR | $2.7M | 1.6% | -0% | — |
| 22 | — | SPDR SERIES TRUST | $2.7M | 1.6% | -2% | — |
| 23 | — | STATE STR SPDR DOW JONES IND | $2.7M | 1.6% | -0% | — |
| 24 | — | SCHWAB STRATEGIC TR | $2.6M | 1.5% | +4% | — |
| 25 |  $AAPL | Apple Inc. | $2.0M | 1.1% | +0% | 76.1 |
| 26 | — | VANGUARD INDEX FDS | $1.9M | 1.1% | +1% | — |
| 27 | — | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.9% | +1% | — |
| 28 | — | ISHARES TR | $1.3M | 0.7% | +12% | — |
| 29 | — | ISHARES TR | $1.3M | 0.7% | -1% | — |
| 30 | $IVZ | Invesco Ltd. | $1.3M | 0.7% | +2% | — |
| 31 | — | ISHARES TR | $1.2M | 0.7% | +14% | — |
| 32 | — | VANGUARD ADMIRAL FDS INC | $1.2M | 0.7% | +0% | — |
| 33 |  $NVDA | NVIDIA CORP | $1.2M | 0.7% | +1% | 90.2 |
| 34 | — | SELECT SECTOR SPDR TR | $1.1M | 0.7% | +3% | — |
| 35 | — | SCHWAB STRATEGIC TR | $1.1M | 0.6% | +1% | — |
| 36 | — | ISHARES TR | $988,093 | 0.6% | -0% | — |
| 37 | — | SPDR SERIES TRUST | $920,869 | 0.5% | -2% | — |
| 38 |  $KLAC | KLA CORP | $896,698 | 0.5% | -25% | 84.4 |
| 39 |  $AMZN | AMAZON COM INC | $841,411 | 0.5% | -0% | 74.6 |
| 40 | — | ISHARES TR | $820,260 | 0.5% | +0% | — |
| 41 | — | SCHWAB STRATEGIC TR | $678,917 | 0.4% | +9% | — |
| 42 | — | GLOBAL X FDS | $635,488 | 0.4% | +1% | — |
| 43 | — | PROSHARES TR | $489,517 | 0.3% | +2% | — |
| 44 |  $MSFT | MICROSOFT CORP | $462,864 | 0.3% | +0% | 83.7 |
| 45 |  $TSLA | Tesla, Inc. | $441,267 | 0.3% | +0% | 50.1 |
| 46 |  $META | Meta Platforms, Inc. | $434,851 | 0.3% | +0% | 80.9 |
| 47 | — | ISHARES TR | $407,256 | 0.2% | -7% | — |
| 48 | — | VANGUARD INDEX FDS | $354,908 | 0.2% | +1% | — |
| 49 | — | SPDR SERIES TRUST | $346,737 | 0.2% | +0% | — |
| 50 | — | SCHWAB STRATEGIC TR | $321,759 | 0.2% | +11% | — |
| 51 | $GOOG | Alphabet Inc. | $315,909 | 0.2% | NEW | 80.2 |
| 52 | — | VANGUARD INDEX FDS | $261,813 | 0.1% | -5% | — |
| 53 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $259,449 | 0.1% | +0% | — |
| 54 | $IVZ | Invesco Ltd. | $213,252 | 0.1% | +0% | — |
| 55 | — | PACER FDS TR | $202,318 | 0.1% | NEW | — |
New Positions (1)
Exited Positions (1)
$PLTR Palantir Technologies Inc.Browse Top Institutional Investors
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