§ 13F · FUND PROFILE
LOWERY THOMAS, LLC.
AUM · $205M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$827K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 738K | $25M | 12.2% | +1% |
| 2 | VOO | VANGUARD INDEX FDS | 27K | $19M | 9.2% | −1% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 43K | $13M | 6.4% | −3% |
| 4 | SMH | VANECK ETF TRUST | 18K | $12M | 5.7% | −1% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 369K | $11M | 5.6% | −2% |
| 6 | QQQ | INVESCO QQQ TR | 13K | $9M | 4.5% | −2% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 12K | $9M | 4.4% | −5% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 232K | $8M | 3.9% | +1% |
| 9 | IWF | ISHARES TR | 51K | $6M | 3.1% | +264% |
| 10 | IWB | ISHARES TR | 15K | $6M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOWERY SIGNAL
AC read
LOWERY THOMAS, LLC is a Other fund managing $205 million in assets. The fund runs a portfolio of 57 positions.
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