§ 13F · FUND PROFILE
LOWERY THOMAS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173M (13F)Positions · 55Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$518K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 733K | $21M | 12.2% | +3% |
| 2 | VOO | VANGUARD INDEX FDS | 27K | $16M | 9.4% | −1% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 44K | $11M | 6.0% | +1% |
| 4 | FNDX | SCHWAB STRATEGIC TR | 376K | $10M | 6.0% | +2% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 13K | $8M | 4.8% | −4% |
| 6 | QQQ | INVESCO QQQ TR | 13K | $7M | 4.2% | ±0% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 229K | $7M | 4.0% | +3% |
| 8 | SMH | VANECK ETF TRUST | 18K | $7M | 4.0% | +1% |
| 9 | IWF | ISHARES TR | 14K | $6M | 3.4% | ±0% |
| 10 | IWB | ISHARES TR | 15K | $5M | 3.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOWERY SIGNAL
AC read
LOWERY THOMAS, LLC is a Other fund managing $173 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed