§ 13F · FUND PROFILE
LOWERY THOMAS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156.2T (13F)Positions · 53Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 711K | $23.2T | 13.1% | ±0% |
| 2 | VOO | VANGUARD INDEX FDS | 28K | $17.5T | 9.9% | −1% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 44K | $11.2T | 6.3% | −4% |
| 4 | FNDX | SCHWAB STRATEGIC TR | 367K | $10.0T | 5.6% | −1% |
| 5 | SPY | SPDR S&P 500 ETF TR | 13K | $9.1T | 5.1% | −2% |
| 6 | QQQ | INVESCO QQQ TR | 13K | $7.9T | 4.5% | −1% |
| 7 | IWF | ISHARES TR | 14K | $6.6T | 3.7% | −1% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 222K | $6.6T | 3.7% | −1% |
| 9 | SMH | VANECK ETF TRUST | 18K | $6.5T | 3.7% | ±0% |
| 10 | IWB | ISHARES TR | 15K | $5.6T | 3.1% | ±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 $156185.0 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed