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CIK: 0001919701
Total reported value
$204.7M
$204.7M
53 檔
31.1%
The Q2 2025 SEC filing reveals that Lowery Thomas, LLC held a total portfolio value of $204.7M, covering 53 public equity positions.
During Q2 2025, Lowery Thomas, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VOO, QQQM) accounted for 31.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.77% | -0.01% | -1.72% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.03% | -0.23% | -5.69% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.49% | +0.33% | -5.73% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.97% | -0.33% | -0.26% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.52% | -0.39% | -3.36% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.59% | +0.29% | -1.64% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.88% | -0.32% | +0.10% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.84% | -0.05% | -1.10% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.26% | -0.05% | +0.24% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.99% | +1.76% | -10.13% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.78% | +0.15% | -4.01% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.54% | -0.36% | -8.62% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.23% | -0.72% | +7.35% | |
| 14 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.00% | -0.34% | -4.69% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.99% | +0.05% | -9.28% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.93% | -0.04% | -3.81% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.91% | -0.22% | -2.24% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.84% | -0.40% | -0.67% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.81% | -0.02% | -0.85% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.75% | -0.09% | -2.25% | |
| 21 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.70% | +0.11% | -13.14% | |
| 22 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.66% | +0.08% | +26.49% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.48% | +0.08% | -7.11% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.29% | +0.02% | -4.25% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.02% | -0.10% | +0.03% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.94% | -0.01% | -3.16% | |
| 27 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.81% | -0.01% | +0.56% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.02% | +4.46% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.06% | -1.68% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.09% | -0.10% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.01% | +10.28% | |
| 32 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.65% | +0.07% | -7.29% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.63% | -0.07% | +20.32% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.02% | — | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | — | -28.71% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.09% | +14.57% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.06% | -17.25% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.52% | +0.39% | -7.15% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.04% | -12.92% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | -0.01% | +0.44% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | -7.43% | |
| 42 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.39% | +0.09% | -30.05% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.04% | +0.13% | |
| 44 | QLD | Proshares Ultra Qqq | ETF-Other | 0.29% | +0.09% | +3.54% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | -0.04% | +12.10% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | +0.01% | -47.70% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.21% | +0.16% | +0.22% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.20% | +0.01% | +9.51% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.20% | -0.01% | -13.92% | |
| 50 | UYG | Proshares Ultra Financials | ETF-Other | 0.15% | +0.14% | NEW |
According to official SEC Form 13F filings, Lowery Thomas, LLC reported a total U.S. public equity portfolio value of $204.7M across 53 disclosed positions in Q2 2025.
During Q2 2025, Lowery Thomas, LLC's top holdings by market value included SCHG (12.8%)、VOO (10.0%)、QQQM (6.5%). The largest single position, SCHG, represented 12.8% of total portfolio value.
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In Q2 2025, Lowery Thomas, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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