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CIK: 0001919701
Total reported value
$204.7M
$204.7M
55 檔
34.3%
In Q3 2025, Lowery Thomas, LLC's U.S. equity holdings reached a combined market value of $204.7M, distributed across 55 disclosed stock positions.
Lowery Thomas, LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 29 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VOO, QQQM) accounted for 34.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.16% | -0.01% | +4.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.96% | -0.23% | +2.08% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.56% | +0.33% | +2.86% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.65% | -0.39% | +5.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.25% | -0.33% | -9.62% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.51% | +0.29% | +0.08% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.79% | -0.32% | -1.84% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.76% | -0.05% | +3.16% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.38% | +1.76% | +6.99% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.14% | -0.05% | -0.82% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.76% | +0.15% | -1.87% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.47% | -0.36% | +7.46% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.34% | -0.72% | +15.02% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.04% | +0.08% | +36.05% | |
| 15 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.00% | -0.34% | +10.55% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.99% | +0.05% | +5.52% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.85% | -0.40% | +10.55% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.81% | -0.22% | +5.12% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.77% | -0.02% | -0.91% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.77% | -0.04% | -0.84% | |
| 21 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.71% | +0.11% | +4.72% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.66% | -0.09% | -0.08% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.43% | +0.08% | -0.44% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.22% | +0.02% | +1.44% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.13% | -0.10% | -0.48% | |
| 26 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.83% | -0.01% | +4.34% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.81% | -0.01% | -14.23% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.01% | — | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.06% | +6.65% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.02% | -0.12% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.09% | -1.43% | |
| 32 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.67% | +0.07% | +4.65% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.07% | +8.83% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | — | +4.37% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.57% | -0.09% | +11.19% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.57% | +0.39% | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.06% | -18.61% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.02% | — | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.47% | -0.04% | -3.45% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.01% | -6.92% | |
| 41 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.41% | +0.09% | +2.24% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.03% | +0.08% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.01% | +19.45% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.04% | — | |
| 45 | QLD | Proshares Ultra Qqq | ETF-Other | 0.30% | +0.09% | +0.13% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.26% | -0.04% | -0.96% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.21% | +0.16% | +0.15% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.19% | +0.01% | +0.25% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.19% | -0.01% | +0.53% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.08% | +0.09% |
According to official SEC Form 13F filings, Lowery Thomas, LLC reported a total U.S. public equity portfolio value of $204.7M across 55 disclosed positions in Q3 2025.
During Q3 2025, Lowery Thomas, LLC's top holdings by market value included SCHG (13.2%)、VOO (10.0%)、QQQM (6.6%). The largest single position, SCHG, represented 13.2% of total portfolio value.
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Top New Position Initiated
GOOG
市值: $279.2K
Top Position Liquidated / Trimmed
VIOV
前期市值: $429.4K
In Q3 2025, Lowery Thomas, LLC made 58 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 29 holdings, and fully liquidating 4 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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