13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001919701
Total reported value
$204.7M
$204.7M
55 檔
34.6%
At the close of Q4 2025, Lowery Thomas, LLC disclosed equity holdings valued at approximately $204.7M, spread across 55 reported holdings.
In Q4 2025, Lowery Thomas, LLC displayed an active expansion posture, initiating 0 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VOO, QQQM) accounted for 34.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.10% | -0.01% | -0.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.88% | -0.23% | -0.98% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.30% | +0.33% | -3.99% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.64% | -0.39% | -1.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.14% | -0.33% | -2.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.48% | +0.29% | -0.68% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.73% | -0.32% | -0.52% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.71% | -0.05% | -0.81% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.66% | +1.76% | +0.46% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.15% | -0.05% | +0.28% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.62% | -0.72% | +14.82% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.51% | +0.15% | -7.90% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.48% | -0.36% | +2.14% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.13% | +0.08% | +6.83% | |
| 15 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.11% | -0.34% | +7.80% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.01% | -0.40% | +11.49% | |
| 17 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.01% | +0.05% | +0.84% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.88% | -0.22% | +6.27% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.72% | -0.02% | -2.97% | |
| 20 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.68% | +0.11% | +0.79% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.67% | -0.04% | -0.23% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.59% | -0.09% | -5.72% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.48% | +0.08% | +3.83% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.10% | -0.36% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.15% | +0.02% | +1.46% | |
| 26 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.83% | -0.01% | +1.19% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.08% | +287.10% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.01% | +2.07% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.06% | +0.46% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.70% | -0.01% | -14.30% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.09% | +101.13% | |
| 32 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.66% | +0.07% | +2.97% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.65% | -0.07% | +7.41% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.09% | +12.02% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | — | +2.54% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.02% | -19.82% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.56% | +0.39% | -11.00% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.04% | +11.98% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.02% | -0.49% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | -0.01% | +0.47% | |
| 41 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.39% | +0.09% | -5.46% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.35% | +0.01% | +4.19% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | +0.16% | |
| 44 | QLD | Proshares Ultra Qqq | ETF-Other | 0.31% | +0.09% | +105.13% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.06% | -45.72% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.04% | +0.13% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.23% | +0.16% | -1.33% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.19% | -0.01% | +1.00% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.19% | +0.01% | +0.11% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | -0.04% | -38.17% |
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 Q4 2025.
During Q4 2025, Lowery Thomas, LLC's top holdings by market value included SCHG (13.1%)、VOO (9.9%)、QQQM (6.3%). The largest single position, SCHG, represented 13.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
SCHG
前期市值: $22.8M
In Q4 2025, Lowery Thomas, LLC made 54 total portfolio adjustments, initiating 0 new buys, adding to 32 positions, trimming 22 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.