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CIK: 0001919701
Total reported value
$204.7M
$204.7M
55 檔
32.8%
During the Q1 2026 filing period, Lowery Thomas, LLC (CIK: 0001919701) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $204.7M across 55 reported positions.
In Q1 2026, Lowery Thomas, LLC displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.20% | -0.01% | +3.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.39% | -0.23% | -1.38% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.03% | +0.33% | +0.65% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.99% | -0.39% | +2.44% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.78% | -0.33% | -3.80% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.25% | +0.29% | -0.26% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.99% | -0.05% | +3.10% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.97% | +1.76% | +0.78% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.39% | -0.32% | -0.11% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.02% | -0.05% | -0.79% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.80% | -0.72% | +6.14% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.57% | -0.36% | +3.30% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.44% | +0.15% | -1.06% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.44% | +0.08% | +13.40% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.21% | -0.40% | +9.25% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.20% | +0.05% | +3.19% | |
| 17 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.16% | -0.34% | +1.33% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.12% | -0.22% | +11.62% | |
| 19 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.77% | +0.11% | +1.30% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.08% | +118.54% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.57% | -0.04% | -0.33% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.57% | -0.02% | -1.91% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.55% | -0.09% | -0.38% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.49% | +0.08% | +4.20% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.10% | +0.01% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.09% | +0.02% | +1.30% | |
| 27 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.90% | -0.01% | +1.22% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.74% | -0.07% | +12.23% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.73% | -0.01% | -1.22% | |
| 30 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.72% | +0.07% | +1.86% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.71% | -0.09% | +14.00% | |
| 32 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.06% | +0.46% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.01% | +1.47% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.09% | +3.30% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.61% | — | +0.83% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.02% | -0.33% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.04% | -2.03% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.51% | +0.39% | -24.72% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.02% | -0.49% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | -0.01% | +0.39% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | +0.01% | +8.50% | |
| 42 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.36% | +0.09% | +0.83% | |
| 43 | QLD | Proshares Ultra Qqq | ETF-Other | 0.28% | +0.09% | +2.06% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.03% | +0.08% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.06% | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.04% | — | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.23% | +0.16% | -7.40% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.20% | -0.01% | +0.57% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.20% | +0.01% | +0.20% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | -0.01% | +10.96% |
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 Q1 2026.
During Q1 2026, Lowery Thomas, LLC's top holdings by market value included SCHG (12.2%)、VOO (9.4%)、QQQM (6.0%). The largest single position, SCHG, represented 12.2% 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.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VOO, QQQM) accounted for 32.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
GOOGL
市值: $315.9K
Top Position Liquidated / Trimmed
UYG
前期市值: $246.6K
In Q1 2026, Lowery Thomas, LLC made 55 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 16 holdings, and fully liquidating 2 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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