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Lowery Thomas, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$174.9M

Reporting period: 2026-03-31 · Number of holdings: 55

LOWERY THOMAS, LLC disclosed 55 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $174.9M and a quarterly turnover rate of 8.0%.

Personality snowflake

Concentration
18.88
Portfolio Stability
7.99
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
87.25

Recent moves

  • Trim SCHG

    +3.1%　-$1.9M

  • Add GOOG

    +118.5%　$1.4M

  • Trim VOO

    -1.4%　-$1.1M

  • Trim SPY

    -3.8%　-$751.2K

  • Add FNDX

    +2.4%　$483.7K

  • Trim IWF

    -0.1%　-$659.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHGSchwab US Large-cap GrowthETF-Other12.20%-0.90%+3.07%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth9.39%-0.49%-1.38%
3QQQMInvesco Nasdaq 100 ETFETF-Tech6.03%-0.27%+0.65%
4FNDXSchwab Fndmntl US Lrg Co ETFETF-Other5.99%+0.35%+2.44%
5SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth4.78%-0.36%-3.80%
6QQQInvesco Qqq Trust Series 1ETF-Tech4.25%-0.23%-0.26%
7SCHVSchwab US Large-cap ValueETF-Other3.99%+0.28%+3.10%
8SMHVaneck Semiconductor ETFETF-Other3.97%+0.31%+0.78%
9IWFIshares Russell 1000 GrowthETF-Other3.39%-0.34%-0.11%
10IWBIshares Russell 1000 ETFETF-Other3.02%-0.13%-0.79%
11BNDVanguard Total Bond MarketETF-Other2.80%+0.18%+6.14%
12JEPIJpmorgan Equity Premium IncoETF-Other2.57%+0.09%+3.30%
13IWOIshares Russell 2000 GrowthETF-Small Cap2.44%-0.07%-1.06%
14VUSBVanguard Ultra Short Bond EtETF-Other2.44%+0.31%+13.40%
15SCHZSchwab US Aggregate Bond ETFETF-Other2.21%+0.20%+9.25%
16XMMOInvesco S&p Midcap MomentumETF-Other2.20%+0.19%+3.19%
17FLDRFidelity Low Durat Fact ETFETF-Other2.16%+0.05%+1.33%
18SCHOSchwab Short-term US TreasETF-Other2.12%+0.24%+11.62%
19VIOGVanguard S&p Sm Cap 600 GrwETF-Other1.77%+0.09%+1.30%
20GOOGAlphabet Inc-cl CStock-Comm Services1.59%+0.80%+118.54%
21IWPIshares Russell Mid-cap GrowETF-Other1.57%-0.10%-0.33%
22SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.57%-0.15%-1.91%
23DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth1.55%-0.04%-0.38%
24SCHXSchwab US Large-cap ETFETF-Other1.49%+0.01%+4.20%
25AAPLApple INCStock-Tech1.12%-0.06%+0.01%
26VOTVanguard Mid-cap Growth ETFETF-Other1.09%-0.06%+1.30%
27XSVMInvesco S&p Smallcap Value WETF-Other0.90%+0.07%+1.22%
28SHVIshares 0-1 Year Treasury BoETF-Gov Bonds0.74%+0.09%+12.23%
29IWNIshares Russell 2000 Value EETF-Small Cap0.73%+0.03%-1.22%
30XSMOInvesco S&p Smallcap MomentuETF-Other0.72%+0.06%+1.86%
31SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.71%+0.09%+14.00%
32VOOVVanguard S&p 500 Value ETFETF-Large Cap & Growth0.71%—+0.46%
33NVDANvidia CORPStock-Tech0.68%-0.04%+1.47%
34XLKSs Technology Select SectorETF-Tech0.65%-0.03%+3.30%
35SCHMSchwab US Mid Cap ETFETF-Other0.61%+0.03%+0.83%
36IWMIshares Russell 2000 ETFETF-Small Cap0.57%—-0.33%
37SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.53%—-2.03%
38KLACKla CORPStock-Tech0.51%-0.05%-24.72%
39AMZNAmazon.com INCStock-Consumer Disc0.48%-0.05%-0.49%
40IWDIshares Russell 1000 Value EETF-Other0.47%+0.02%+0.39%
41SCHASchwab US Small-cap ETFETF-Other0.39%+0.04%+8.50%
42AIQGlobal X Art Intel & TechETF-Tech0.36%-0.03%+0.83%
43QLDProshares Ultra QqqETF-Other0.28%-0.03%+2.06%
44MSFTMicrosoft CORPStock-Tech0.26%-0.08%+0.08%
45TSLATesla INCStock-Consumer Disc0.25%-0.05%—
46METAMeta Platforms Inc-class AStock-Comm Services0.25%-0.03%—
47SOXXIshares Semiconductor ETFETF-Other0.23%—-7.40%
48VOEVanguard Mid-cap Value ETFETF-Other0.20%—+0.57%
49SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other0.20%—+0.20%
50SCHDSchwab US Dvd Equity ETFETF-Other0.18%+0.03%+10.96%
1–50 of 55

Holding changes this quarter

Lowery Thomas, LLC's most significant position changes for 2026-03-31: New buy: Alphabet Inc-cl A (GOOGL); Sold out: Proshares Ultra Financials (UYG); Sold out: Palantir Technologies Inc-a (PLTR); New buy: Pacer US Cash Cows 100 ETF (COWZ); Add: Schwab US Large-cap Growth (SCHG) — shares +3.07%.

Position changes disclosed by Lowery Thomas, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GOOGAlphabet Inc-cl C+0.8%+118.54%Add
2FNDXSchwab Fndmntl US Lrg Co ETF+0.4%+2.44%Add
3VUSBVanguard Ultra Short Bond Et+0.3%+13.40%Add
4SMHVaneck Semiconductor ETF+0.3%+0.78%Add
5SCHVSchwab US Large-cap Value+0.3%+3.10%Add
6SCHOSchwab Short-term US Treas+0.2%+11.62%Add
7SCHZSchwab US Aggregate Bond ETF+0.2%+9.25%Add
8XMMOInvesco S&p Midcap Momentum+0.2%+3.19%Add
9BNDVanguard Total Bond Market+0.2%+6.14%Add
10SHYIshares 1-3 Year Treasury Bo+0.1%+14.00%Add
11SHVIshares 0-1 Year Treasury Bo+0.1%+12.23%Add
12VIOGVanguard S&p Sm Cap 600 Grw+0.1%+1.30%Add
13JEPIJpmorgan Equity Premium Inco+0.1%+3.30%Add
14XSVMInvesco S&p Smallcap Value W+0.1%+1.22%Add
15XSMOInvesco S&p Smallcap Momentu+0.1%+1.86%Add
16FLDRFidelity Low Durat Fact ETF+0.1%+1.33%Add
17SCHASchwab US Small-cap ETF0%+8.50%Add
18SCHDSchwab US Dvd Equity ETF0%+10.96%Add
19IWNIshares Russell 2000 Value E0%-1.22%Trim
20SCHMSchwab US Mid Cap ETF0%+0.83%Add
21IWDIshares Russell 1000 Value E0%+0.39%Add
22SCHXSchwab US Large-cap ETF0%+4.20%Add
23SPYVSs Spdr P S&p 500 Value ETF—-2.03%Trim
24VOVanguard Mid-cap ETF0%-4.90%Trim
25METAMeta Platforms Inc-class A0%—Unchanged
26QLDProshares Ultra Qqq0%+2.06%Add
27XLKSs Technology Select Sector0%+3.30%Add
28AIQGlobal X Art Intel & Tech0%+0.83%Add
29DIASs Spdr Dow Jones Indus Avg0%-0.38%Trim
30NVDANvidia CORP0%+1.47%Add
31AMZNAmazon.com INC-0.1%-0.49%Trim
32TSLATesla INC-0.1%—Unchanged
33KLACKla CORP-0.1%-24.72%Trim
34AAPLApple INC-0.1%+0.01%Add
35VOTVanguard Mid-cap Growth ETF-0.1%+1.30%Add
36IWOIshares Russell 2000 Growth-0.1%-1.06%Trim
37MSFTMicrosoft CORP-0.1%+0.08%Add
38IWPIshares Russell Mid-cap Grow-0.1%-0.33%Trim
39IWBIshares Russell 1000 ETF-0.1%-0.79%Trim
40SPYGSs Spdr P S&p 500 Growth ETF-0.2%-1.91%Trim
41QQQInvesco Qqq Trust Series 1-0.2%-0.26%Trim
42QQQMInvesco Nasdaq 100 ETF-0.3%+0.65%Add
43IWFIshares Russell 1000 Growth-0.3%-0.11%Trim
44SPYSs Spdr S&p 500 ETF Trust-us-0.4%-3.80%Trim
45VOOVanguard S&p 500 ETF-0.5%-1.38%Trim
46SCHGSchwab US Large-cap Growth-0.9%+3.07%Add
47GOOGLAlphabet Inc-cl A—NEWNew buy
48UYGProshares Ultra Financials—EXITSold out
49PLTRPalantir Technologies Inc-a—EXITSold out
50COWZPacer US Cash Cows 100 ETF—NEWNew buy

FAQ

What is Lowery Thomas, LLC and what type of investor is it?
Lowery Thomas, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $174.9M, spread across 55 disclosed positions.
What are Lowery Thomas, LLC's largest equity positions?
Based on the latest 13F filing, Lowery Thomas, LLC's top holdings by market value are: 1. Schwab US Large-cap Growth (SCHG) — $21.3M (12.2%) 2. Vanguard S&p 500 ETF (VOO) — $16.4M (9.4%) 3. Invesco Nasdaq 100 ETF (QQQM) — $10.5M (6.0%) 4. Schwab Fndmntl US Lrg Co ETF (FNDX) — $10.5M (6.0%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $8.4M (4.8%)
What changes did Lowery Thomas, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lowery Thomas, LLC made 48 notable position adjustments: 2 new positions were initiated, 30 existing holdings were added to, 14 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Alphabet Inc-cl A (GOOGL); Sold out: Proshares Ultra Financials (UYG); Sold out: Palantir Technologies Inc-a (PLTR); New buy: Pacer US Cash Cows 100 ETF (COWZ); Add: Schwab US Large-cap Growth (SCHG) — shares +3.07%
What sectors does Lowery Thomas, LLC focus on?
Lowery Thomas, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.3% • Communication Services: 37.9% • Consumer Discretionary: 13.8%