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Lowery Thomas, Llc

Portfolio Manager
Lowery Thomas, Llc
Performance
+2.07% (2025 Q4)
AUM (13F)
$174.87M
# of Holdings
55
Performance Rank
Allocation (Top 20)
79.31%

Lowery Thomas, Llc Holdings Map

Top 50 Lowery Thomas, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHG
SCHWAB STRATEGIC TR
12.2%732.8K$21.3M
+3.07%(+21.85K)
2025-Q1: 694.7K shares2025-Q2: 682.7K shares2025-Q3: 714.2K shares2025-Q4: 710.9K shares2026-Q1: 732.8K shares
$19.80(+75.20%)
2026-03-31
VOO
VANGUARD INDEX FDS
9.39%27.5K$16.4M
-1.38%(-386)
2025-Q1: 29.2K shares2025-Q2: 27.6K shares2025-Q3: 28.2K shares2025-Q4: 27.9K shares2026-Q1: 27.5K shares
$408.26(+68.45%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
6.03%44.4K$10.5M
+0.65%(+287)
2025-Q1: 47.4K shares2025-Q2: 44.7K shares2025-Q3: 45.9K shares2025-Q4: 44.1K shares2026-Q1: 44.4K shares
$158.32(+87.20%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
5.99%375.9K$10.5M
+2.44%(+8.94K)
2025-Q1: 363.5K shares2025-Q2: 351.3K shares2025-Q3: 371.9K shares2025-Q4: 367.0K shares2026-Q1: 375.9K shares
$18.91(+61.72%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
4.78%12.8K$8.4M
-3.80%(-507)
2025-Q1: 15.1K shares2025-Q2: 15.1K shares2025-Q3: 13.6K shares2025-Q4: 13.3K shares2026-Q1: 12.8K shares
$445.91(+67.79%)
2026-03-31
QQQ
INVESCO QQQ TR
4.25%12.9K$7.4M
-0.26%(-34)
2025-Q1: 13.2K shares2025-Q2: 13.0K shares2025-Q3: 13.0K shares2025-Q4: 12.9K shares2026-Q1: 12.9K shares
$379.89(+89.47%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
3.99%228.8K$7.0M
+3.10%(+6.88K)
2025-Q1: 219.3K shares2025-Q2: 216.8K shares2025-Q3: 223.7K shares2025-Q4: 221.9K shares2026-Q1: 228.8K shares
$22.17(+48.71%)
2026-03-31
SMH
VANECK ETF TRUST
3.97%18.1K$6.9M
+0.78%(+141)
2025-Q1: 18.6K shares2025-Q2: 16.7K shares2025-Q3: 17.9K shares2025-Q4: 18.0K shares2026-Q1: 18.1K shares
$174.81(+230.84%)
2026-03-31
IWF
ISHARES TR
3.39%13.9K$5.9M
-0.11%(-15)
2025-Q1: 14.3K shares2025-Q2: 14.3K shares2025-Q3: 14.0K shares2025-Q4: 13.9K shares2026-Q1: 13.9K shares
$288.79(-56.41%)
2026-03-31
IWB
ISHARES TR
3.02%14.8K$5.3M
-0.79%(-118)
2025-Q1: 15.0K shares2025-Q2: 15.0K shares2025-Q3: 14.9K shares2025-Q4: 14.9K shares2026-Q1: 14.8K shares
$253.91(+60.51%)
2026-03-31

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