StockDriftsStockDriftsTop 50 Lowery Thomas LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 12.19% | 737.5K | $25.0M | +0.65%(+4.74K) | $19.87(+79.24%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 9.16% | 27.3K | $18.8M | -0.69%(-189) | $408.26(+74.56%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.36% | 43.0K | $13.0M | -3.10%(-1.38K) | $158.32(+90.40%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 5.73% | 17.9K | $11.7M | -1.37%(-249) | $174.81(+236.27%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.6% | 368.6K | $11.5M | -1.95%(-7.32K) | $18.91(+72.11%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.54% | 12.6K | $9.3M | -1.88%(-242) | $379.89(+92.82%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.45% | 12.2K | $9.1M | -5.06%(-650) | $445.91(+73.88%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.94% | 231.8K | $8.1M | +1.34%(+3.07K) | $22.30(+58.78%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.07% | 50.7K | $6.3M | -8.93%(-4.97K) | $72.20(+70.90%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.97% | 14.8K | $6.1M | +0.19%(+28) | $254.14(+67.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.41% | +66.04% | — | — | +48.42% |
| Top 20 Holdings Unweighted | +18.05% | +64.52% | — | — | +47.85% |
Lowery Thomas LLC reports $204.71M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (12.2%), VOO (9.2%) and QQQM (6.4%). The top 20 holdings account for 78.74% of reported assets. Its disclosed equity book has returned +66.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lowery Thomas LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1919701). View Lowery Thomas LLC’s 13F filings on SEC