LOWERY THOMAS, LLC

Est. AUM

$174.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$21.3M	732765	12.20%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.4M	27491	9.39%	SOLE
3	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$10.5M	44397	6.03%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$10.5M	375907	5.99%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.4M	12843	4.78%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$7.4M	12876	4.25%	SOLE
7	SCHWAB STRATEGIC TR	US LCAP VA ETF	$7.0M	228772	3.99%	SOLE
8	VANECK ETF TRUST	SEMICONDUCTR ETF	$6.9M	18144	3.97%	SOLE
9	ISHARES TR	RUS 1000 GRW ETF	$5.9M	13914	3.39%	SOLE
10	ISHARES TR	RUS 1000 ETF	$5.3M	14805	3.02%	SOLE
11	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.9M	66393	2.80%	SOLE
12	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.5M	79179	2.57%	SOLE
13	ISHARES TR	RUS 2000 GRW ETF	$4.3M	13607	2.44%	SOLE
14	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.3M	85623	2.44%	SOLE
15	SCHWAB STRATEGIC TR	US AGGREGATE B	$3.9M	166682	2.21%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$3.8M	26508	2.20%	SOLE
17	FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$3.8M	75440	2.16%	SOLE
18	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.7M	152404	2.12%	SOLE
19	VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$3.1M	24854	1.77%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.8M	9703	1.59%	SOLE
21	ISHARES TR	RUS MD CP GR ETF	$2.7M	21454	1.57%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	27986	1.57%	SOLE
23	STATE STR SPDR DOW JONES IND	UT SER 1	$2.7M	5833	1.55%	SOLE
24	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.6M	101652	1.49%	SOLE
25	APPLE INC	COM	$2.0M	7689	1.12%	SOLE
26	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.9M	7399	1.09%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$1.6M	25984	0.90%	SOLE
28	ISHARES TR	TRUST ISHARE 0-1	$1.3M	11661	0.74%	SOLE
29	ISHARES TR	RUS 2000 VAL ETF	$1.3M	6744	0.73%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$1.3M	16466	0.72%	SOLE
31	ISHARES TR	1 3 YR TREAS BD	$1.2M	15111	0.71%	SOLE
32	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.2M	6118	0.71%	SOLE
33	NVIDIA CORPORATION	COM	$1.2M	6891	0.68%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	8610	0.65%	SOLE
35	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	34314	0.61%	SOLE
36	ISHARES TR	RUSSELL 2000 ETF	$988K	3984	0.56%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$921K	16276	0.53%	SOLE
38	KLA CORP	COM NEW	$897K	609	0.51%	SOLE
39	AMAZON COM INC	COM	$841K	4040	0.48%	SOLE
40	ISHARES TR	RUS 1000 VAL ETF	$820K	3839	0.47%	SOLE
41	SCHWAB STRATEGIC TR	US SML CAP ETF	$679K	23347	0.39%	SOLE
42	GLOBAL X FDS	ARTIFICIAL ETF	$635K	13617	0.36%	SOLE
43	PROSHARES TR	PSHS ULTRA QQQ	$490K	8037	0.28%	SOLE
44	MICROSOFT CORP	COM	$463K	1250	0.26%	SOLE
45	TESLA INC	COM	$441K	1187	0.25%	SOLE
46	META PLATFORMS INC	CL A	$435K	760	0.25%	SOLE
47	ISHARES TR	ISHARES SEMICDTR	$407K	1239	0.23%	SOLE
48	VANGUARD INDEX FDS	MCAP VL IDXVIP	$355K	1926	0.20%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$347K	3589	0.20%	SOLE
50	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$322K	10488	0.18%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.