Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LOWERY THOMAS, LLC (CIK 1919701) reported $174.9M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($21.3M, 12.20%), VOO ($16.4M, 9.39%), QQQM ($10.5M, 6.03%), FNDX ($10.5M, 5.99%), SPY ($8.4M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $21.3M | 12.20% | 732,765 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $16.4M | 9.39% | 27,491 | Trimmed |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $10.5M | 6.03% | 44,397 | Added |
| 4 | FNDX | SCHWAB STRATEGIC TR | $10.5M | 5.99% | 375,907 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $8.4M | 4.78% | 12,843 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $7.4M | 4.25% | 12,876 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $7.0M | 3.99% | 228,772 | Added |
| 8 | SMH | VANECK ETF TRUST | $6.9M | 3.97% | 18,144 | Added |
| 9 | IWF | ISHARES TR | $5.9M | 3.39% | 13,914 | Trimmed |
| 10 | IWB | ISHARES TR | $5.3M | 3.02% | 14,805 | Trimmed |
| 11 | BND | VANGUARD BD INDEX FDS | $4.9M | 2.80% | 66,393 | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.57% | 79,179 | Added |
| 13 | IWO | ISHARES TR | $4.3M | 2.44% | 13,607 | Trimmed |
| 14 | VUSB | VANGUARD BD INDEX FDS | $4.3M | 2.44% | 85,623 | Added |
| 15 | SCHZ | SCHWAB STRATEGIC TR | $3.9M | 2.21% | 166,682 | Added |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.8M | 2.20% | 26,508 | Added |
| 17 | FLDR | FIDELITY MERRIMACK STR TR | $3.8M | 2.16% | 75,440 | Added |
| 18 | SCHO | SCHWAB STRATEGIC TR | $3.7M | 2.12% | 152,404 | Added |
| 19 | VIOG | VANGUARD ADMIRAL FDS INC | $3.1M | 1.77% | 24,854 | Added |
| 20 | GOOG | ALPHABET INC | $2.8M | 1.59% | 9,703 | Added |
| 21 | IWP | ISHARES TR | $2.7M | 1.57% | 21,454 | Trimmed |
| 22 | SPYG | SPDR SERIES TRUST | $2.7M | 1.57% | 27,986 | Trimmed |
| 23 | DIA | STATE STR SPDR DOW JONES IND | $2.7M | 1.55% | 5,833 | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $2.6M | 1.49% | 101,652 | Added |
| 25 | AAPL | APPLE INC | $2.0M | 1.12% | 7,689 | Added |
Source: SEC Form 13F filings · as of 2026-03-31