Investor
LOWERY THOMAS, LLC
CIK 0001919701 · filed 2026-05-13 · SEC filing
13F book
$174.9M
Positions
55
2 new · 2 sold
Largest name
12.2%
Schwab Strategic Tr
Est. mark
−$6.24M
Price effect on 53 names still held. Flow $4.14M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 732.8K | $21.3M | 12.2% | −$2.5M | Added−$1.86M |
| Vanguard Index Fds | — | 27.5K | $16.4M | 9.4% | −$813.3K | Cut−$1.06M |
| Invesco Exch Traded Fd Tr Ii | — | 44.4K | $10.5M | 6.0% | −$687.3K | Added−$619.2K |
| Schwab Strategic Tr | — | 375.9K | $10.5M | 6.0% | $234.8K | Added$483.7K |
| Spdr S&P 500 Etf Tr | — | 12.8K | $8.35M | 4.8% | −$405.5K | Cut−$751.2K |
| Invesco Qqq Tr | — | 12.9K | $7.43M | 4.3% | −$478.3K | Cut−$499.2K |
| Schwab Strategic Tr | — | 228.8K | $6.98M | 4.0% | $197.5K | Added$407.4K |
| Vaneck Etf Trust | — | 18.1K | $6.95M | 4.0% | $408.3K | Added$462.2K |
| Ishares Tr | — | 13.9K | $5.93M | 3.4% | −$652.3K | Cut−$659.4K |
| Ishares Tr | — | 14.8K | $5.28M | 3.0% | −$250.1K | Cut−$294.2K |
| Vanguard Bd Index Fds | — | 66.4K | $4.89M | 2.8% | −$26.9K | Added$256K |
| J P Morgan Exchange Traded F | — | 79.2K | $4.49M | 2.6% | −$42.9K | Added$100.3K |
| Ishares Tr | — | 13.6K | $4.27M | 2.4% | −$125.2K | Cut−$172.4K |
| Vanguard Bd Index Fds | — | 85.6K | $4.26M | 2.4% | −$4.13K | Added$499.7K |
| Schwab Us Aggregate Bond | — | 166.7K | $3.87M | 2.2% | −$22.9K | Added$304.8K |
| Invesco Exchange Traded Fd T | — | 26.5K | $3.84M | 2.2% | $168.6K | Added$287.4K |
| Fidelity Merrimack Str Tr | — | 75.4K | $3.78M | 2.2% | −$13.4K | Added$36.1K |
| Schwab Strategic Tr | — | 152.4K | $3.7M | 2.1% | −$13.6K | Added$371.4K |
| Vanguard Admiral Fds Inc | — | 24.9K | $3.09M | 1.8% | $77.9K | Added$117.7K |
| Alphabet Inc | — | 9.7K | $2.78M | 1.6% | −$120.2K | Added$1.39M |
| Ishares Tr | — | 21.5K | $2.75M | 1.6% | −$189.2K | Cut−$199.1K |
| Spdr Series Trust | — | 28K | $2.74M | 1.6% | −$246K | Cut−$304K |
| Spdr Dow Jones Indl Average | — | 5.83K | $2.7M | 1.5% | −$101.2K | Cut−$111.8K |
| Schwab Strategic Tr | — | 101.7K | $2.6M | 1.5% | −$128.2K | Added−$23.5K |
| Apple Inc. | AAPL | 7.69K | $1.95M | 1.1% | −$139.5K | Added−$139.2K |
| Vanguard Index Fds | — | 7.4K | $1.9M | 1.1% | −$159.2K | Added−$134.8K |
| Invesco Exchange Traded Fd T | — | 26K | $1.57M | 0.9% | $80.1K | Added$99K |
| Ishares Tr | — | 11.7K | $1.29M | 0.7% | $2.46K | Added$142.8K |
| Ishares Tr | — | 6.74K | $1.28M | 0.7% | $56.5K | Cut$41.5K |
| Invesco Exchange Traded Fd T | — | 16.5K | $1.25M | 0.7% | $64.8K | Added$87.7K |
| Ishares Tr | — | 15.1K | $1.25M | 0.7% | −$3.27K | Added$150K |
| Vanguard Admiral Fds Inc | — | 6.12K | $1.25M | 0.7% | −$6.48K | Added−$772 |
| Nvidia Corp | NVDA | 6.89K | $1.19M | 0.7% | −$92.2K | Added−$74.9K |
| Select Sector Spdr Tr | — | 8.61K | $1.14M | 0.7% | −$92.4K | Added−$55.8K |
| Schwab Strategic Tr | — | 34.3K | $1.06M | 0.6% | $30.3K | Added$39.1K |
| Ishares Tr | — | 3.98K | $988.1K | 0.6% | $7.29K | Cut$4.09K |
| Spdr Series Trust | — | 16.3K | $920.9K | 0.5% | −$3.74K | Cut−$22.9K |
| Kla Corp | KLAC | 609 | $896.7K | 0.5% | $156.7K | Cut−$86.3K |
| Amazon Com Inc | AMZN | 4.04K | $841.4K | 0.5% | −$91.1K | Cut−$95.7K |
| Ishares Tr | — | 3.84K | $820.3K | 0.5% | $12.7K | Added$15.9K |
| Schwab Strategic Tr | — | 23.3K | $678.9K | 0.4% | $12.9K | Added$66.1K |
| Global X Fds | — | 13.6K | $635.5K | 0.4% | −$56.6K | Added−$51.4K |
| Proshares Tr | — | 8.04K | $489.5K | 0.3% | −$74.8K | Added−$64.9K |
| Microsoft Corp | MSFT | 1.25K | $462.9K | 0.3% | −$141.3K | Added−$141K |
| Tesla, Inc. | TSLA | 1.19K | $441.3K | 0.3% | −$92.6K | Held |
| Meta Platforms, Inc. | META | 760 | $434.9K | 0.2% | −$66.5K | Held |
| Ishares Tr | — | 1.24K | $407.3K | 0.2% | $34K | Cut$4.21K |
| Vanguard Index Fds | — | 1.93K | $354.9K | 0.2% | $13.1K | Added$15.2K |
| Spdr Series Trust | — | 3.59K | $346.7K | 0.2% | $8.67K | Added$9.35K |
| Schwab Strategic Tr | — | 10.5K | $321.8K | 0.2% | $30.7K | Added$62.5K |
| Alphabet Inc | — | 1.1K | $315.9K | 0.2% | — | New |
| Vanguard Index Fds | — | 912 | $261.8K | 0.1% | −$2.83K | Cut−$16.5K |
| Spdr S&P Midcap 400 Etf Tr | — | 421 | $259.4K | 0.1% | $5.21K | Added$6.45K |
| Invesco Exch Traded Fd Tr Ii | — | 1.86K | $213.3K | 0.1% | $751 | Added$1.55K |
| Pacer Fds Tr | — | 3.23K | $202.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.