Investor
LOWERY THOMAS, LLC
CIK 0001919701 · filed 2026-01-26 · SEC filing
13F book
$177M
Positions
55
Largest name
13.1%
Schwab Strategic Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 710.9K | $23.2M | 13.1% | — | Held |
| Vanguard Index Fds | — | 27.9K | $17.5M | 9.9% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 44.1K | $11.2M | 6.3% | — | Held |
| Schwab Strategic Tr | — | 367K | $9.99M | 5.6% | — | Held |
| Spdr S&P 500 Etf Tr | — | 13.3K | $9.1M | 5.1% | — | Held |
| Invesco Qqq Tr | — | 12.9K | $7.93M | 4.5% | — | Held |
| Ishares Tr | — | 13.9K | $6.59M | 3.7% | — | Held |
| Schwab Strategic Tr | — | 221.9K | $6.57M | 3.7% | — | Held |
| Vaneck Etf Trust | — | 18K | $6.48M | 3.7% | — | Held |
| Ishares Tr | — | 14.9K | $5.57M | 3.1% | — | Held |
| Vanguard Bd Index Fds | — | 62.6K | $4.63M | 2.6% | — | Held |
| Ishares Tr | — | 13.8K | $4.44M | 2.5% | — | Held |
| J P Morgan Exchange Traded F | — | 76.7K | $4.39M | 2.5% | — | Held |
| Vanguard Bd Index Fds | — | 75.5K | $3.76M | 2.1% | — | Held |
| Fidelity Merrimack Str Tr | — | 74.5K | $3.74M | 2.1% | — | Held |
| Schwab Us Aggregate Bond | — | 152.6K | $3.57M | 2.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 25.7K | $3.56M | 2.0% | — | Held |
| Schwab Strategic Tr | — | 136.5K | $3.33M | 1.9% | — | Held |
| Spdr Series Trust | — | 28.5K | $3.04M | 1.7% | — | Held |
| Vanguard Admiral Fds Inc | — | 24.5K | $2.98M | 1.7% | — | Held |
| Ishares Tr | — | 21.5K | $2.95M | 1.7% | — | Held |
| Spdr Dow Jones Indl Average | — | 5.86K | $2.81M | 1.6% | — | Held |
| Schwab Strategic Tr | — | 97.6K | $2.63M | 1.5% | — | Held |
| Apple Inc. | AAPL | 7.69K | $2.09M | 1.2% | — | Held |
| Vanguard Index Fds | — | 7.3K | $2.04M | 1.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 25.7K | $1.47M | 0.8% | — | Held |
| Alphabet Inc | — | 4.44K | $1.39M | 0.8% | — | Held |
| Nvidia Corp | NVDA | 6.79K | $1.27M | 0.7% | — | Held |
| Vanguard Admiral Fds Inc | — | 6.09K | $1.25M | 0.7% | — | Held |
| Ishares Tr | — | 6.83K | $1.24M | 0.7% | — | Held |
| Select Sector Spdr Tr | — | 8.34K | $1.2M | 0.7% | — | Held |
| Invesco Exchange Traded Fd T | — | 16.2K | $1.16M | 0.7% | — | Held |
| Ishares Tr | — | 10.4K | $1.14M | 0.6% | — | Held |
| Ishares Tr | — | 13.3K | $1.1M | 0.6% | — | Held |
| Schwab Strategic Tr | — | 34K | $1.02M | 0.6% | — | Held |
| Ishares Tr | — | 4K | $984K | 0.6% | — | Held |
| Kla Corp | KLAC | 809 | $983K | 0.6% | — | Held |
| Spdr Series Trust | — | 16.6K | $943.8K | 0.5% | — | Held |
| Amazon Com Inc | AMZN | 4.06K | $937.1K | 0.5% | — | Held |
| Ishares Tr | — | 3.82K | $804.4K | 0.5% | — | Held |
| Global X Fds | — | 13.5K | $686.9K | 0.4% | — | Held |
| Schwab Strategic Tr | — | 21.5K | $612.8K | 0.3% | — | Held |
| Microsoft Corp | MSFT | 1.25K | $603.8K | 0.3% | — | Held |
| Proshares Tr | — | 7.88K | $554.5K | 0.3% | — | Held |
| Tesla, Inc. | TSLA | 1.19K | $533.8K | 0.3% | — | Held |
| Meta Platforms, Inc. | META | 760 | $501.4K | 0.3% | — | Held |
| Ishares Tr | — | 1.34K | $403.1K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.92K | $339.7K | 0.2% | — | Held |
| Spdr Series Trust | — | 3.58K | $337.4K | 0.2% | — | Held |
| Vanguard Index Fds | — | 959 | $278.3K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 9.45K | $259.3K | 0.1% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 419 | $253K | 0.1% | — | Held |
| Proshares Tr | — | 2.69K | $246.6K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.31K | $232.9K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 1.85K | $211.7K | 0.1% | — | Held |
Positions as of Q4 2025. 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.