LOWERY THOMAS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, LOWERY THOMAS, LLC held in its portfolio 53 assets valued at $176,966,666 (i.e. $176.97M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($23.19M), VANGUARD INDEX FDS ($17.48M), and INVESCO EXCH TRADED FD TR II ($11.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LOWERY THOMAS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 710912 | 23189952 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 27877 | 17482585 | S&P 500 ETF SHS |
| INVESCO EXCH TRADED FD TR II | 44110 | 11156309 | NASDAQ 100 ETF |
| SCHWAB STRATEGIC TR | 366970 | 9985264 | FUNDAMENTAL US L |
| SPDR S&P 500 ETF TR | 13350 | 9103709 | TR UNIT |
| INVESCO QQQ TR | 12910 | 7930700 | UNIT SER 1 |
| ISHARES TR | 13929 | 6592372 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 221889 | 6570141 | US LCAP VA ETF |
| VANECK ETF TRUST | 18003 | 6483590 | SEMICONDUCTR ETF |
| ISHARES TR | 14923 | 5572944 | RUS 1000 ETF |
| VANGUARD BD INDEX FDS | 62551 | 4633134 | TOTAL BND MRKT |
| ISHARES TR | 13753 | 4442374 | RUS 2000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 76652 | 4387543 | EQUITY PREMIUM |
| SPDR SERIES TRUST | 48726 | 4325303 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 75503 | 3763069 | VANGUARD ULTRA |
| FIDELITY MERRIMACK STR TR | 74451 | 3739693 | LOW DURTIN ETF |
| SCHWAB STRATEGIC TR | 152568 | 3565516 | US AGGREGATE B |
| INVESCO EXCHANGE TRADED FD T | 25689 | 3556834 | S&P MDCP MOMNTUM |
| SCHWAB STRATEGIC TR | 136538 | 3327424 | SHT TM US TRES |
| VANGUARD ADMIRAL FDS INC | 24534 | 2975672 | SMLCP 600 GRTH |
| ISHARES TR | 21526 | 2947753 | RUS MD CP GR ETF |
| SPDR DOW JONES INDL AVERAGE | 5855 | 2813618 | UT SER 1 |
| SCHWAB STRATEGIC TR | 97559 | 2625326 | US LRG CAP ETF |
| APPLE INC | 7688 | 2089953 | COM |
| VANGUARD INDEX FDS | 7304 | 2038816 | MCAP GR IDXVIP |
| INVESCO EXCHANGE TRADED FD T | 25670 | 1466788 | S&P SMCP VLU MNT |
| ALPHABET INC | 4440 | 1393221 | CAP STK CL C |
| NVIDIA CORPORATION | 6791 | 1266601 | COM |
| VANGUARD ADMIRAL FDS INC | 6090 | 1247507 | 500 VAL IDX FD |
| ISHARES TR | 6827 | 1237124 | RUS 2000 VAL ETF |
| SELECT SECTOR SPDR TR | 8335 | 1200053 | STATE STREET TEC |
| INVESCO EXCHANGE TRADED FD T | 16165 | 1164050 | S&P SMLCP MOMENT |
| ISHARES TR | 10390 | 1144503 | TRUST ISHARE 0-1 |
| ISHARES TR | 13255 | 1097769 | 1 3 YR TREAS BD |
| SCHWAB STRATEGIC TR | 34030 | 1023290 | US MID-CAP ETF |
| ISHARES TR | 3997 | 984007 | RUSSELL 2000 ETF |
| KLA CORP | 809 | 983000 | COM NEW |
| AMAZON COM INC | 4060 | 937129 | COM |
| ISHARES TR | 3824 | 804380 | RUS 1000 VAL ETF |
| GLOBAL X FDS | 13505 | 686868 | ARTIFICIAL ETF |
| SCHWAB STRATEGIC TR | 21517 | 612801 | US SML CAP ETF |
| MICROSOFT CORP | 1249 | 603838 | COM |
| PROSHARES TR | 7875 | 554459 | PSHS ULTRA QQQ |
| TESLA INC | 1187 | 533818 | COM |
| META PLATFORMS INC | 760 | 501375 | CL A |
| ISHARES TR | 1338 | 403051 | ISHARES SEMICDTR |
| VANGUARD INDEX FDS | 1915 | 339745 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 959 | 278282 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 9452 | 259270 | US DIVIDEND EQ |
| SPDR S&P MIDCAP 400 ETF TR | 419 | 253003 | UTSER1 S&PDCRP |
| PROSHARES TR | 2687 | 246591 | ULTRA FNCLS NEW |
| PALANTIR TECHNOLOGIES INC | 1310 | 232852 | CL A |
| INVESCO EXCH TRADED FD TR II | 1849 | 211697 | S&P 500 REVENUE |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.