Lowery Thomas, LLC Top Holdings and 13F Report (2026) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $204.71 million in total holdings as of June 30, 2026.Lowery Thomas, LLC owns shares of 57 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.52% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 55 new stocks and bought additional shares in 29 stocks.Lowery Thomas, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $24,951,810Vanguard S&P 500 ETF $18,751,300Invesco NASDAQ 100 ETF $13,028,600VanEck Semiconductor ETF $11,729,598Schwab Fundamental U.S. Large Company ETF $11,463,084 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $310,257 Holding74347X633 - ProShares Ultra Financials $277,413 Holding921932778 - Vanguard S&P Small-Cap 600 Value ETF $239,323 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 36,771 shares (about $4.57M)KLA 5,481 shares (about $1.65M)Vanguard Ultra-Short Bond ETF 18,176 shares (about $904.80K)Invesco S&P 500 Momentum ETF 1,921 shares (about $310.26K)ProShares Ultra Financials 3,242 shares (about $277.41K) Largest Sales this Quarter Vanguard Total Bond Market ETF 8,298 shares (about $609.15K)SPDR S&P 500 ETF Trust 650 shares (about $485.39K)Invesco NASDAQ 100 ETF 1,376 shares (about $416.71K)Schwab Fundamental U.S. Large Company ETF 7,319 shares (about $227.62K)Invesco QQQ 242 shares (about $178.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLowery Thomas, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$24,951,810$160,468 â–²0.6%737,50812.2%ETFVOOVanguard S&P 500 ETF$18,751,300$129,807 â–¼-0.7%27,3029.2%ETFQQQMInvesco NASDAQ 100 ETF$13,028,600$416,712 â–¼-3.1%43,0216.4%ETFSMHVanEck Semiconductor ETF$11,729,598$163,212 â–¼-1.4%17,8955.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$11,463,084$227,621 â–¼-1.9%368,5885.6%ETFQQQInvesco QQQ$9,303,319$178,202 â–¼-1.9%12,6344.5%ETFSPYSPDR S&P 500 ETF Trust$9,105,179$485,390 â–¼-5.1%12,1934.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,070,282$106,727 â–²1.3%231,8383.9%ETFIWFiShares Russell 1000 Growth ETF$6,293,528$4,565,834 â–²264.3%50,6853.1%ETFIWBiShares Russell 1000 ETF$6,074,254$11,466 â–²0.2%14,8333.0%ETFIWOiShares Russell 2000 Growth ETF$5,307,379$53,184 â–¼-1.0%13,4722.6%ETFVUSBVanguard Ultra-Short Bond ETF$5,167,108$904,800 â–²21.2%103,7992.5%ETFXMMOInvesco S&P MidCap Momentum ETF$4,596,747$86,603 â–²1.9%27,0172.2%ETFJEPIJPMorgan Equity Premium Income ETF$4,523,465$51,453 â–²1.2%80,0902.2%ETFBNDVanguard Total Bond Market ETF$4,264,740$609,154 â–¼-12.5%58,0952.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,896,054$217,019 â–²5.9%161,3941.9%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$3,852,407$39,276 â–²1.0%25,1101.9%ETFFLDRFidelity Low Duration Bond Factor ETF$3,718,392$61,886 â–¼-1.6%74,2051.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,695,958$159,388 â–¼-4.1%159,7911.8%ETFGOOGAlphabet$3,418,841$9,186 â–¼-0.3%9,6771.7%Communication ServicesSCHXSchwab US Large-Cap ETF$3,222,275$231,955 â–²7.8%109,5371.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,176,999$153,020 â–¼-4.6%26,7001.6%ETFIWPiShares Russell Mid-Cap Growth ETF$3,130,002$11,127 â–¼-0.4%21,3781.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,983,749$63,206 â–¼-2.1%5,7121.5%ETFVOTVanguard Mid-Cap Growth ETF$2,280,375$14,090 â–²0.6%7,4451.1%ETFAAPLApple$2,090,137$133,924 â–¼-6.0%7,2261.0%TechnologyKLACKLA$1,837,414$1,653,673 â–²900.0%6,0900.9%TechnologyXSVMInvesco S&P SmallCap Value with Momentum ETF$1,815,441$7,237 â–²0.4%26,0880.9%ETFXSMOInvesco S&P SmallCap Momentum ETF$1,619,671$77,992 â–²5.1%17,2990.8%ETFXLKTechnology Select Sector SPDR Fund$1,523,705$116,593 â–¼-7.1%7,9980.7%ETFIWNiShares Russell 2000 Value ETF$1,474,528$17,254 â–¼-1.2%6,6660.7%ETFNVDANVIDIA$1,374,176$996 â–²0.1%6,8960.7%TechnologySHViShares Short Treasury Bond ETF$1,371,383$84,636 â–²6.6%12,4280.7%ETFVOOVVanguard S&P 500 Value ETF$1,324,693$16,441 â–¼-1.2%6,0430.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,262,630$21,842 â–²1.8%15,3770.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,255,338$9,807 â–¼-0.8%34,0480.6%ETFIWMiShares Russell 2000 ETF$1,181,696$15,323 â–¼-1.3%3,9330.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$993,293$3,890 â–²0.4%16,3400.5%ETFAMZNAmazon.com$939,060$23,834 â–¼-2.5%3,9400.5%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$933,592$2,909 â–²0.3%3,8510.5%ETFAIQGlobal X Artificial Intelligence & Technology ETF$919,631$26,243 â–²2.9%14,0170.4%ETFSCHASchwab US Small-Cap ETF$816,308$27,205 â–¼-3.2%22,5940.4%ETFSOXXiShares Semiconductor ETF$794,345$641 â–²0.1%1,2400.4%ETFQLDProShares Ultra QQQ$758,822$18,869 â–¼-2.4%7,8420.4%ETFMSFTMicrosoft$467,132$746 â–²0.2%1,2520.2%TechnologyMETAMeta Platforms$428,418$563 â–²0.1%7610.2%Communication ServicesSLYGSPDR S&P 600 Small Cap Growth ETF$428,365$834 â–²0.2%3,5960.2%ETFTSLATesla$398,308$100,944 â–¼-20.2%9470.2%Consumer DiscretionaryGOOGLAlphabet$392,6700.0%1,0990.2%Communication ServicesVOEVanguard Mid-Cap Value ETF$382,326$1,778 â–²0.5%1,9350.2%ETFSCHDSchwab US Dividend Equity ETF$347,976$15,411 â–²4.6%10,9740.2%ETFSPMOInvesco S&P 500 Momentum ETF$310,257$310,257 â–²New Holding1,9210.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$296,469$703 â–²0.2%4220.1%ETFUYGProShares Ultra Financials$277,413$277,413 â–²New Holding3,2420.1%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$239,323$239,323 â–²New Holding2,0400.1%ETFRWLInvesco S&P 500 Revenue ETF$237,827$766 â–²0.3%1,8620.1%ETFVOVanguard Mid-Cap ETF$215,696$142,213 â–²193.5%2,6770.1%ETFCOWZPacer US Cash Cows 100 ETF$0$202,318 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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