Lowery Thomas, LLC Top Holdings and 13F Report (2026) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $174.87 million in total holdings as of March 31, 2026.Lowery Thomas, LLC owns shares of 55 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 55 new stocks and bought additional shares in 35 stocks.Lowery Thomas, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $21,328,598Vanguard S&P 500 ETF $16,427,183Invesco NASDAQ 100 ETF $10,537,090Schwab Fundamental U.S. Large Company ETF $10,469,000SPDR S&P 500 ETF Trust $8,352,498 Largest New Holdings this Quarter 02079K305 - Alphabet $315,909 Holding69374H881 - Pacer US Cash Cows 100 ETF $202,318 Holding Largest Purchases this Quarter Alphabet 5,263 shares (about $1.51M)Schwab U.S. Large-Cap Growth ETF 21,853 shares (about $636.08K)Vanguard Ultra-Short Bond ETF 10,120 shares (about $503.83K)Schwab Short-Term U.S. Treasury ETF 15,866 shares (about $385.07K)Schwab U.S. Aggregate Bond ETF 14,114 shares (about $327.73K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 507 shares (about $329.73K)KLA 200 shares (about $294.48K)Vanguard S&P 500 ETF 386 shares (about $230.65K)SPDR Portfolio S&P 500 Growth ETF 544 shares (about $53.26K)iShares Russell 2000 Growth ETF 146 shares (about $45.82K) 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$21,328,598$636,075 â–²3.1%732,76512.2%ETFVOOVanguard S&P 500 ETF$16,427,183$230,653 â–¼-1.4%27,4919.4%ETFQQQMInvesco NASDAQ 100 ETF$10,537,090$68,116 â–²0.7%44,3976.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$10,469,000$248,895 â–²2.4%375,9076.0%ETFSPYSPDR S&P 500 ETF Trust$8,352,498$329,730 â–¼-3.8%12,8434.8%FinanceQQQInvesco QQQ$7,431,488$19,623 â–¼-0.3%12,8764.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$6,977,558$209,932 â–²3.1%228,7724.0%ETFSMHVanEck Semiconductor ETF$6,945,831$53,977 â–²0.8%18,1444.0%ManufacturingIWFiShares Russell 1000 Growth ETF$5,932,946$6,396 â–¼-0.1%13,9143.4%ETFIWBiShares Russell 1000 ETF$5,278,743$42,073 â–¼-0.8%14,8053.0%ETFBNDVanguard Total Bond Market ETF$4,889,167$282,924 â–²6.1%66,3932.8%ETFJEPIJPMorgan Equity Premium Income ETF$4,487,846$143,230 â–²3.3%79,1792.6%ETFIWOiShares Russell 2000 Growth ETF$4,269,995$45,816 â–¼-1.1%13,6072.4%ETFVUSBVanguard Ultra-Short Bond ETF$4,262,761$503,827 â–²13.4%85,6232.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,870,345$327,726 â–²9.3%166,6822.2%ETFXMMOInvesco S&P MidCap Momentum ETF$3,844,211$118,772 â–²3.2%26,5082.2%ETFFLDRFidelity Low Duration Bond Factor ETF$3,775,760$49,499 â–²1.3%75,4402.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,698,855$385,069 â–²11.6%152,4042.1%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$3,093,361$39,828 â–²1.3%24,8541.8%ETFGOOGAlphabet$2,782,080$1,509,027 â–²118.5%9,7031.6%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$2,748,664$9,225 â–¼-0.3%21,4541.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,740,070$53,262 â–¼-1.9%27,9861.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,701,868$10,190 â–¼-0.4%5,8331.5%FinanceSCHXSchwab US Large-Cap ETF$2,601,846$104,763 â–²4.2%101,6521.5%ETFAAPLApple$1,950,753$254 â–²0.0%7,6891.1%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,904,038$24,447 â–²1.3%7,3991.1%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,565,797$18,922 â–²1.2%25,9840.9%MiscellaneousSHViShares Short Treasury Bond ETF$1,287,270$140,307 â–²12.2%11,6610.7%ETFIWNiShares Russell 2000 Value ETF$1,278,625$15,736 â–¼-1.2%6,7440.7%ETFXSMOInvesco S&P SmallCap Momentum ETF$1,251,716$22,881 â–²1.9%16,4660.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,247,752$153,254 â–²14.0%15,1110.7%ManufacturingVOOVVanguard S&P 500 Value ETF$1,246,735$5,706 â–²0.5%6,1180.7%ETFNVDANVIDIA$1,191,710$17,294 â–²1.5%6,8910.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,144,236$36,546 â–²3.3%8,6100.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,062,363$8,793 â–²0.8%34,3140.6%ETFIWMiShares Russell 2000 ETF$988,093$3,224 â–¼-0.3%3,9840.6%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$920,869$19,123 â–¼-2.0%16,2760.5%ETFKLACKLA$896,698$294,482 â–¼-24.7%6090.5%Computer and TechnologyAMZNAmazon.com$841,411$4,165 â–¼-0.5%4,0400.5%Retail/WholesaleIWDiShares Russell 1000 Value ETF$820,260$3,205 â–²0.4%3,8390.5%ETFSCHASchwab US Small-Cap ETF$678,917$53,215 â–²8.5%23,3470.4%ETFAIQGlobal X Artificial Intelligence & Technology ETF$635,488$5,227 â–²0.8%13,6170.4%ETFQLDProShares Ultra QQQ$489,517$9,867 â–²2.1%8,0370.3%ETFMSFTMicrosoft$462,864$370 â–²0.1%1,2500.3%Computer and TechnologyTSLATesla$441,2670.0%1,1870.3%Auto/Tires/TrucksMETAMeta Platforms$434,8510.0%7600.2%Computer and TechnologySOXXiShares Semiconductor ETF$407,256$32,541 â–¼-7.4%1,2390.2%ETFVOEVanguard Mid-Cap Value ETF$354,908$2,027 â–²0.6%1,9260.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$346,737$676 â–²0.2%3,5890.2%ETFSCHDSchwab US Dividend Equity ETF$321,759$31,783 â–²11.0%10,4880.2%ETFGOOGLAlphabet$315,909$315,909 â–²New Holding1,0990.2%Computer and TechnologyVOVanguard Mid-Cap ETF$261,813$13,493 â–¼-4.9%9120.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$259,449$1,233 â–²0.5%4210.1%ETFRWLInvesco S&P 500 Revenue ETF$213,252$804 â–²0.4%1,8560.1%ETFCOWZPacer US Cash Cows 100 ETF$202,318$202,318 â–²New Holding3,2340.1%ETFUYGProShares Ultra Financials$0$246,591 â–¼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$232,852 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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