LOWERY THOMAS, LLC
LOWERY THOMAS, LLC reported 57 positions worth $204.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SCHG (12.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $25.0M | 12.19% | 737,508 | — | — | |
| ▸ 2 | VOO | SH | $18.8M | 9.16% | 27,302 | — | — | |
| ▸ 3 | QQQM | SH | $13.0M | 6.36% | 43,021 | — | — | |
| ▸ 4 | SMH | SH | $11.7M | 5.73% | 17,895 | — | — | |
| ▸ 5 | FNDX | SH | $11.5M | 5.60% | 368,588 | — | — | |
| ▸ 6 | QQQ | SH | $9.3M | 4.54% | 12,634 | — | — | |
| ▸ 7 | SPY | SH | $9.1M | 4.45% | 12,193 | — | — | |
| ▸ 8 | SCHV | SH | $8.1M | 3.94% | 231,838 | — | — | |
| ▸ 9 | IWF | SH | $6.3M | 3.07% | 50,685 | — | — | |
| ▸ 10 | IWB | SH | $6.1M | 2.97% | 14,833 | — | — |
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Frequently Asked Questions
What stocks does LOWERY THOMAS, LLC hold as of Q2 2026?
LOWERY THOMAS, LLC reported 57 positions worth $204.7M in its Q2 2026 13F filing. Largest positions: SCHG (12.2%), VOO (9.2%), QQQM (6.4%), SMH (5.7%) and FNDX (5.6%).
What did LOWERY THOMAS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LOWERY THOMAS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.