LOWERY THOMAS, LLC
CIK: 0001919701SEC EDGAR →
Portfolio Value
$177.0M
Holdings
55
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 710,912 | $23.2M | 13.10% |
| 2 | VANGUARD INDEX FDS | 27,877 | $17.5M | 9.88% |
| 3 | INVESCO EXCH TRADED FD TR II | 44,110 | $11.2M | 6.30% |
| 4 | SCHWAB STRATEGIC TR | 366,970 | $10.0M | 5.64% |
| 5 | SPDR S&P 500 ETF TR | 13,350 | $9.1M | 5.14% |
| 6 | INVESCO QQQ TR | 12,910 | $7.9M | 4.48% |
| 7 | ISHARES TR | 13,929 | $6.6M | 3.73% |
| 8 | SCHWAB STRATEGIC TR | 221,889 | $6.6M | 3.71% |
| 9 | VANECK ETF TRUST | 18,003 | $6.5M | 3.66% |
| 10 | ISHARES TR | 14,923 | $5.6M | 3.15% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $160.5M | 90.7% |
| Unknown | 1 | $7.9M | 4.5% |
| Technology | 5 | $5.2M | 2.9% |
| Communication Services | 2 | $1.9M | 1.1% |
| Consumer Cyclical | 2 | $1.5M | 0.8% |