LOWERY THOMAS, LLC: 13F holdings
CIK 19197012026Q2
| Positions | 57 |
|---|
| Reported value | $204.7m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 57 (+2 vs prior quarter) |
|---|
| Reported value | $204.7m (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 737,508 | $25.0m | 12.2% |
| VOO VANGUARD INDEX FDS | 27,302 | $18.8m | 9.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 43,021 | $13.0m | 6.4% |
| SMH VANECK ETF TRUST | 17,895 | $11.7m | 5.7% |
| FNDX SCHWAB STRATEGIC TR | 368,588 | $11.5m | 5.6% |
| QQQ INVESCO QQQ TR | 12,634 | $9.3m | 4.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,193 | $9.1m | 4.4% |
| SCHV SCHWAB STRATEGIC TR | 231,838 | $8.1m | 3.9% |
| IWF ISHARES TR | 50,685 | $6.3m | 3.1% |
| IWB ISHARES TR | 14,833 | $6.1m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1919701")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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