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Portfolio (Quarterly) Guide ↗

LOWERY THOMAS, LLC

· CIK 0001919701
13F Portfolio $175M AUM 55 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 28 Added 10 Reduced 2 Exited
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWP ISHARES TR 21,454.0 $2.7M 1.57% $128.12 +10.1%
22 SPYG SPDR SERIES TRUST 27,986.0 $2.7M 1.57% -544.0 -1.9% $97.91 +21.9%
23 DIA STATE STR SPDR DOW JONES IND Financial Services 5,833.0 $2.7M 1.54% $463.20 +9.0%
24 SCHX SCHWAB STRATEGIC TR 101,652.0 $2.6M 1.49% +4K +4.2% $25.60 +15.2%
25 AAPL APPLE INC Technology 7,689.0 $2.0M 1.12% $253.71 +22.2%
26 VOT VANGUARD INDEX FDS 7,399.0 $1.9M 1.09% +95.0 +1.3% $257.34 +14.5%
27 XSVM INVESCO EXCHANGE TRADED FD T 25,984.0 $1.6M 0.90% +314.0 +1.2% $60.26 +11.0%
28 SHV ISHARES TR 11,661.0 $1.3M 0.74% +1K +12.2% $110.39 -0.1%
29 IWN ISHARES TR 6,744.0 $1.3M 0.73% -83.0 -1.2% $189.59 +13.0%
30 XSMO INVESCO EXCHANGE TRADED FD T 16,466.0 $1.3M 0.72% +301.0 +1.9% $76.02 +16.4%
31 SHY ISHARES TR 15,111.0 $1.2M 0.71% +2K +14.0% $82.57 -0.5%
32 VOOV VANGUARD ADMIRAL FDS INC 6,118.0 $1.2M 0.71% $203.78 +8.1%
33 NVDA NVIDIA CORPORATION Technology 6,891.0 $1.2M 0.68% +100.0 +1.5% $172.94 +23.3%
34 XLK SELECT SECTOR SPDR TR 8,610.0 $1.1M 0.65% +275.0 +3.3% $132.90 +38.7%
35 SCHM SCHWAB STRATEGIC TR 34,314.0 $1.1M 0.61% +284.0 +0.8% $30.96 +13.6%
36 IWM ISHARES TR 3,984.0 $988K 0.56% $248.02 +16.8%
37 SPYV SPDR SERIES TRUST 16,276.0 $921K 0.53% -338.0 -2.0% $56.58 +8.0%
38 KLAC KLA CORP Technology 609.0 $897K 0.51% -200.0 -24.7% $1472.41 +34.7%
39 AMZN AMAZON COM INC Consumer Cyclical 4,040.0 $841K 0.48% $208.27 +26.6%
40 IWD ISHARES TR 3,839.0 $820K 0.47% $213.67 +11.4%
Page 2 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.8%
Technology 16.0%
Communication Services 12.6%
Consumer Cyclical 4.6%