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Portfolio (Quarterly) Guide ↗

LOWERY THOMAS, LLC

· CIK 0001919701
13F Portfolio $177M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIQ GLOBAL X FDS 13,505.0 $687K 0.39% NEW $50.86 +27.4%
42 SCHA SCHWAB STRATEGIC TR 21,517.0 $613K 0.35% NEW $28.48 +19.0%
43 MSFT MICROSOFT CORP Technology 1,249.0 $604K 0.34% NEW $483.46 -14.1%
44 QLD PROSHARES TR 7,875.0 $554K 0.31% NEW $70.41 +35.9%
45 TSLA TESLA INC Consumer Cyclical 1,187.0 $534K 0.30% NEW $449.72 -3.9%
46 META META PLATFORMS INC Communication Services 760.0 $501K 0.28% NEW $659.70 -7.6%
47 SOXX ISHARES TR 1,338.0 $403K 0.23% NEW $301.23 +87.0%
48 VOE VANGUARD INDEX FDS 1,915.0 $340K 0.19% NEW $177.41 +10.1%
49 SLYG SPDR SERIES TRUST 3,582.0 $337K 0.19% NEW $94.19 +16.5%
50 VO VANGUARD INDEX FDS 959.0 $278K 0.16% NEW $290.18 -72.9%
51 SCHD SCHWAB STRATEGIC TR 9,452.0 $259K 0.15% NEW $27.43 +19.3%
52 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 419.0 $253K 0.14% NEW $603.83 +12.6%
53 UYG PROSHARES TR 2,687.0 $247K 0.14% NEW $91.77 -11.9%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 1,310.0 $233K 0.13% NEW $177.75 -22.9%
55 RWL INVESCO EXCH TRADED FD TR II 1,849.0 $212K 0.12% NEW $114.49 +10.2%
Page 3 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 70.2%
Technology 18.1%
Communication Services 6.6%
Consumer Cyclical 5.1%