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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA SCHWAB STRATEGIC TR 23,347.0 $679K 0.39% +2K +8.5% $29.08 +16.4%
42 AIQ GLOBAL X FDS 13,617.0 $635K 0.36% +112.0 +0.8% $46.67 +39.0%
43 QLD PROSHARES TR 8,037.0 $490K 0.28% +162.0 +2.1% $60.91 +57.2%
44 MSFT MICROSOFT CORP Technology 1,250.0 $463K 0.27% $370.29 +12.3%
45 TSLA TESLA INC Consumer Cyclical 1,187.0 $441K 0.25% $371.75 +16.0%
46 META META PLATFORMS INC Communication Services 760.0 $435K 0.25% $572.17 +6.3%
47 SOXX ISHARES TR 1,239.0 $407K 0.23% -99.0 -7.4% $328.70 +71.3%
48 VOE VANGUARD INDEX FDS 1,926.0 $355K 0.20% +11.0 +0.6% $184.27 +6.0%
49 SLYG SPDR SERIES TRUST 3,589.0 $347K 0.20% $96.61 +13.5%
50 SCHD SCHWAB STRATEGIC TR 10,488.0 $322K 0.18% +1K +11.0% $30.68 +6.8%
51 GOOGL ALPHABET INC Communication Services 1,099.0 $316K 0.18% NEW $287.45 +34.5%
52 VO VANGUARD INDEX FDS 912.0 $262K 0.15% -47.0 -4.9% $287.08 -72.6%
53 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 421.0 $259K 0.15% $616.27 +10.0%
54 RWL INVESCO EXCH TRADED FD TR II 1,856.0 $213K 0.12% $114.90 +9.8%
55 COWZ PACER FDS TR 3,234.0 $202K 0.12% NEW $62.56 +2.9%
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 66.8%
Technology 16.0%
Communication Services 12.6%
Consumer Cyclical 4.6%