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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 710,912.0 $23.2M 13.10% NEW $32.62 +5.8%
2 VOO VANGUARD INDEX FDS 27,877.0 $17.5M 9.88% NEW $627.13 +9.9%
3 QQQM INVESCO EXCH TRADED FD TR II 44,110.0 $11.2M 6.30% NEW $252.92 +18.5%
4 FNDX SCHWAB STRATEGIC TR 366,970.0 $10.0M 5.64% NEW $27.21 +13.6%
5 SPY SPDR S&P 500 ETF TR Financial Services 13,350.0 $9.1M 5.14% NEW $681.93 +9.9%
6 QQQ INVESCO QQQ TR Financial Services 12,910.0 $7.9M 4.48% NEW $614.31 +18.5%
7 IWF ISHARES TR 13,929.0 $6.6M 3.73% NEW $473.28 -73.5%
8 SCHV SCHWAB STRATEGIC TR 221,889.0 $6.6M 3.71% NEW $29.61 +13.4%
9 SMH VANECK ETF TRUST 18,003.0 $6.5M 3.66% NEW $360.14 +65.5%
10 IWB ISHARES TR 14,923.0 $5.6M 3.15% NEW $373.45 +9.5%
11 BND VANGUARD BD INDEX FDS 62,551.0 $4.6M 2.62% NEW $74.07 -1.2%
12 IWO ISHARES TR 13,753.0 $4.4M 2.51% NEW $323.01 +16.9%
13 JEPI J P MORGAN EXCHANGE TRADED F 76,652.0 $4.4M 2.48% NEW $57.24 -1.7%
14 VUSB VANGUARD BD INDEX FDS 75,503.0 $3.8M 2.13% NEW $49.84 -0.1%
15 FLDR FIDELITY MERRIMACK STR TR 74,451.0 $3.7M 2.11% NEW $50.23 -0.1%
16 SCHZ SCHWAB STRATEGIC TR 152,568.0 $3.6M 2.02% NEW $23.37 -1.2%
17 XMMO INVESCO EXCHANGE TRADED FD T 25,689.0 $3.6M 2.01% NEW $138.46 +21.3%
18 SCHO SCHWAB STRATEGIC TR 136,538.0 $3.3M 1.88% NEW $24.37 -0.9%
19 SPYG SPDR SERIES TRUST 28,530.0 $3.0M 1.72% NEW $106.70 +11.9%
20 VIOG VANGUARD ADMIRAL FDS INC 24,534.0 $3.0M 1.68% NEW $121.29 +15.8%
Page 1 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%