account_balance
Investment manager · 13F filer · SEC CIK 1919701
Lowery Thomas, LLC
Reported value$198Mas of Sep 30, 2026
Positions58 1 new, 0 sold out
Top 10 weight58.6%SCHG alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
13.0%Trimmed −3%
VOOVanguard Index FDS
9.1%Trimmed −6%
QQQMInvesco Exch Traded Fd Tr II
6.2%Trimmed −6%
FNDXSchwab Strategic Tr
5.8%
SMHVaneck ETF Trust
5.3%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
4.7%
QQQInvesco QQQ Tr
4.5%Trimmed −4%
SCHVSchwab Strategic Tr
4.0%
IWFiShares Tr
3.1%−4%
IWBiShares Tr
3.0%−5%
VUSBVanguard Bd Index FDS
2.5%−5%
JEPIJ P Morgan Exchange Traded F
2.4%+4%
SCHGSchwab Strategic Tr
13.0%Trimmed −3%
VOOVanguard Index FDS
9.1%Trimmed −6%
QQQMInvesco Exch Traded Fd Tr II
6.2%
FNDXSchwab Strategic Tr
5.8%
SMHVaneck ETF Trust
5.3%−4%
SPYSPDR S&P 500 ETF Trust
4.7%
QQQInvesco QQQ Tr
4.5%
SCHVSchwab Strategic Tr
4.0%
IWF3.1%
IWB3.0%
VUSB
JEPI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab Strategic Tr 13.0% Trimmed −3%
VOO Vanguard Index FDS 9.1% Trimmed −6%
QQQM Invesco Exch Traded Fd Tr II 6.2% Trimmed −6%
FNDX Schwab Strategic Tr 5.8% Held
SMH Vaneck ETF Trust 5.3% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 4.7% HeldQQQ Invesco QQQ Tr 4.5% Trimmed −4%
SCHV Schwab Strategic Tr 4.0% Held
IWF iShares Tr 3.1% Trimmed −4%
IWB iShares Tr 3.0% Trimmed −5%
VUSB Vanguard Bd Index FDS 2.5% Trimmed −5%
JEPI J P Morgan Exchange Traded F 2.4% Added +4%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- PLTR $245K
arrow_upwardAdded
- XSMO +5%
- JEPI +4%
- AIQ +3%
arrow_downwardTrimmed
- BND −6%
- VOO −6%
- XLK −6%
- IWP −6%
remove_circleSold out
None
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