13F Insight
DOSSIER · 13F-HR · Q2 2026

LOWERY THOMAS, LLC

$205M in tracked AUM across 57 positions as of Q2 2026.

LT
CIK 0001919701 · last filed Jun 30, 2026
Total AUM
$205M
as of Q2 2026
Holdings
57
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LOWERY THOMAS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$25M738K12.2%02
VOO
VANGUARD INDEX FDS
$19M27K9.2%03
QQQM
INVESCO EXCH TRADED FD TR II
$13M43K6.4%04
SMH
VANECK ETF TRUST
$12M18K5.7%05
FNDX
SCHWAB STRATEGIC TR
$11M369K5.6%06
QQQ
INVESCO QQQ TR
$9M13K4.5%07
SPY
STATE STR SPDR S&P 500 ETF T
$9M12K4.4%08
SCHV
SCHWAB STRATEGIC TR
$8M232K3.9%09
IWF
ISHARES TR
$6M51K3.1%10
IWB
ISHARES TR
$6M15K3.0%

Filing history

2026Q2Jun 30
$205M▲ 17.1%
57 positionsView →2026Q1Mar 31
$175M▼ 1.2%
55 positionsView →2025Q4Dec 31
$177M▲ 2.2%
55 positionsView →2025Q3Sep 30
$173M▲ 10.9%
55 positionsView →2025Q2Jun 30
$156M▲ 6.9%
53 positionsLocked2025Q1Mar 31
$146M▼ 4.7%
55 positionsLocked2024Q4Dec 31
$153M▲ 4.1%
56 positionsLocked2024Q3Sep 30
$147M▲ 7.5%
52 positionsLocked2024Q2Jun 30
$137M▲ 4.9%
46 positionsLocked2024Q1Mar 31
$131M▲ 12.2%
46 positionsLocked2023Q4Dec 31
$116M▲ 11.3%
46 positionsLocked2023Q3Sep 30
$105M▲ 2.8%
48 positionsLocked
Showing 12 of 19