Data as of Q4 2025 (Dec 31, 2025)

LOWERY THOMAS, LLC

•CIK: 1919701•Filing: Q4 2025

**LOWERY THOMAS, LLC** manages $177M across a concentrated portfolio of 55 positions. The fund exhibits a strong tilt toward large-cap growth and technology exposure, evidenced by top holdings including SCHG at $23.2M and VOO at $17.5M. Significant allocations are also maintained in core indices such as QQQM ($11.2M) and SPY ($9.1M). This structure suggests a systematic, growth-oriented mandate within established U.S. equity markets.

Total AUM
$177.0M
QoQ Performance
+2.2%
Positions
27
Top 10 Concentration
58.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHG
VOO
QQQM
FNDX
SPY
SCHG13.1%
VOO9.9%
QQQM6.3%
FNDX5.6%
SPY5.1%
NDQ4.5%
IWF3.7%
SCHV3.7%

📈 Biggest Buys

GOOG
ALPHABET INC
+287.1%
0.8% of portfolio
XLK
SELECT SECTOR SPDR TR
+101.1%
0.7% of portfolio
BND
VANGUARD BD INDEX FDS
+14.8%
2.6% of portfolio
SCHZ
SCHWAB STRATEGIC TR
+11.5%
2.0% of portfolio
QLD
PROSHARES TR
+105.1%
0.3% of portfolio

📉 Biggest Sells

QQQM
INVESCO EXCH TRADED FD TR II
-4.0%
6.3% of portfolio
TSLA
TESLA INC
-45.7%
0.3% of portfolio
IWO
ISHARES TR
-7.9%
2.5% of portfolio
IWM
ISHARES TR
-19.8%
0.6% of portfolio
IWN
ISHARES TR
-14.3%
0.7% of portfolio

Sector Breakdown

Other80.8%
ETF15.0%
Technology3.3%
Consumer0.8%

Changes from Q3 2025

↑32 increased
↓22 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHG13.1%
SCHWAB STRATEGIC TR
$23.2M
VOO9.9%
VANGUARD INDEX FDS
$17.5M
QQQM6.3%
INVESCO EXCH TRADED FD TR II
$11.2M
FNDX5.6%
SCHWAB STRATEGIC TR
$10.0M
SPY5.1%
SPDR S&P 500 ETF TR
$9.1M

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