LOWERY THOMAS, LLC
CIK 1919701 · Holdings on Dec 31, 2025 · First reported Jan 26, 2026
Top ten holdings
Q4 2025- SCHG13.10%
- VOO9.88%
- QQQM6.30%
- FNDX5.64%
- SPY5.14%
- QQQ4.48%
- IWF3.73%
- SCHV3.71%
- SMH3.66%
- IWB3.15%
Share classes counted separately58.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGWeight increased · +0.63 pp0.16% → 0.79%Shares +3.29K (+287.10%)
- SMHWeight increased · +0.28 pp3.38% → 3.66%Shares +83 (+0.46%)
- BNDWeight increased · +0.28 pp2.34% → 2.62%Shares +8.07K (+14.82%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $23.19M | 13.10% | 710.91K shares | 13.16% → 13.10%-0.06 pp -3.29K (-0.46%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $17.48M | 9.88% | 27.88K shares | 9.96% → 9.88%-0.08 pp -275 (-0.98%) | Reduced | ↗▾ |
| 03 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $11.16M | 6.30% | 44.11K shares | 6.56% → 6.30%-0.26 pp -1.83K (-3.99%) | Reduced | ↗▾ |
| 04 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $9.99M | 5.64% | 366.97K shares | 5.65% → 5.64%-0.01 pp -4.89K (-1.32%) | Reduced | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $9.10M | 5.14% | 13.35K shares | 5.25% → 5.14%-0.11 pp -298 (-2.18%) | Reduced | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $7.93M | 4.48% | 12.91K shares | 4.51% → 4.48%-0.03 pp -88 (-0.68%) | Reduced | ↗▾ |
| 07 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $6.59M | 3.73% | 13.93K shares | 3.79% → 3.73%-0.06 pp -73 (-0.52%) | Reduced | ↗▾ |
| 08 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $6.57M | 3.71% | 221.89K shares | 3.76% → 3.71%-0.05 pp -1.81K (-0.81%) | Reduced | ↗▾ |
| 09 | SMHVANECK SEMICONDUCTOR ETFSEMICONDUCTR ETF View history and evidence | $6.48M | 3.66% | 18.00K shares | 3.38% → 3.66%+0.28 pp +83 (+0.46%) | Added | ↗▾ |
| 10 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $5.57M | 3.15% | 14.92K shares | 3.14% → 3.15%+0.01 pp +41 (+0.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1919701 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Jan 26, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 176966666
}Research all 55 reported holdings.
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