13F HOLDINGS REPORT
LOWERY THOMAS, LLC
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001951757-25-001359
Total Value
$173.2M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524300 | 714,198 | $22.8M | 13.16% |
| 2 | VANGUARD INDEX FDS | 922908363 | 28,152 | $17.2M | 9.96% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 45,941 | $11.4M | 6.56% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 371,865 | $9.8M | 5.65% |
| 5 | SPDR S&P 500 ETF TR | SPY | 13,648 | $9.1M | 5.25% |
| 6 | INVESCO QQQ TR | IVZ | 12,998 | $7.8M | 4.51% |
| 7 | ISHARES TR | 464287614 | 14,002 | $6.6M | 3.79% |
| 8 | SCHWAB STRATEGIC TR | 808524409 | 223,696 | $6.5M | 3.76% |
| 9 | VANECK ETF TRUST | 92189F676 | 17,920 | $5.8M | 3.38% |
| 10 | ISHARES TR | 464287622 | 14,882 | $5.4M | 3.14% |
| 11 | ISHARES TR | 464287648 | 14,932 | $4.8M | 2.76% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 75,043 | $4.3M | 2.47% |
| 13 | VANGUARD BD INDEX FDS | 921937835 | 54,477 | $4.1M | 2.34% |
| 14 | VANGUARD BD INDEX FDS | 92203C303 | 70,675 | $3.5M | 2.04% |
| 15 | FIDELITY MERRIMACK STR TR | 316188408 | 69,067 | $3.5M | 2.00% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,474 | $3.4M | 1.99% |
| 17 | SCHWAB STRATEGIC TR | 808524839 | 136,850 | $3.2M | 1.85% |
| 18 | SCHWAB STRATEGIC TR | 808524862 | 128,488 | $3.1M | 1.81% |
| 19 | SPDR SERIES TRUST | 78464A409 | 29,402 | $3.1M | 1.77% |
| 20 | ISHARES TR | 464287481 | 21,576 | $3.1M | 1.77% |
| 21 | VANGUARD ADMIRAL FDS INC | 921932794 | 24,342 | $3.0M | 1.71% |
| 22 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 6,210 | $2.9M | 1.66% |
| 23 | SCHWAB STRATEGIC TR | 808524201 | 93,959 | $2.5M | 1.43% |
| 24 | VANGUARD INDEX FDS | 922908538 | 7,199 | $2.1M | 1.22% |
| 25 | APPLE INC | AAPL | 7,716 | $2.0M | 1.13% |
| 26 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,367 | $1.4M | 0.83% |
| 27 | ISHARES TR | 464287630 | 7,966 | $1.4M | 0.81% |
| 28 | NVIDIA CORPORATION | NVDA | 6,653 | $1.2M | 0.72% |
| 29 | VANGUARD ADMIRAL FDS INC | 921932703 | 6,062 | $1.2M | 0.70% |
| 30 | ISHARES TR | 464287655 | 4,985 | $1.2M | 0.70% |
| 31 | SELECT SECTOR SPDR TR | 81369Y803 | 4,144 | $1.2M | 0.67% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 15,698 | $1.2M | 0.67% |
| 33 | ISHARES TR | 464288679 | 9,673 | $1.1M | 0.62% |
| 34 | SCHWAB STRATEGIC TR | 808524508 | 33,186 | $983,626 | 0.57% |
| 35 | ISHARES TR | 464287457 | 11,833 | $981,671 | 0.57% |
| 36 | KLA CORP | KLAC | 909 | $980,447 | 0.57% |
| 37 | TESLA INC | TSLA | 2,187 | $972,603 | 0.56% |
| 38 | AMAZON COM INC | AMZN | 4,080 | $895,846 | 0.52% |
| 39 | SPDR SERIES TRUST | 78464A508 | 14,837 | $820,952 | 0.47% |
| 40 | ISHARES TR | 464287598 | 3,806 | $774,808 | 0.45% |
| 41 | GLOBAL X FDS | 37954Y632 | 14,285 | $705,539 | 0.41% |
| 42 | MICROSOFT CORP | MSFT | 1,247 | $645,907 | 0.37% |
| 43 | SCHWAB STRATEGIC TR | 808524607 | 20,652 | $576,184 | 0.33% |
| 44 | META PLATFORMS INC | META | 759 | $557,496 | 0.32% |
| 45 | PROSHARES TR | 74347R206 | 3,839 | $526,742 | 0.30% |
| 46 | VANGUARD INDEX FDS | 922908629 | 1,551 | $455,569 | 0.26% |
| 47 | ISHARES TR | 464287523 | 1,356 | $367,746 | 0.21% |
| 48 | SPDR SERIES TRUST | 78464A201 | 3,578 | $337,396 | 0.19% |
| 49 | VANGUARD INDEX FDS | 922908512 | 1,896 | $331,013 | 0.19% |
| 50 | ALPHABET INC | GOOG | 1,147 | $279,234 | 0.16% |
| 51 | SPDR S&P MIDCAP 400 ETF TR | MDY | 468 | $279,164 | 0.16% |
| 52 | SCHWAB STRATEGIC TR | 808524797 | 8,960 | $244,617 | 0.14% |
| 53 | PROSHARES TR | 74347X633 | 2,464 | $244,519 | 0.14% |
| 54 | PALANTIR TECHNOLOGIES INC | PLTR | 1,310 | $238,970 | 0.14% |
| 55 | INVESCO EXCH TRADED FD TR II | IVZ | 1,843 | $203,906 | 0.12% |