13F HOLDINGS REPORT
LOWERY THOMAS, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001951757-26-000298
Total Value
$177.0M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524300 | 710,912 | $23.2M | 13.10% |
| 2 | VANGUARD INDEX FDS | 922908363 | 27,877 | $17.5M | 9.88% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 44,110 | $11.2M | 6.30% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 366,970 | $10.0M | 5.64% |
| 5 | SPDR S&P 500 ETF TR | SPY | 13,350 | $9.1M | 5.14% |
| 6 | INVESCO QQQ TR | IVZ | 12,910 | $7.9M | 4.48% |
| 7 | ISHARES TR | 464287614 | 13,929 | $6.6M | 3.73% |
| 8 | SCHWAB STRATEGIC TR | 808524409 | 221,889 | $6.6M | 3.71% |
| 9 | VANECK ETF TRUST | 92189F676 | 18,003 | $6.5M | 3.66% |
| 10 | ISHARES TR | 464287622 | 14,923 | $5.6M | 3.15% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 62,551 | $4.6M | 2.62% |
| 12 | ISHARES TR | 464287648 | 13,753 | $4.4M | 2.51% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 76,652 | $4.4M | 2.48% |
| 14 | VANGUARD BD INDEX FDS | 92203C303 | 75,503 | $3.8M | 2.13% |
| 15 | FIDELITY MERRIMACK STR TR | 316188408 | 74,451 | $3.7M | 2.11% |
| 16 | SCHWAB STRATEGIC TR | 808524839 | 152,568 | $3.6M | 2.01% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,689 | $3.6M | 2.01% |
| 18 | SCHWAB STRATEGIC TR | 808524862 | 136,538 | $3.3M | 1.88% |
| 19 | SPDR SERIES TRUST | 78464A409 | 28,530 | $3.0M | 1.72% |
| 20 | VANGUARD ADMIRAL FDS INC | 921932794 | 24,534 | $3.0M | 1.68% |
| 21 | ISHARES TR | 464287481 | 21,526 | $2.9M | 1.67% |
| 22 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 5,855 | $2.8M | 1.59% |
| 23 | SCHWAB STRATEGIC TR | 808524201 | 97,559 | $2.6M | 1.48% |
| 24 | APPLE INC | AAPL | 7,688 | $2.1M | 1.18% |
| 25 | VANGUARD INDEX FDS | 922908538 | 7,304 | $2.0M | 1.15% |
| 26 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,670 | $1.5M | 0.83% |
| 27 | ALPHABET INC | GOOG | 4,440 | $1.4M | 0.79% |
| 28 | NVIDIA CORPORATION | NVDA | 6,791 | $1.3M | 0.72% |
| 29 | VANGUARD ADMIRAL FDS INC | 921932703 | 6,090 | $1.2M | 0.70% |
| 30 | ISHARES TR | 464287630 | 6,827 | $1.2M | 0.70% |
| 31 | SELECT SECTOR SPDR TR | 81369Y803 | 8,335 | $1.2M | 0.68% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,165 | $1.2M | 0.66% |
| 33 | ISHARES TR | 464288679 | 10,390 | $1.1M | 0.65% |
| 34 | ISHARES TR | 464287457 | 13,255 | $1.1M | 0.62% |
| 35 | SCHWAB STRATEGIC TR | 808524508 | 34,030 | $1.0M | 0.58% |
| 36 | ISHARES TR | 464287655 | 3,997 | $984,007 | 0.56% |
| 37 | KLA CORP | KLAC | 809 | $983,000 | 0.56% |
| 38 | SPDR SERIES TRUST | 78464A508 | 16,614 | $943,813 | 0.53% |
| 39 | AMAZON COM INC | AMZN | 4,060 | $937,129 | 0.53% |
| 40 | ISHARES TR | 464287598 | 3,824 | $804,380 | 0.45% |
| 41 | GLOBAL X FDS | 37954Y632 | 13,505 | $686,868 | 0.39% |
| 42 | SCHWAB STRATEGIC TR | 808524607 | 21,517 | $612,801 | 0.35% |
| 43 | MICROSOFT CORP | MSFT | 1,249 | $603,838 | 0.34% |
| 44 | PROSHARES TR | 74347R206 | 7,875 | $554,459 | 0.31% |
| 45 | TESLA INC | TSLA | 1,187 | $533,818 | 0.30% |
| 46 | META PLATFORMS INC | META | 760 | $501,375 | 0.28% |
| 47 | ISHARES TR | 464287523 | 1,338 | $403,051 | 0.23% |
| 48 | VANGUARD INDEX FDS | 922908512 | 1,915 | $339,745 | 0.19% |
| 49 | SPDR SERIES TRUST | 78464A201 | 3,582 | $337,392 | 0.19% |
| 50 | VANGUARD INDEX FDS | 922908629 | 959 | $278,282 | 0.16% |
| 51 | SCHWAB STRATEGIC TR | 808524797 | 9,452 | $259,270 | 0.15% |
| 52 | SPDR S&P MIDCAP 400 ETF TR | MDY | 419 | $253,003 | 0.14% |
| 53 | PROSHARES TR | 74347X633 | 2,687 | $246,591 | 0.14% |
| 54 | PALANTIR TECHNOLOGIES INC | PLTR | 1,310 | $232,852 | 0.13% |
| 55 | INVESCO EXCH TRADED FD TR II | IVZ | 1,849 | $211,697 | 0.12% |