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Latest LOWERY THOMAS, LLC Stock Portfolio

$204Million | No. of Holdings #57

LOWERY THOMAS, LLC Performance

2026 Q2+10.50%
YTD+6.65%
2025+14.41%

About LOWERY THOMAS, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, LOWERY THOMAS, LLC reported an equity portfolio of $204.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LOWERY THOMAS, LLC are FNDA, VB, BAB. The fund has invested 12.2% of it's portfolio in SCHWAB STRATEGIC TR and 9.2% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off PACER FDS TR (AFTY) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), VANGUARD BD INDEX FDS (BIV) and SELECT SECTOR SPDR TR (XLB). LOWERY THOMAS, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), PROSHARES TR (EET) and VANGUARD ADMIRAL FDS INC (IVOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (VUSB).
LOWERY THOMAS, LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$204Million
  as of Jul 29, 2026

LOWERY THOMAS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LOWERY THOMAS, LLC made a return of 10.5% in the last quarter. In trailing 12 months, it's portfolio return was 16.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii310,257
proshares tr277,413
vanguard admiral fds inc239,323
New stocks bought by LOWERY THOMAS, LLC

Additions

Ticker% Inc.
ishares tr264
vanguard index fds193
vanguard bd index fds21.23
schwab strategic tr7.76
ishares tr6.58
schwab strategic tr5.9
invesco exchange traded fd t5.06
schwab strategic tr4.63
Additions to existing portfolio by LOWERY THOMAS, LLC

Reductions

Ticker% Reduced
tesla inc-20.22
vanguard bd index fds-12.5
select sector spdr tr-7.11
apple inc-6.02
state str spdr s&p 500 etf t-5.06
spdr series trust-4.6
schwab strategic tr-4.13
schwab strategic tr-3.23
LOWERY THOMAS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
pacer fds tr-202,318
LOWERY THOMAS, LLC got rid off the above stocks

Sector Distribution

LOWERY THOMAS, LLC has about 94.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others94.5
Technology2.8
Communication Services2.1

Market Cap. Distribution

LOWERY THOMAS, LLC has about 5.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED94.5
MEGA-CAP5.5

Stocks belong to which Index?

About 5.5% of the stocks held by LOWERY THOMAS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.5
S&P 5005.5
Top 5 Winners (%)%
KLAC
kla corp
104.9 %
IJR
ishares tr
94.8 %
AFK
vaneck etf trust
70.7 %
BIB
proshares tr
58.1 %
XLB
select sector spdr tr
41.8 %
Top 5 Winners ($)$
AFK
vaneck etf trust
4.9 M
FNDA
schwab strategic tr
3.5 M
BAB
invesco exch traded fd tr ii
2.9 M
VB
vanguard index fds
2.4 M
QQQ
invesco qqq tr
2.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-63.2 %
IJR
ishares tr
-60.8 %
META
meta platforms inc
-1.6 %
IJR
ishares tr
-0.6 %
FNDA
schwab strategic tr
-0.5 %
Top 5 Losers ($)$
IJR
ishares tr
-9.8 M
VB
vanguard index fds
-0.4 M
FNDA
schwab strategic tr
0.0 M
BBAX
j p morgan exchange traded f
0.0 M
FNDA
schwab strategic tr
0.0 M

LOWERY THOMAS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LOWERY THOMAS, LLC

LOWERY THOMAS, LLC has 57 stocks in it's portfolio. About 58% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for LOWERY THOMAS, LLC last quarter.

$204.71MTotal Value
58.00Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LOWERY THOMAS, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LOWERY THOMAS, LLC's holding in Ishares Tr over time
0.67%12,428
$1.37M
0.67%
increased 6.58 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
LOWERY THOMAS, LLC's holding in Vaneck Etf Trust over time
5.73%17,895
$11.73M
5.73%
decreased 1.37 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
LOWERY THOMAS, LLC's holding in Pacer Fds Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
LOWERY THOMAS, LLC's holding in Global X Fds over time
0.45%14,017
$919.6K
0.45%
increased 2.94 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
LOWERY THOMAS, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
6.36%43,021
$13.03M
6.36%
decreased 3.1 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
LOWERY THOMAS, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.12%1,862
$237.8K
0.12%
increased 0.32 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
LOWERY THOMAS, LLC's holding in J P Morgan Exchange Traded F over time
2.21%80,090
$4.52M
2.21%
increased 1.15 percentadded
BIB
Proshares Tr

Proshares Tr

BIB
LOWERY THOMAS, LLC's holding in Proshares Tr over time
0.37%7,842
$758.8K
0.37%
decreased 2.43 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOWERY THOMAS, LLC's holding in Spdr Series Trust over time
1.55%26,700
$3.18M
1.55%
decreased 4.6 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOWERY THOMAS, LLC's holding in Spdr Series Trust over time
0.48%16,340
$993.3K
0.48%
increased 0.39 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOWERY THOMAS, LLC's holding in Spdr Series Trust over time
0.21%3,596
$428.4K
0.21%
increased 0.2 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LOWERY THOMAS, LLC's holding in Vanguard Bd Index Fds over time
2.08%58,095
$4.26M
2.08%
decreased 12.5 percentreduced
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
LOWERY THOMAS, LLC's holding in Invesco Exch Traded Fd Tr Ii over time
0.15%1,921
$310.3K
0.15%
new position
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
LOWERY THOMAS, LLC's holding in Invesco Exchange Traded Fd T over time
2.24%27,017
$4.60M
2.24%
increased 1.92 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
LOWERY THOMAS, LLC's holding in Invesco Exchange Traded Fd T over time
0.89%26,088
$1.82M
0.89%
increased 0.4 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
LOWERY THOMAS, LLC's holding in Invesco Exchange Traded Fd T over time
0.79%17,299
$1.62M
0.79%
increased 5.06 percentadded
DIA
State Str Spdr Dow Jones Ind

State Str Spdr Dow Jones Ind

DIA
LOWERY THOMAS, LLC's holding in State Str Spdr Dow Jones Ind over time
1.46%5,712
$2.98M
1.46%
decreased 2.07 percentreduced
EET
Proshares Tr

Proshares Tr

EET
LOWERY THOMAS, LLC's holding in Proshares Tr over time
0.14%3,242
$277.4K
0.14%
new position