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Latest LOWERY THOMAS, LLC Stock Portfolio

$174Million | No. of Holdings #55

LOWERY THOMAS, LLC Performance

2026 Q1-3.48%
YTD-3.48%
2025+14.41%

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

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, LOWERY THOMAS, LLC reported an equity portfolio of $174.9 Millions as of 31 Mar, 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 9.4% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off PROSHARES TR (EET) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in KLA CORP (KLAC), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). LOWERY THOMAS, LLC opened new stock positions in ALPHABET INC (GOOG) and PACER FDS TR (AFTY). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), ISHARES TR (IJR) and VANGUARD BD INDEX FDS (VUSB).
LOWERY THOMAS, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$174Million
  as of May 13, 2026

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

Our best estimate is that LOWERY THOMAS, LLC made a return of -3.48% in the last quarter. In trailing 12 months, it's portfolio return was 16.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc315,909
pacer fds tr202,318
New stocks bought by LOWERY THOMAS, LLC

Additions

Ticker% Inc.
alphabet inc118
ishares tr14.00
vanguard bd index fds13.4
ishares tr12.23
schwab strategic tr11.62
schwab strategic tr10.96
schwab strategic tr9.25
schwab strategic tr8.5
Additions to existing portfolio by LOWERY THOMAS, LLC

Reductions

Ticker% Reduced
kla corp-24.72
ishares tr-7.4
vanguard index fds-4.9
state str spdr s&p 500 etf t-3.8
spdr series trust-2.03
spdr series trust-1.91
vanguard index fds-1.38
ishares tr-1.22
LOWERY THOMAS, LLC reduced stake in above stock

Sold off

Ticker$ Sold
proshares tr-246,591
palantir technologies inc-232,852
LOWERY THOMAS, LLC got rid off the above stocks

Sector Distribution

LOWERY THOMAS, LLC has about 94.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others94.7
Technology2.6
Communication Services2

Market Cap. Distribution

LOWERY THOMAS, LLC has about 4.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED94.7
MEGA-CAP4.8

Stocks belong to which Index?

About 5.3% of the stocks held by LOWERY THOMAS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.7
S&P 5005.3
Top 5 Winners (%)%
KLAC
kla corp
18.6 %
FNDA
schwab strategic tr
11.2 %
IJR
ishares tr
8.8 %
AFK
vaneck etf trust
6.3 %
CSD
invesco exchange traded fd t
5.5 %
Top 5 Winners ($)$
AFK
vaneck etf trust
0.4 M
FNDA
schwab strategic tr
0.2 M
FNDA
schwab strategic tr
0.2 M
KLAC
kla corp
0.2 M
CSD
invesco exchange traded fd t
0.2 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.4 %
TSLA
tesla inc
-17.3 %
BIB
proshares tr
-13.4 %
META
meta platforms inc
-13.3 %
FNDA
schwab strategic tr
-10.6 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-2.5 M
VB
vanguard index fds
-0.8 M
BAB
invesco exch traded fd tr ii
-0.7 M
IJR
ishares tr
-0.7 M
QQQ
invesco qqq tr
-0.5 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 55 stocks in it's portfolio. About 57% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for LOWERY THOMAS, LLC last quarter.

$174.87MTotal Value
57.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of LOWERY THOMAS, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LOWERY THOMAS, LLC's holding in Ishares Tr over time
0.74%11,661
$1.29M
0.74%
increased 12.23 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
LOWERY THOMAS, LLC's holding in Vaneck Etf Trust over time
3.97%18,144
$6.95M
3.97%
increased 0.78 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
LOWERY THOMAS, LLC's holding in Pacer Fds Tr over time
0.12%3,234
$202.3K
0.12%
new position
AGNG
Global X Fds

Global X Fds

AGNG
LOWERY THOMAS, LLC's holding in Global X Fds over time
0.36%13,617
$635.5K
0.36%
increased 0.83 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
6.03%44,397
$10.54M
6.03%
increased 0.65 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
0.12%1,856
$213.3K
0.12%
increased 0.38 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
2.57%79,179
$4.49M
2.57%
increased 3.3 percentadded
BIB
Proshares Tr

Proshares Tr

BIB
LOWERY THOMAS, LLC's holding in Proshares Tr over time
0.28%8,037
$489.5K
0.28%
increased 2.06 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOWERY THOMAS, LLC's holding in Spdr Series Trust over time
1.57%27,986
$2.74M
1.57%
decreased 1.91 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOWERY THOMAS, LLC's holding in Spdr Series Trust over time
0.53%16,276
$920.9K
0.53%
decreased 2.03 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LOWERY THOMAS, LLC's holding in Spdr Series Trust over time
0.2%3,589
$346.7K
0.2%
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
2.8%66,393
$4.89M
2.8%
increased 6.14 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
2.2%26,508
$3.84M
2.2%
increased 3.19 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
0.9%25,984
$1.57M
0.9%
increased 1.22 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
0.72%16,466
$1.25M
0.72%
increased 1.86 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
1.54%5,833
$2.70M
1.54%
decreased 0.38 percentreduced
EET
Proshares Tr

Proshares Tr

EET
LOWERY THOMAS, LLC's holding in Proshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
FBND
Fidelity Merrimack Str Tr

Fidelity Merrimack Str Tr

FBND
LOWERY THOMAS, LLC's holding in Fidelity Merrimack Str Tr over time
2.16%75,440
$3.78M
2.16%
increased 1.33 percentadded