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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%
Performance for 2026 Q1 is -3.48%, and YTD is -3.48%, and 2025 is 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.

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.

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

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.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions