LOWERY THOMAS, LLC Long-Term Concentrated

CIK: 0001919701 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $173,161 (100.0% shares, 0.0% debt)

Holdings (55)

SCHG SCHWAB STRATEGIC TR 13.2%
Value ($000) $22,790 Shares 714,198 Est. Cost $42.03 Unrealized
VOO VANGUARD INDEX FDS 10.0%
Value ($000) $17,240 Shares 28,152 Est. Cost $420.17 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 6.6%
Value ($000) $11,353 Shares 45,941 Est. Cost $158.22 Unrealized
FNDX SCHWAB STRATEGIC TR 5.6%
Value ($000) $9,780 Shares 371,865 Est. Cost $33.89 Unrealized
SPY SPDR S&P 500 ETF TR 5.3%
Value ($000) $9,092 Shares 13,648 Est. Cost $449.11 Unrealized
QQQ INVESCO QQQ TR 4.5%
Value ($000) $7,804 Shares 12,998 Est. Cost $397.92 Unrealized
IWF ISHARES TR 3.8%
Value ($000) $6,559 Shares 14,002 Est. Cost $301.73 Unrealized
SCHV SCHWAB STRATEGIC TR 3.8%
Value ($000) $6,512 Shares 223,696 Est. Cost $39.38 Unrealized
SMH VANECK ETF TRUST 3.4%
Value ($000) $5,848 Shares 17,920 Est. Cost $215.52 Unrealized
IWB ISHARES TR 3.1%
Value ($000) $5,439 Shares 14,882 Est. Cost $264.45 Unrealized
IWO ISHARES TR 2.8%
Value ($000) $4,779 Shares 14,932 Est. Cost $279.73 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.5%
Value ($000) $4,285 Shares 75,043 Est. Cost $55.60 Unrealized
BND VANGUARD BD INDEX FDS 2.3%
Value ($000) $4,051 Shares 54,477 Est. Cost $74.35 Unrealized
VUSB VANGUARD BD INDEX FDS 2.0%
Value ($000) $3,533 Shares 70,675 Est. Cost $49.86 Unrealized
FLDR FIDELITY MERRIMACK STR TR 2.0%
Value ($000) $3,467 Shares 69,067 Est. Cost $50.14 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 2.0%
Value ($000) $3,445 Shares 25,474 Est. Cost $91.01 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.9%
Value ($000) $3,212 Shares 136,850 Est. Cost $31.90 Unrealized
SCHO SCHWAB STRATEGIC TR 1.8%
Value ($000) $3,135 Shares 128,488 Est. Cost $38.26 Unrealized
SPYG SPDR SERIES TRUST 1.8%
Value ($000) $3,073 Shares 29,402 Est. Cost $72.18 Unrealized
IWP ISHARES TR 1.8%
Value ($000) $3,073 Shares 21,576 Est. Cost $114.05 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 1.7%
Value ($000) $2,964 Shares 24,342 Est. Cost $128.56 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.7%
Value ($000) $2,880 Shares 6,210 Est. Cost $354.10 Unrealized
SCHX SCHWAB STRATEGIC TR 1.4%
Value ($000) $2,475 Shares 93,959 Est. Cost $33.58 Unrealized
VOT VANGUARD INDEX FDS 1.2%
Value ($000) $2,115 Shares 7,199 Est. Cost $215.01 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,965 Shares 7,716 Est. Cost $172.05 Unrealized +31.1%
XSVM INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,432 Shares 25,367 Est. Cost $48.47 Unrealized
IWN ISHARES TR 0.8%
Value ($000) $1,408 Shares 7,966 Est. Cost $160.36 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,241 Shares 6,653 Est. Cost $98.96 Unrealized +76.1%
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $1,209 Shares 6,062 Est. Cost $151.13 Unrealized
IWM ISHARES TR 0.7%
Value ($000) $1,206 Shares 4,985 Est. Cost $219.42 Unrealized
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,168 Shares 4,144 Est. Cost $168.90 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,155 Shares 15,698 Est. Cost $50.74 Unrealized
SHV ISHARES TR 0.6%
Value ($000) $1,069 Shares 9,673 Est. Cost $110.35 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value ($000) $984 Shares 33,186 Est. Cost $41.46 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $982 Shares 11,833 Est. Cost $82.53 Unrealized
KLAC KLA CORP 0.6%
Value ($000) $980 Shares 909 Est. Cost $407.84 Unrealized +128.1%
TSLA TESLA INC 0.6%
Value ($000) $973 Shares 2,187 Est. Cost $333.26 Unrealized +4.1%
AMZN AMAZON COM INC 0.5%
Value ($000) $896 Shares 4,080 Est. Cost $161.77 Unrealized +39.9%
SPYV SPDR SERIES TRUST 0.5%
Value ($000) $821 Shares 14,837 Est. Cost $41.55 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $775 Shares 3,806 Est. Cost $157.65 Unrealized
AIQ GLOBAL X FDS 0.4%
Value ($000) $706 Shares 14,285 Est. Cost $31.09 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $646 Shares 1,247 Est. Cost $329.81 Unrealized +54.2%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $576 Shares 20,652 Est. Cost $32.06 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $557 Shares 759 Est. Cost $245.05 Unrealized +203.3%
QLD PROSHARES TR 0.3%
Value ($000) $527 Shares 3,839 Est. Cost $79.60 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $456 Shares 1,551 Est. Cost $257.42 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $368 Shares 1,356 Est. Cost $214.90 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $337 Shares 3,578 Est. Cost $85.93 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $331 Shares 1,896 Est. Cost $129.44 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $279 Shares 1,147 Est. Cost $164.85 Unrealized +27.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $279 Shares 468 Est. Cost $573.24 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $245 Shares 8,960 Est. Cost $27.78 Unrealized
UYG PROSHARES TR 0.1%
Value ($000) $245 Shares 2,464 Est. Cost $89.18 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $239 Shares 1,310 Est. Cost $162.07 Unrealized 0.0%
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $204 Shares 1,843 Est. Cost $110.64 Unrealized