LOWERY THOMAS, LLC Long-Term Concentrated

Location: Pebble Beach, CA

CIK: 0001919701 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $175M (100.0% shares, 0.0% debt)

Holdings (55)

SCHG SCHWAB STRATEGIC TR 12.2%
Value $21.33M Shares 732,765 Est. Cost $41.64 Unrealized
VOO VANGUARD INDEX FDS 9.4%
Value $16.43M Shares 27,491 Est. Cost $420.17 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 6.0%
Value $10.54M Shares 44,397 Est. Cost $158.22 Unrealized
FNDX SCHWAB STRATEGIC TR 6.0%
Value $10.47M Shares 375,907 Est. Cost $33.75 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 4.8%
Value $8.352M Shares 12,843 Est. Cost $449.11 Unrealized
QQQ INVESCO QQQ TR 4.2%
Value $7.431M Shares 12,876 Est. Cost $397.92 Unrealized
SCHV SCHWAB STRATEGIC TR 4.0%
Value $6.978M Shares 228,772 Est. Cost $39.11 Unrealized
SMH VANECK ETF TRUST 4.0%
Value $6.946M Shares 18,144 Est. Cost $215.52 Unrealized
IWF ISHARES TR 3.4%
Value $5.933M Shares 13,914 Est. Cost $301.73 Unrealized
IWB ISHARES TR 3.0%
Value $5.279M Shares 14,805 Est. Cost $264.45 Unrealized
BND VANGUARD BD INDEX FDS 2.8%
Value $4.889M Shares 66,393 Est. Cost $74.27 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.6%
Value $4.488M Shares 79,179 Est. Cost $55.67 Unrealized
IWO ISHARES TR 2.4%
Value $4.27M Shares 13,607 Est. Cost $279.73 Unrealized
VUSB VANGUARD BD INDEX FDS 2.4%
Value $4.263M Shares 85,623 Est. Cost $49.85 Unrealized
SCHZ SCHWAB STRATEGIC TR 2.2%
Value $3.87M Shares 166,682 Est. Cost $30.36 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 2.2%
Value $3.844M Shares 26,508 Est. Cost $92.68 Unrealized
FLDR FIDELITY MERRIMACK STR TR 2.2%
Value $3.776M Shares 75,440 Est. Cost $50.15 Unrealized
SCHO SCHWAB STRATEGIC TR 2.1%
Value $3.699M Shares 152,404 Est. Cost $36.07 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 1.8%
Value $3.093M Shares 24,854 Est. Cost $128.51 Unrealized
GOOG ALPHABET INC 1.6%
Value $2.782M Shares 9,703 Est. Cost $292.22 Unrealized +10.8%
IWP ISHARES TR 1.6%
Value $2.749M Shares 21,454 Est. Cost $114.05 Unrealized
SPYG SPDR SERIES TRUST 1.6%
Value $2.74M Shares 27,986 Est. Cost $72.18 Unrealized
DIA STATE STR SPDR DOW JONES IND 1.5%
Value $2.702M Shares 5,833 Est. Cost $354.10 Unrealized
SCHX SCHWAB STRATEGIC TR 1.5%
Value $2.602M Shares 101,652 Est. Cost $33.02 Unrealized
AAPL APPLE INC 1.1%
Value $1.951M Shares 7,689 Est. Cost $172.05 Unrealized +52.8%
VOT VANGUARD INDEX FDS 1.1%
Value $1.904M Shares 7,399 Est. Cost $216.47 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.9%
Value $1.566M Shares 25,984 Est. Cost $48.72 Unrealized
SHV ISHARES TR 0.7%
Value $1.287M Shares 11,661 Est. Cost $110.34 Unrealized
IWN ISHARES TR 0.7%
Value $1.279M Shares 6,744 Est. Cost $160.36 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.7%
Value $1.252M Shares 16,466 Est. Cost $51.81 Unrealized
SHY ISHARES TR 0.7%
Value $1.248M Shares 15,111 Est. Cost $82.56 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value $1.247M Shares 6,118 Est. Cost $151.13 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value $1.192M Shares 6,891 Est. Cost $101.98 Unrealized +83.0%
XLK SELECT SECTOR SPDR TR 0.7%
Value $1.144M Shares 8,610 Est. Cost $155.62 Unrealized
SCHM SCHWAB STRATEGIC TR 0.6%
Value $1.062M Shares 34,314 Est. Cost $41.18 Unrealized
IWM ISHARES TR 0.6%
Value $988K Shares 3,984 Est. Cost $219.42 Unrealized
SPYV SPDR SERIES TRUST 0.5%
Value $921K Shares 16,276 Est. Cost $43.18 Unrealized
KLAC KLA CORP 0.5%
Value $897K Shares 609 Est. Cost $407.84 Unrealized +258.5%
AMZN AMAZON COM INC 0.5%
Value $841K Shares 4,040 Est. Cost $161.77 Unrealized +40.2%
IWD ISHARES TR 0.5%
Value $820K Shares 3,839 Est. Cost $157.65 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value $679K Shares 23,347 Est. Cost $31.69 Unrealized
AIQ GLOBAL X FDS 0.4%
Value $635K Shares 13,617 Est. Cost $31.09 Unrealized
QLD PROSHARES TR 0.3%
Value $490K Shares 8,037 Est. Cost $74.61 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $463K Shares 1,250 Est. Cost $329.81 Unrealized +31.8%
TSLA TESLA INC 0.3%
Value $441K Shares 1,187 Est. Cost $333.26 Unrealized +27.8%
META META PLATFORMS INC 0.2%
Value $435K Shares 760 Est. Cost $245.05 Unrealized +167.5%
SOXX ISHARES TR 0.2%
Value $407K Shares 1,239 Est. Cost $214.90 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value $355K Shares 1,926 Est. Cost $129.92 Unrealized
SLYG SPDR SERIES TRUST 0.2%
Value $347K Shares 3,589 Est. Cost $85.93 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $322K Shares 10,488 Est. Cost $28.05 Unrealized
GOOGL ALPHABET INC 0.2%
Value $316K Shares 1,099 Est. Cost $323.29 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value $262K Shares 912 Est. Cost $257.42 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $259K Shares 421 Est. Cost $573.24 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value $213K Shares 1,856 Est. Cost $110.64 Unrealized
COWZ PACER FDS TR 0.1%
Value $202K Shares 3,234 Est. Cost $62.56 Unrealized