LOWERY THOMAS, LLC

RIA/Wealth

LOWERY THOMAS, LLC is a RIA/Wealth led by David James Lowery, reporting $341.1M in AUM as of Q3 2025 with 94% ETF concentration and 59% concentrated in top 10 holdings.

PresidentDavid James Lowery

Portfolio Value: $173.2M
Positions: 55
Top Holding: SCHG at 13.16%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in LOWERY THOMAS, LLC's portfolio (59.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$22.8M	13.16%	+$1.0M Bought	— 714.2K shares	Q4 2021 Held for 3y 11m
2 Vanguard S&P 500 ETF VOO	ETF ETF	$17.2M	9.96%	+$350.9K Bought	— 28.2K shares	Q4 2021 Held for 3y 11m
3 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$11.4M	6.56%	+$316.1K Bought	— 45.9K shares	Q1 2022 Held for 3y 8m
4 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$9.8M	5.65%	+$541.7K Bought	— 371.9K shares	Q4 2022 Held for 2y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$9.1M	5.25%	-$967.3K Sold	— 13.6K shares	Q4 2021 Held for 3y 11m
6 Invesco QQQ Trust QQQ	ETF ETF	$7.8M	4.51%	+$6.6K Bought	— 13.0K shares	Q4 2021 Held for 3y 11m
7 iShares Russell 1000 Growth IWF	ETF ETF	$6.6M	3.79%	-$123.2K Sold	— 14.0K shares	Q4 2021 Held for 3y 11m
8 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$6.5M	3.76%	+$199.3K Bought	— 223.7K shares	Q4 2021 Held for 3y 11m
9 VanEck Semiconductor SMH	ETF ETF	$5.8M	3.38%	+$382.2K Bought	— 17.9K shares	Q4 2021 Held for 3y 11m
10 iShares Russell 1000 IWB	ETF ETF	$5.4M	3.14%	-$45.0K Sold	— 14.9K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LOWERY THOMAS, LLC's latest filing

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Market Value

$173.2M

Prior: $156.2M

Q/Q Change

+10.87%

+$17.0M

Net Flows % of MV

+2.71%

Turnover Ratio

2.49%

New Purchases

1 stocks

$239.0K

Added To

33 stocks

+$6.3M

Sold Out Of

0 stocks

Reduced Holdings

16 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 Palantir Technologies Inc. PLTR	New	0 → 1.3K +$239.0K
2 Vanguard Ultra-Short Bond VUSB	+36.05%	51.9K → 70.7K +$936.3K
3 SPDR S&P MidCap 400 ETF MDY	+27.52%	367.0 → 468.0 +$60.2K
4 Schwab U.S. Small-Cap ETF SCHA	+19.45%	17.3K → 20.7K +$93.8K
5 Schwab US Dividend Equity SCHD	+15.36%	7.8K → 9.0K +$32.6K

Decreased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	-18.61%	2.7K → 2.2K −$222.4K
2 iShares Russell 2000 Value IWN	-14.23%	9.3K → 8.0K −$233.7K
3 SPDR S&P 500 ETF Trust SPY	-9.62%	15.1K → 13.6K −$967.3K
4 iShares Russell 1000 Value IWD	-6.92%	4.1K → 3.8K −$57.6K
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	-3.45%	15.4K → 14.8K −$29.3K