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LOWERY THOMAS, LLC

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13F filer, CIK 1919701, PEBBLE BEACH, CA

LOWERY THOMAS, LLC reported $156,185,032 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-18. Its ten largest share positions make up 59.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000896

Period
2025-06-30
Reported value
$156M
Holdings
53
Top 10 weight
59.34%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUSBadded+10,878$542K
BNDadded+3,243$239K
MDYnew+367$208K
GOOGnew+1,146$203K
SHVadded+1,501$166K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-1,665-$946K
QQQMreduced-2,715-$617K
SMHreduced-1,888-$527K
VIOVexited-5,117-$429K
VIOGreduced-3,518-$403K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000896, largest first. % of portfolio is the value over $156,185,032, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,776 shares; 2024Q4: 686,046 shares; 2025Q1: 694,658 shares; 2025Q2: 682,694 shares 682,694$19.9M12.77%-11,964Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,240 shares; 2024Q4: 28,891 shares; 2025Q1: 29,244 shares; 2025Q2: 27,579 shares 27,579$15.7M10.03%-1,665Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,294 shares; 2024Q4: 47,787 shares; 2025Q1: 47,377 shares; 2025Q2: 44,662 shares 44,662$10.1M6.49%-2,715Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 14,324 shares; 2025Q1: 15,140 shares; 2025Q2: 15,100 shares 15,100$9.33M5.97%-40Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,638 shares; 2024Q4: 363,149 shares; 2025Q1: 363,474 shares; 2025Q2: 351,269 shares 351,269$8.62M5.52%-12,205Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 13,009 shares; 2025Q1: 13,203 shares; 2025Q2: 12,987 shares 12,987$7.16M4.59%-216Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,171 shares; 2024Q4: 14,136 shares; 2025Q1: 14,251 shares; 2025Q2: 14,265 shares 14,265$6.06M3.88%+14Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,648 shares; 2024Q4: 218,455 shares; 2025Q1: 219,264 shares; 2025Q2: 216,849 shares 216,849$6M3.84%-2,415Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 14,932 shares; 2025Q1: 14,969 shares; 2025Q2: 15,005 shares 15,005$5.1M3.26%+36Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,691 shares; 2024Q4: 19,280 shares; 2025Q1: 18,637 shares; 2025Q2: 16,749 shares 16,749$4.67M2.99%-1,888Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 15,219 shares; 2025Q1: 15,851 shares; 2025Q2: 15,216 shares 15,216$4.35M2.78%-635Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,742 shares; 2024Q4: 75,411 shares; 2025Q1: 76,417 shares; 2025Q2: 69,831 shares 69,831$3.97M2.54%-6,586Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,818 shares; 2024Q4: 49,914 shares; 2025Q1: 44,122 shares; 2025Q2: 47,365 shares 47,365$3.49M2.23%+3,243Timeline
FLDRFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,636 shares; 2024Q4: 65,512 shares; 2025Q1: 65,547 shares; 2025Q2: 62,475 shares 62,475$3.13M2%-3,072Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,950 shares; 2024Q4: 28,182 shares; 2025Q1: 26,613 shares; 2025Q2: 24,142 shares 24,142$3.11M1.99%-2,471Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,857 shares; 2024Q4: 22,778 shares; 2025Q1: 22,622 shares; 2025Q2: 21,759 shares 21,759$3.02M1.93%-863Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,285 shares; 2024Q4: 136,043 shares; 2025Q1: 125,033 shares; 2025Q2: 122,232 shares 122,232$2.98M1.91%-2,801Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,362 shares; 2024Q4: 131,291 shares; 2025Q1: 124,635 shares; 2025Q2: 123,794 shares 123,794$2.88M1.84%-841Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,468 shares; 2024Q4: 30,225 shares; 2025Q1: 29,927 shares; 2025Q2: 29,673 shares 29,673$2.83M1.81%-254Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 5,581 shares; 2025Q1: 6,358 shares; 2025Q2: 6,215 shares 6,215$2.74M1.75%-143Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,602 shares; 2024Q4: 28,430 shares; 2025Q1: 26,763 shares; 2025Q2: 23,245 shares 23,245$2.66M1.7%-3,518Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,597 shares; 2025Q1: 41,070 shares; 2025Q2: 51,948 shares 51,948$2.59M1.66%+10,878Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,203 shares; 2024Q4: 99,070 shares; 2025Q1: 101,601 shares; 2025Q2: 94,377 shares 94,377$2.31M1.48%-7,224Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,585 shares; 2025Q1: 7,412 shares; 2025Q2: 7,097 shares 7,097$2.02M1.29%-315Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,882 shares; 2025Q1: 7,751 shares; 2025Q2: 7,753 shares 7,753$1.59M1.02%+2Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 9,090 shares; 2025Q1: 9,591 shares; 2025Q2: 9,288 shares 9,288$1.47M0.94%-303Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,302 shares; 2024Q4: 24,414 shares; 2025Q1: 24,176 shares; 2025Q2: 24,312 shares 24,312$1.26M0.81%+136Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,818 shares; 2025Q1: 4,778 shares; 2025Q2: 4,991 shares 4,991$1.08M0.69%+213Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,854 shares; 2025Q1: 5,781 shares; 2025Q2: 5,684 shares 5,684$1.07M0.69%-97Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,040 shares; 2025Q1: 4,208 shares; 2025Q2: 4,204 shares 4,204$1.06M0.68%-4Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,753 shares; 2025Q1: 6,033 shares; 2025Q2: 6,653 shares 6,653$1.05M0.67%+620Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 16,249 shares; 2025Q1: 16,180 shares; 2025Q2: 15,001 shares 15,001$1.02M0.65%-1,179Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 7,387 shares; 2025Q2: 8,888 shares 8,888$981K0.63%+1,501Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 4,680 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares 4,080$895K0.57%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 44,471 shares; 2025Q1: 44,603 shares; 2025Q2: 31,797 shares 31,797$892K0.57%-12,806Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: 9,289 shares; 2025Q2: 10,642 shares 10,642$882K0.56%+1,353Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: 2,687 shares 2,687$854K0.55%-560Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 979 shares; 2025Q2: 909 shares 909$814K0.52%-70Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,397 shares; 2024Q4: 20,386 shares; 2025Q1: 17,647 shares; 2025Q2: 15,367 shares 15,367$804K0.51%-2,280Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,254 shares; 2025Q1: 4,071 shares; 2025Q2: 4,089 shares 4,089$794K0.51%+18Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,403 shares; 2025Q1: 1,346 shares; 2025Q2: 1,246 shares 1,246$620K0.4%-100Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,469 shares; 2024Q4: 19,968 shares; 2025Q1: 19,973 shares; 2025Q2: 13,972 shares 13,972$610K0.39%-6,001Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 759 shares 759$560K0.36%+1Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,553 shares; 2025Q1: 3,703 shares; 2025Q2: 3,834 shares 3,834$451K0.29%+131Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,390 shares; 2025Q1: 1,397 shares; 2025Q2: 1,566 shares 1,566$438K0.28%+169Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,654 shares; 2024Q4: 33,880 shares; 2025Q1: 33,059 shares; 2025Q2: 17,289 shares 17,289$437K0.28%-15,770Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 949 shares; 2025Q1: 1,351 shares; 2025Q2: 1,354 shares 1,354$323K0.21%+3Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 3,962 shares; 2025Q1: 3,259 shares; 2025Q2: 3,569 shares 3,569$317K0.2%+310Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,285 shares; 2025Q1: 2,191 shares; 2025Q2: 1,886 shares 1,886$310K0.2%-305Timeline
UYGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,446 shares; 2025Q2: 2,453 shares 2,453$234K0.15%+7Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 365 shares; 2025Q1: not reported; 2025Q2: 367 shares 367$208K0.13%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,197 shares; 2025Q2: 7,767 shares 7,767$206K0.13%+570Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,143 shares; 2025Q1: not reported; 2025Q2: 1,146 shares 1,146$203K0.13%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VIOVVANGUARD ADMIRAL FDS INC5,117$429Kshares
ORCLORACLE CORP2,031$284Kshares
TLTISHARES TR2,807$255Kshares
COWZPACER FDS TR3,768$206Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000896 base2025-07-18acceptance time not in the bulk data set