Lowery Thomas, LLC ETF holdings
Pebble Beach, CA
Reported $193.4M in 48 ETFs in its Form 13F for June 30, 2026.
ETF value
$193.4M
ETFs held
48
Change from prior quarter
+16.8%
With price moves
ETFs as a share of its 13F
94.5%
of $204.7M
Top 10 of 48 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $25.0M | 737,508 | +4,743 shares |
| VOO | Vanguard S&P 500 ETF | $18.8M | 27,302 | −189 shares |
| QQQM | Invesco NASDAQ 100 ETF | $13.0M | 43,021 | −1,376 shares |
| SMH | VanEck Semiconductor ETF | $11.7M | 17,895 | −249 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $11.5M | 368,588 | −7,319 shares |
| QQQ | Invesco QQQ Trust | $9.3M | 12,634 | −242 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $9.1M | 12,193 | −650 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $8.1M | 231,838 | +3,066 shares |
| IWF | iShares Russell 1000 Growth ETF | $6.3M | 50,685 | +36,771 shares |
| IWB | iShares Russell 1000 ETF | $6.1M | 14,833 | +28 shares |
38 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001919701. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lowery Thomas, LLC own?
Lowery Thomas, LLC reported 48 ETF positions worth $193.4M in its Form 13F for June 30, 2026. The largest was SCHG, at $25.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.