LOWERY THOMAS, LLC - Portfolio overview

LOWERY THOMAS, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 12.16%
2. VOO - VANGUARD INDEX FDS, 9.37%
3. QQQM - INVESCO EXCH TRADED FD TR II, 6.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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