Lowery Thomas, LLC Portfolio Holdings

Lowery Thomas, LLC

  • $170 Million
  • Q3 2025

Lowery Thomas, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.8M, Vanguard Index Fds S&P 500 ETF with a value of $17.2M, Invesco Exchange Traded Fd Tr with a value of $11.4M, Schwab Fundamental U S Large C with a value of $9.78M, and Spdr S&P 500 ETF Trust with a value of $9.09M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $154M to 170M.

Lowery Thomas, LLC is based out at San Francisco, CA

Below you can find more details about Lowery Thomas, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $162 Million
Technology: $5.07 Million
Consumer Cyclical: $1.87 Million
Communication Services: $836,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.8 Million 13.44% of portfolio
714,198
Q3 2025 Added 4.61%
$0
$17.2 Million 10.16% of portfolio
28,152
Q3 2025 Added 2.08%
$0
$11.4 Million 6.69% of portfolio
45,941
Q3 2025 Added 2.86%
$0
$9.78 Million 5.77% of portfolio
371,865
Q3 2025 Added 5.86%
$0
$9.09 Million 5.36% of portfolio
13,648
Q3 2025 Reduced 9.62%
$0
$7.8 Million 4.6% of portfolio
12,998
Q3 2025 Added 0.08%
$0
$6.56 Million 3.87% of portfolio
14,002
Q3 2025 Reduced 1.84%
$0
$6.51 Million 3.84% of portfolio
223,696
Q3 2025 Added 3.16%
$0
$5.85 Million 3.45% of portfolio
17,920
Q3 2025 Added 6.99%
$0
$5.44 Million 3.21% of portfolio
14,882
Q3 2025 Reduced 0.82%
$0
$4.78 Million 2.82% of portfolio
14,932
Q3 2025 Reduced 1.87%
$0
$4.28 Million 2.53% of portfolio
75,043
Q3 2025 Added 7.46%
$0
$4.05 Million 2.39% of portfolio
54,477
Q3 2025 Added 15.02%
$0
$3.47 Million 2.04% of portfolio
69,067
Q3 2025 Added 10.55%
$0
$3.44 Million 2.03% of portfolio
25,474
Q3 2025 Added 5.52%
$0
$3.21 Million 1.89% of portfolio
136,850
Q3 2025 Added 10.55%
$0
$3.07 Million 1.81% of portfolio
29,402
Q3 2025 Reduced 0.91%
$0
$3.07 Million 1.81% of portfolio
21,576
Q3 2025 Reduced 0.84%
$0
$2.96 Million 1.75% of portfolio
24,342
Q3 2025 Added 4.72%
$0
$2.88 Million 1.7% of portfolio
6,210
Q3 2025 Reduced 0.08%
$0
$2.47 Million 1.46% of portfolio
93,959
Q3 2025 Reduced 0.44%
$0
$2.11 Million 1.25% of portfolio
7,199
Q3 2025 Added 1.44%
$4.3T
$1.96 Million 1.16% of portfolio
7,716
Q3 2025 Reduced 0.48%
$0
$1.43 Million 0.84% of portfolio
25,367
Q3 2025 Added 4.34%
$0
$1.41 Million 0.83% of portfolio
7,966
Q3 2025 Reduced 14.23%
$465B
$1.24 Million 0.73% of portfolio
6,653
Q2 2025 Added 10.28%
$0
$1.21 Million 0.71% of portfolio
4,985
Q3 2025 Reduced 0.12%
$0
$1.21 Million 0.71% of portfolio
6,062
Q3 2025 Added 6.65%
$0
$1.17 Million 0.69% of portfolio
4,144
Q3 2025 Reduced 1.43%
$0
$1.15 Million 0.68% of portfolio
15,698
Q3 2025 Added 4.65%
$0
$1.07 Million 0.63% of portfolio
9,673
Q3 2025 Added 8.83%
$0
$981,000 0.58% of portfolio
11,833
Q3 2025 Added 11.19%
$161B
$980,000 0.58% of portfolio
909
Q2 2025 Reduced 7.15%
$0
$983,000 0.58% of portfolio
33,186
Q3 2025 Added 4.37%
$1.29T
$972,000 0.57% of portfolio
2,187
Q3 2025 Reduced 18.61%
$2.39T
$895,000 0.53% of portfolio
4,080
Q1 2025 Reduced 12.82%
$0
$820,000 0.48% of portfolio
14,837
Q3 2025 Reduced 3.45%
$0
$774,000 0.46% of portfolio
3,806
Q3 2025 Reduced 6.92%
$0
$705,000 0.42% of portfolio
14,285
Q3 2025 Added 2.24%
$3.78T
$645,000 0.38% of portfolio
1,247
Q3 2025 Added 0.08%
$0
$576,000 0.34% of portfolio
20,652
Q3 2025 Added 19.45%
$1.37T
$557,000 0.33% of portfolio
759
Q2 2025 Added 0.13%
$0
$526,000 0.31% of portfolio
3,839
Q3 2025 Added 0.13%
$0
$455,000 0.27% of portfolio
1,551
Q3 2025 Reduced 0.96%
$0
$367,000 0.22% of portfolio
1,356
Q3 2025 Added 0.15%
$0
$337,000 0.2% of portfolio
3,578
Q3 2025 Added 0.25%
$0
$331,000 0.2% of portfolio
1,896
Q3 2025 Added 0.53%
$1.74T
$279,000 0.16% of portfolio
1,147
Q3 2025 Added 0.09%
$0
$278,000 0.16% of portfolio
468
Q3 2025 Added 27.52%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $170 Million
  • Prior Value $154 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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