Lowery Thomas, LLC Portfolio Holdings

Lowery Thomas, LLC

  • $154 Million
  • Q2 2025

Lowery Thomas, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Million distributed in 53 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 $19.9M, Vanguard Index Fds S&P 500 ETF with a value of $15.7M, Invesco Exchange Traded Fd Tr with a value of $10.1M, Spdr S&P 500 ETF Trust with a value of $9.33M, and Schwab Fundamental U S Large C with a value of $8.62M.

Examining the 13F form we can see an increase of $9.43M in the current position value, from $144M to 154M.

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 $154 Million
ETFs: $147 Million
Technology: $4.07 Million
Consumer Cyclical: $1.75 Million
Communication Services: $763,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.9 Million 12.99% of portfolio
682,694
Q2 2025 Reduced 1.72%
$0
$15.7 Million 10.2% of portfolio
27,579
Q2 2025 Reduced 5.69%
$0
$10.1 Million 6.61% of portfolio
44,662
Q2 2025 Reduced 5.73%
$0
$9.33 Million 6.08% of portfolio
15,100
Q2 2025 Reduced 0.26%
$0
$8.62 Million 5.61% of portfolio
351,269
Q2 2025 Reduced 3.36%
$0
$7.16 Million 4.67% of portfolio
12,987
Q2 2025 Reduced 1.64%
$0
$6.02 Million 3.92% of portfolio
14,265
Q2 2025 Added 0.1%
$0
$6 Million 3.91% of portfolio
216,849
Q2 2025 Reduced 1.1%
$0
$5.1 Million 3.32% of portfolio
15,005
Q2 2025 Added 0.24%
$0
$4.67 Million 3.04% of portfolio
16,749
Q2 2025 Reduced 10.13%
$0
$4.35 Million 2.83% of portfolio
15,216
Q2 2025 Reduced 4.01%
$0
$3.97 Million 2.59% of portfolio
69,831
Q2 2025 Reduced 8.62%
$0
$3.49 Million 2.27% of portfolio
47,365
Q2 2025 Added 7.35%
$0
$3.13 Million 2.04% of portfolio
62,475
Q2 2025 Reduced 4.69%
$0
$3.11 Million 2.02% of portfolio
24,142
Q2 2025 Reduced 9.28%
$0
$3.02 Million 1.97% of portfolio
21,759
Q2 2025 Reduced 3.81%
$0
$2.87 Million 1.87% of portfolio
123,794
Q2 2025 Reduced 0.67%
$0
$2.83 Million 1.84% of portfolio
29,673
Q2 2025 Reduced 0.85%
$0
$2.74 Million 1.78% of portfolio
6,215
Q2 2025 Reduced 2.25%
$0
$2.66 Million 1.73% of portfolio
23,245
Q2 2025 Reduced 13.15%
$0
$2.31 Million 1.5% of portfolio
94,377
Q2 2025 Reduced 7.11%
$0
$2.02 Million 1.31% of portfolio
7,097
Q2 2025 Reduced 4.25%
$0
$1.47 Million 0.95% of portfolio
9,288
Q2 2025 Reduced 3.16%
$0
$1.26 Million 0.82% of portfolio
24,312
Q2 2025 Added 0.56%
$0
$1.07 Million 0.7% of portfolio
5,684
Q2 2025 Reduced 1.68%
$0
$1.08 Million 0.7% of portfolio
4,991
Q2 2025 Added 4.46%
$0
$1.06 Million 0.69% of portfolio
4,204
Q2 2025 Reduced 0.1%
$0
$1.02 Million 0.66% of portfolio
15,001
Q2 2025 Reduced 7.29%
$0
$981,000 0.64% of portfolio
8,888
Q2 2025 Added 20.32%
$0
$891,000 0.58% of portfolio
31,797
Q2 2025 Reduced 28.71%
$0
$881,000 0.57% of portfolio
10,642
Q2 2025 Added 14.57%
$0
$804,000 0.52% of portfolio
15,367
Q2 2025 Reduced 12.92%
$0
$794,000 0.52% of portfolio
4,089
Q2 2025 Added 0.44%
$0
$610,000 0.4% of portfolio
13,972
Q2 2025 Reduced 30.05%
$0
$438,000 0.29% of portfolio
1,566
Q2 2025 Added 12.1%
$0
$451,000 0.29% of portfolio
3,834
Q2 2025 Added 3.54%
$0
$437,000 0.28% of portfolio
17,289
Q2 2025 Reduced 47.7%
$0
$323,000 0.21% of portfolio
1,354
Q2 2025 Added 0.22%
$0
$316,000 0.21% of portfolio
3,569
Q2 2025 Added 9.51%
$0
$310,000 0.2% of portfolio
1,886
Q2 2025 Reduced 13.92%
$0
$234,000 0.15% of portfolio
2,453
Q2 2025 Added 0.29%
$0
$207,000 0.13% of portfolio
367
Q2 2025 New
$0
$205,000 0.13% of portfolio
7,767
Q2 2025 Added 7.92%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $154 Million
  • Prior Value $144 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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