13F Filings History of LOWERY THOMAS, LLC
- Latest 13F filing
- Q2 2026 - 29 Jul 2026
- Latest reported 13F value
- $204,713,488
- Largest 13F holdings
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SCHG VOO QQQM SMH FNDX QQQ SPY SCHV IWF IWB IWO VUSB
+8 more
XMMO JEPI BND SCHO VIOG FLDR SCHZ GOOG - Form 13F summary
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- LOWERY THOMAS, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LOWERY THOMAS, LLC reported 57 equity holdings with a total reported market value of $204,713,488 for Q2 2026. Top reported holdings included SCHG, VOO, QQQM, SMH, and FNDX.
- Manager signature
- Mark Vicencio - Chief Compliance Officer
- Manager location
- Pebble Beach, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$204,713,488
Quarter delta
+$29,841,093
Accepted
29 Jul 2026, 10:09
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | $204,713,488 | +$9,259,757 | -$3,403,607 | +$5,856,150 | SCHG, VOO, QQQM, SMH, FNDX | 13F-HR | 29 Jul 2026, 10:09 |
| Q1 2026 | 55 | $174,872,395 | +$5,736,698 | -$1,609,175 | +$4,127,523 | SCHG, VOO, QQQM, FNDX, SPY | 13F-HR | 13 May 2026, 09:26 |
| Q4 2025 | 55 | $176,966,666 | +$4,383,975 | -$3,152,135 | +$1,231,840 | SCHG, VOO, QQQM, FNDX, SPY | 13F-HR | 26 Jan 2026, 15:28 |
| Q3 2025 | 55 | $173,161,029 | +$6,762,063 | -$1,869,299 | +$4,892,764 | SCHG, VOO, QQQM, FNDX, SPY | 13F-HR | 10 Nov 2025, 12:05 |
| Q2 2025 | 53 | $156,185,032 | +$1,750,841 | -$7,742,253 | -$5,991,412 | SCHG, VOO, QQQM, SPY, FNDX | 13F-HR | 18 Jul 2025, 10:40 |
| Q1 2025 | 55 | $146,157,630 | +$5,846,944 | -$4,415,948 | +$1,430,996 | SCHG, VOO, QQQM, FNDX, SPY | 13F-HR | 05 May 2025, 16:54 |
| Q4 2024 | 56 | $153,363,587 | +$35,262,150 | -$2,625,493 | +$32,636,657 | SCHG, VOO, QQQM, FNDX, SPY | 13F-HR | 07 Feb 2025, 14:53 |
| Q3 2024 | 52 | $147,359,298 | +$14,986,139 | -$10,574,151 | +$4,411,988 | SCHG, VOO, QQQM, FNDX, SPY | 13F-HR | 08 Nov 2024, 09:10 |
| Q2 2024 | 46 | $137,060,935 | +$4,818,995 | -$2,074,297 | +$2,744,698 | SCHG, VOO, QQQM, BIL, SPY | 13F-HR | 02 Aug 2024, 13:53 |
| Q1 2024 | 46 | $130,633,700 | +$8,170,582 | -$3,796,605 | +$4,373,977 | SCHG, VOO, BIL, SPY, QQQM | 13F-HR | 10 May 2024, 10:29 |
| Q4 2023 | 46 | $116,456,521 | +$8,974,688 | -$7,807,975 | +$1,166,713 | SCHG, VOO, BIL, SPY, SCHO | 13F-HR | 05 Feb 2024, 12:18 |
| Q3 2023 | 48 | $104,592,547 | +$9,794,584 | -$3,891,909 | +$5,902,675 | BIL, SCHG, SCHO, SPY, VOO | 13F-HR | 01 Nov 2023, 08:45 |
| Q2 2023 | 46 | $101,712,377 | +$6,824,565 | -$662,541 | +$6,162,024 | BIL, SCHO, SCHG, SPY, QQQ | 13F-HR | 31 Jul 2023, 13:05 |
| Q1 2023 | 43 | $90,702,230 | +$14,246,780 | -$11,307,700 | +$2,939,080 | BIL, SCHO, SCHG, SPY, SCHV | 13F-HR | 04 May 2023, 17:45 |
| Q4 2022 | 38 | $83,294,567 | +$27,034,300 | -$32,646,876 | -$5,612,576 | BIL, SCHO, SCHG, SCHV, QQQ | 13F-HR | 10 Feb 2023, 17:12 |
| Q3 2022 | 41 | $85,501,000 | +$3,146,743 | -$18,385,857 | -$15,239,114 | SHV, QQQ, SPYG, SPYV, IWO | 13F-HR | 14 Nov 2022, 11:56 |
| Q2 2022 | 44 | $104,582,000 | +$23,798,996 | -$30,227,174 | -$6,428,178 | SHV, SHY, SPYV, QQQ, BIL | 13F-HR | 15 Aug 2022, 09:54 |
| Q1 2022 | 50 | $128,874,000 | +$16,982,849 | -$21,475,236 | -$4,492,387 | QQQ, SCHP, SHV, SPYV, SPYG | 13F-HR | 10 May 2022, 10:32 |
| Q4 2021 | 49 | $144,948,000 | $0 | $0 | $0 | SCHP, QQQ, SPYG, IWP, IWO | 13F-HR | 10 May 2022, 10:36 |