13F Filings History of LOWERY THOMAS, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$176,966,666
Signature - Title
Mark Vicencio - Chief Compliance Officer
Location
Pebble Beach, CA
Summary
This page shows a list of all the recent 13F filings made by LOWERY THOMAS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LOWERY THOMAS, LLC reported 55 stock holdings with total value $176,966,666 as of Q4 2025. Top holdings included SCHG, VOO, QQQM, FNDX, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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