LOWERY THOMAS, LLC

Q4 2025 13F-HR Holdings

Location
Pebble Beach, CA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$176,967
Net value change ($000)
+3,806 (2.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,114 399.3%
SMH 636 10.9%
BND 582 14.4%
SCHG 400 1.8%
SCHZ 354 11.0%
FLDR 273 7.9%
VOO 243 1.4%
VUSB 230 6.5%
FNDX 205 2.1%
SCHO 192 6.1%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -439 -45.1%
IWO -337 -7.1%
IWM -222 -18.4%
QQQM -197 -1.7%
VO -178 -39.0%
IWN -171 -12.1%
IWP -125 -4.1%
VOT -76 -3.6%
DIA -66 -2.3%
META -56 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type