LOWERY THOMAS, LLC

Q1 2026 13F-HR Holdings

Location
Pebble Beach, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$174,872
Net value change ($000)
-2,095 (-1.2%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,389 99.7%
VUSB 500 13.3%
FNDX 484 4.8%
SMH 462 7.1%
SCHV 408 6.2%
SCHO 372 11.2%
GOOGL 316 NEW
SCHZ 304 8.5%
XMMO 287 8.1%
BND 256 5.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -1,861 -8.0%
VOO -1,056 -6.0%
SPY -752 -8.3%
IWF -659 -10.0%
QQQM -619 -5.5%
QQQ -500 -6.3%
SPYG -304 -10.0%
IWB -294 -5.3%
UYG -247 -100.0%
PLTR -233 -100.0%
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