LOWERY THOMAS, LLC
All 13F Filings
- Location
- Pebble Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 204,713
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 57 | 204,713 | 13F-HR | LOWERY THOMAS, LLC |
| Q1 2026 | 5/13/2026 | 55 | 174,872 | 13F-HR | LOWERY THOMAS, LLC |
| Q4 2025 | 1/26/2026 | 55 | 176,967 | 13F-HR | LOWERY THOMAS, LLC |
| Q3 2025 | 11/10/2025 | 55 | 173,161 | 13F-HR | LOWERY THOMAS, LLC |
| Q2 2025 | 7/18/2025 | 53 | 156,185 | 13F-HR | LOWERY THOMAS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.35 K | 5.5% | 1.825 K | 0 | 1.825 K |
| ETFs | 193.4 K | 94.5% | 28.01 K | 0 | 28.01 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
204,713
Holdings
57
QoQ value change ($000)
29,841
(17.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.