LOWERY THOMAS, LLC - Portfolio Stock Holdings
LOWERY THOMAS, LLC disclosed 58 stock positions in a recent SEC 13F filing. $204,741,836 of stock holdings were filed, with the largest holdings including SCHG, VOO, and QQQM. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $385,772,610 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
58Est. Stock Holding Value:
$204,741,836Top Stock Holdings By Sector
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Portfolio Stock Holdings - LOWERY THOMAS, LLC
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