Lowery Thomas, LLC holds a focused book of 57 stocks worth $204.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Schwab US Large-Cap Growth at 12% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1919701/holdings"
Use Arkolith to show LOWERY THOMAS, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +25.6%, a 1.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Lowery Thomas, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lowery Thomas, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 63 / 57 | $432.3B |
| JPMORGAN CHASE & CO | 63 / 57 | $388.3B |
| BANK OF AMERICA CORP /DE/ | 63 / 57 | $288.4B |
| WELLS FARGO & COMPANY/MN | 63 / 57 | $108.9B |
| UBS Group AG | 63 / 57 | $104.7B |
| OSAIC HOLDINGS, INC. | 63 / 57 | $15.9B |
| CWM, LLC | 63 / 57 | $6.1B |
| Farther Finance Advisors, LLC | 63 / 57 | $2.1B |
Ranked by how many of Lowery Thomas, LLC's top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $25.0M | 737.5K | 12.2% | ▲+0.6% Added · +5K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $18.8M | 27.3K | 9.2% | ▼−0.7% Reduced · −189 sh | |
| 3 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $13.0M | 43.0K | 6.4% | ▼−3.1% Reduced · −1K sh | |
| 4 | Vaneck ETF Trust SEMICONDUCTR ETF | $11.7M | 17.9K | 5.7% | ▼−1.4% Reduced · −249 sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL US L | $11.5M | 368.6K | 5.6% | ▼−1.9% Reduced · −7K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $9.3M | 12.6K | 4.5% | ▼−1.9% Reduced · −242 sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $9.1M | 12.2K | 4.4% | ▼−5.1% Reduced · −650 sh | |
| 8 | Schwab Strategic TR US LCAP VA ETF | $8.1M | 231.8K | 3.9% | ▲+1.3% Added · +3K sh | |
| 9 | Ishares TR RUS 1000 GRW ETF | $6.3M | 50.7K | 3.1% | ▲+264% Added · +37K sh | |
| 10 | Ishares TR RUS 1000 ETF | $6.1M | 14.8K | 3.0% | ▲+0.2% Added · +28 sh | |
| 11 | Ishares TR RUS 2000 GRW ETF | $5.3M | 13.5K | 2.6% | ▼−1.0% Reduced · −135 sh | |
| 12 | Vanguard BD Index FDS VANGUARD ULTRA | $5.2M | 103.8K | 2.5% | ▲+21% Added · +18K sh | |
| 13 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $4.6M | 27.0K | 2.2% | ▲+1.9% Added · +509 sh | |
| 14 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.5M | 80.1K | 2.2% | ▲+1.1% Added · +911 sh | |
| 15 | Vanguard BD Index FDS TOTAL BND MRKT | $4.3M | 58.1K | 2.1% | ▼−12% Reduced · −8K sh | |
| 16 | Schwab Strategic TR SHT TM US TRES | $3.9M | 161.4K | 1.9% | ▲+5.9% Added · +9K sh | |
| 17 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $3.9M | 25.1K | 1.9% | ▲+1.0% Added · +256 sh | |
| 18 | Fidelity Merrimack STR TR LOW DURTIN ETF | $3.7M | 74.2K | 1.8% | ▼−1.6% Reduced · −1K sh | |
| 19 | Schwab Strategic TR US AGGREGATE B | $3.7M | 159.8K | 1.8% | ▼−4.1% Reduced · −7K sh | |
| 20 | Alphabet Inc CAP STK CL C | $3.4M | 9.7K | 1.7% | ▼−0.3% Reduced · −26 sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $3.2M | 109.5K | 1.6% | ▲+7.8% Added · +8K sh | |
| 22 | SPDR Series Trust ST STR P500GRW | $3.2M | 26.7K | 1.6% | ▼−4.6% Reduced · −1K sh | |
| 23 | Ishares TR RUS MD CP GR ETF | $3.1M | 21.4K | 1.5% | ▼−0.3% Reduced · −76 sh | |
| 24 | State STR SPDR Dow Jones Ind UT SER 1 | $3.0M | 5.7K | 1.5% | ▼−2.1% Reduced · −121 sh | |
| 25 | Vanguard Index FDS MCAP GR IDXVIP | $2.3M | 7.4K | 1.1% | ▲+0.6% Added · +46 sh | |
| 26 | Apple Inc COM | $2.1M | 7.2K | 1.0% | ▼−6.0% Reduced · −463 sh | |
| 27 | Kla Corp COM NEW | $1.8M | 6.1K | 0.9% | ▲10× Added · +5K sh | |
| 28 | Invesco Exchange Traded FD T S&P SMCP VLU MNT | $1.8M | 26.1K | 0.9% | ▲+0.4% Added · +104 sh | |
| 29 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $1.6M | 17.3K | 0.8% | ▲+5.0% Added · +833 sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $1.5M | 8.0K | 0.7% | ▼−7.1% Reduced · −612 sh | |
| 31 | Ishares TR RUS 2000 VAL ETF | $1.5M | 6.7K | 0.7% | ▼−1.1% Reduced · −78 sh | |
| 32 | Nvidia Corporation COM | $1.4M | 6.9K | 0.7% | ▲+0.1% Added · +5 sh | |
| 33 | Ishares TR TRUST ISHARE 0-1 | $1.4M | 12.4K | 0.7% | ▲+6.6% Added · +767 sh | |
| 34 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $1.3M | 6.0K | 0.6% | ▼−1.2% Reduced · −75 sh | |
| 35 | Ishares TR 1 3 YR TREAS BD | $1.3M | 15.4K | 0.6% | ▲+1.8% Added · +266 sh | |
| 36 | Schwab Strategic TR US MID-CAP ETF | $1.3M | 34.0K | 0.6% | ▼−0.8% Reduced · −266 sh | |
| 37 | Ishares TR RUSSELL 2000 ETF | $1.2M | 3.9K | 0.6% | ▼−1.3% Reduced · −51 sh | |
| 38 | SPDR Series Trust ST STR P500VAL | $993K | 16.3K | 0.5% | ▲+0.4% Added · +64 sh | |
| 39 | Amazon Com Inc COM | $939K | 3.9K | 0.5% | ▼−2.5% Reduced · −100 sh | |
| 40 | Ishares TR RUS 1000 VAL ETF | $934K | 3.9K | 0.5% | ▲+0.3% Added · +12 sh | |
| 41 | Global X FDS ARTIFICIAL ETF | $920K | 14.0K | 0.4% | ▲+2.9% Added · +400 sh | |
| 42 | Schwab Strategic TR US SML CAP ETF | $816K | 22.6K | 0.4% | ▼−3.2% Reduced · −753 sh | |
| 43 | Ishares TR ISHARES SEMICDTR | $794K | 1.2K | 0.4% | ▲+0.1% Added · +1 sh | |
| 44 | Proshares TR PSHS ULTRA QQQ | $759K | 7.8K | 0.4% | ▼−2.4% Reduced · −195 sh | |
| 45 | Microsoft Corp COM | $467K | 1.3K | 0.2% | ▲+0.2% Added · +2 sh | |
| 46 | Meta Platforms Inc CL A | $428K | 761 | 0.2% | ▲+0.1% Added · +1 sh | |
| 47 | SPDR Series Trust ST STR SP600GRWO | $428K | 3.6K | 0.2% | ▲+0.2% Added · +7 sh | |
| 48 | Tesla Inc COM | $398K | 947 | 0.2% | ▼−20% Reduced · −240 sh | |
| 49 | Alphabet Inc CAP STK CL A | $393K | 1.1K | 0.2% | —Held | |
| 50 | Vanguard Index FDS MCAP VL IDXVIP | $382K | 1.9K | 0.2% | ▲+0.5% Added · +9 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 57 | $204.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 55 | $174.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 55 | $177.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 55 | $173.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 53 | $156.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 55 | $146.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 56 | $153.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 52 | $147.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.