Lowery Thomas
Lowery Thomas reported 57 stocks worth $205M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SCHG (12.2%), VOO (9.2%) and QQQM (6.4%). Compared with Q1 2026, the fund opened new positions in SPMO, UYG and VIOV, added to SCHG, SCHV and IWF, trimmed VOO, QQQM and SMH and sold out of COWZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $25M | 12.2% | 738K | +4,743 (+1%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $18.8M | 9.2% | 27K | −189 (−1%) | 8 of 8 | |
| 3 |  QQQM Invesco Nasdaq | $13M | 6.4% | 43K | −1,376 (−3%) | 8 of 8 | |
| 4 |  SMH Vaneck ETF Trust | $11.7M | 5.7% | 18K | −249 (−1%) | 8 of 8 | |
| 5 |  FNDX Schwab Fundamental U.s. Large Company ETF | $11.5M | 5.6% | 369K | −7,319 (−2%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $9.3M | 4.5% | 13K | −242 (−2%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $9.1M | 4.5% | 12K | −650 (−5%) | 8 of 8 | |
| 8 |  SCHV Schwab US Large Cap | $8.1M | 3.9% | 232K | +3,066 (+1%) | 8 of 8 | |
| 9 |  IWF Ishares TR | $6.3M | 3.1% | 51K | +37K (+264%) | 8 of 8 | |
| 10 |  IWB Ishares TR | $6.1M | 3.0% | 15K | +28 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 COWZ Pacer Fds TR | $202K | 3,234 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lowery Thomas 13F FAQ
What does Lowery Thomas own?
Lowery Thomas reported 57 stocks worth $205M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are SCHG (12.2%), VOO (9.2%) and QQQM (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Lowery Thomas buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 27 added to, 24 trimmed and 1 sold out. New positions include SPMO, UYG and VIOV. It sold all of COWZ.
When will Lowery Thomas file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lowery Thomas's portfolio worth?
The Q2 2026 filing reports $205M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.