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Portfolio (Quarterly) Guide ↗

LOWERY THOMAS, LLC

· CIK 0001919701
13F Portfolio $205M AUM 57 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 17 Added 22 Reduced 1 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIQ GLOBAL X FDS 14,017.0 $920K 0.45% +400.0 +2.9% $65.61 -3.9%
42 SCHA SCHWAB STRATEGIC TR 22,594.0 $816K 0.40% -753.0 -3.2% $36.13 -6.6%
43 SOXX ISHARES TR 1,240.0 $794K 0.39% $640.60 -21.9%
44 QLD PROSHARES TR 7,842.0 $759K 0.37% -195.0 -2.4% $96.76 -9.1%
45 MSFT MICROSOFT CORP Technology 1,252.0 $467K 0.23% $373.11 +34.3%
46 META META PLATFORMS INC Communication Services 761.0 $428K 0.21% $562.97 +2.8%
47 SLYG SPDR SERIES TRUST 3,596.0 $428K 0.21% $119.12 -6.0%
48 TSLA TESLA INC Consumer Cyclical 947.0 $398K 0.20% -240.0 -20.2% $420.60 -15.3%
49 GOOGL ALPHABET INC Communication Services 1,099.0 $393K 0.19% $357.30 -6.2%
50 VOE VANGUARD INDEX FDS 1,935.0 $382K 0.19% $197.58 +4.1%
51 SCHD SCHWAB STRATEGIC TR 10,974.0 $348K 0.17% +486.0 +4.6% $31.71 +9.8%
52 SPMO INVESCO EXCH TRADED FD TR II 1,921.0 $310K 0.15% NEW $161.51 -9.9%
53 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 422.0 $296K 0.14% $702.53 -3.2%
54 UYG PROSHARES TR 3,242.0 $277K 0.14% NEW $85.57 +12.3%
55 VIOV VANGUARD ADMIRAL FDS INC 2,040.0 $239K 0.12% NEW $117.32 -1.2%
56 RWL INVESCO EXCH TRADED FD TR II 1,862.0 $238K 0.12% $127.73 +4.5%
57 VO VANGUARD INDEX FDS 2,677.0 $216K 0.10% +2K +193.5% $80.57 +0.9%
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 73.2%
Technology 19.5%
Consumer Cyclical 4.5%
Communication Services 2.8%