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Mark Vicencio

Lowery Thomas, Llc

Assets Managed
$174.872M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-1.18%(2Q avg: 0.51%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lowery Thomas, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Lowery Thomas, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.872M in assets, with a quarterly growth rate of -1.18% and a 2-quarter average growth rate of 0.51%. The portfolio is managed by Mark Vicencio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.08%
12.2%
$21.329M
732,765 shares@ $29.11 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.38%
9.4%
$16.427M
27,491 shares@ $597.55 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 0.66%
6.03%
$10.537M
44,397 shares@ $237.34 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 2.44%
5.99%
$10.469M
375,907 shares@ $27.85 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.79%
4.78%
$8.352M
12,843 shares@ $650.36 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.26%
4.25%
$7.431M
12,876 shares@ $577.16 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 3.11%
4%
$6.978M
228,772 shares@ $30.51 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 0.79%
3.98%
$6.946M
18,144 shares@ $382.82 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -0.1%
3.4%
$5.933M
13,914 shares@ $426.41 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.79%
3.02%
$5.279M
14,805 shares@ $356.56 avg price

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