LOWE WEALTH ADVISORS, LLC

Filed: 10/16/2025ACC: 0001574010-25-000006

📋 What this filing means

LOWE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 395 equity positions with a total reported market value of $273.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

395

Positions

$273.96M

Total AUM (reported)

2.75M

Total Shares

Allocation by class

ETF$216.46M79.0%

UNIT SER 1$26.50M9.7%

COM$13.95M5.1%

HORIZON KINETICS$11.21M4.1%

CAPITAL APPRECIA$1.39M0.5%

ULTRA SHORT INCM$1.38M0.5%

S&P 500 DV ARIST$1.19M0.4%

Portfolio Concentration

Top 3$130.54M47.6%

4–10$74.37M27.1%

11–25$39.29M14.3%

Rest$29.77M10.9%

Top 3 weight

47.6%

Top 10 weight

74.8%

Voting Authority Distribution

Total shares with voting rights: 2.75M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.75M

% of voting shares100.0%

Investment Discretion (by position count)

Sole395

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings395

Rows:

SPDR S&P 500 ETF

SOLE

ETF

Shares125.14K

TypeSH

Market value$83.37M

30.43%

Sole

0.00

Shared

0.00

None

125.14K

Invesco QQQ Trust

SOLE

UNIT SER 1

Shares44.14K

TypeSH

Market value$26.50M

9.67%

Sole

0.00

Shared

0.00

None

44.14K

iShares Tr MSCI USA MinVolatility

SOLE

ETF

Shares217.28K

TypeSH

Market value$20.67M

7.55%

Sole

0.00

Shared

0.00

None

217.28K

Vanguard Short-Term Corporate Bond ETF

SOLE

ETF

Shares167.29K

TypeSH

Market value$13.37M

4.88%

Sole

0.00

Shared

0.00

None

167.29K

SPDR Portfolio Short Term Treasury ETF

SOLE

ETF

Shares443.94K

TypeSH

Market value$13.02M

4.75%

Sole

0.00

Shared

0.00

None

443.94K

iShares Gold Trust

SOLE

ETF

Shares165.17K

TypeSH

Market value$12.02M

4.39%

Sole

0.00

Shared

0.00

None

165.17K

Horizon Kinetics Inflation Bnfcrs ETF

SOLE

HORIZON KINETICS

Shares250.77K

TypeSH

Market value$11.21M

4.09%

Sole

0.00

Shared

0.00

None

250.77K

JPMorgan Ultra-Short Income ETF

SOLE

ETF

Shares196.28K

TypeSH

Market value$9.96M

3.63%

Sole

0.00

Shared

0.00

None

196.28K

PIMCO Enhanced Short Maturity ETF

SOLE

ETF

Shares82.21K

TypeSH

Market value$8.28M

3.02%

Sole

0.00

Shared

0.00

None

82.21K

JPMorgan Equity Premium Income ETF

SOLE

ETF

Shares114.10K

TypeSH

Market value$6.51M

2.38%

Sole

0.00

Shared

0.00

None

114.10K

iShares International Dividend Gr ETF

SOLE

ETF

Shares71.34K

TypeSH

Market value$5.68M

2.07%

Sole

0.00

Shared

0.00

None

71.34K

iShares DJ US Total Market Index

SOLE

ETF

Shares32.67K

TypeSH

Market value$5.31M

1.94%

Sole

0.00

Shared

0.00

None

32.67K

Vanguard High Dividend Yield ETF

SOLE

ETF

Shares31.07K

TypeSH

Market value$4.38M

1.60%

Sole

0.00

Shared

0.00

None

31.07K

Market Vectors Gold Miners ETF

SOLE

ETF

Shares49.22K

TypeSH

Market value$3.76M

1.37%

Sole

0.00

Shared

0.00

None

49.22K

Global X Copper Miners ETF

SOLE

ETF

Shares57.08K

TypeSH

Market value$3.41M

1.25%

Sole

0.00

Shared

0.00

None

57.08K

SPDR S&P Global Infrastructure ETF

SOLE

ETF

Shares38.27K

TypeSH

Market value$2.66M

0.97%

Sole

0.00

Shared

0.00

None

38.27K

SPDR S&P MidCap 400

SOLE

ETF

Shares4.35K

TypeSH

Market value$2.59M

0.95%

Sole

0.00

Shared

0.00

None

4.35K

Vanguard Intl Hi Div Yld Idx ETF

SOLE

ETF

Shares24.61K

TypeSH

Market value$2.08M

0.76%

Sole

0.00

Shared

0.00

None

24.61K

Microsoft Corp

SOLE

COM

Shares2.98K

TypeSH

Market value$1.54M

0.56%

Sole

0.00

Shared

0.00

None

2.98K

Invesco FTSE RAFI Emerging Markets ETF

SOLE

ETF

Shares54.56K

TypeSH

Market value$1.39M

0.51%

Sole

0.00

Shared

0.00

None

54.56K

T. Rowe Price Cap Apprec Prm Inc ETF

SOLE

CAPITAL APPRECIA

Shares56.82K

TypeSH

Market value$1.39M

0.51%

Sole

0.00

Shared

0.00

None

56.82K

AB Ultra Short Income ETF

SOLE

ULTRA SHORT INCM

Shares27.17K

TypeSH

Market value$1.38M

0.50%

Sole

0.00

Shared

0.00

None

27.17K

iShares Russell 3000

SOLE

ETF

Shares3.51K

TypeSH

Market value$1.33M

0.49%

Sole

0.00

Shared

0.00

None

3.51K

Energy Select Sector SPDRA

SOLE

COM

Shares13.39K

TypeSH

Market value$1.20M

0.44%

Sole

0.00

Shared

0.00

None

13.39K

ProShares S&P 500 Dividend Aristocrats

SOLE

S&P 500 DV ARIST

Shares11.51K

TypeSH

Market value$1.19M

0.43%

Sole

0.00

Shared

0.00

None

11.51K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETFSOLE	ETF	125.14K	SH	$83.37M 30.43%	125.14K
Invesco QQQ TrustSOLE	UNIT SER 1	44.14K	SH	$26.50M 9.67%	44.14K
iShares Tr MSCI USA MinVolatilitySOLE	ETF	217.28K	SH	$20.67M 7.55%	217.28K
Vanguard Short-Term Corporate Bond ETFSOLE	ETF	167.29K	SH	$13.37M 4.88%	167.29K
SPDR Portfolio Short Term Treasury ETFSOLE	ETF	443.94K	SH	$13.02M 4.75%	443.94K
iShares Gold TrustSOLE	ETF	165.17K	SH	$12.02M 4.39%	165.17K
Horizon Kinetics Inflation Bnfcrs ETFSOLE	HORIZON KINETICS	250.77K	SH	$11.21M 4.09%	250.77K
JPMorgan Ultra-Short Income ETFSOLE	ETF	196.28K	SH	$9.96M 3.63%	196.28K
PIMCO Enhanced Short Maturity ETFSOLE	ETF	82.21K	SH	$8.28M 3.02%	82.21K
JPMorgan Equity Premium Income ETFSOLE	ETF	114.10K	SH	$6.51M 2.38%	114.10K
iShares International Dividend Gr ETFSOLE	ETF	71.34K	SH	$5.68M 2.07%	71.34K
iShares DJ US Total Market IndexSOLE	ETF	32.67K	SH	$5.31M 1.94%	32.67K
Vanguard High Dividend Yield ETFSOLE	ETF	31.07K	SH	$4.38M 1.60%	31.07K
Market Vectors Gold Miners ETFSOLE	ETF	49.22K	SH	$3.76M 1.37%	49.22K
Global X Copper Miners ETFSOLE	ETF	57.08K	SH	$3.41M 1.25%	57.08K
SPDR S&P Global Infrastructure ETFSOLE	ETF	38.27K	SH	$2.66M 0.97%	38.27K
SPDR S&P MidCap 400SOLE	ETF	4.35K	SH	$2.59M 0.95%	4.35K
Vanguard Intl Hi Div Yld Idx ETFSOLE	ETF	24.61K	SH	$2.08M 0.76%	24.61K
Microsoft CorpSOLE	COM	2.98K	SH	$1.54M 0.56%	2.98K
Invesco FTSE RAFI Emerging Markets ETFSOLE	ETF	54.56K	SH	$1.39M 0.51%	54.56K
T. Rowe Price Cap Apprec Prm Inc ETFSOLE	CAPITAL APPRECIA	56.82K	SH	$1.39M 0.51%	56.82K
AB Ultra Short Income ETFSOLE	ULTRA SHORT INCM	27.17K	SH	$1.38M 0.50%	27.17K
iShares Russell 3000SOLE	ETF	3.51K	SH	$1.33M 0.49%	3.51K
Energy Select Sector SPDRASOLE	COM	13.39K	SH	$1.20M 0.44%	13.39K
ProShares S&P 500 Dividend AristocratsSOLE	S&P 500 DV ARIST	11.51K	SH	$1.19M 0.43%	11.51K

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