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Lotus Asset Management

Latest statistics and disclosures from Lotus Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AAPL, QQQM, VOOV, VIG, and represent 70.19% of Lotus Asset Management's stock portfolio.
Added to shares of these 10 stocks: VOO, Exxon Mobil Corp, QQQM, PLTR, ABBV, LLY, DGRW, WMT, VTI, AAPL.
Started 6 new stock positions in VTI, ABBV, PLTR, Exxon Mobil Corp, WMT, LLY.
Reduced shares in these 6 stocks: IBM, , GLD, VOOV, META, SPY.
Sold out of its positions in IBM, ORCL.
Lotus Asset Management was a net buyer of stock by $3.7M.
Lotus Asset Management has $122M in assets under management (AUM), dropping by 7.54%.
Central Index Key (CIK): 0002153440

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Portfolio Holdings for Lotus Asset Management

Lotus Asset Management holds 47 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	22.9	$28M	+2%	40k	700.74	View chart
Apple (AAPL)	19.1	$23M		70k	333.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	12.5	$15M	+2%	50k	304.66	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	8.5	$10M		47k	220.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.2	$8.8M		38k	233.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.3	$5.3M		6.9k	762.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.5	$4.3M	+5%	44k	97.24	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$2.8M		37k	75.39	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.0	$2.5M		7.2k	344.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$2.2M	+4%	6.5k	344.07	View chart
Microsoft Corporation (MSFT)	1.7	$2.1M	+2%	4.1k	513.01	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.0	$1.2M		5.4k	216.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.1M	+7%	16k	70.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.0M		1.4k	739.74	View chart
Amazon (AMZN)	0.8	$990k	+17%	4.0k	249.17	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$955k		2.1k	456.36	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.8	$935k		8.4k	110.96	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.6	$784k	+21%	850.00	922.34	View chart
Meta Platforms Cl A (META)	0.5	$595k		821.00	724.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$563k		5.3k	105.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$537k	-18%	1.4k	381.07	View chart
NVIDIA Corporation (NVDA)	0.4	$510k	+21%	2.2k	228.26	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$502k		7.7k	65.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$498k	+17%	4.0k	125.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$476k		13k	35.93	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$432k		4.0k	108.85	View chart
Raytheon Technologies Corp (RTX)	0.4	$430k	+20%	2.3k	185.64	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.3	$413k		5.3k	78.31	View chart
Exxonmobil Holdings Corp Com Shs	0.3	$404k	NEW	2.5k	162.67	View chart
JPMorgan Chase & Co. (JPM)	0.3	$391k		1.2k	330.91	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.3	$337k		13k	25.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$337k		6.9k	48.96	View chart
Palantir Technologies Cl A (PLTR)	0.3	$323k	NEW	1.7k	187.07	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$300k		8.1k	36.95	View chart
Abbvie (ABBV)	0.2	$290k	NEW	1.1k	261.58	View chart
Rockwell Automation (ROK)	0.2	$279k	+30%	641.00	435.64	View chart
Visa Com Cl A (V)	0.2	$268k	+25%	746.00	359.31	View chart
Eli Lilly & Co. (LLY)	0.2	$251k	NEW	217.00	1157.46	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$243k		370.00	656.71	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$242k	+7%	1.2k	195.79	View chart
Palo Alto Networks (PANW)	0.2	$240k		605.00	397.01	View chart
Wal-Mart Stores (WMT)	0.2	$232k	NEW	2.2k	103.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$221k		4.6k	47.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$219k		286.00	765.43	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$215k		5.0k	43.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$207k		4.5k	45.62	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$204k	NEW	546.00	374.16	View chart

Past Filings by Lotus Asset Management

SEC 13F filings are viewable for Lotus Asset Management going back to 2026

Lotus Asset Management 2026 Q3 filed Oct. 14, 2026
Lotus Asset Management 2026 Q2 filed Sept. 9, 2026

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