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Lotus Asset Management

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

Central Index Key (CIK): 0002153440

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Positions held by Lotus Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lotus Asset Management

Lotus Asset Management holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	23.5	$27M	39k	686.83	View chart
Apple (AAPL)	17.7	$20M	69k	289.36	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	13.0	$15M	49k	302.98	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	9.0	$10M	47k	216.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.8	$8.8M	37k	236.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.6	$5.2M	6.9k	746.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.5	$4.0M	42k	95.62	View chart
Ishares Tr Core Div Grwth (DGRO)	2.4	$2.8M	36k	75.79	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.2	$2.4M	7.2k	338.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$2.2M	6.2k	357.37	View chart
Microsoft Corporation (MSFT)	1.3	$1.5M	4.0k	373.20	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.2M	5.4k	217.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.0M	14k	71.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.0M	1.4k	736.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$990k	2.1k	477.54	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.8	$903k	8.4k	107.12	View chart
Amazon (AMZN)	0.7	$809k	3.4k	238.36	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.6	$676k	700.00	965.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$638k	1.7k	368.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$551k	5.3k	103.98	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$505k	7.7k	65.61	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$465k	4.0k	117.29	View chart
Meta Platforms Cl A (META)	0.4	$464k	824.00	563.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$446k	13k	33.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$402k	3.4k	119.49	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.4	$397k	5.2k	76.15	View chart
JPMorgan Chase & Co. (JPM)	0.3	$379k	1.2k	327.41	View chart
NVIDIA Corporation (NVDA)	0.3	$367k	1.8k	200.05	View chart
Raytheon Technologies Corp (RTX)	0.3	$363k	1.9k	189.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$329k	6.9k	47.77	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$260k	370.00	703.34	View chart
International Business Machines (IBM)	0.2	$252k	898.00	281.02	View chart
Rockwell Automation (ROK)	0.2	$243k	491.00	495.54	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$220k	1.2k	190.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$214k	4.6k	46.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$214k	286.00	748.48	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$211k	8.1k	25.95	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$210k	5.0k	42.20	View chart
Oracle Corporation (ORCL)	0.2	$210k	1.4k	146.52	View chart
Palo Alto Networks (PANW)	0.2	$206k	604.00	341.02	View chart
Visa Com Cl A (V)	0.2	$204k	594.00	343.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$201k	4.5k	44.35	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.2	$199k	13k	15.03	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 Q2 filed Sept. 9, 2026

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