DOSSIER · 13F-HR · Q3 2026

Lotus Asset Management LLC

$122M in tracked AUM across 47 positions as of Q3 2026.

LA
CIK 0002153440 · last filed Sep 30, 2026
Total AUM
$122M
as of Q3 2026
Holdings
47
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Lotus Asset Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$28M40K22.9%
02
AAPL
APPLE INC
$23M70K19.1%
03
QQQM
INVESCO EXCH TRADED FD TR II
$15M50K12.5%
04
VOOV
VANGUARD ADMIRAL FDS INC
$10M47K8.5%
05
VIG
VANGUARD SPECIALIZED FUNDS
$9M38K7.2%
06
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K4.3%
07
DGRW
WISDOMTREE TR
$4M44K3.5%
08
DGRO
ISHARES TR
$3M37K2.3%
09
VONE
VANGUARD SCOTTSDALE FDS
$2M7K2.0%
10
GOOGL
ALPHABET INC
$2M7K1.8%

Filing history

2026Q3Sep 30
$122M▲ 7.5%
47 positionsView →
2026Q2Jun 30
$113M—
43 positionsView →