Lotus Asset Management LLC Top Holdings and 13F Report (2026) About Lotus Asset Management LLCInvestment ActivityLotus Asset Management LLC has $113.01 million in total holdings as of June 30, 2026.Lotus Asset Management LLC owns shares of 43 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $26,571,905Apple $20,030,230Invesco NASDAQ 100 ETF $14,720,965Vanguard S&P 500 Value ETF $10,157,838Vanguard Dividend Appreciation ETF $8,762,012 Sector AllocationMap of 500 Largest Holdings ofLotus Asset Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$26,571,90538,68823.5%ETFAAPLApple$20,030,23069,22217.7%TechnologyQQQMInvesco NASDAQ 100 ETF$14,720,96548,58713.0%ETFVOOVVanguard S&P 500 Value ETF$10,157,83846,9329.0%ETFVIGVanguard Dividend Appreciation ETF$8,762,01237,0327.8%ETFSPYSPDR S&P 500 ETF Trust$5,161,3486,9124.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,969,47441,5143.5%ETFDGROiShares Core Dividend Growth ETF$2,754,21436,3402.4%ETFVONEVanguard Russell 1000 ETF$2,438,4877,1982.2%ETFGOOGLAlphabet$2,226,8016,2312.0%Communication ServicesMSFTMicrosoft$1,480,8643,9681.3%TechnologyVTVVanguard Value ETF$1,177,8455,4041.0%ETFVEAVanguard FTSE Developed Markets ETF$1,026,03114,3990.9%ETFQQQInvesco QQQ$1,003,6681,3630.9%ETFTSMTaiwan Semiconductor Manufacturing$990,4232,0740.9%TechnologyXLCCommunication Services Select Sector SPDR Fund$902,9208,4290.8%ETFAMZNAmazon.com$808,7623,3930.7%Consumer DiscretionarySTXSeagate Technology$675,5007000.6%TechnologyGLDSPDR Gold Shares$637,8511,7310.6%ETFMOATVanEck Morningstar Wide Moat ETF$551,2035,3010.5%ETFAIQGlobal X Artificial Intelligence & Technology ETF$505,2587,7010.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$465,0493,9650.4%ETFMETAMeta Platforms$464,0228240.4%Communication ServicesSCHGSchwab U.S. Large-Cap Growth ETF$445,67913,1700.4%ETFVGTVanguard Information Technology ETF$402,0733,3650.4%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$397,1075,2150.4%ETFJPMJPMorgan Chase & Co.$379,1421,1580.3%FinanceNVDANVIDIA$367,2861,8360.3%TechnologyRTXRTX$363,1141,9140.3%IndustrialsPMARInnovator U.S. Equity Power Buffer ETF - March$328,5136,8770.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$260,2363700.2%ETFIBMInternational Business Machines$252,3598980.2%TechnologyROKRockwell Automation$243,3114910.2%IndustrialsXLKTechnology Select Sector SPDR Fund$220,3901,1560.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$214,3094,6180.2%ETFIVViShares Core S&P 500 ETF$214,0642860.2%ETFGRAYSCALE BITCOIN MINI TR ET$210,4978,1120.2%SHS NEWPAPRInnovator U.S. Equity Power Buffer ETF - April$209,9034,9740.2%ETFORCLOracle$209,8161,4320.2%TechnologyPANWPalo Alto Networks$205,9766040.2%TechnologyVVisa$203,7805940.2%FinancePNOVInnovator U.S. Equity Power Buffer ETF - November$201,3934,5410.2%ETFGRAYSCALE ETHEREUM STAKING$198,79613,2270.2%SHS NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
