Lotus Asset Management
Lotus Asset Management reported 47 stocks worth $122M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (22.9%), AAPL (19.1%) and QQQM (12.5%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $27.8M | 22.9% | 40K | – | 1 of 1 | |
| 2 |  AAPL Apple Inc | $23.2M | 19.1% | 70K | – | 1 of 1 | |
| 3 |  QQQM Invesco Nasdaq | $15.2M | 12.5% | 50K | – | 1 of 1 | |
| 4 |  VOOV Vanguard S&P 500 Value ETF | $10.3M | 8.4% | 47K | – | 1 of 1 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $8.8M | 7.2% | 38K | – | 1 of 1 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $5.3M | 4.3% | 6,910 | – | 1 of 1 | |
| 7 |  DGRW Wisdomtree TR | $4.3M | 3.5% | 44K | – | 1 of 1 | |
| 8 |  DGRO Ishares TR | $2.8M | 2.3% | 37K | – | 1 of 1 | |
| 9 |  VONE Vanguard Scottsdale Fds | $2.5M | 2.0% | 7,198 | – | 1 of 1 | |
| 10 |  GOOGL Alphabet Inc | $2.2M | 1.9% | 6,532 | – | 1 of 1 |
Positions at Sep 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Lotus Asset Management 13F FAQ
What does Lotus Asset Management own?
Lotus Asset Management reported 47 stocks worth $122M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VOO (22.9%), AAPL (19.1%) and QQQM (12.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lotus Asset Management buy and sell in Q3 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Lotus Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lotus Asset Management's portfolio worth?
The Q3 2026 filing reports $122M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.