Lotus Asset Management LLC

Holdings as of 2026-06-30, filed 2026-09-09

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 71 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
43
Value reported by manager
$113M
Sum of our stored positions
$113M
should match the line above
Disclosure lag
71 d
quarter end to filing
Top 5 concentration
71.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

43 largest shown
IssuerClassValueSharesTypeCUSIP
VANGUARD INDEX FDSS&P 500 ETF SHS$26.6M38,688922908363
APPLE INCCOM$20M69,222037833100
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$14.7M48,58746138G649
VANGUARD ADMIRAL FDS INC500 VAL IDX FD$10.2M46,932921932703
VANGUARD SPECIALIZED FUNDSDIV APP ETF$8.8M37,032921908844
STATE STR SPDR S&P 500 ETF TTR UNIT$5.2M6,91278462F103
WISDOMTREE TRUS QTLY DIV GRT$4M41,51497717X669
ISHARES TRCORE DIV GRWTH$2.8M36,34046434V621
VANGUARD SCOTTSDALE FDSVNG RUS1000IDX$2.4M7,19892206C730
ALPHABET INCCAP STK CL A$2.2M6,23102079K305
MICROSOFT CORPCOM$1.5M3,968594918104
VANGUARD INDEX FDSVALUE ETF$1.2M5,404922908744
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT$1M14,399921943858
INVESCO QQQ TRUNIT SER 1$1M1,36346090E103
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$990.4K2,074874039100
SELECT SECTOR SPDR TRST STR SVC ETF$902.9K8,42981369Y852
AMAZON COM INCCOM$808.8K3,393023135106
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$675.5K700G7997R103
SPDR GOLD TRGOLD SHS$637.9K1,73178463V107
VANECK ETF TRUSTMRNGSTR WDE MOAT$551.2K5,30192189F643
GLOBAL X FDSARTIFICIAL ETF$505.3K7,70137954Y632
SELECT SECTOR SPDR TRST STR DISCR ETF$465K3,96581369Y407
META PLATFORMS INCCL A$464K82430303M102
SCHWAB STRATEGIC TRUS LCAP GR ETF$445.7K13,170808524300
VANGUARD WORLD FDINF TECH ETF$402.1K3,36592204A702
ISHARES TRFUTU AI TECH ETF$397.1K5,21546435U556
JPMORGAN CHASE & COCOM$379.1K1,15846625H100
NVIDIA CORPORATIONCOM$367.3K1,83667066G104
RTX CORPORATIONCOM$363.1K1,91475513E101
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$328.5K6,87745782C383
STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP$260.2K37078467Y107
INTERNATIONAL BUSINESS MACHSCOM$252.4K898459200101
ROCKWELL AUTOMATION INCCOM$243.3K491773903109
SELECT SECTOR SPDR TRST STR TECHN ETF$220.4K1,15681369Y803
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$214.3K4,61845782C797
ISHARES TRCORE S&P500 ETF$214.1K286464287200
GRAYSCALE BITCOIN MINI TR ETSHS NEW$210.5K8,112389930207
INNOVATOR ETFS TRUSTUS EQT PWR BUF$209.9K4,97445782C870
ORACLE CORPCOM$209.8K1,43268389X105
PALO ALTO NETWORKS INCCOM$206K604697435105
VISA INCCOM CL A$203.8K59492826C839
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$201.4K4,54145782C573
GRAYSCALE ETHEREUM STAKINGSHS NEW$198.8K13,22738964R203
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-09

Lotus Asset Management LLC — 43 positions reported for 2026Q2 — Tapewire