StockDriftsStockDriftsTop 43 Lotus Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.51% | 38.7K | $26.6M | new | $633.87(+10.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 17.72% | 69.2K | $20.0M | new | $267.99(+23.98%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 13.03% | 48.6K | $14.7M | new | $266.42(+10.50%) | 2026-06-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 8.99% | 46.9K | $10.2M | new | $209.82(+8.28%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.75% | 37.0K | $8.8M | new | $223.66(+7.05%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.57% | 6.9K | $5.2M | new | $689.37(+10.87%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 3.51% | 41.5K | $4.0M | new | $90.64(+8.83%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.44% | 36.3K | $2.8M | new | $72.39(+8.09%) | 2026-06-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.16% | 7.2K | $2.4M | new | $312.70(+10.53%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.97% | 6.2K | $2.2M | new | $315.43(+7.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lotus Asset Management LLC reports $113.01M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.5%), AAPL (17.7%) and QQQM (13.0%). The top 20 holdings account for 93.85% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Lotus Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2153440). View Lotus Asset Management LLC’s 13F filings on SEC