Lotus Asset Management LLC Q2 2026 Filing

Filed September 9, 2026

Portfolio Value

$10.6B

Holdings

43

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (43 positions)

StockValue
DGRWWISDOMTREE TR
$4.0B
DGROISHARES TR
$2.8B
VEAVANGUARD TAX-MANAGED FDS
$1.0B
AIQGLOBAL X FDS
$505.3M
SCHGSCHWAB STRATEGIC TR
$445.7M
ARTYISHARES TR
$397.1M
PMARINNOVATOR ETFS TRUST
$328.5M
POCTINNOVATOR ETFS TRUST
$214.3M
BTCGRAYSCALE BITCOIN MINI TR ET
$210.5M
PAPRINNOVATOR ETFS TRUST
$209.9M
PNOVINNOVATOR ETFS TRUST
$201.4M
ETHGRAYSCALE ETHEREUM STAKING
$198.8M
VOOVANGUARD INDEX FDS
$26.6M
AAPLAPPLE INC
$20.0M
QQQMINVESCO EXCH TRADED FD TR II
$14.7M
VOOVVANGUARD ADMIRAL FDS INC
$10.2M
VIGVANGUARD SPECIALIZED FUNDS
$8.8M
SPYSTATE STR SPDR S&P 500 ETF T
$5.2M
VONEVANGUARD SCOTTSDALE FDS
$2.4M
GOOGLALPHABET INC
$2.2M
MSFTMICROSOFT CORP
$1.5M
VTVVANGUARD INDEX FDS
$1.2M
NDQINVESCO QQQ TR
$1.0M
TSMTAIWAN SEMICONDUCTOR MANUFAC
$990K
XLCSELECT SECTOR SPDR TR
$903K
AMZNAMAZON COM INC
$809K
STXSEAGATE TECHNOLOGY HLDNGS PL
$676K
GQ9SPDR GOLD TR
$638K
MOATVANECK ETF TRUST
$551K
XLYSELECT SECTOR SPDR TR
$465K
METAMETA PLATFORMS INC
$464K
VGTVANGUARD WORLD FD
$402K
JPMJPMORGAN CHASE & CO
$379K
NVDANVIDIA CORPORATION
$367K
RTXRTX CORPORATION
$363K
MDYSTATE STR SPDR S&P MIDCAP 40
$260K
IBMINTERNATIONAL BUSINESS MACHS
$252K
ROKROCKWELL AUTOMATION INC
$243K
XLKSELECT SECTOR SPDR TR
$220K
IVVISHARES TR
$214K
ORCLORACLE CORP
$210K
PANWPALO ALTO NETWORKS INC
$206K
VVISA INC
$204K