account_balance
Investment manager · 13F filer · SEC CIK 2153440
Lotus Asset Management LLC
Reported value$122Mas of Sep 30, 2026
Positions47
Top 10 weight84.2%VOO alone is 23%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
VOOVanguard Index FDS
22.9%
AAPLApple Inc.
19.1%
QQQMInvesco Exch Traded Fd Tr II
12.5%
VOOVVanguard Admiral FDS Inc
8.5%
VIGVanguard Specialized Funds
7.2%
SPYSPDR S&P 500 ETF Trust
4.3%
DGRWWisdomtree Tr
3.5%
DGROiShares Tr
2.3%
VONEVanguard Scottsdale FDS
2.0%
MSFTMicrosoft Corp
1.7%
VTV1.0%
VOOVanguard Index FDS
22.9%
AAPLApple Inc.
19.1%
QQQMInvesco Exch Traded Fd Tr II
12.5%
VOOVVanguard Admiral FDS Inc
8.5%
VIGVanguard Specialized Funds
7.2%
DGRW3.5%
DGRO2.3%
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 22.9%
AAPL Apple Inc. 19.1% QQQM Invesco Exch Traded Fd Tr II 12.5%
VOOV Vanguard Admiral FDS Inc 8.5%
VIG Vanguard Specialized Funds 7.2%
SPY SPDR S&P 500 ETF Trust 4.3% DGRW Wisdomtree Tr 3.5%
DGRO iShares Tr 2.3%
VONE Vanguard Scottsdale FDS 2.0%
GOOGL Alphabet Inc. 1.8% MSFT Microsoft Corp 1.7% VTV Vanguard Index FDS 1.0%
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