Lotus Asset Management LLC
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 121,535
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 47 | 121,535 | 13F-HR | Lotus Asset Management LLC |
| Q2 2026 | 9/9/2026 | 43 | 113,010 | 13F-HR | Lotus Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.4 K | 33.2% | 6.17 K | 0 | 6.17 K |
| ETFs | 81.13 K | 66.8% | 2.356 K | 0 | 2.356 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
121,535
Holdings
47
QoQ value change ($000)
8,525
(7.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.