Operose Advisors LLC: 13F holdings

CIK 19097502026Q2

Positions522
Reported value$517.5m
Filed2026-08-13

Top 10 holdings

SecuritySharesValueWeight
VTI Vanguard Total Stock Market ETF246,202$91.1m17.6%
VYM Vanguard High Dividend Yield ETF323,133$51.1m9.9%
VEA Vanguard FTSE Developed Markets ETF662,889$47.2m9.1%
SCHF Schwab International Equity ETF1,585,159$43.9m8.5%
VOO Vanguard S&P 500 ETF47,754$32.8m6.3%
IJR iShares Core S&P Small-Cap ETF88,580$13.1m2.5%
RSP Invesco S&P 500 Equal Weight ETF55,590$11.8m2.3%
SPY SPDR S&P 500 ETF15,759$11.8m2.3%
VO Vanguard Mid-Cap ETF119,495$9.6m1.9%
VOT Vanguard Mid-Cap Growth ETF23,535$7.2m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1909750")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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