Operose Advisors LLC — 13F holdings

Operose Advisors LLC reported 523 holdings worth $517M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $91.1M (17.6%)
  2. VYM VANGUARD WHITEHALL FDS — $51.1M (9.9%)
  3. VEA VANGUARD TAX-MANAGED FDS — $47.2M (9.1%)
  4. SCHF SCHWAB STRATEGIC TR — $43.9M (8.5%)
  5. VOO VANGUARD INDEX FDS — $32.8M (6.3%)
  6. IJR ISHARES TR — $13.1M (2.5%)
  7. RSP INVESCO EXCHANGE TRADED FD T — $11.8M (2.3%)
  8. SPY SPDR S&P 500 ETF TR — $11.8M (2.3%)
  9. VO VANGUARD INDEX FDS — $9.63M (1.9%)
  10. VOT VANGUARD INDEX FDS — $7.21M (1.4%)