Operose Advisors LLC - Portfolio overview

Operose Advisors LLC has 662 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Total Stock Market ETF, 17.55%
2. VYM - Vanguard High Dividend Yield ETF, 10.77%
3. VEA - Vanguard FTSE Developed Markets ETF, 8.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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