Operose Advisors LLC
Q3 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
444
- Value ($000)
$401,165
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001909750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | ETF | 922908769 | $78.70 M | 20 % | 239,822 | ||
VYM Vanguard High Dividend Yield ETF | ETF | 921946406 | $49.44 M | 12 % | 350,785 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $26.10 M | 7 % | 435,524 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $25.78 M | 6 % | 42,099 | ||
SCHF Schwab International Equity ETF | ETF | 808524805 | $23.30 M | 6 % | 1,000,805 | ||
VO Vanguard Mid-Cap ETF | ETF | 922908629 | $14.67 M | 4 % | 49,940 | ||
IJR iShares Core S&P Small-Cap ETF | ETF | 464287804 | $13.05 M | 3 % | 109,849 | ||
VOT Vanguard Mid-Cap Growth ETF | ETF | 922908538 | $11.27 M | 3 % | 38,342 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $9.14 M | 2 % | 13,719 | ||
MSFT Microsoft Corp | COMMON | 594918104 | $5.19 M | 1 % | 10,025 |
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