account_balance
Investment manager · 13F filer · SEC CIK 1909750
Operose Advisors LLC
Reported value$513Mas of Sep 30, 2026
Positions254 10 new, 278 sold out
Top 10 weight63.8%VTI alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
18.5%Added +3%
SCHFSchwab Strategic Tr
9.9%Added +16%
VEAVanguard Tax-Managed FDS
9.5%Added +4%
VYMVanguard Whitehall FDS
8.7%Trimmed −11%
VOOVanguard Index FDS
6.5%
RSPInvesco Exchange Traded Fd T
3.1%Added +39%
SPYSPDR S&P 500 ETF Trust
2.4%
IJRiShares Tr
2.3%−2%
VOVanguard Index FDS
1.7%
VTIVanguard Index FDS
18.5%Added +3%
SCHFSchwab Strategic Tr
9.9%+16%
VEAVanguard Tax-Managed FDS
9.5%Added +4%
VYMVanguard Whitehall FDS
8.7%Trimmed −11%
VOOVanguard Index FDS
6.5%
RSP3.1%
SPY2.4%IJR2.3%
VO1.7%
NVDAMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 18.5% Added +3%
SCHF Schwab Strategic Tr 9.9% Added +16%
VEA Vanguard Tax-Managed FDS 9.5% Added +4%
VYM Vanguard Whitehall FDS 8.7% Trimmed −11%
VOO Vanguard Index FDS 6.5% Held
RSP Invesco Exchange Traded Fd T 3.1% Added +39%
SPY SPDR S&P 500 ETF Trust 2.4% HeldIJR iShares Tr 2.3% Trimmed −2%
VO Vanguard Index FDS 1.7% Trimmed −6%
AAPL Apple Inc. 1.2% HeldNVDA NVIDIA Corp 1.2% HeldMSFT Microsoft Corp 1.2% Trimmed −11%What changed
Biggest moves since Jun 30, 2026
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