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Twele Capital Management

Latest statistics and disclosures from Twele Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, BND, IEF, AGG, and represent 48.79% of Twele Capital Management's stock portfolio.
Added to shares of these 10 stocks: IEF, BND, AGG, USHY, VCSH, VYM, LQD, GOVT, IEFA, IJR.
Reduced shares in these 10 stocks: IVV, VOO, VTEB, DVY, SCHX, SCHB, VUG, SCHF, SCHA, IWF.
Twele Capital Management was a net buyer of stock by $14M.
Twele Capital Management has $542M in assets under management (AUM), dropping by 7.51%.
Central Index Key (CIK): 0001411268

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Positions held by Twele Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Twele Capital Management

Twele Capital Management holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.7	$63M		95k	669.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.8	$59M		96k	612.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.6	$52M	+7%	697k	74.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	8.4	$46M	+8%	474k	96.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.3	$45M	+7%	448k	100.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.7	$42M		297k	140.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.8	$26M		297k	87.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.7	$26M		427k	59.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.5	$25M		376k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$21M		173k	118.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$20M		69k	293.74	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	3.7	$20M		244k	81.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$20M		78k	254.28	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$16M		235k	65.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.6	$14M		264k	54.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$14M	+6%	175k	79.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.1	$11M	+5%	102k	111.47	View chart
Ishares Tr Broad Usd High (USHY)	0.6	$3.5M	+117%	93k	37.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$3.4M	+14%	145k	23.12	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$1.9M		16k	119.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.9M		20k	93.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.3M	+5%	54k	23.47	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.2M	+20%	11k	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.2M	-32%	24k	50.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M	-4%	40k	26.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.0M		42k	24.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$881k		32k	27.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$880k		38k	23.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$875k	+10%	10k	84.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$730k	-2%	28k	25.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$726k		1.5k	468.41	View chart
Apple (AAPL)	0.1	$672k		2.6k	254.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$552k		19k	29.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$549k	-2%	1.1k	479.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$515k	+4%	21k	25.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$413k		5.0k	82.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$341k	-17%	2.4k	142.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$338k		10k	33.37	View chart
NVIDIA Corporation (NVDA)	0.1	$279k	+11%	1.5k	186.61	View chart

Past Filings by Twele Capital Management

SEC 13F filings are viewable for Twele Capital Management going back to 2011

Twele Capital Management 2025 Q3 filed Oct. 16, 2025
Twele Capital Management 2025 Q2 filed July 8, 2025
Twele Capital Management 2025 Q1 filed April 10, 2025
Twele Capital Management 2024 Q4 filed Jan. 14, 2025
Twele Capital Management 2024 Q3 filed Oct. 8, 2024
Twele Capital Management 2024 Q2 filed July 11, 2024
Twele Capital Management 2024 Q1 filed April 15, 2024
Twele Capital Management 2023 Q4 filed Jan. 16, 2024
Twele Capital Management 2023 Q3 filed Oct. 12, 2023
Twele Capital Management 2023 Q2 filed July 24, 2023
Twele Capital Management 2023 Q1 filed April 25, 2023
Twele Capital Management 2022 Q4 filed Jan. 31, 2023
Twele Capital Management 2022 Q3 filed Oct. 26, 2022
Twele Capital Management 2022 Q2 filed July 19, 2022
Twele Capital Management 2022 Q1 filed April 14, 2022
Twele Capital Management 2021 Q4 filed Jan. 26, 2022

View all past filings

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