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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 48.65% of Twele Capital Management's stock portfolio.
Added to shares of these 10 stocks: IVV, VOO, USHY, BND, LQD, AGG, IEF, VCSH, VO, IEFA.
Reduced shares in these 10 stocks: IEMG, VEA, VWO, HYG, IJR, EFA, VYM, IJH, SHY, SCHF.
Twele Capital Management was a net buyer of stock by $4.5M.
Twele Capital Management has $561M in assets under management (AUM), dropping by 0.23%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.4	$64M	+2%	98k	653.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.5	$59M	+2%	99k	597.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.8	$55M		749k	73.64	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	8.5	$47M		497k	95.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	8.4	$47M		475k	99.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.9	$44M		298k	148.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.8	$27M		300k	90.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.7	$27M	-3%	415k	64.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$26M		384k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$22M		174k	124.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$21M		78k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.6	$20M		70k	287.18	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	3.4	$19M		243k	79.56	View chart
Ishares Core Msci Emkt (IEMG)	2.7	$15M	-6%	221k	69.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$15M	+2%	187k	79.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.5	$14M	-2%	257k	54.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.1	$12M	+5%	109k	108.99	View chart
Ishares Tr Broad Usd High (USHY)	0.9	$5.0M	+27%	136k	36.84	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$3.6M		156k	22.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.4	$2.0M		17k	118.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.8M	-4%	19k	97.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.8M	+2%	36k	49.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.3M	+3%	57k	23.22	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.2M		11k	106.15	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M	+3%	45k	24.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M		40k	25.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$988k		12k	82.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$921k		37k	24.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$908k		31k	29.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$699k		28k	25.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$661k		1.5k	426.40	View chart
Apple (AAPL)	0.1	$649k		2.6k	253.77	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$567k		18k	30.96	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$523k		21k	24.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$494k		1.1k	436.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$421k	-3%	5.1k	82.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$361k		2.4k	151.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$333k		10k	32.95	View chart
NVIDIA Corporation (NVDA)	0.0	$261k		1.5k	174.44	View chart

Past Filings by Twele Capital Management

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

Twele Capital Management 2026 Q1 filed April 7, 2026
Twele Capital Management 2025 Q4 filed Jan. 9, 2026
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

View all past filings

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