§ 13F · FUND PROFILE
Twele Capital Management, Inc..
AUM · $612M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$208K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 93K | $70M | 11.4% | −5% |
| 2 | VOO | VANGUARD INDEX FDS | 96K | $66M | 10.7% | −3% |
| 3 | BND | VANGUARD BD INDEX FDS | 807K | $59M | 9.7% | +8% |
| 4 | IEF | ISHARES TR | 542K | $51M | 8.4% | +9% |
| 5 | AGG | ISHARES TR | 516K | $51M | 8.3% | +8% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 293K | $46M | 7.6% | −2% |
| 7 | IEFA | ISHARES TR | 305K | $29M | 4.8% | +2% |
| 8 | IJH | ISHARES TR | 379K | $29M | 4.8% | −1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 405K | $29M | 4.7% | −2% |
| 10 | IJR | ISHARES TR | 166K | $25M | 4.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TWELE SIGNAL
AC read
Twele Capital Management, Inc. is a Other fund managing $612 million in assets. The fund runs a portfolio of 40 positions.
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