§ 13F · FUND PROFILE
Twele Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $504.0T (13F)Positions · 39Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$559.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 96K | $65.5T | 11.7% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 96K | $60.4T | 10.8% | NEW |
| 3 | BND | VANGUARD BD INDEX FDS | 737K | $54.6T | 9.8% | NEW |
| 4 | IEF | ISHARES TR | 492K | $47.3T | 8.5% | NEW |
| 5 | AGG | ISHARES TR | 470K | $46.9T | 8.4% | NEW |
| 6 | VYM | VANGUARD WHITEHALL FDS | 299K | $42.9T | 7.7% | NEW |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 429K | $26.8T | 4.8% | NEW |
| 8 | IEFA | ISHARES TR | 299K | $26.7T | 4.8% | NEW |
| 9 | IJH | ISHARES TR | 385K | $25.4T | 4.5% | NEW |
| 10 | IJR | ISHARES TR | 175K | $21.0T | 3.8% | NEW |
§ 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 $504021.3 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed