§ 13F · FUND PROFILE
Twele Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $504M (13F)Positions · 39Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 98K | $64M | 11.4% | +3% |
| 2 | VOO | VANGUARD INDEX FDS | 99K | $59M | 10.5% | +3% |
| 3 | BND | VANGUARD BD INDEX FDS | 748K | $55M | 9.8% | +2% |
| 4 | IEF | ISHARES TR | 497K | $47M | 8.5% | +1% |
| 5 | AGG | ISHARES TR | 475K | $47M | 8.4% | +1% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 298K | $44M | 7.9% | ±0% |
| 7 | IEFA | ISHARES TR | 300K | $27M | 4.8% | ±0% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 415K | $27M | 4.7% | −3% |
| 9 | IJH | ISHARES TR | 384K | $26M | 4.6% | ±0% |
| 10 | IJR | ISHARES TR | 174K | $22M | 3.8% | −1% |
§ 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 $504 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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