Twele Capital Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $539 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $63.2M, Vanguard Index Fds S&P 500 ETF with a value of $58.7M, Vanguard Bd Index Fd Inc Total with a value of $51.8M, Ishares Barclays with a value of $45.7M, and Ishares Core U.S. Aggregate Bo with a value of $44.9M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $502M to 539M.

Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $539 Million
ETFs: $538 Million
Technology: $950,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $539 Million
  • Prior Value $502 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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