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.