Twele Capital Management, Inc. Portfolio Holdings

Twele Capital Management, Inc.

  • $502 Million
  • Q2 2025

Twele Capital Management, Inc. has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $502 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 $59.6M, Vanguard Index Fds S&P 500 ETF with a value of $55.3M, Vanguard Bd Index Fd Inc Total with a value of $47.8M, Ishares Barclays with a value of $41.8M, and Ishares Core U.S. Aggregate Bo with a value of $41.3M.

Examining the 13F form we can see an increase of $32.2M in the current position value, from $470M to 502M.

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

Portfolio value $502 Million
ETFs: $502 Million
Technology: $751,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$541,000 0.11% of portfolio
2,640
Q2 2025 Reduced 7.01%
$416B
$210,000 0.04% of portfolio
1,334
Q2 2025 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $502 Million
  • Prior Value $470 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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