Twele Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Twele Capital Management, Inc. held in its portfolio 39 assets valued at $559,566,134 (i.e. $559.57M).
The most valuable assets in the portfolio included: ISHARES TR ($65.54M), VANGUARD INDEX FDS ($60.38M), and VANGUARD BD INDEX FDS ($54.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Twele Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 95681 | 65535824 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 96280 | 60380077 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 737256 | 54608552 | TOTAL BND MRKT |
| ISHARES TR | 492138 | 47323991 | 7-10 YR TRSY BD |
| ISHARES TR | 469573 | 46900952 | CORE US AGGBD ET |
| VANGUARD WHITEHALL FDS | 298771 | 42879614 | HIGH DIV YLD |
| VANGUARD TAX-MANAGED FDS | 428789 | 26786449 | VAN FTSE DEV MKT |
| ISHARES TR | 298541 | 26707478 | CORE MSCI EAFE |
| ISHARES TR | 385100 | 25416570 | CORE S&P MCP ETF |
| ISHARES TR | 174979 | 21028948 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 69737 | 20239073 | MID CAP ETF |
| VANGUARD INDEX FDS | 78139 | 20155956 | SMALL CP ETF |
| ISHARES TR | 245743 | 19814259 | IBOXX HI YD ETF |
| ISHARES INC | 235511 | 15831050 | CORE MSCI EMKT |
| VANGUARD SCOTTSDALE FDS | 182265 | 14531989 | SHRT TRM CORP BD |
| VANGUARD INTL EQUITY INDEX F | 264725 | 14231616 | FTSE EMR MKT ETF |
| ISHARES TR | 103421 | 11395960 | IBOXX INV CP ETF |
| ISHARES TR | 106605 | 3986494 | BROAD USD HIGH |
| ISHARES TR | 153186 | 3527108 | US TREAS BD ETF |
| ISHARES TR | 16739 | 1997800 | 3 7 YR TREAS BD |
| ISHARES TR | 19959 | 1916663 | MSCI EAFE ETF |
| VANGUARD MUN BD FDS | 35369 | 1778708 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 54925 | 1283604 | US AGGREGATE B |
| ISHARES TR | 11213 | 1201073 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 40075 | 1078418 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 43735 | 1065822 | SHT TM US TRES |
| VANGUARD SCOTTSDALE FDS | 11740 | 983225 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 37730 | 907032 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 31291 | 891174 | US SML CAP ETF |
| ISHARES TR | 1549 | 733142 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 27944 | 732972 | US BRD MKT ETF |
| APPLE INC | 2556 | 694829 | COM |
| SCHWAB STRATEGIC TR | 18613 | 559693 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 1131 | 551770 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 20866 | 523320 | INT-TRM U.S TRES |
| ISHARES TR | 5281 | 437373 | 1 3 YR TREAS BD |
| ISHARES TR | 2401 | 338878 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 10076 | 329976 | EMRG MKTEQ ETF |
| NVIDIA CORPORATION | 1494 | 278702 | COM |
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