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Twele Capital Management, Inc.
Twele Capital Management, Inc. is an SEC-registered investment adviser specializing in portfolio management for individuals, high net worth clients, pension/profit sharing plans, and charitable organizations. The firm develops personalized investment policy statements, providing continuous advice and discretionary management based on client objectives, risk tolerance, and tax considerations, with a core emphasis on Exchange-Traded Funds (ETFs).
Investment Strategy
Twele Capital creates and manages client portfolios based on individual investment policy statements, focusing on ETF-based asset allocation. Investment recommendations are implemented on a discretionary basis, tailored to each client's goals, risk tolerance, liquidity needs, and tax considerations. Restrictions may be placed on specific securities or sectors at the client's request.
Latest 13F Filing Activity
Twele Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 39 equity positions with a total 13F market value of $542M. The fund increased holdings in Vanguard BD Index FDS, Ishares TR, Ishares TR among other positions. Twele Capital Management, Inc. reduced exposure to Vanguard Mun BD FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.67% | $63.2M | 94,488 | $279.29 | $669.30 | +$3.7M |
V VOO | VANGUARD INDEX FDS | 10.84% | $58.7M | 95,935 | $231.37 | $612.38 | +$3.5M |
B BND | VANGUARD BD INDEX FDS | 9.56% | $51.8M | 696,668 | $80.98 | $74.37 | +$4.0M |
I IEF | ISHARES TR | 8.44% | $45.7M | 473,893 | $104.04 | $96.46 | +$3.9M |
A AGG | ISHARES TR | 8.28% | $44.9M | 447,643 | $107.82 | $100.25 | +$3.6M |
Industry Allocation
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