Twele Capital Management, Inc. has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $551 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 $64.6M, Vanguard Index Fds S&P 500 ETF with a value of $59.5M, Vanguard Bd Index Fd Inc Total with a value of $54.7M, Ishares Barclays with a value of $47.5M, and Ishares Core U.S. Aggregate Bo with a value of $47M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $539M to 551M.
Below you can find more details about Twele Capital Management, Inc. portfolio as well as his latest detailed transactions.