Twele Capital Management, Inc. - Portfolio Stock Holdings

Twele Capital Management, Inc. disclosed 40 stock positions in a recent SEC 13F filing. $604,767,196 of stock holdings were filed, with the largest holdings including IVV, VOO, and BND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $578,455,059 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.