Twele Capital Management, Inc. - Portfolio Stock Holdings
Twele Capital Management, Inc. disclosed 40 stock positions in a recent SEC 13F filing. $612,255,986 of stock holdings were filed, with the largest holdings including IVV, VOO, and BND. This filing represented positions held on June 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.
Report Period:
June 30, 2026No. of Stocks:
40Est. Stock Holding Value:
$612,255,986Top Stock Holdings By Sector
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Portfolio Stock Holdings - Twele Capital Management, Inc.
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