Data as of Q4 2025 (Dec 31, 2025)

Twele Capital Management, Inc.

•CIK: 1411268•Filing: Q4 2025

**Twele Capital Management, Inc.** manages $560M across a diversified portfolio of 39 positions. The fund exhibits a significant allocation to core US equity and fixed income, with top holdings including IVV ($65.5M) and VOO ($60.4M). Notable defensive positioning is evident through substantial allocations to fixed income vehicles such as BND ($54.6M) and IEF ($47.3M). This structure suggests a mandate focused on capital preservation and systematic exposure to broad market indices.

Total AUM
$559.6M
QoQ Performance
+3.3%
Positions
12
Top 10 Concentration
74.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
VOO
BND
IEF
AGG
VYM
IVV11.7%
VOO10.8%
BND9.8%
IEF8.5%
AGG8.4%
VYM7.7%
VEA4.8%
IEFA4.8%

📈 Biggest Buys

BND
VANGUARD BD INDEX FDS
+5.8%
9.8% of portfolio
AGG
ISHARES TR
+4.9%
8.4% of portfolio
IEF
ISHARES TR
+3.9%
8.5% of portfolio
IVV
ISHARES TR
+1.3%
11.7% of portfolio
IJH
ISHARES TR
+2.5%
4.5% of portfolio

📉 Biggest Sells

AAPL
APPLE INC
-3.2%
0.1% of portfolio
SCHB
SCHWAB STRATEGIC TR
-1.5%
0.1% of portfolio
SCHX
SCHWAB STRATEGIC TR
-0.8%
0.2% of portfolio
SCHA
SCHWAB STRATEGIC TR
-0.9%
0.2% of portfolio
VUG
VANGUARD INDEX FDS
-1.1%
0.1% of portfolio

Sector Breakdown

Other77.3%
ETF22.5%
Technology0.2%

Changes from Q3 2025

↑27 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV11.7%
ISHARES TR
$65.5M
VOO10.8%
VANGUARD INDEX FDS
$60.4M
BND9.8%
VANGUARD BD INDEX FDS
$54.6M
IEF8.5%
ISHARES TR
$47.3M
AGG8.4%
ISHARES TR
$46.9M

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