Twele Capital Management, Inc. Top Holdings and 13F Report (2026) About Twele Capital Management, Inc.Investment ActivityTwele Capital Management, Inc. has $612.26 million in total holdings as of June 30, 2026.Twele Capital Management, Inc. owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.01% of the portfolio was purchased this quarter.About 1.91% of the portfolio was sold this quarter.This quarter, Twele Capital Management, Inc. has purchased 39 new stocks and bought additional shares in 18 stocks.Twele Capital Management, Inc. sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $69,714,258Vanguard S&P 500 ETF $65,810,135Vanguard Total Bond Market ETF $59,212,800iShares 7-10 Year Treasury Bond ETF $51,255,144iShares Core U.S. Aggregate Bond ETF $51,030,129 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $208,359 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 210,580 shares (about $16.97M)Vanguard Total Bond Market ETF 58,105 shares (about $4.27M)iShares 7-10 Year Treasury Bond ETF 44,916 shares (about $4.25M)iShares Core U.S. Aggregate Bond ETF 40,233 shares (about $3.98M)iShares Broad USD High Yield Corporate Bond ETF 49,827 shares (about $1.84M) Largest Sales this Quarter iShares Core S&P 500 ETF 4,992 shares (about $3.74M)Vanguard S&P 500 ETF 2,950 shares (about $2.03M)iShares Core MSCI Emerging Markets ETF 15,632 shares (about $1.29M)iShares Core S&P Small-Cap ETF 7,667 shares (about $1.14M)Vanguard High Dividend Yield ETF 5,146 shares (about $813.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwele Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$69,714,258$3,738,464 â–¼-5.1%93,09011.4%ETFVOOVanguard S&P 500 ETF$65,810,135$2,026,090 â–¼-3.0%95,82010.7%ETFBNDVanguard Total Bond Market ETF$59,212,800$4,265,488 â–²7.8%806,6049.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$51,255,144$4,247,706 â–²9.0%541,9818.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$51,030,129$3,982,262 â–²8.5%515,5608.3%FinanceVYMVanguard High Dividend Yield ETF$46,315,275$813,222 â–¼-1.7%293,0797.6%Financial ServicesIEFAiShares Core MSCI EAFE ETF$29,468,104$520,759 â–²1.8%305,1164.8%ETFIJHiShares Core S&P Mid-Cap ETF$29,218,255$399,661 â–¼-1.3%378,9174.8%ETFVEAVanguard FTSE Developed Markets ETF$28,824,544$711,075 â–¼-2.4%404,5554.7%ETFIJRiShares Core S&P Small-Cap ETF$24,609,191$1,137,091 â–¼-4.4%165,9314.0%ETFVBVanguard Small-Cap ETF$23,170,190$516,213 â–¼-2.2%76,4393.8%ETFVOVanguard Mid-Cap ETF$22,630,744$16,966,431 â–²299.5%280,8833.7%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$19,369,134$38,626 â–¼-0.2%242,2053.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,022,875$1,294,955 â–¼-7.1%205,4912.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,837,533$1,066,273 â–²7.2%200,3992.6%ETFVWOVanguard FTSE Emerging Markets ETF$15,128,192$201,096 â–¼-1.3%253,4462.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,840,375$906,808 â–²7.6%117,7262.1%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$6,861,991$1,844,596 â–²36.8%185,3591.1%ETFGOVTiShares U.S. Treasury Bond ETF$4,266,808$709,233 â–²19.9%187,3050.7%ETFEFAiShares MSCI EAFE ETF$1,961,359$10,076 â–¼-0.5%18,8810.3%FinanceIEIiShares 3-7 Year Treasury Bond ETF$1,938,043$32,299 â–¼-1.6%16,5010.3%ETFMUBiShares National Muni Bond ETF$1,789,016$586,975 â–²48.8%16,6230.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,386,974$68,349 â–²5.2%59,9640.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,296,315$538,020 â–¼-29.3%25,6290.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,268,265$281,010 â–²28.5%15,3450.2%ETFSCHXSchwab US Large-Cap ETF$1,129,052$51,708 â–¼-4.4%38,3640.2%ETFSCHASchwab US Small-Cap ETF$1,088,678$38,840 â–¼-3.4%30,1320.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,085,649$4,562 â–¼-0.4%44,9730.2%ETFSCHFSchwab International Equity ETF$965,542$65,289 â–¼-6.3%34,8570.2%ETFSCHBSchwab US Broad Market ETF$790,000$15,928 â–¼-2.0%27,2790.1%ETFIWFiShares Russell 1000 Growth ETF$769,358$577,019 â–²300.0%6,1960.1%ETFAAPLApple$740,102$289 â–²0.0%2,5580.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$670,334$5,051 â–¼-0.7%18,1810.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$569,178$51,885 â–²10.0%23,0810.1%ETFVUGVanguard Growth ETF$567,232$469,808 â–²482.2%6,5850.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$439,782$21,595 â–²5.2%5,3560.1%ManufacturingSCHESchwab Emerging Markets Equity ETF$357,002$9,826 â–¼-2.7%9,8460.1%ETFDVYiShares Select Dividend ETF$350,738$21,726 â–¼-5.8%2,2440.1%ETFNVDANVIDIA$299,369$400 â–²0.1%1,4960.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$208,359$208,359 â–²New Holding2,4110.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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