13F Filings History of Twele Capital Management, Inc.

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$559,566,134
Signature - Title
Maressia Twele - Chief Financial Officer
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by Twele Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Twele Capital Management, Inc. reported 39 stock holdings with total value $559,566,134 as of Q4 2025. Top holdings included IVV, VOO, BND, IEF, and AGG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $559,566,134 +$12,288,800 -$67,118 +$12,221,682 IVV, VOO, BND, IEF, AGG 13F-HR 09 Jan 2026, 14:34
Q3 2025 39 $541,886,040 +$16,748,146 -$2,592,858 +$14,155,288 IVV, VOO, BND, IEF, AGG 13F-HR 15 Oct 2025, 17:38
Q2 2025 39 $504,021,293 +$9,438,286 -$3,407,666 +$6,030,620 IVV, VOO, BND, IEF, AGG 13F-HR 07 Jul 2025, 19:07
Q1 2025 39 $471,581,604 +$8,260,810 -$6,274,873 +$1,985,937 IVV, VOO, BND, IEF, AGG 13F-HR 09 Apr 2025, 17:36
Q4 2024 40 $471,733,580 +$18,657,388 -$7,913,164 +$10,744,224 IVV, VOO, BND, IEF, AGG 13F-HR 14 Jan 2025, 13:16
Q3 2024 40 $476,403,816 +$9,506,524 -$602,211 +$8,904,313 IVV, VOO, BND, IEF, AGG 13F-HR 07 Oct 2024, 17:51
Q2 2024 39 $441,142,618 +$2,908,264 -$2,968,017 -$59,753 IVV, VOO, BND, IEF, AGG 13F-HR 11 Jul 2024, 12:45
Q1 2024 37 $442,045,829 +$22,682,237 -$206,310,626 -$183,628,389 IVV, VOO, BND, IEF, AGG 13F-HR 12 Apr 2024, 21:20
Q4 2023 42 $622,558,023 +$6,510,820 -$18,471,554 -$11,960,734 IWB, IVV, AGG, BND, VOO 13F-HR 16 Jan 2024, 11:56
Q3 2023 41 $582,880,076 +$2,449,195 -$15,514,035 -$13,064,840 IWB, IVV, AGG, BND, VOO 13F-HR 12 Oct 2023, 13:14
Q2 2023 39 $620,406,651 +$17,397,209 -$26,929,748 -$9,532,539 IWB, IVV, AGG, BND, VOO 13F-HR 24 Jul 2023, 14:05
Q1 2023 40 $611,904,290 +$2,676,488 -$28,009,462 -$25,332,974 IWB, IVV, AGG, BND, IEMG 13F-HR 25 Apr 2023, 14:38
Q4 2022 40 $609,341,929 +$7,454,142 -$14,457,340 -$7,003,198 IWB, IVV, AGG, BND, IEMG 13F-HR 30 Jan 2023, 20:18
Q3 2022 37 $578,976,000 +$28,142,280 -$44,644,236 -$16,501,956 IWB, IVV, AGG, BND, IEMG 13F-HR 26 Oct 2022, 10:29
Q2 2022 41 $635,145,000 +$4,437,561 -$17,292,983 -$12,855,422 IWB, IVV, AGG, BND, EFA 13F-HR 18 Jul 2022, 21:09
Q1 2022 41 $738,458,000 +$5,111,724 -$12,147,188 -$7,035,464 IWB, IVV, AGG, BND, EFA 13F-HR 14 Apr 2022, 16:51
Q4 2021 41 $791,786,000 +$17,906,324 -$17,159,130 +$747,194 IWB, IVV, AGG, BND, EFA 13F-HR 25 Jan 2022, 18:26
Q3 2021 41 $759,593,000 +$131,360,468 -$7,884,219 +$123,476,249 IWB, IVV, AGG, BND, EFA 13F-HR 20 Oct 2021, 21:45
Q2 2021 41 $644,700,000 +$11,339,082 -$17,650,042 -$6,310,960 AGG, IVV, BND, IWB, EFA 13F-HR 19 Jul 2021, 19:24
Q1 2021 43 $624,711,000 +$135,668,609 -$84,845,053 +$50,823,556 AGG, BND, IVV, IWB, EFA 13F-HR 20 Apr 2021, 15:25
Q4 2020 42 $557,754,000 +$26,414,064 -$27,787,079 -$1,373,015 IVV, BND, AGG, VOO, IEF 13F-HR 22 Jan 2021, 17:15
Q3 2020 42 $515,322,000 +$25,286,598 -$28,951,959 -$3,665,361 IVV, BND, AGG, VOO, IEF 13F-HR 14 Oct 2020, 12:23
Q2 2020 42 $500,350,000 +$15,901,723 -$28,072,038 -$12,170,315 IVV, AGG, BND, VOO, EFA 13F-HR 20 Jul 2020, 16:48
Q1 2020 43 $456,951,000 +$40,377,485 -$46,984,712 -$6,607,227 IVV, AGG, BND, VOO, EFA 13F-HR 16 Apr 2020, 11:12
Q4 2019 46 $534,291,000 +$20,232,886 -$11,172,577 +$9,060,309 AGG, BND, IVV, VOO, EFA 13F-HR 23 Jan 2020, 17:10
Q3 2019 46 $506,533,000 +$9,942,024 -$5,102,541 +$4,839,483 AGG, BND, IVV, VOO, EFA 13F-HR 17 Oct 2019, 14:37
Q2 2019 46 $498,590,000 +$36,997,633 -$4,196,626 +$32,801,007 AGG, BND, IVV, EFA, VOO 13F-HR 18 Jul 2019, 16:41
Q1 2019 46 $455,895,000 +$10,528,957 -$17,682,955 -$7,153,998 BND, AGG, IVV, VOO, EFA 13F-HR 16 Apr 2019, 13:53
Q4 2018 46 $431,011,000 +$26,654,611 -$4,033,929 +$22,620,682 BND, AGG, IVV, EFA, VOO 13F-HR 16 Jan 2019, 19:42
Q3 2018 44 $438,933,000 +$9,800,376 -$8,078,102 +$1,722,274 BND, AGG, IVV, VOO, EFA 13F-HR 22 Oct 2018, 18:45
Q2 2018 45 $430,371,000 +$6,494,029 -$10,038,570 -$3,544,541 BND, AGG, IVV, VOO, SHY 13F-HR 20 Jul 2018, 16:04
Q1 2018 43 $432,220,000 +$2,944,712 -$1,084,877 +$1,859,835 BND, AGG, IVV, VOO, EFA 13F-HR 18 Apr 2018, 12:01
Q4 2017 44 $437,749,000 +$12,538,574 -$1,182,826 +$11,355,748 BND, AGG, IVV, VOO, EFA 13F-HR 22 Jan 2018, 14:06
Q3 2017 44 $417,439,000 +$12,953,606 -$5,043,023 +$7,910,583 BND, AGG, IVV, VOO, SHY 13F-HR 16 Oct 2017, 16:13
Q2 2017 43 $401,431,000 +$28,254,720 -$19,579,480 +$8,675,240 BND, AGG, IVV, VOO, EFA 13F-HR 24 Jul 2017, 16:22
Q1 2017 42 $387,094,000 +$28,381,604 -$21,020,060 +$7,361,544 AGG, BND, IVV, VOO, EFA 13F-HR 10 Apr 2017, 15:40
Q4 2016 43 $374,593,000 +$8,871,407 -$3,229,150 +$5,642,257 BND, AGG, VOO, IVV, EFA 13F-HR 09 Jan 2017, 17:27
Q3 2016 44 $370,821,000 +$4,712,584 -$1,247,614 +$3,464,970 BND, AGG, VOO, IVV, EFA 13F-HR 19 Oct 2016, 17:50
Q2 2016 43 $359,386,000 +$6,917,580 -$2,618,102 +$4,299,478 BND, AGG, VOO, IVV, EFA 13F-HR 12 Jul 2016, 11:20
Q1 2016 45 $347,587,000 +$50,218,737 -$38,899,605 +$11,319,132 BND, AGG, VOO, IVV, VCSH 13F-HR 19 Apr 2016, 21:30
Q4 2015 50 $330,422,000 +$34,934,165 -$41,156,663 -$6,222,498 BND, AGG, VOO, IVV, VCSH 13F-HR 13 Jan 2016, 20:12
Q3 2015 57 $335,389,000 +$18,152,813 -$15,138,806 +$3,014,007 BND, AGG, HYG, VCSH, VOO 13F-HR 16 Oct 2015, 18:31
Q2 2015 63 $351,569,000 +$7,273,021 -$757,598 +$6,515,423 BND, AGG, HYG, VCSH, DVY 13F-HR 09 Jul 2015, 20:13
Q1 2015 62 $352,754,000 +$2,032,468 -$458,793 +$1,573,675 BND, HYG, AGG, VCSH, DVY 13F-HR 14 Apr 2015, 19:20
Q4 2014 61 $345,885,000 +$14,224,334 -$7,870,971 +$6,353,363 BND, HYG, AGG, VCSH, DVY 13F-HR 14 Jan 2015, 21:24
Q3 2014 61 $335,508,000 +$14,268,846 -$8,058,378 +$6,210,468 BND, HYG, AGG, VCSH, DVY 13F-HR 14 Oct 2014, 07:21
Q2 2014 60 $335,730,000 +$5,074,747 -$9,372,088 -$4,297,341 BND, HYG, AGG, VCSH, STPZ 13F-HR 03 Jul 2014, 20:10
Q1 2014 63 $330,199,000 +$22,271,710 -$14,447,775 +$7,823,935 BND, HYG, AGG, VCSH, STPZ 13F-HR 08 Apr 2014, 19:05
Q4 2013 62 $318,128,000 $0 $0 $0 BND, HYG, AGG, VCSH, STPZ 13F-HR 08 Jan 2014, 21:24