Twele Capital Management
Twele Capital Management reported 39 stocks worth $605M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (11.6%), VOO (11.1%) and BND (9.8%). Compared with Q2 2026, the fund added to BND, AGG and IEF, trimmed IVV, VEA and IJH and sold out of TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $70.2M | 11.6% | 92K | −1,408 (−2%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $67.2M | 11.1% | 96K | No change | 8 of 8 | |
| 3 |  BND Vanguard BD Index Fds | $59.3M | 9.8% | 846K | +39K (+5%) | 8 of 8 | |
| 4 |  AGG Ishares TR | $51M | 8.4% | 539K | +24K (+5%) | 8 of 8 | |
| 5 |  IEF Ishares TR | $50.2M | 8.3% | 562K | +20K (+4%) | 8 of 8 | |
| 6 |  VYM Vanguard Whitehall Fds | $45.8M | 7.6% | 295K | +1,935 (+1%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $29.6M | 4.9% | 306K | +387 (+0%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $28.5M | 4.7% | 404K | −822 (−0%) | 8 of 8 | |
| 9 |  IJH Ishares TR | $27.1M | 4.5% | 377K | −1,610 (−0%) | 8 of 8 | |
| 10 |  IJR Ishares TR | $22.6M | 3.7% | 166K | +359 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TLT Ishares TR | $208K | 2,411 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Twele Capital Management 13F FAQ
What does Twele Capital Management own?
Twele Capital Management reported 39 stocks worth $605M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IVV (11.6%), VOO (11.1%) and BND (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Twele Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 18 added to, 15 trimmed and 1 sold out. It sold all of TLT.
When will Twele Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Twele Capital Management's portfolio worth?
The Q3 2026 filing reports $605M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.