Twele Capital Management, Inc.
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 604,767
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 39 | 604,767 | 13F-HR | Twele Capital Management, Inc. |
| Q2 2026 | 7/14/2026 | 40 | 612,256 | 13F-HR | Twele Capital Management, Inc. |
| Q1 2026 | 4/7/2026 | 39 | 560,857 | 13F-HR | Twele Capital Management, Inc. |
| Q4 2025 | 1/9/2026 | 39 | 559,566 | 13F-HR | Twele Capital Management, Inc. |
| Q3 2025 | 10/16/2025 | 39 | 541,886 | 13F-HR | Twele Capital Management, Inc. |
| Q2 2025 | 7/8/2025 | 39 | 504,021 | 13F-HR | Twele Capital Management, Inc. |
| Q2 2014 | 7/7/2014 | 60 | 335,730 | 13F-HR | Twele Capital Management, Inc. |
| Q1 2014 | 4/9/2014 | 63 | 330,199 | 13F-HR | Twele Capital Management, Inc. |
| Q4 2013 | 1/9/2014 | 62 | 318,128 | 13F-HR | Twele Capital Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.157 K | 0.2% | 118 | 0 | 118 |
| ETFs | 603.6 K | 99.8% | 0 | 7.602 K | -7.602 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
604,767
Holdings
39
QoQ value change ($000)
-7,489
(-1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.