Twele Capital Management, Inc.
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 560,857
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 910 | 0.2% | 0 | 283.7 K | -283.7 K |
| ETFs | 559.9 K | 99.8% | 289 K | 0 | 289 K |
| Other | 0 | 0.0% | 0 | 3.986 K | -3.986 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
560,857
Holdings
39
QoQ value change ($000)
1,291
(0.2%)
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.