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Twele Capital Management, Inc.

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13F filer, CIK 1411268, MINNETONKA, MN

Twele Capital Management, Inc. reported $541,886,040 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-16. Its ten largest share positions make up 74.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001411268-25-000009

Period
2025-09-30
Reported value
$542M
Holdings
39
Top 10 weight
74.31%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEFadded+37,484$3.62M
BNDadded+47,298$3.52M
AGGadded+31,490$3.16M
USHYadded+50,138$1.89M
VCSHadded+10,482$838K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-1,473-$986K
VOOreduced-1,413-$865K
VTEBreduced-11,166-$559K
DVYreduced-493-$70.1K
SCHXreduced-1,909-$50.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001411268-25-000009, largest first. % of portfolio is the value over $541,886,040, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,147 shares; 2025Q1: 97,699 shares; 2025Q2: 95,961 shares; 2025Q3: 94,488 shares 94,488$63.2M11.67%-1,473Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,467 shares; 2025Q1: 97,910 shares; 2025Q2: 97,348 shares; 2025Q3: 95,935 shares 95,935$58.7M10.84%-1,413Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 623,402 shares; 2025Q1: 611,603 shares; 2025Q2: 649,370 shares; 2025Q3: 696,668 shares 696,668$51.8M9.56%+47,298Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435,501 shares; 2025Q1: 418,118 shares; 2025Q2: 436,409 shares; 2025Q3: 473,893 shares 473,893$45.7M8.44%+37,484Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406,622 shares; 2025Q1: 395,511 shares; 2025Q2: 416,153 shares; 2025Q3: 447,643 shares 447,643$44.9M8.28%+31,490Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,232 shares; 2025Q1: 287,865 shares; 2025Q2: 291,113 shares; 2025Q3: 296,573 shares 296,573$41.8M7.71%+5,460Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,375 shares; 2025Q1: 298,980 shares; 2025Q2: 292,510 shares; 2025Q3: 296,566 shares 296,566$25.9M4.78%+4,056Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459,018 shares; 2025Q1: 439,635 shares; 2025Q2: 423,541 shares; 2025Q3: 427,061 shares 427,061$25.6M4.72%+3,520Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,276 shares; 2025Q1: 375,184 shares; 2025Q2: 375,474 shares; 2025Q3: 375,647 shares 375,647$24.5M4.52%+173Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,235 shares; 2025Q1: 169,079 shares; 2025Q2: 170,180 shares; 2025Q3: 172,639 shares 172,639$20.5M3.79%+2,459Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,165 shares; 2025Q1: 67,245 shares; 2025Q2: 68,228 shares; 2025Q3: 69,135 shares 69,135$20.3M3.75%+907Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,950 shares; 2025Q1: 245,000 shares; 2025Q2: 243,867 shares; 2025Q3: 244,371 shares 244,371$19.8M3.66%+504Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,609 shares; 2025Q1: 74,041 shares; 2025Q2: 76,939 shares; 2025Q3: 77,735 shares 77,735$19.8M3.65%+796Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,680 shares; 2025Q1: 229,003 shares; 2025Q2: 233,755 shares; 2025Q3: 235,241 shares 235,241$15.5M2.86%+1,486Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,948 shares; 2025Q1: 260,606 shares; 2025Q2: 262,298 shares; 2025Q3: 263,879 shares 263,879$14.3M2.64%+1,581Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,729 shares; 2025Q1: 164,077 shares; 2025Q2: 164,675 shares; 2025Q3: 175,157 shares 175,157$14M2.58%+10,482Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,864 shares; 2025Q1: 94,860 shares; 2025Q2: 96,690 shares; 2025Q3: 101,761 shares 101,761$11.3M2.09%+5,071Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,647 shares; 2025Q1: 42,630 shares; 2025Q2: 42,630 shares; 2025Q3: 92,768 shares 92,768$3.5M0.65%+50,138Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,462 shares; 2025Q1: 108,809 shares; 2025Q2: 126,643 shares; 2025Q3: 144,992 shares 144,992$3.35M0.62%+18,349Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,124 shares; 2025Q1: 16,330 shares; 2025Q2: 16,185 shares; 2025Q3: 16,209 shares 16,209$1.94M0.36%+24Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,176 shares; 2025Q1: 20,081 shares; 2025Q2: 20,012 shares; 2025Q3: 20,012 shares 20,012$1.87M0.34%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,555 shares; 2025Q1: 51,854 shares; 2025Q2: 51,142 shares; 2025Q3: 53,848 shares 53,848$1.26M0.23%+2,706Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,577 shares; 2025Q1: 8,700 shares; 2025Q2: 9,193 shares; 2025Q3: 11,078 shares 11,078$1.18M0.22%+1,885Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,715 shares; 2025Q1: 35,693 shares; 2025Q2: 34,648 shares; 2025Q3: 23,482 shares 23,482$1.18M0.22%-11,166Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,661 shares; 2025Q1: 44,085 shares; 2025Q2: 42,321 shares; 2025Q3: 40,412 shares 40,412$1.06M0.2%-1,909Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,508 shares; 2025Q1: 39,812 shares; 2025Q2: 41,837 shares; 2025Q3: 42,023 shares 42,023$1.03M0.19%+186Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,017 shares; 2025Q1: 31,149 shares; 2025Q2: 31,989 shares; 2025Q3: 31,566 shares 31,566$881K0.16%-423Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,501 shares; 2025Q1: 38,926 shares; 2025Q2: 38,367 shares; 2025Q3: 37,816 shares 37,816$880K0.16%-551Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,999 shares; 2025Q1: 7,607 shares; 2025Q2: 9,443 shares; 2025Q3: 10,398 shares 10,398$875K0.16%+955Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,033 shares; 2025Q1: 29,109 shares; 2025Q2: 29,174 shares; 2025Q3: 28,383 shares 28,383$730K0.13%-791Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,556 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,549 shares 1,549$726K0.13%-4Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,837 shares; 2025Q1: 2,839 shares; 2025Q2: 2,640 shares; 2025Q3: 2,641 shares 2,641$672K0.12%+1Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,470 shares; 2025Q1: 18,483 shares; 2025Q2: 18,648 shares; 2025Q3: 18,613 shares 18,613$552K0.1%-35Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,196 shares; 2025Q2: 1,174 shares; 2025Q3: 1,144 shares 1,144$549K0.1%-30Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,704 shares; 2025Q1: 19,191 shares; 2025Q2: 19,561 shares; 2025Q3: 20,472 shares 20,472$514K0.09%+911Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,296 shares; 2025Q1: 5,336 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares 4,975$413K0.08%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,078 shares; 2025Q1: 3,063 shares; 2025Q2: 2,894 shares; 2025Q3: 2,401 shares 2,401$341K0.06%-493Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,732 shares; 2025Q1: 9,867 shares; 2025Q2: 10,140 shares; 2025Q3: 10,140 shares 10,140$338K0.06%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,668 shares; 2025Q2: 1,334 shares; 2025Q3: 1,494 shares 1,494$279K0.05%+160Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001411268-25-000009 base2025-10-16acceptance time not in the bulk data set