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Twele Capital Management, Inc.

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13F filer, CIK 1411268, MINNETONKA, MN

Twele Capital Management, Inc. reported $560,857,163 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-07. Its ten largest share positions make up 74.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001411268-26-000003

Period
2026-03-31
Reported value
$561M
Holdings
39
Top 10 weight
74.57%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+2,401$1.57M
VOOadded+2,490$1.49M
USHYadded+28,927$1.07M
BNDadded+11,243$828K
LQDadded+5,991$653K

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
IEMGreduced-14,388-$1M
VEAreduced-14,254-$913K
VWOreduced-7,910-$428K
HYGreduced-3,055-$243K
IJRreduced-1,381-$172K

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, Q1 2026

Share positions as resolved from 13F-HR 0001411268-26-000003, largest first. % of portfolio is the value over $560,857,163, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,147 shares; 2025Q1: 97,699 shares; 2025Q2: 95,961 shares; 2025Q3: 94,488 shares; 2025Q4: 95,681 shares; 2026Q1: 98,082 shares 98,082$64.1M11.42%+2,401Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,467 shares; 2025Q1: 97,910 shares; 2025Q2: 97,348 shares; 2025Q3: 95,935 shares; 2025Q4: 96,280 shares; 2026Q1: 98,770 shares 98,770$59M10.52%+2,490Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 623,402 shares; 2025Q1: 611,603 shares; 2025Q2: 649,370 shares; 2025Q3: 696,668 shares; 2025Q4: 737,256 shares; 2026Q1: 748,499 shares 748,499$55.1M9.83%+11,243Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435,501 shares; 2025Q1: 418,118 shares; 2025Q2: 436,409 shares; 2025Q3: 473,893 shares; 2025Q4: 492,138 shares; 2026Q1: 497,065 shares 497,065$47.4M8.46%+4,927Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 406,622 shares; 2025Q1: 395,511 shares; 2025Q2: 416,153 shares; 2025Q3: 447,643 shares; 2025Q4: 469,573 shares; 2026Q1: 475,327 shares 475,327$47.2M8.41%+5,754Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,232 shares; 2025Q1: 287,865 shares; 2025Q2: 291,113 shares; 2025Q3: 296,573 shares; 2025Q4: 298,771 shares; 2026Q1: 298,225 shares 298,225$44.2M7.87%-546Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,375 shares; 2025Q1: 298,980 shares; 2025Q2: 292,510 shares; 2025Q3: 296,566 shares; 2025Q4: 298,541 shares; 2026Q1: 299,724 shares 299,724$27.1M4.84%+1,183Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459,018 shares; 2025Q1: 439,635 shares; 2025Q2: 423,541 shares; 2025Q3: 427,061 shares; 2025Q4: 428,789 shares; 2026Q1: 414,535 shares 414,535$26.6M4.74%-14,254Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,276 shares; 2025Q1: 375,184 shares; 2025Q2: 375,474 shares; 2025Q3: 375,647 shares; 2025Q4: 385,100 shares; 2026Q1: 384,100 shares 384,100$25.9M4.62%-1,000Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169,235 shares; 2025Q1: 169,079 shares; 2025Q2: 170,180 shares; 2025Q3: 172,639 shares; 2025Q4: 174,979 shares; 2026Q1: 173,598 shares 173,598$21.6M3.85%-1,381Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,609 shares; 2025Q1: 74,041 shares; 2025Q2: 76,939 shares; 2025Q3: 77,735 shares; 2025Q4: 78,139 shares; 2026Q1: 78,142 shares 78,142$20.5M3.65%+3Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,165 shares; 2025Q1: 67,245 shares; 2025Q2: 68,228 shares; 2025Q3: 69,135 shares; 2025Q4: 69,737 shares; 2026Q1: 70,303 shares 70,303$20.2M3.6%+566Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,950 shares; 2025Q1: 245,000 shares; 2025Q2: 243,867 shares; 2025Q3: 244,371 shares; 2025Q4: 245,743 shares; 2026Q1: 242,688 shares 242,688$19.3M3.44%-3,055Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,680 shares; 2025Q1: 229,003 shares; 2025Q2: 233,755 shares; 2025Q3: 235,241 shares; 2025Q4: 235,511 shares; 2026Q1: 221,123 shares 221,123$15.4M2.75%-14,388Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,729 shares; 2025Q1: 164,077 shares; 2025Q2: 164,675 shares; 2025Q3: 175,157 shares; 2025Q4: 182,265 shares; 2026Q1: 186,907 shares 186,907$14.8M2.64%+4,642Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,948 shares; 2025Q1: 260,606 shares; 2025Q2: 262,298 shares; 2025Q3: 263,879 shares; 2025Q4: 264,725 shares; 2026Q1: 256,815 shares 256,815$13.9M2.47%-7,910Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,864 shares; 2025Q1: 94,860 shares; 2025Q2: 96,690 shares; 2025Q3: 101,761 shares; 2025Q4: 103,421 shares; 2026Q1: 109,412 shares 109,412$11.9M2.13%+5,991Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,647 shares; 2025Q1: 42,630 shares; 2025Q2: 42,630 shares; 2025Q3: 92,768 shares; 2025Q4: 106,605 shares; 2026Q1: 135,532 shares 135,532$4.99M0.89%+28,927Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,462 shares; 2025Q1: 108,809 shares; 2025Q2: 126,643 shares; 2025Q3: 144,992 shares; 2025Q4: 153,186 shares; 2026Q1: 156,171 shares 156,171$3.58M0.64%+2,985Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,124 shares; 2025Q1: 16,330 shares; 2025Q2: 16,185 shares; 2025Q3: 16,209 shares; 2025Q4: 16,739 shares; 2026Q1: 16,776 shares 16,776$1.99M0.35%+37Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,176 shares; 2025Q1: 20,081 shares; 2025Q2: 20,012 shares; 2025Q3: 20,012 shares; 2025Q4: 19,959 shares; 2026Q1: 18,978 shares 18,978$1.84M0.33%-981Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,715 shares; 2025Q1: 35,693 shares; 2025Q2: 34,648 shares; 2025Q3: 23,482 shares; 2025Q4: 35,369 shares; 2026Q1: 36,266 shares 36,266$1.81M0.32%+897Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,555 shares; 2025Q1: 51,854 shares; 2025Q2: 51,142 shares; 2025Q3: 53,848 shares; 2025Q4: 54,925 shares; 2026Q1: 57,009 shares 57,009$1.32M0.24%+2,084Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,577 shares; 2025Q1: 8,700 shares; 2025Q2: 9,193 shares; 2025Q3: 11,078 shares; 2025Q4: 11,213 shares; 2026Q1: 11,169 shares 11,169$1.19M0.21%-44Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,508 shares; 2025Q1: 39,812 shares; 2025Q2: 41,837 shares; 2025Q3: 42,023 shares; 2025Q4: 43,735 shares; 2026Q1: 45,162 shares 45,162$1.1M0.2%+1,427Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,661 shares; 2025Q1: 44,085 shares; 2025Q2: 42,321 shares; 2025Q3: 40,412 shares; 2025Q4: 40,075 shares; 2026Q1: 40,121 shares 40,121$1.03M0.18%+46Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,999 shares; 2025Q1: 7,607 shares; 2025Q2: 9,443 shares; 2025Q3: 10,398 shares; 2025Q4: 11,740 shares; 2026Q1: 11,945 shares 11,945$988K0.18%+205Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,501 shares; 2025Q1: 38,926 shares; 2025Q2: 38,367 shares; 2025Q3: 37,816 shares; 2025Q4: 37,730 shares; 2026Q1: 37,214 shares 37,214$921K0.16%-516Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,017 shares; 2025Q1: 31,149 shares; 2025Q2: 31,989 shares; 2025Q3: 31,566 shares; 2025Q4: 31,291 shares; 2026Q1: 31,207 shares 31,207$908K0.16%-84Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,033 shares; 2025Q1: 29,109 shares; 2025Q2: 29,174 shares; 2025Q3: 28,383 shares; 2025Q4: 27,944 shares; 2026Q1: 27,829 shares 27,829$699K0.12%-115Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,556 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares 1,549$660K0.12%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,837 shares; 2025Q1: 2,839 shares; 2025Q2: 2,640 shares; 2025Q3: 2,641 shares; 2025Q4: 2,556 shares; 2026Q1: 2,557 shares 2,557$649K0.12%+1Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,470 shares; 2025Q1: 18,483 shares; 2025Q2: 18,648 shares; 2025Q3: 18,613 shares; 2025Q4: 18,613 shares; 2026Q1: 18,318 shares 18,318$567K0.1%-295Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,704 shares; 2025Q1: 19,191 shares; 2025Q2: 19,561 shares; 2025Q3: 20,472 shares; 2025Q4: 20,866 shares; 2026Q1: 20,977 shares 20,977$523K0.09%+111Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,196 shares; 2025Q2: 1,174 shares; 2025Q3: 1,144 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares 1,131$494K0.09%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,296 shares; 2025Q1: 5,336 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 5,281 shares; 2026Q1: 5,093 shares 5,093$421K0.07%-188Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,078 shares; 2025Q1: 3,063 shares; 2025Q2: 2,894 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares; 2026Q1: 2,383 shares 2,383$361K0.06%-18Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,732 shares; 2025Q1: 9,867 shares; 2025Q2: 10,140 shares; 2025Q3: 10,140 shares; 2025Q4: 10,076 shares; 2026Q1: 10,117 shares 10,117$333K0.06%+41Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,668 shares; 2025Q2: 1,334 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares 1,494$261K0.05%0Timeline

How Q1 2026 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 0001411268-26-000003 base2026-04-07acceptance time not in the bulk data set