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CIK: 0001411268
Total reported value
$612.3M
$612.3M
39 檔
43.2%
In Q3 2025, Twele Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $612.3M, distributed across 39 disclosed stock positions.
During Q3 2025, Twele Capital Management, Inc. performed routine portfolio adjustments (0 new buys, 22 additions, 17 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.67% | -0.03% | -1.53% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.84% | +0.23% | -1.45% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 9.56% | -0.16% | +7.28% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 8.44% | -0.09% | +8.59% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.28% | -0.08% | +7.57% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.71% | -0.31% | +1.88% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.78% | -0.03% | +1.39% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.72% | -0.03% | +0.83% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.52% | +0.15% | +0.05% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.79% | +0.17% | +1.44% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.75% | +0.10% | +1.33% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 3.66% | -0.28% | +0.21% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 3.65% | +0.13% | +1.03% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.86% | +0.03% | +0.64% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.64% | — | +0.60% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.58% | -0.05% | +6.37% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.09% | -0.03% | +5.24% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.65% | +0.23% | +117.61% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.62% | +0.06% | +14.49% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.36% | -0.03% | +0.15% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.01% | — | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.23% | -0.01% | +5.29% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | +0.08% | +20.50% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | -0.11% | -32.23% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | — | -4.51% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.19% | -0.02% | +0.44% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.16% | +0.02% | -1.32% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.16% | — | -1.44% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.16% | +0.03% | +10.11% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | +0.01% | -2.71% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | +0.01% | -0.26% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.12% | — | +0.04% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.10% | +0.01% | -0.19% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.10% | — | -2.56% | |
| 35 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.09% | — | +4.66% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.08% | -0.01% | — | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.06% | — | -17.04% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.06% | — | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | +11.99% |
According to official SEC Form 13F filings, Twele Capital Management, Inc. reported a total U.S. public equity portfolio value of $612.3M across 39 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, BND) accounted for 43.2% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
IVV
前期市值: $54.9M
During Q3 2025, Twele Capital Management, Inc.'s top holdings by market value included IVV (11.7%)、VOO (10.8%)、BND (9.6%). The largest single position, IVV, represented 11.7% of total portfolio value.
In Q3 2025, Twele Capital Management, Inc. made 39 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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