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Twele Capital Management, Inc.

13F filer · CIK 0001411268
Reported Jul 14, 2026
Net seller this quarter
13F portfolio value$612MU.S. long equity reported on 13F
Positions30 new · 0 closed
Net flow last quarter-$813KBuys minus sells
Top 10 positions weight7.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 14, 20263 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$46.3M7.56%Not reported-1.7%Q2 2013
AAPLApple Inc.$740K0.12%0.00%0.0%Q2 2023
NVDANvidia Corp$299K0.05%0.00%+0.1%Q1 2024
Q1 2026Reported Apr 7, 20263 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$44.2M7.87%Not reported-0.2%Q2 2013
AAPLApple Inc.$649K0.12%0.00%0.0%Q2 2023
NVDANvidia Corp$261K0.05%0.00%Not reportedQ1 2024
Q4 2025Reported Jan 9, 20263 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$42.9M7.66%Not reported+0.7%Q2 2013
AAPLApple Inc.$695K0.12%0.00%-3.2%Q2 2023
NVDANvidia Corp$279K0.05%0.00%Not reportedQ1 2024
Q3 2025Reported Oct 16, 20253 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$41.8M7.71%Not reported+1.9%Q2 2013
AAPLApple Inc.$672K0.12%0.00%0.0%Q2 2023
NVDANvidia Corp$279K0.05%0.00%+12.0%Q1 2024
Premium opens every quarter this fund has filed
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