Institutions / Blake Schutter Theil Wealth Advisors, LLC
Blake Schutter Theil Wealth Advisors, LLC
CIK 2042011 · Institution · as of Dec 31, 2025
Portfolio value
$121.63M
Positions
107
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 107 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $18.34M | 15.1% |
| Schwab Strategic Tr | $8.85M | 7.3% |
| Schwab Strategic Tr | $8.20M | 6.7% |
| iShares Tr | $4.67M | 3.8% |
| iShares Tr | $4.24M | 3.5% |
| iShares Tr | $4.13M | 3.4% |
| Vanguard Whitehall Fds | $3.36M | 2.8% |
| Apple Inc. | $3.34M | 2.7% |
| Warren E. Buffett | $2.53M | 2.1% |
| iShares MSCI UAE ETF | $2.51M | 2.1% |
| iShares MSCI UAE ETF | $2.43M | 2.0% |
| Vanguard Index Fds | $2.04M | 1.7% |
| Alphabet Inc. | $1.84M | 1.5% |
| Nuveen Select Maturities Municipal FundNIM | $1.49M | 1.2% |
| iShares MSCI UAE ETF | $1.46M | 1.2% |
| Microsoft Corp | $1.42M | 1.2% |
| Nuveen Municipal Value Fund IncNUV | $1.34M | 1.1% |
| JPMorgan Chase & Co | $1.29M | 1.1% |
| iShares Tr | $1.26M | 1.0% |
| iShares Tr | $1.18M | 1.0% |
| iShares Tr | $1.17M | 1.0% |
| Alphabet Inc. | $1.16M | 1.0% |
| Vanguard Specialized Funds | $1.07M | 0.9% |
| Nuveen S&P 500 BuyWrite Income Fund | $1.02M | 0.8% |
| Johnson & Johnson | $1.00M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.