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Blake Schutter Theil Wealth Advisors, LLC
Updated 3 days agoManaged by Blake Schutter Theil Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$145.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $101.1M |
| Q4 2025 | $121.6M |
| Q1 2026 | $122.7M |
| Q2 2026 | $147.8M |
| Q3 2026 | $145.4M |
Top holdings
109 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19.6M | 452.1K | 13.47% | — | |
| 2 | $9M | 105.8K | 6.18% | — | |
| 3 | $8.8M | 369.3K | 6.02% | — | |
| 4 | ? N/A SCHWAB STRATEGIC TR | $7M | 190.1K | 4.79% | — |
| 5 | $5.7M | 36.8K | 3.93% | — | |
| 6 | $5.7M | 88.0K | 3.90% | — | |
| 7 | $5.6M | 77.7K | 3.84% | — | |
| 8 | $5.2M | 187.7K | 3.61% | — | |
| 9 | $4M | 12.1K | 2.78% | — | |
| 10 | $3.5M | 5.0K | 2.41% | — | |
| 11 | $3.4M | 41.0K | 2.34% | — | |
| 12 | $2.5M | 11.4K | 1.75% | — | |
| 13 | $2.5M | 25.8K | 1.73% | — | |
| 14 | $2.4M | 4.8K | 1.65% | — | |
| 15 | $2M | 6.0K | 1.41% | — | |
| 16 | $1.9M | 3.7K | 1.31% | — | |
| 17 | $1.9M | 5.8K | 1.27% | — | |
| 18 | $1.7M | 200.1K | 1.20% | — | |
| 19 | $1.4M | 4.2K | 0.96% | — | |
| 20 | $1.4M | 18.1K | 0.94% | — |