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Portfolio (Quarterly) Guide ↗

Blake Schutter Theil Wealth Advisors, LLC

· CIK 0002042011
13F Portfolio $123M AUM 111 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 24 Added 20 Reduced 6 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VONG VANGUARD SCOTTSDALE FDS 2,981.0 $327K 0.27% +50.0 +1.7% $109.70 +17.0%
22 SCHD SCHWAB STRATEGIC TR 10,572.0 $324K 0.26% +54.0 +0.5% $30.68 +5.1%
23 ORCL ORACLE CORP Technology 2,020.0 $297K 0.24% +25.0 +1.2% $147.11 +29.0%
24 UNH UNITEDHEALTH GROUP INC Healthcare 916.0 $248K 0.20% +68.0 +8.0% $270.59 +41.7%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.5%
Technology 17.6%
Communication Services 13.0%
Healthcare 9.9%
Consumer Defensive 7.7%
Industrials 7.0%
Energy 6.4%
Utilities 4.6%
Consumer Cyclical 3.3%
Real Estate 1.5%