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Portfolio (Quarterly) Guide ↗

Blake Schutter Theil Wealth Advisors, LLC

· CIK 0002042011
13F Portfolio $122M AUM 107 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 10,969.0 $1.2M 0.97% NEW $107.11 -1.0%
22 GOOG ALPHABET INC Communication Services 3,710.0 $1.2M 0.96% NEW $313.81 +22.2%
23 VIG VANGUARD SPECIALIZED FUNDS 4,876.0 $1.1M 0.88% NEW $219.78 +5.1%
24 NUVEEN S&P 500 BUY-WRITE INC 69,078.0 $1.0M 0.83% NEW $14.70
25 JNJ JOHNSON & JOHNSON Healthcare 4,834.0 $1.0M 0.82% NEW $206.95 +12.0%
26 LVHI LEGG MASON ETF INVT 27,167.0 $1.0M 0.82% NEW $36.82 +13.0%
27 SPTM SPDR SERIES TRUST 11,607.0 $958K 0.79% NEW $82.50 +9.1%
28 SHYD VANECK ETF TRUST 41,000.0 $939K 0.77% NEW $22.91 -1.5%
29 PRF INVESCO EXCHANGE TRADED FD T 19,009.0 $892K 0.73% NEW $46.92 +12.6%
30 SCHO SCHWAB STRATEGIC TR 36,378.0 $887K 0.73% NEW $24.37 -0.9%
31 SPLV INVESCO EXCH TRADED FD TR II 11,958.0 $854K 0.70% NEW $71.42 +3.2%
32 MS MORGAN STANLEY Financial Services 4,778.0 $848K 0.70% NEW $177.53 +12.9%
33 SUB ISHARES TR 7,593.0 $810K 0.67% NEW $106.70 -0.4%
34 BAC BANK AMERICA CORP Financial Services 14,399.0 $792K 0.65% NEW $55.00 -6.4%
35 RTX CORPORATION 4,262.0 $782K 0.64% NEW $183.40
36 IWN ISHARES TR 4,172.0 $756K 0.62% NEW $181.22 +15.8%
37 IWO ISHARES TR 2,319.0 $749K 0.62% NEW $323.07 +13.9%
38 DUK DUKE ENERGY CORP NEW Utilities 6,359.0 $745K 0.61% NEW $117.20 +6.4%
39 AVGO BROADCOM INC Technology 2,047.0 $708K 0.58% NEW $346.10 +19.8%
40 DGRW WISDOMTREE TR 7,790.0 $697K 0.57% NEW $89.43 +7.3%
Page 2 of 6  ·  107 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 27.6%
Technology 21.3%
Communication Services 13.8%
Healthcare 11.0%
Consumer Defensive 7.0%
Energy 4.7%
Utilities 4.5%
Consumer Cyclical 3.9%
Industrials 3.5%
Real Estate 2.6%