BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Blake Schutter Theil Wealth Advisors, LLC

· CIK 0002042011
13F Portfolio $148M AUM 111 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 25 Added 23 Reduced 6 Exited
Page 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNDX SCHWAB STRATEGIC TR 17,099.0 $532K 0.36% $31.10 +4.5%
62 EFA ISHARES TR 5,108.0 $531K 0.36% $103.88 +3.7%
63 XLV SELECT SECTOR SPDR TR 3,309.0 $525K 0.35% -54.0 -1.6% $158.66 +7.9%
64 SRLN SSGA ACTIVE ETF TR 12,860.0 $518K 0.35% +104.0 +0.8% $40.29 +1.2%
65 PG PROCTER & GAMBLE CO Consumer Defensive 3,510.0 $515K 0.35% +118.0 +3.5% $146.63 -2.0%
66 C CITIGROUP INC Financial Services 3,633.0 $508K 0.34% $139.96 -5.1%
67 TRAVELERS COMPANIES INC 1,531.0 $505K 0.34% NEW $330.12
68 AMZN AMAZON COM INC Consumer Cyclical 1,989.0 $474K 0.32% +25.0 +1.3% $238.34 +11.8%
69 NVS NOVARTIS AG Healthcare 3,011.0 $472K 0.32% $156.72 -1.9%
70 MO ALTRIA GROUP INC Consumer Defensive 6,150.0 $442K 0.30% -495.0 -7.5% $71.95 -4.6%
71 VONV VANGUARD SCOTTSDALE FDS 4,080.0 $434K 0.29% +237.0 +6.2% $106.32 +6.5%
72 LOW LOWES COS INC Consumer Cyclical 1,930.0 $426K 0.29% -35.0 -1.8% $220.49 -5.6%
73 GPC GENUINE PARTS CO Consumer Cyclical 3,577.0 $422K 0.28% +258.0 +7.8% $117.98 +16.6%
74 MDT MEDTRONIC PLC Healthcare 5,308.0 $415K 0.28% -537.0 -9.2% $78.23 +16.6%
75 VONG VANGUARD SCOTTSDALE FDS 3,218.0 $411K 0.28% +237.0 +8.0% $127.82 -1.1%
76 UNH UNITEDHEALTH GROUP INC Healthcare 966.0 $401K 0.27% +50.0 +5.5% $415.63 -5.5%
77 T AT&T INC Communication Services 19,160.0 $397K 0.27% $20.70 +25.6%
78 TFC TRUIST FINL CORP Financial Services 7,917.0 $394K 0.27% -1K -11.5% $49.82 +1.2%
79 VCSH VANGUARD SCOTTSDALE FDS 4,774.0 $377K 0.26% $79.03 -0.7%
80 VDE VANGUARD WORLD FD 2,468.0 $371K 0.25% NEW $150.13 +17.6%
Page 4 of 6  ·  110 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 31.2%
Technology 21.9%
Healthcare 10.1%
Communication Services 9.4%
Consumer Defensive 7.1%
Industrials 5.6%
Energy 4.7%
Utilities 4.7%
Consumer Cyclical 3.8%
Real Estate 1.6%