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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 17,870.0 $256K 0.17% $14.31 -0.7%
102 VICI VICI PPTYS INC Real Estate 9,609.0 $255K 0.17% $26.55 -2.6%
103 CMCSA COMCAST CORP NEW Communication Services 10,200.0 $250K 0.17% -2K -15.6% $24.55 +10.2%
104 SPTM SPDR SERIES TRUST 2,742.0 $249K 0.17% -870.0 -24.1% $90.79 +2.7%
105 FEOE RBB FUND TRUST 4,658.0 $249K 0.17% NEW $53.40 +5.4%
106 HSY HERSHEY CO Consumer Defensive 1,395.0 $245K 0.17% -73.0 -5.0% $175.45 +2.1%
107 TIP ISHARES TR 2,200.0 $241K 0.16% NEW $109.43 -2.3%
108 MA MASTERCARD INCORPORATED Financial Services 412.0 $212K 0.14% $513.60 +15.9%
109 AMGN AMGEN INC Healthcare 567.0 $205K 0.14% -52.0 -8.4% $362.12 +19.4%
110 AGG ISHARES TR 2,063.0 $204K 0.14% NEW $99.00 -1.5%
Page 6 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%