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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 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FELC FIDELITY COVINGTON TRUST 480,387.0 $18.3M 15.08% NEW $38.17 +8.9%
2 SCHR SCHWAB STRATEGIC TR 352,896.0 $8.9M 7.28% NEW $25.08 -2.0%
3 SCHK SCHWAB STRATEGIC TR 250,139.0 $8.2M 6.75% NEW $32.80 +8.8%
4 IJH ISHARES TR 70,730.0 $4.7M 3.84% NEW $66.00 +10.5%
5 DIVB ISHARES TR 79,717.0 $4.2M 3.48% NEW $53.15 +12.1%
6 HDV ISHARES TR 33,998.0 $4.1M 3.40% NEW $121.61 -77.3%
7 VYM VANGUARD WHITEHALL FDS 23,394.0 $3.4M 2.76% NEW $143.52 +9.6%
8 AAPL APPLE INC Technology 12,269.0 $3.3M 2.74% NEW $271.86 +12.2%
9 BERKSHIRE HATHAWAY INC DEL 5,029.0 $2.5M 2.08% NEW $502.65
10 QUAL ISHARES TR 12,638.0 $2.5M 2.06% NEW $198.62 +7.1%
11 USMV ISHARES TR 25,835.0 $2.4M 2.00% NEW $94.16 +2.0%
12 VOO VANGUARD INDEX FDS 3,255.0 $2.0M 1.68% NEW $627.19 +8.9%
13 GOOGL ALPHABET INC Communication Services 5,869.0 $1.8M 1.51% NEW $313.02 +23.8%
14 NIM NUVEEN SELECT MAT MUN FD Financial Services 160,549.0 $1.5M 1.23% NEW $9.31 -1.2%
15 MTUM ISHARES TR 5,845.0 $1.5M 1.20% NEW $250.31 +20.7%
16 MSFT MICROSOFT CORP Technology 2,936.0 $1.4M 1.17% NEW $483.60 -13.3%
17 NUV NUVEEN MUN VALUE FD INC Financial Services 148,378.0 $1.3M 1.10% NEW $9.06 -0.4%
18 JPM JPMORGAN CHASE & CO. Financial Services 3,993.0 $1.3M 1.06% NEW $322.23 -6.0%
19 DGRO ISHARES TR 18,147.0 $1.3M 1.04% NEW $69.42 +6.8%
20 IVE ISHARES TR 5,581.0 $1.2M 0.97% NEW $212.07 +6.6%
Page 1 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%