Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blake Schutter Theil Wealth Advisors, LLC (CIK 2042011) reported $122.7M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FELC ($17.2M, 14.00%), SCHR ($8.8M, 7.14%), SCHK ($6.0M, 4.85%), IJH ($5.1M, 4.19%), HDV ($4.7M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FELC | FIDELITY COVINGTON TRUST | $17.2M | 14.00% | 473,649 | Trimmed |
| 2 | SCHR | SCHWAB STRATEGIC TR | $8.8M | 7.14% | 351,842 | Trimmed |
| 3 | SCHK | SCHWAB STRATEGIC TR | $6.0M | 4.85% | 190,089 | Trimmed |
| 4 | IJH | ISHARES TR | $5.1M | 4.19% | 76,062 | Added |
| 5 | HDV | ISHARES TR | $4.7M | 3.84% | 34,675 | Added |
| 6 | DIVB | ISHARES TR | $4.4M | 3.58% | 81,320 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $3.7M | 3.00% | 24,863 | Added |
| 8 | AAPL | APPLE INC | $3.1M | 2.53% | 12,221 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $2.8M | 2.31% | 37,724 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.97% | 5,043 | Added |
| 11 | USMV | ISHARES TR | $2.4M | 1.95% | 25,821 | Trimmed |
| 12 | QUAL | ISHARES TR | $2.2M | 1.79% | 11,447 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $2.0M | 1.62% | 3,330 | Added |
| 14 | NIM | NUVEEN SELECT MAT MUN FD | $1.7M | 1.40% | 181,427 | Added |
| 15 | GOOGL | ALPHABET INC | $1.7M | 1.38% | 5,868 | Trimmed |
| 16 | SGOV | ISHARES TR | $1.5M | 1.23% | 14,978 | Added |
| 17 | MTUM | ISHARES TR | $1.4M | 1.14% | 5,845 | Hold |
| 18 | NUV | NUVEEN MUN VALUE FD INC | $1.3M | 1.09% | 148,378 | Hold |
| 19 | DGRO | ISHARES TR | $1.3M | 1.04% | 18,147 | Hold |
| 20 | LVHI | LEGG MASON ETF INVT | $1.2M | 1.00% | 30,280 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.98% | 4,088 | Added |
| 22 | IVE | ISHARES TR | $1.2M | 0.96% | 5,581 | Hold |
| 23 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.96% | 4,837 | Added |
| 24 | MUB | ISHARES TR | $1.2M | 0.94% | 10,879 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.1M | 0.88% | 2,914 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31