Blake Schutter Theil Wealth Advisors, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr 1000 Index with a value of $8.69B, Schwab Intermediate Term Us Tr with a value of $7.57B, Ishares Core S&P Mid Cap ETF with a value of $4.57B, Ishares Core High Dividend ETF with a value of $4.16B, and Ishares Tr U S Divid & Buyback with a value of $4.17B.
Examining the 13F form we can see an increase of $13B in the current position value, from $88.1B to 101B.
Blake Schutter Theil Wealth Advisors, LLC is based out at Dayton, OH
Below you can find more details about Blake Schutter Theil Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$101 Billion
ETFs: $62.9 Billion
Financial Services: $11.7 Billion
Technology: $7.18 Billion
Communication Services: $4.36 Billion
Healthcare: $2.96 Billion
Consumer Defensive: $2.96 Billion
Industrials: $2.17 Billion
Energy: $1.58 Billion
Other: $4.06 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions