Blake Schutter Theil Wealth Advisors, LLC - Portfolio overview

Blake Schutter Theil Wealth Advisors, LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FELC - FIDELITY COVINGTON TRUST, 13.72%
2. SCHR - SCHWAB STRATEGIC TR, 7.00%
3. SCHK - SCHWAB STRATEGIC TR, 4.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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