Blake Schutter Theil Wealth Advisors, LLC: 13F holdings
CIK 20420112026Q2
| Positions | 110 |
|---|
| Reported value | $147.8m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 110 (-1 vs prior quarter) |
|---|
| Reported value | $147.8m (+20.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FELC FIDELITY COVINGTON TRUST | 453,709 | $19.0m | 12.9% |
| SCHR SCHWAB STRATEGIC TR | 395,554 | $9.8m | 6.6% |
| VXUS VANGUARD STAR FDS | 105,111 | $9.0m | 6.1% |
| SCHK SCHWAB STRATEGIC TR | 190,089 | $6.9m | 4.6% |
| VYM VANGUARD WHITEHALL FDS | 37,645 | $5.9m | 4.0% |
| IJH ISHARES TR | 76,354 | $5.9m | 4.0% |
| DIVB ISHARES TR | 92,469 | $5.7m | 3.9% |
| HDV ISHARES TR | 197,526 | $5.4m | 3.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 45,012 | $3.8m | 2.5% |
| AAPL APPLE INC | 12,246 | $3.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042011")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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