13F Filings History of Blake Schutter Theil Wealth Advisors, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $122,688,730
- Form 13F summary
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- Blake Schutter Theil Wealth Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Blake Schutter Theil Wealth Advisors, LLC reported 111 equity holdings with a total reported market value of $122,688,730 for Q1 2026. Top reported holdings included FIDELITY COVINGTON TRUST, SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, ISHARES TR, and ISHARES TR.
- Largest 13F holdings
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FIDELITY COVINGTON TRUST SCHWAB STRATEGIC TR ISHARES TR VANGUARD WHITEHALL FDS APPLE INC VANGUARD INTL EQUITY INDEX F BERKSHIRE HATHAWAY INC DEL VANGUARD INDEX FDS NUVEEN SELECT MAT MUN FD ALPHABET INC NUVEEN MUN VALUE FD INC LEGG MASON ETF INVT
- Manager signature
- Stephanie West - Compliance Consultant
- Manager location
- Dayton, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$122,688,730
Quarter delta
n/a
Accepted
04 May 2026, 16:02
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 111 | $122,688,730 | $0 | $0 | $0 | FIDELITY COVINGTON TRUST, SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, ISHARES TR, ISHARES TR | 13F-HR | 04 May 2026, 16:02 |