§ 13F · FUND PROFILE
Blake Schutter Theil Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $88.1T (13F)Positions · 102Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FELC | FIDELITY COVINGTON TRUST | 480K | $18.3T | 15.1% | NEW |
| 2 | SCHR | SCHWAB STRATEGIC TR | 353K | $8.9T | 7.3% | +17% |
| 3 | SCHK | SCHWAB STRATEGIC TR | 250K | $8.2T | 6.7% | −8% |
| 4 | IJH | ISHARES TR | 71K | $4.7T | 3.8% | +1% |
| 5 | DIVB | ISHARES TR | 80K | $4.2T | 3.5% | ±0% |
| 6 | HDV | ISHARES TR | 34K | $4.1T | 3.4% | ±0% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 23K | $3.4T | 2.8% | +11% |
| 8 | AAPL | APPLE INC | 12K | $3.3T | 2.7% | −2% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 5K | $2.5T | 2.1% | ±0% |
| 10 | QUAL | ISHARES TR | 13K | $2.5T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLAKE SIGNAL
AC read
Blake Schutter Theil Wealth Advisors, LLC is a Other fund managing $88149.3 trillion in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed