Blake Schutter Theil Wealth Advisors, LLC
All 13F Filings
- Location
- Dayton, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 121,628
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 107 | 121,628 | 13F-HR | Blake Schutter Theil Wealth Advisors, LLC |
| Q3 2025 | 11/4/2025 | 108 | 101,110 | 13F-HR | Blake Schutter Theil Wealth Advisors, LLC |
| Q2 2025 | 7/31/2025 | 102 | 88,149 | 13F-HR | Blake Schutter Theil Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.51 K | 71.1% | 20.35 K | 0 | 20.35 K |
| ETFs | 32.72 K | 26.9% | 0 | 43 | -43 |
| Debt | 2.406 K | 2.0% | 213 | 0 | 213 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
121,628
Holdings
107
QoQ value change ($000)
20,518
(20.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.