Blake Schutter Theil Wealth Advisors, LLC
All 13F Filings
- Location
- Dayton, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 122,689
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 111 | 122,689 | 13F-HR | Blake Schutter Theil Wealth Advisors, LLC |
| 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 | 57.24 K | 46.7% | 0 | 29.26 K | -29.26 K |
| ETFs | 63.3 K | 51.6% | 30.59 K | 0 | 30.59 K |
| Debt | 2.14 K | 1.7% | 0 | 266 | -266 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
122,689
Holdings
111
QoQ value change ($000)
1,061
(0.9%)
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.