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Stephanie West

Blake Schutter Theil Wealth Advisors, Llc

Assets Managed
$147.837M
Holdings
110
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
20.5%(2Q avg: 10.69%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Blake Schutter Theil Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Blake Schutter Theil Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 147.837M in assets, with a quarterly growth rate of 20.5% and a 2-quarter average growth rate of 10.69%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FELC
Fidelity Enhan Lrg Cap Cor
Recent Activity
Decreased -4.2%
12.87%
$19.015M
453,709 shares@ $41.91 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 12.43%
6.6%
$9.754M
395,554 shares@ $24.67 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
New Position
6.08%
$8.986M
105,111 shares@ $85.49 avg price
SCHK
Schwab 1000 Index Etf
Recent Activity
4.64%
$6.855M
190,089 shares@ $36.06 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 51.41%
4.03%
$5.949M
37,645 shares@ $158.04 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.39%
3.99%
$5.888M
76,354 shares@ $77.12 avg price
DIVB
Ishares Core Dividend Etf
Recent Activity
Increased 13.72%
3.86%
$5.696M
92,469 shares@ $61.6 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 469.65%
3.67%
$5.414M
197,526 shares@ $27.41 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 19.32%
2.55%
$3.77M
45,012 shares@ $83.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.21%
2.4%
$3.543M
12,246 shares@ $289.36 avg price

1-10 of 110