Blake Schutter Theil Wealth Advisors, LLC - Portfolio Stock Holdings

Blake Schutter Theil Wealth Advisors, LLC disclosed 116 stock positions in a recent SEC 13F filing. $146,163,859 of stock holdings were filed, with the largest holdings including FELC, SCHR, and VXUS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $459,456,067 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.