13F Filings History of Blake Schutter Theil Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$121,627,698
Signature - Title
Stephanie West - Compliance Consultant
Location
Dayton, OH
Summary
This page shows a list of all the recent 13F filings made by Blake Schutter Theil Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blake Schutter Theil Wealth Advisors, LLC reported 107 stock holdings with total value $121,627,698 as of Q4 2025. Top holdings included FELC, SCHR, SCHK, IJH, and DIVB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 107 $121,627,698 +$25,071,740 -$5,907,057 +$19,164,683 FELC, SCHR, SCHK, IJH, DIVB 13F-HR 02 Feb 2026, 14:12
Q3 2025 108 $101,109,856 +$12,097,461 -$4,537,753 +$7,559,708 SCHK, SCHR, IJH, DIVB, HDV 13F-HR 04 Nov 2025, 10:20
Q2 2025 102 $88,149,254 +$5,386,037 -$8,856,860 -$3,470,823 SCHK, SCHR, IJH, VYM, AAPL 13F-HR 31 Jul 2025, 15:36
Q1 2025 111 $88,010,039 +$4,786,755 -$10,799,882 -$6,013,127 SCHK, SCHR, IJH, AAPL, BRKB 13F-HR 02 May 2025, 09:41
Q4 2024 115 $94,694,787 +$15,392,728 -$48,393,996 -$33,001,268 SCHK, SCHR, IJH, AAPL, BRKB 13F-HR 07 Feb 2025, 11:31
Q3 2024 158 $139,211,709 $0 $0 $0 SCHK, AAPL, SCHR, IJH, MSFT 13F-HR 31 Oct 2024, 10:33