Blake Schutter Theil Wealth Advisors, LLC filed a Form 13F-HR on November 2, 2026, disclosing equity holdings as of September 30, 2026. The firm reported ownership of 109 distinct equity securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top holding by shares is the Vanguard Specialized Funds Div App ETF, which the firm holds 1,139,487 shares. Other significant ETF positions include the Vanguard Whitehall Funds High Div YLD (5,706,562 shares) and the Schwab Strategic Tr 1000 Index ETF (6,968,663 shares).
Among individual equities, Berkshire Hathaway Inc. Class B is the largest position, with 4,822 shares. Other notable individual stock holdings include Apple Inc. (12,126 shares), Microsoft Corp. (3,703 shares), and Eli Lilly & Co. (303 shares). The filing lists Stephanie West as the Compliance Consultant for the firm.
