Blake Schutter Theil Wealth Advisors Q2 2026 Portfolio Activity: Significant Purchases Observed

As of June 30th, 2026, Blake Schutter Theil Wealth Advisors has shown active management within their investment strategy during the second quarter. Their portfolio's total value stands at $145,818,214.

The firm demonstrated a clear preference for growth in certain areas while strategically reducing exposure elsewhere. Among the most significant changes observed this quarter are substantial increases in holdings of HDV and VXUS, both tracker funds that experienced share jumps exceeding 100% from their previous position sizes.

• ISHares TR (HDV) saw a remarkable increase in shares held by Blake Schutter Theil Wealth Advisors, rising by 469.65%. This substantial growth occurred alongside an increase in its portfolio allocation from 3.66% to 3.66%, suggesting confidence in this fund's performance or strategy.
• Vanguard STAR Fund (VXUS) also experienced a doubling of its shares, increasing by 100%. Its portfolio allocation remained steady at 6.08%, indicating it was already a significant position maintained this quarter.
• Vanguard Whitehall Fund (VYM), another tracker fund, saw its shares increase by 51.41%. This also resulted in an allocation increase from 4.02% to 4.02%, showing continuity and growth.
• Schwab Strategic Trust (SCHR) increased its share count by 12.42%, boosting its allocation from 6.6% to 6.6%. This suggests ongoing interest in this specific trust structure.
• FIDELITY COVINGTON TRUST (FELC) experienced a decrease of 4.21%, but its substantial size means it remains the largest holding at 12.86%.

In addition to these major shifts, the firm also initiated new positions or increased holdings in smaller tracker funds:

• Vanguard Index Fund (VO) saw its shares increase by a substantial 453.24%, though it remains a very small allocation at 0.58%.
• The firm increased holdings in several other tracker funds, including DIVB and VDE, which experienced share increases of 13.71% and 100%, respectively.

Conversely, the investor was observed exiting or reducing positions in certain assets:

• The position in HEALTHPEAK PROPERTIES INC (DOC), a Real Estate stock, decreased by 13.0%.
• There was also a reduction of approximately 4.21% in the largest holding, FELC.

The portfolio allocation breakdown reveals that Blake Schutter Theil Wealth Advisors maintains exposure across various sectors, with "Unknown" being the dominant category at 74.44%. Other significant allocations include Financial Services (8.4%), Technology (5.26%), and Communication Services (3.17%).