Shakespeare Wealth Management, LLC - Portfolio overview

Shakespeare Wealth Management, LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOOV - Vanguard S&P 500 Value, 12.46%
2. VOOG - Vanguard S&P 500 Growth, 9.49%
3. FBND - Fidelity Total Bond ETF, 8.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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