What does Shakespeare Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Shakespeare Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Vanguard S&P 500 Value

$57M282K13.6%

Vanguard S&P 500 Growth

$44M107K10.4%

Fidelity Total Bond ETF

$40M871K9.4%

Vanguard Mid Cap Value

$33M181K7.9%

Vanguard Small Cap Value

$25M115K5.9%

iShares MSCI EAFE Small-Cap

$23M298K5.5%

iShares MSCI EAFE Value

$23M311K5.5%

SPDR S&P 400 Mid Cap Growth

$21M216K4.9%

iShares MSCI EAFE Growth

$20M181K4.8%

SPDR S&P 600 Small Cap Growth

$18M182K4.2%

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