13F Insight
DOSSIER · 13F-HR · Q2 2026

Shakespeare Wealth Management, LLC

$378M in tracked AUM across 79 positions as of Q2 2026.

SW
CIK 0001658509 · last filed Jun 30, 2026
Total AUM
$378M
as of Q2 2026
Holdings
79
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Shakespeare Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOOV
VANGUARD ADMIRAL FDS INC
$76M349K20.2%02
VOOG
VANGUARD ADMIRAL FDS INC
$69M839K18.4%03
FBND
FIDELITY MERRIMACK STR TR
$43M941K11.3%04
SCZ
ISHARES TR
$25M307K6.7%05
VOE
VANGUARD INDEX FDS
$23M117K6.1%06
MDYG
SPDR SERIES TRUST
$21M183K5.4%07
IEMG
ISHARES INC
$19M228K5.0%08
DISV
DIMENSIONAL ETF TRUST
$18M437K4.6%09
SLYG
SPDR SERIES TRUST
$14M120K3.8%10
VTI
VANGUARD INDEX FDS
$6M15K1.5%

Filing history

2026Q2Jun 30
$378M▼ 10.6%
79 positionsView →2026Q1Mar 31
$422M▼ 6.7%
100 positionsView →2025Q4Dec 31
$453M▲ 3.0%
108 positionsView →2025Q3Sep 30
$439M▲ 17.1%
104 positionsView →2025Q2Jun 30
$375M▲ 0.4%
95 positionsLocked2025Q1Mar 31
$373M▲ 0.7%
96 positionsLocked2024Q4Dec 31
$371M▼ 3.0%
100 positionsLocked2024Q3Sep 30
$383M▲ 10.5%
93 positionsLocked2024Q2Jun 30
$346M▲ 0.4%
90 positionsLocked2024Q1Mar 31
$345M▲ 6.7%
87 positionsLocked2023Q4Dec 31
$323M▲ 13.3%
83 positionsLocked2023Q3Sep 30
$285M▼ 2.4%
78 positionsLocked
Showing 12 of 33