account_balance

Investment manager · 13F filer · SEC CIK 1658509

Shakespeare Wealth Management, LLC

Reported value$517Mas of Sep 30, 2026
Positions111 36 new, 4 sold out
Top 10 weight72.3%VOOV alone is 15%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOOV Vanguard Admiral FDS Inc 15.4% Added +4%
VOOG Vanguard Admiral FDS Inc 14.6% Added +5%
FBND Fidelity Merrimack STR Tr 8.2% Added +4%
AGG iShares Tr 7.9% New
SCZ iShares Tr 5.1% Held
EFV iShares Tr 5.1% New
EFG iShares Tr 4.4% New
VOE Vanguard Index FDS 4.0% Trimmed −9%
VBR Vanguard Index FDS 3.9% New
DISV Dimensional ETF Trust 3.7% Held
MDYG SPDR Series Trust 3.7% Held
IEMG iShares Inc 3.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • AGG $40.9M
  • EFV $26.1M
  • EFG $23M
  • VBR $20.2M
arrow_upwardAdded
  • BND +15%
  • AAPL +8%
  • SCHF +7%
  • VOOG +5%
arrow_downwardTrimmed
  • SLYG −12%
  • IWP −10%
  • VOE −9%
  • IWO −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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