Shakespeare Wealth Management, LLC
Shakespeare Wealth Management, LLC reported 79 positions worth $377.6M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VOOV (20.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOOV | SH | $76.4M | 20.23% | 348,545 | — | — | |
| ▸ 2 | VOOG | SH | $69.3M | 18.36% | 839,154 | — | — | |
| ▸ 3 | FBND | SH | $42.8M | 11.34% | 941,225 | — | — | |
| ▸ 4 | SCZ | SH | $25.3M | 6.69% | 307,098 | — | — | |
| ▸ 5 | VOE | SH | $23.1M | 6.12% | 117,058 | — | — | |
| ▸ 6 | MDYG | SH | $20.5M | 5.44% | 183,300 | — | — | |
| ▸ 7 | IEMG | SH | $18.9M | 4.99% | 227,592 | — | — | |
| ▸ 8 | DISV | SH | $17.5M | 4.64% | 436,894 | — | — | |
| ▸ 9 | SLYG | SH | $14.2M | 3.77% | 119,563 | — | — | |
| ▸ 10 | VTI | SH | $5.5M | 1.47% | 14,982 | — | — |
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Frequently Asked Questions
What stocks does Shakespeare Wealth Management, LLC hold as of Q2 2026?
Shakespeare Wealth Management, LLC reported 79 positions worth $377.6M in its Q2 2026 13F filing. Largest positions: VOOV (20.2%), VOOG (18.4%), FBND (11.3%), SCZ (6.7%) and VOE (6.1%).
What did Shakespeare Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shakespeare Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.