Shakespeare Wealth Management, LLC — 13F holdings

Shakespeare Wealth Management, LLC reported 79 holdings worth $378M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. VOOV VANGUARD ADMIRAL FDS INC — $76.4M (20.2%)
2. VOOG VANGUARD ADMIRAL FDS INC — $69.3M (18.4%)
3. FBND FIDELITY MERRIMACK STR TR — $42.8M (11.3%)
4. SCZ ISHARES TR — $25.3M (6.7%)
5. VOE VANGUARD INDEX FDS — $23.1M (6.1%)
6. MDYG SPDR SERIES TRUST — $20.5M (5.4%)
7. IEMG ISHARES INC — $18.9M (5.0%)
8. DISV DIMENSIONAL ETF TRUST — $17.5M (4.6%)
9. SLYG SPDR SERIES TRUST — $14.2M (3.8%)
10. VTI VANGUARD INDEX FDS — $5.54M (1.5%)