Shakespeare Wealth Management, Inc. Portfolio Holdings

Shakespeare Wealth Management, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $371 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Value ETF with a value of $45.8M, Vanguard S&P 500 Growth ETF with a value of $34.8M, Ishares Core U.S. Aggregate Bo with a value of $30.3M, Fidelity Merrimack Str Tr Tota with a value of $29.5M, and Vanguard Mid Cap Value Index F with a value of $26.5M.

Examining the 13F form we can see an increase of $2.41M in the current position value, from $369M to 371M.

Shakespeare Wealth Management, Inc. is based out at Pewaukee, WI

Below you can find more details about Shakespeare Wealth Management, Inc. portfolio as well as his latest detailed transactions.