Shakespeare Wealth Management, LLC: 13F holdings
CIK 16585092026Q2
| Positions | 79 |
|---|
| Reported value | $377.6m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 79 (-19 vs prior quarter) |
|---|
| Reported value | $377.6m (-10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOOV VANGUARD ADMIRAL FDS INC | 348,545 | $76.4m | 20.2% |
| VOOG VANGUARD ADMIRAL FDS INC | 839,154 | $69.3m | 18.4% |
| FBND FIDELITY MERRIMACK STR TR | 941,225 | $42.8m | 11.3% |
| SCZ ISHARES TR | 307,098 | $25.3m | 6.7% |
| VOE VANGUARD INDEX FDS | 117,058 | $23.1m | 6.1% |
| MDYG SPDR SERIES TRUST | 183,300 | $20.5m | 5.4% |
| IEMG ISHARES INC | 227,592 | $18.9m | 5.0% |
| DISV DIMENSIONAL ETF TRUST | 436,894 | $17.5m | 4.6% |
| SLYG SPDR SERIES TRUST | 119,563 | $14.2m | 3.8% |
| VTI VANGUARD INDEX FDS | 14,982 | $5.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1658509")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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