Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shakespeare Wealth Management, LLC (CIK 1658509) reported $422.3M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOOV ($57.5M, 13.61%), VOOG ($43.8M, 10.36%), FBND ($39.7M, 9.40%), VOE ($33.4M, 7.91%), VBR ($24.9M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOOV | Vanguard S&P 500 Value | $57.5M | 13.61% | 281,973 | Added |
| 2 | VOOG | Vanguard S&P 500 Growth | $43.8M | 10.36% | 107,322 | Added |
| 3 | FBND | Fidelity Total Bond ETF | $39.7M | 9.40% | 870,659 | Added |
| 4 | VOE | Vanguard Mid Cap Value | $33.4M | 7.91% | 181,234 | Added |
| 5 | VBR | Vanguard Small Cap Value | $24.9M | 5.90% | 114,711 | Added |
| 6 | SCZ | iShares MSCI EAFE Small-Cap | $23.3M | 5.52% | 297,524 | Added |
| 7 | EFV | iShares MSCI EAFE Value | $23.1M | 5.48% | 311,343 | Trimmed |
| 8 | MDYG | SPDR S&P 400 Mid Cap Growth | $20.7M | 4.90% | 215,676 | Added |
| 9 | EFG | iShares MSCI EAFE Growth | $20.1M | 4.77% | 180,701 | Added |
| 10 | SLYG | SPDR S&P 600 Small Cap Growth | $17.6M | 4.17% | 182,277 | Added |
| 11 | DISV | Dimensional International Small Value | $16.7M | 3.95% | 422,782 | Trimmed |
| 12 | IEMG | iShares Core MSCI Emerging Markets | $16.1M | 3.82% | 231,530 | Trimmed |
| 13 | VTI | Vanguard Total Stock | $4.8M | 1.14% | 14,945 | Added |
| 14 | FNDX | Schwab Fundamental US | $4.7M | 1.10% | 167,354 | Trimmed |
| 15 | QQEW | Nasdaq 100 Equal Weight | $4.4M | 1.05% | 34,878 | Trimmed |
| 16 | PEP | Pepsico Incorporated | $3.1M | 0.73% | 19,739 | Trimmed |
| 17 | RPG | Invesco S&P 500 Pure Growth | $3.0M | 0.70% | 63,628 | New |
| 18 | WEC | Wisconsin Egy Cp Hldg Co | $2.9M | 0.69% | 25,352 | Trimmed |
| 19 | AAPL | Apple Inc | $2.5M | 0.59% | 9,799 | Trimmed |
| 20 | SCHC | Schwab Intl Small Cap | $2.2M | 0.52% | 47,379 | Trimmed |
| 21 | IWP | iShares Russell Mid-Cap Growth | $2.1M | 0.49% | 16,014 | Trimmed |
| 22 | DFAC | Dimensional US Core Equity 2 | $2.0M | 0.47% | 51,177 | Added |
| 23 | DWM | Wisdomtree LC Value | $2.0M | 0.46% | 27,955 | Trimmed |
| 24 | IWN | iShares Russell 2000 Value | $1.9M | 0.44% | 9,912 | Trimmed |
| 25 | FNDC | Schwab Fundamental Intl | $1.8M | 0.42% | 37,912 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31