Shakespeare Wealth Management, Inc. - Q42025 Holdings

Shakespeare Wealth Management, Inc. holds 106 stocks with a total portfolio value of $ 452.51M as of Q42025. In Q42025, Shakespeare Wealth Management, Inc. added 6 new positions, increased stakes in 38 stocks, reduced 30 holdings, and fully exited 2 positions. The largest holding is Vanguard S&P 500 Value (VOOV), representing 12.41% of the total portfolio.