Shakespeare Wealth Management, Inc. - Q12026 Holdings

Shakespeare Wealth Management, Inc. holds 97 stocks with a total portfolio value of $ 422.33M as of Q12026. In Q12026, Shakespeare Wealth Management, Inc. added 3 new positions, increased stakes in 31 stocks, reduced 35 holdings, and fully exited 11 positions. The largest holding is Vanguard S&P 500 Value (VOOV), representing 13.61% of the total portfolio.