Shakespeare Wealth Management, Inc. - Q22026 Holdings

Shakespeare Wealth Management, Inc. holds 79 stocks with a total portfolio value of $ 377.65M as of Q22026. In Q22026, Shakespeare Wealth Management, Inc. added 12 new positions, increased stakes in 27 stocks, reduced 19 holdings, and fully exited 30 positions. The largest holding is Vanguard Admiral Fds Inc (VOOV), representing 20.23% of the total portfolio.