Shakespeare Wealth Management, LLC
All 13F Filings
- Location
- Pewaukee, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 377,646
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 79 | 377,646 | 13F-HR | Shakespeare Wealth Management, LLC |
| Q1 2026 | 4/30/2026 | 98 | 422,330 | 13F-HR | Shakespeare Wealth Management, LLC |
| Q4 2025 | 2/6/2026 | 106 | 452,514 | 13F-HR | Shakespeare Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 102 | 439,371 | 13F-HR | Shakespeare Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 93 | 375,083 | 13F-HR | Shakespeare Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.96 K | 8.7% | 0 | 31.33 K | -31.33 K |
| ETFs | 344.4 K | 91.2% | 0 | 13.67 K | -13.67 K |
| Other | 316 | 0.1% | 316 | 0 | 316 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
377,646
Holdings
79
QoQ value change ($000)
-44,684
(-10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.