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Kevin Reardon

Shakespeare Wealth Management, Llc

Assets Managed
$422.33M
Holdings
98
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-6.67%(2Q avg: -1.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shakespeare Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 98 positions.

Assets under management

The assets under management (AUM) of Shakespeare Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 422.33M in assets, with a quarterly growth rate of -6.67% and a 2-quarter average growth rate of -1.83%. The portfolio is managed by Kevin Reardon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Increased 2.86%
13.61%
$57.463M
281,973 shares@ $203.79 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 5.6%
10.37%
$43.754M
107,322 shares@ $407.69 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 13.45%
9.41%
$39.719M
870,659 shares@ $45.63 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.35%
7.91%
$33.398M
181,234 shares@ $184.28 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 1.19%
5.91%
$24.921M
114,711 shares@ $217.25 avg price
SCZ
Ishares Msci Eafe Small-cap
Recent Activity
Increased 0.88%
5.53%
$23.329M
297,524 shares@ $78.41 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -2.62%
5.49%
$23.148M
311,343 shares@ $74.35 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 2.01%
4.91%
$20.696M
215,676 shares@ $95.96 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 2.66%
4.77%
$20.125M
180,701 shares@ $111.38 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 2.53%
4.18%
$17.612M
182,277 shares@ $96.62 avg price

1-10 of 98