Sign In
test

Kevin Reardon

Shakespeare Wealth Management, Llc

Assets Managed
$377.646M
Holdings
79
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
-10.58%(2Q avg: -8.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shakespeare Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 79 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 - Q2, they manage 377.646M in assets, with a quarterly growth rate of -10.58% and a 2-quarter average growth rate of -8.62%. The portfolio is managed by Kevin Reardon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Increased 23.61%
20.24%
$76.404M
348,545 shares@ $219.21 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 681.91%
18.36%
$69.331M
839,154 shares@ $82.63 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 8.11%
11.34%
$42.816M
941,225 shares@ $45.49 avg price
SCZ
Ishares Msci Eafe Small-cap
Recent Activity
Increased 3.22%
6.7%
$25.265M
307,098 shares@ $82.27 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -35.41%
6.13%
$23.131M
117,058 shares@ $197.6 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Decreased -15.01%
5.45%
$20.546M
183,300 shares@ $112.1 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.7%
5%
$18.854M
227,592 shares@ $82.84 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 3.34%
4.65%
$17.533M
436,894 shares@ $40.14 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Decreased -34.4%
3.78%
$14.244M
119,563 shares@ $119.14 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.25%
1.47%
$5.544M
14,982 shares@ $370.04 avg price

1-10 of 79