SEC Form 13F

Shakespeare Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$377,645,577
Positions79

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD ADMIRAL FDS INCVOOV500 VAL IDX FD$76,404,451348,545
VANGUARD ADMIRAL FDS INCVOOG500 GRTH IDX F$69,330,942839,154
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$42,816,313941,225
ISHARES TRSCZEAFE SML CP ETF$25,264,946307,098
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$23,130,652117,058
SPDR SERIES TRUSTMDYGST STR SP400GRW$20,546,103183,300
ISHARES INCIEMGCORE MSCI EMKT$18,853,715227,592
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$17,532,569436,894
SPDR SERIES TRUSTSLYGST STR SP600GRWO$14,243,557119,563
VANGUARD INDEX FDSVTITOTAL STK MKT$5,543,82914,982

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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