Shakespeare Wealth Management, LLC
Annual return '25
+5.2%
SPY '25
+17.7%
Alpha
-12.5ptsvs SPY
Invested
$422.3M
Holdings
95
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOOV
Vanguard S&P 500 Value
Q4 2025: Exited (was 272.2k shares)
13.8%
02
$VOOG
Vanguard S&P 500 Growth
Q4 2025: Exited (was 102.8k shares)
10.5%
03
$FBND
Fidelity Total Bond ETF
Q4 2025: Exited (was 730.3k shares)
9.5%
04
$VOE
Vanguard Mid Cap Value
Q4 2025: Exited (was 176.2k shares)
8.0%
05
$VBR
Vanguard Small Cap Value
Q1 2026: Increased +6.5% (5.6k → 5.9k shares)
6.0%
06
$SCZ
iShares MSCI EAFE Small-Cap
Q4 2025: Exited (was 289.4k shares)
5.6%
07
$EFV
iShares MSCI EAFE Value
Q4 2025: Exited (was 319.4k shares)
5.5%
08
$MDYG
SPDR S&P 400 Mid Cap Growth
Q4 2025: Exited (was 207.9k shares)
5.0%
09
$EFG
iShares MSCI EAFE Growth
Q4 2025: Exited (was 171.9k shares)
4.8%
10
$SLYG
SPDR S&P 600 Small Cap Growth
Q4 2025: Exited (was 176.4k shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:36 UTC.