SHAKESPEARE WEALTH MANAGEMENT, INC.
RIA/Wealth
SHAKESPEARE WEALTH MANAGEMENT, INC. is a RIA/Wealth based in Pewaukee, WI led by Kevin Michael Reardon, reporting $512.5M in AUM as of Q3 2025 with 92% ETF concentration, 69% concentrated in top 10 holdings, and minimal technology exposure.
CEOKevin Michael Reardon
- Portfolio Value
- $439.2M
- Positions
- 101
- Top Holding
- VOOV at 12.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SHAKESPEARE WEALTH MANAGEMENT, INC.'s portfolio (69.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $54.3M | 12.36% | +$2.1M Bought | — 272.2K shares | |
ETF ETF | $44.8M | 10.20% | -$1.7M Sold | — 102.8K shares | |
ETF ETF | $33.9M | 7.73% | +$33.9M Bought | — 338.6K shares | |
ETF ETF | $33.8M | 7.69% | +$2.5M Bought | — 730.3K shares | |
ETF ETF | $30.8M | 7.01% | +$989.3K Bought | — 176.2K shares | |
ETF ETF | $23.3M | 5.30% | +$404.7K Bought | — 111.5K shares | |
ETF ETF | $22.2M | 5.06% | -$153.4 Sold | — 289.4K shares | |
ETF ETF | $21.7M | 4.93% | +$342.5K Bought | — 319.4K shares | |
ETF ETF | $19.6M | 4.46% | +$496.6K Bought | — 171.9K shares | |
ETF ETF | $19.0M | 4.33% | +$353.4K Bought | — 207.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SHAKESPEARE WEALTH MANAGEMENT, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-29.14% | |
-26.82% |
Analytics
Portfolio insights and performance metrics for SHAKESPEARE WEALTH MANAGEMENT, INC.
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