# EDGAR Filing Document

**Accession Number:** 0001658509
**File Stem:** 0001104659-25-106233
**Filing Date:** 2025-11
**Character Count:** 14570
**Document Hash:** 6407ed2718df4f202193a33eb3e07c5f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-106233.hdr.sgml**: 20251104

**ACCESSION NUMBER**: 0001104659-25-106233

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251104

**DATE AS OF CHANGE**: 20251104

**EFFECTIVENESS DATE**: 20251104

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shakespeare Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001658509

**ORGANIZATION NAME:**
- **EIN:** 391944977
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18885
- **FILM NUMBER:** 251448545

**BUSINESS ADDRESS:**
- **STREET 1:** N22 W27847 EDGEWATER DR.
- **STREET 2:** SUITE 101
- **CITY:** PEWAUKEE
- **STATE:** WI
- **ZIP:** 53072
- **BUSINESS PHONE:** 262-814-1600

**MAIL ADDRESS:**
- **STREET 1:** N22 W27847 EDGEWATER DR.
- **STREET 2:** SUITE 101
- **CITY:** PEWAUKEE
- **STATE:** WI
- **ZIP:** 53072

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SHAKESPEARE WEALTH MANAGEMENT, INC.
- **DATE OF NAME CHANGE:** 20151116

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shakespeare Wealth Management LLC<br>**Address:** N22 W27847 EDGEWATER DR.<br>SUITE 101<br>PEWAUKEE, WI 53072

**Form 13F File Number:** 028-18885

**CRD Number (if applicable):** 000111950

**SEC File Number (if applicable):** 801-92171

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kevin Reardon<br>**Title:** President  Chief Compliance Officer<br>**Phone:** 6153400801

**Signature, Place, and Date of Signing:**

/s/ Kevin Reardon  Pewaukee, WI  11-04-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $439371095

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Apple Inc | COM | 037833100 |  | 2550684 | 10017 | SH |  | SOLE |  | 0 | 0 | 10017 |
| Abbvie Inc | COM | 00287Y109 |  | 333163 | 1439 | SH |  | SOLE |  | 0 | 0 | 1439 |
| Auto Data Processing | COM | 053015103 |  | 464611 | 1583 | SH |  | SOLE |  | 0 | 0 | 1583 |
| Amer Electric Pwr Co Inc | COM | 025537101 |  | 296213 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| iShares Core US Agg Bond ETF | CORE US AGGBD ET | 464287226 |  | 33940941 | 338563 | SH |  | SOLE |  | 0 | 0 | 338563 |
| Amazon Com Inc | COM | 023135106 |  | 232744 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| Associated Banc Corp | COM | 045487105 |  | 216273 | 8412 | SH |  | SOLE |  | 0 | 0 | 8412 |
| Broadcom Inc | COM | 11135F101 |  | 224999 | 682 | SH |  | SOLE |  | 0 | 0 | 682 |
| Vanguard Total Bond | TOTAL BND MRKT | 921937835 |  | 1161957 | 15624 | SH |  | SOLE |  | 0 | 0 | 15624 |
| Berkshire Hathaway Cl B | CL B NEW | 084670702 |  | 445930 | 887 | SH |  | SOLE |  | 0 | 0 | 887 |
| Carrier Global Corp | COM | 14448C104 |  | 494615 | 8285 | SH |  | SOLE |  | 0 | 0 | 8285 |
| Caterpillar Inc | COM | 149123101 |  | 247882 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| Comerica Incorporated | COM | 200340107 |  | 605169 | 8832 | SH |  | SOLE |  | 0 | 0 | 8832 |
| Choiceone Finl Svcs | COM | 170386106 |  | 801700 | 27683 | SH |  | SOLE |  | 0 | 0 | 27683 |
| Cisco Systems Inc | COM | 17275R102 |  | 214170 | 3130 | SH |  | SOLE |  | 0 | 0 | 3130 |
| Carlisle Co | COM | 142339100 |  | 475676 | 1446 | SH |  | SOLE |  | 0 | 0 | 1446 |
| Dimensional U S Core | US CORE EQUITY 2 | 25434V708 |  | 1896564 | 49172 | SH |  | SOLE |  | 0 | 0 | 49172 |
| Dimensional Wld Ex US Cr | WORLD EX US CORE | 25434V880 |  | 850084 | 27090 | SH |  | SOLE |  | 0 | 0 | 27090 |
| Dimensional International Small Value | INTL SMALL CAP V | 25434V781 |  | 15796477 | 442602 | SH |  | SOLE |  | 0 | 0 | 442602 |
| Wisdomtree SC Value | INTL SMCAP DIV | 97717W760 |  | 832152 | 10466 | SH |  | SOLE |  | 0 | 0 | 10466 |
| Wisdomtree LC Value | INTL EQUITY FD | 97717W703 |  | 1898798 | 28675 | SH |  | SOLE |  | 0 | 0 | 28675 |
| iShares MSCI EAFE Growth | EAFE GRWTH ETF | 464288885 |  | 19575010 | 171892 | SH |  | SOLE |  | 0 | 0 | 171892 |
| iShares MSCI EAFE Value | EAFE VALUE ETF | 464288877 |  | 21662376 | 319363 | SH |  | SOLE |  | 0 | 0 | 319363 |
| Fidelity Total Bond ETF | TOTAL BD ETF | 316188309 |  | 33768747 | 730293 | SH |  | SOLE |  | 0 | 0 | 730293 |
| Fidelity Natl Info Svcs | COM | 31620M106 |  | 203392 | 3085 | SH |  | SOLE |  | 0 | 0 | 3085 |
| Fifth Third Bancorp | COM | 316773100 |  | 261909 | 5879 | SH |  | SOLE |  | 0 | 0 | 5879 |
| Schwab Fundamental Intl | SCHWB FDT INT SC | 808524748 |  | 1785074 | 40105 | SH |  | SOLE |  | 0 | 0 | 40105 |
| Schwab Fundamental US | SCHWAB FDT US LG | 808524771 |  | 4535330 | 172446 | SH |  | SOLE |  | 0 | 0 | 172446 |
| First Trust Value Line Dividend | SHS | 33734H106 |  | 559227 | 12094 | SH |  | SOLE |  | 0 | 0 | 12094 |
| Alphabet Inc. | CAP STK CL A | 02079K305 |  | 507026 | 2086 | SH |  | SOLE |  | 0 | 0 | 2086 |
| Huntington Bancshs | COM | 446150104 |  | 1695114 | 98154 | SH |  | SOLE |  | 0 | 0 | 98154 |
| Honeywell International | COM | 438516106 |  | 463942 | 2204 | SH |  | SOLE |  | 0 | 0 | 2204 |
| Invesco Intl Developed Low Vol | S INTL LOW | 46138E230 |  | 292489 | 8731 | SH |  | SOLE |  | 0 | 0 | 8731 |
| iShares Core MSCI Emerging Markets | CORE MSCI EMKT | 46434G103 |  | 15828844 | 240122 | SH |  | SOLE |  | 0 | 0 | 240122 |
| S Midcap I Fund | CORE S MCP ETF | 464287507 |  | 1366610 | 20941 | SH |  | SOLE |  | 0 | 0 | 20941 |
| S Midcap I Value | S MC 400VL ETF | 464287705 |  | 1664853 | 12834 | SH |  | SOLE |  | 0 | 0 | 12834 |
| S Midcap Growth Fund | S MC 400 GR ETF | 464287606 |  | 207122 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| iShares S 500 Value | S 500 VAL ETF | 464287408 |  | 416737 | 2018 | SH |  | SOLE |  | 0 | 0 | 2018 |
| iShares S 500 | CORE S ETF | 464287200 |  | 834617 | 1247 | SH |  | SOLE |  | 0 | 0 | 1247 |
| iShares S 500 Growth | S 500 GRWT ETF | 464287309 |  | 466704 | 3866 | SH |  | SOLE |  | 0 | 0 | 3866 |
| iShares Russell 2000 | RUSSELL 2000 ETF | 464287655 |  | 250625 | 1036 | SH |  | SOLE |  | 0 | 0 | 1036 |
| iShares Russell 2000 Value | RUS 2000 VAL ETF | 464287630 |  | 1786135 | 10102 | SH |  | SOLE |  | 0 | 0 | 10102 |
| iShares Russell 2000 Growth | RUS 2000 GRW ETF | 464287648 |  | 1763366 | 5510 | SH |  | SOLE |  | 0 | 0 | 5510 |
| iShares Russell Mid-Cap Growth | RUS MD CP GR ETF | 464287481 |  | 2337803 | 16416 | SH |  | SOLE |  | 0 | 0 | 16416 |
| iShares Russell 3000 | RUSSELL 3000 ETF | 464287689 |  | 467090 | 1233 | SH |  | SOLE |  | 0 | 0 | 1233 |
| Johnson  Johnson | COM | 478160104 |  | 594457 | 3206 | SH |  | SOLE |  | 0 | 0 | 3206 |
| J P Morgan Chase  Co | COM | 46625H100 |  | 1828715 | 5798 | SH |  | SOLE |  | 0 | 0 | 5798 |
| Keycorp Inc New | COM | 493267108 |  | 338681 | 18121 | SH |  | SOLE |  | 0 | 0 | 18121 |
| Alliant Energy Corp | COM | 018802108 |  | 521349 | 7734 | SH |  | SOLE |  | 0 | 0 | 7734 |
| Mastercard Inc | CL A | 57636Q104 |  | 287818 | 506 | SH |  | SOLE |  | 0 | 0 | 506 |
| Marriott Intl Inc Cl A | CL A | 571903202 |  | 880276 | 3380 | SH |  | SOLE |  | 0 | 0 | 3380 |
| Mercantile Bank Corp | COM | 587376104 |  | 520830 | 11574 | SH |  | SOLE |  | 0 | 0 | 11574 |
| SPDR S 400 Mid Cap Growth | S 400 MDCP GRW | 78464A821 |  | 19030880 | 207851 | SH |  | SOLE |  | 0 | 0 | 207851 |
| Facebook Inc Class A | CL A | 30303M102 |  | 897881 | 1223 | SH |  | SOLE |  | 0 | 0 | 1223 |
| Merck  Co Inc | COM | 58933Y105 |  | 225940 | 2692 | SH |  | SOLE |  | 0 | 0 | 2692 |
| Microsoft Corp | COM | 594918104 |  | 1125327 | 2173 | SH |  | SOLE |  | 0 | 0 | 2173 |
| Nvidia Corp | COM | 67066G104 |  | 689340 | 3695 | SH |  | SOLE |  | 0 | 0 | 3695 |
| Nvidia Corp | COM | 67066G104 |  | 686141 | 3677 | SH |  | SOLE |  | 0 | 0 | 3677 |
| Nvent Electric Plc | SHS | G6700G107 |  | 471302 | 4778 | SH |  | SOLE |  | 0 | 0 | 4778 |
| Otis Worldwide Corp | COM | 68902V107 |  | 378703 | 4142 | SH |  | SOLE |  | 0 | 0 | 4142 |
| Pepsico Incorporated | COM | 713448108 |  | 2817391 | 20061 | SH |  | SOLE |  | 0 | 0 | 20061 |
| Procter  Gamble Co | COM | 742718109 |  | 689735 | 4489 | SH |  | SOLE |  | 0 | 0 | 4489 |
| Parker-Hannifin Corp | COM | 701094104 |  | 830932 | 1096 | SH |  | SOLE |  | 0 | 0 | 1096 |
| Palantir Technologies In | CL A | 69608A108 |  | 211425 | 1159 | SH |  | SOLE |  | 0 | 0 | 1159 |
| Pentair Plc | COM | G7S00T104 |  | 505066 | 4560 | SH |  | SOLE |  | 0 | 0 | 4560 |
| Fundamental 1000 | FTSE RAFI 1000 | 46137V613 |  | 1641711 | 36313 | SH |  | SOLE |  | 0 | 0 | 36313 |
| Small  MidCap Fund | FTSE RAFI 1500 | 46137V597 |  | 1072275 | 23608 | SH |  | SOLE |  | 0 | 0 | 23608 |
| Invesco FTSE RAFI Dvlpd Mkts | FTSE RAFI DEV | 46138E743 |  | 1639429 | 26799 | SH |  | SOLE |  | 0 | 0 | 26799 |
| Nasdaq 100 Equal Weight | SHS | 337344105 |  | 4963121 | 35172 | SH |  | SOLE |  | 0 | 0 | 35172 |
| Nasdaq 100 Shares | UNIT SER 1 | 46090E103 |  | 291455 | 485 | SH |  | SOLE |  | 0 | 0 | 485 |
| Invesco S 500 Pure Growth | S PUR GWT | 46137V266 |  | 3210936 | 67287 | SH |  | SOLE |  | 0 | 0 | 67287 |
| Raytheon Technologies Co | COM | 755111507 |  | 1303333 | 7789 | SH |  | SOLE |  | 0 | 0 | 7789 |
| Schwab US Broad Market | US BRD  MKT ETF | 808524102 |  | 645045 | 25089 | SH |  | SOLE |  | 0 | 0 | 25089 |
| Schwab Intl Small Cap | INTL SCEQT ETF | 808524888 |  | 2228033 | 48957 | SH |  | SOLE |  | 0 | 0 | 48957 |
| Schwab US Dividend | US DIVIDEND EQ | 808524797 |  | 352907 | 12927 | SH |  | SOLE |  | 0 | 0 | 12927 |
| Schwab International | INTL EQTY ETF | 808524805 |  | 863641 | 37098 | SH |  | SOLE |  | 0 | 0 | 37098 |
| Schwab US Large Cap Etf | US LRG CAP ETF | 808524201 |  | 311574 | 11829 | SH |  | SOLE |  | 0 | 0 | 11829 |
| iShares MSCI EAFE Small-Cap | EAFE SML CP ETF | 464288273 |  | 22204623 | 289424 | SH |  | SOLE |  | 0 | 0 | 289424 |
| Sherwin Williams Co | COM | 824348106 |  | 534625 | 1544 | SH |  | SOLE |  | 0 | 0 | 1544 |
| SPDR S 600 Small Cap Growth | S 600 SMCP GRW | 78464A201 |  | 16640356 | 176443 | SH |  | SOLE |  | 0 | 0 | 176443 |
| Southern Mich Bancp | COMMON | 84336P103 |  | 205898 | 8404 | SH |  | SOLE |  | 0 | 0 | 8404 |
| S P D R TRUST Unit SR | TR UNIT | 78462F103 |  | 1329342 | 1995 | SH |  | SOLE |  | 0 | 0 | 1995 |
| Steris Plc | COM | G8473T100 |  | 367201 | 1484 | SH |  | SOLE |  | 0 | 0 | 1484 |
| A T  T Corp | COM | 00206R102 |  | 203821 | 7217 | SH |  | SOLE |  | 0 | 0 | 7217 |
| TG Therapeutics Inc | COM | 88322Q108 |  | 266241 | 7370 | SH |  | SOLE |  | 0 | 0 | 7370 |
| Tesla Inc | COM | 88160R101 |  | 262385 | 590 | SH |  | SOLE |  | 0 | 0 | 590 |
| United Parcel Service B | CL B NEW | 911312106 |  | 340969 | 4082 | SH |  | SOLE |  | 0 | 0 | 4082 |
| Vanguard Small Cap | SMALL CP ETF | 922908751 |  | 297134 | 1169 | SH |  | SOLE |  | 0 | 0 | 1169 |
| Vanguard Small Cap Value | SM CP VAL ETF | 922908611 |  | 23279844 | 111542 | SH |  | SOLE |  | 0 | 0 | 111542 |
| Vanguard Ftse Developed | VAN FTSE DEV MKT | 921943858 |  | 619753 | 10343 | SH |  | SOLE |  | 0 | 0 | 10343 |
| Vanguard Div Apprciation | ALLWRLD EX US | 922042775 |  | 298438 | 1383 | SH |  | SOLE |  | 0 | 0 | 1383 |
| Vanguard Mid Cap Value | MCAP VL IDXVIP | 922908512 |  | 30766505 | 176232 | SH |  | SOLE |  | 0 | 0 | 176232 |
| Vanguard S 500 Etf | S 500 ETF SHS | 922908363 |  | 671881 | 1097 | SH |  | SOLE |  | 0 | 0 | 1097 |
| Vanguard S 500 Growth | 500 GRTH IDX F | 921932505 |  | 44782443 | 102839 | SH |  | SOLE |  | 0 | 0 | 102839 |
| Vanguard S 500 Value | 500 VAL IDX FD | 921932703 |  | 54299815 | 272220 | SH |  | SOLE |  | 0 | 0 | 272220 |
| Vanguard Muni Bnd Tax | TAX EXEMPT BD | 922907746 |  | 1657818 | 33110 | SH |  | SOLE |  | 0 | 0 | 33110 |
| Vanguard Total Stock | TOTAL STK MKT | 922908769 |  | 4860198 | 14810 | SH |  | SOLE |  | 0 | 0 | 14810 |
| Vanguard Emerging Market | FTSE EMR MKT ETF | 922042858 |  | 992578 | 18320 | SH |  | SOLE |  | 0 | 0 | 18320 |
| Vanguard Extended Market | EXTEND MKT ETF | 922908652 |  | 294751 | 1408 | SH |  | SOLE |  | 0 | 0 | 1408 |
| Wisconsin Egy Cp Hldg Co | COM | 92939U106 |  | 1789896 | 15620 | SH |  | SOLE |  | 0 | 0 | 15620 |
| Wisconsin Egy Cp Hldg Co | COM | 92939U106 |  | 1144410 | 9987 | SH |  | SOLE |  | 0 | 0 | 9987 |
| Wells Fargo  Co New | COM | 949746101 |  | 1083206 | 12923 | SH |  | SOLE |  | 0 | 0 | 12923 |
| Yum Brands Inc | COM | 988498101 |  | 1128600 | 7425 | SH |  | SOLE |  | 0 | 0 | 7425 |
| Yum China Holdings I | COM | 98850P109 |  | 311771 | 7264 | SH |  | SOLE |  | 0 | 0 | 7264 |

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