StockDriftsStockDriftsTop 50 William Mack & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 15.61% | 645.3K | $49.8M | +5.74%(+35.05K) | $78.92(-1.57%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.71% | 664.9K | $46.9M | +11.42%(+68.16K) | $61.19(+14.20%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 12.91% | 525.6K | $41.2M | +5.88%(+29.19K) | $71.38(+13.27%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 8.6% | 634.6K | $27.5M | +7.76%(+45.68K) | $35.35(+20.76%) | 2026-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 5.58% | 331.5K | $17.8M | +14.65%(+42.36K) | $45.29(+19.16%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.99% | 354.4K | $12.7M | -6.69%(-25.41K) | $28.61(+24.08%) | 2026-09-30 | |
| CWB | SPDR SERIES TRUST | 3.23% | 101.9K | $10.3M | -14.86%(-17.78K) | $81.63(+17.99%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.22% | 30.8K | $10.3M | -12.81%(-4.53K) | $236.63(+46.69%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 11.6K | $5.9M | +0.78%(+90) | $420.20(+26.45%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.39% | 98.7K | $4.4M | +95.55%(+48.23K) | $45.75(-1.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.21% |
William Mack & Associates INC reports $319.27M in US-listed equity holdings across 875 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (15.6%), VEA (14.7%) and VO (12.9%). The top 20 holdings account for 78.88% of reported assets. Its disclosed equity book has returned +18.02% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from William Mack & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2096700). View William Mack & Associates INC’s 13F filings on SEC