StockDriftsStockDriftsTop 50 William Mack & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 17% | 610.2K | $48.2M | +53.57%(+212.87K) | $78.96(-0.53%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.99% | 596.7K | $42.5M | +54.71%(+211.03K) | $60.08(+21.48%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 14.1% | 496.4K | $40.0M | +56.60%(+179.42K) | $70.90(+17.10%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 8.33% | 588.9K | $23.6M | +57.98%(+216.14K) | $35.36(+23.83%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 5.38% | 289.1K | $15.3M | +61.83%(+110.47K) | $44.13(+25.30%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 4.55% | 119.6K | $12.9M | +0.64%(+761) | $81.63(+27.15%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.53% | 379.8K | $12.9M | +74.37%(+161.97K) | $28.61(+25.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.61% | 35.4K | $10.2M | +16.52%(+5.01K) | $236.63(+29.60%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.51% | 11.5K | $4.3M | +22.71%(+2.13K) | $420.02(+19.70%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 1.25% | 70.2K | $3.6M | +3.61%(+2.45K) | $50.40(-1.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.47% |
William Mack & Associates, Inc. reports $283.72M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are VCSH (17.0%), VEA (15.0%) and VO (14.1%). The top 20 holdings account for 83.68% of reported assets. Its disclosed equity book has returned +17.04% cumulatively over 6 quarters. Figures reflect the Q2 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