13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002096700
Total reported value
$283.7M
$283.7M
78 檔
31.3%
At the close of Q2 2025, William Mack & Associates, Inc. disclosed equity holdings valued at approximately $283.7M, spread across 78 reported holdings.
In Q2 2025, William Mack & Associates, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, SCHG, VO) accounted for 31.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
VOO
市值: $1.7M
Top Position Liquidated / Trimmed
AMGN
前期市值: $220.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 21.91% | -1.00% | +12.89% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.12% | +0.90% | +11.61% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.72% | +1.09% | +59.24% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.37% | +0.86% | +96.46% | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 6.30% | -1.67% | +45.60% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.92% | -0.79% | +5.26% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 3.76% | -0.07% | +122.35% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.47% | +109.99% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.99% | -0.68% | +0.71% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 1.77% | -0.48% | — | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.67% | +0.38% | +68.05% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.05% | — | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.10% | -0.01% | +2.51% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.18% | — | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.00% | +0.08% | -6.06% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | -0.08% | +21.44% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.88% | -0.16% | +2.99% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | -0.17% | +0.03% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.78% | -0.12% | -4.05% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | -0.18% | -0.10% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.15% | -7.18% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.01% | +2.76% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.69% | +0.09% | +46.09% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.06% | -0.72% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.56% | -0.05% | -15.78% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.04% | +37.59% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.03% | +6.63% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.09% | +0.94% | |
| 30 | CGCB | Cap Group Core Bond | ETF-Other | 0.51% | -0.06% | +117.60% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | -0.05% | -3.91% | |
| 32 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.46% | -0.14% | -27.77% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.06% | +22.57% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | -0.09% | +3.54% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.40% | -0.10% | — | |
| 36 | DTE | Dte Energy Company | Stock-Utilities | 0.39% | -0.04% | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | +0.02% | -7.54% | |
| 38 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.36% | -0.22% | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.23% | -0.75% | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.34% | -0.04% | +4.37% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | +0.02% | +0.33% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.31% | -0.09% | +0.28% | |
| 43 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.30% | -0.07% | +11.79% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.14% | -2.26% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.20% | EXIT | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.24% | EXIT | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.09% | — | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.24% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.5% | +96.46% | Add |
| 2 | VO | Vanguard Mid-cap ETF | +2.1% | +59.24% | Add |
| 3 | MSFT | Microsoft CORP | +1.8% | +109.99% | Add |
| 4 | DISV | Dimensional International Sm | +1.8% | +122.35% | Add |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | +0.9% | +45.60% | Add |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.5% | +68.05% | Add |
| 7 | CGCB | Cap Group Core Bond | +0.2% | +117.60% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +6.63% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.1% | +21.44% | Add |
| 10 | JPIE | Jpmorgan Income ETF | +0.1% | +46.09% | Add |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +37.59% | Add |
| 12 | DIS | Walt Disney Co/the | +0.1% | +22.57% | Add |
| 13 | NFLX | Netflix Inc | 0% | -0.75% | Trim |
| 14 | VOT | Vanguard Mid-cap Growth ETF | 0% | +16.46% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +35.45% | Add |
| 16 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +11.79% | Add |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | +2.76% | Add |
| 18 | TSLA | Tesla Inc | -0.1% | +2.51% | Add |
| 19 | IWV | Ishares Russell 3000 ETF | -0.1% | +3.54% | Add |
| 20 | META | Meta Platforms Inc-class A | -0.1% | -7.18% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.94% | Add |
| 22 | DFSV | Dimensional US Small Cap Val | -0.1% | -34.01% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.72% | Trim |
| 24 | UDEC | Innovator U.s. Equity Ultra | -0.1% | -22.35% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.03% | Add |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | -0.2% | -4.05% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.2% | — | Unchanged |
| 28 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -0.10% | Trim |
| 29 | SCHV | Schwab US Large-cap Value | -0.2% | +2.99% | Add |
| 30 | VOE | Vanguard Mid-cap Value ETF | -0.3% | -15.78% | Trim |
| 31 | PSTP | Innovator Pwr Buff Su St ETF | -0.4% | -27.77% | Trim |
| 32 | VV | Vanguard Large-cap ETF | -0.4% | — | Unchanged |
| 33 | SCHG | Schwab US Large-cap Growth | -0.4% | +11.61% | Add |
| 34 | BND | Vanguard Total Bond Market | -0.4% | -6.06% | Trim |
| 35 | AAPL | Apple Inc | -1.9% | +5.26% | Add |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | -4.1% | +12.89% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 38 | COKE | Coca-cola Consolidated Inc | — | NEW | New buy |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 40 | CGCP | Cap Group Core Plus Income | — | NEW | New buy |
| 41 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 42 | SFLR | Innovator Eqty Mgd Floor ETF | — | NEW | New buy |
| 43 | HON | Honeywell International Inc | — | NEW | New buy |
| 44 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 45 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | EXIT | Sold out |
| 47 | CIBR | First Trust Nasdaq Cybersecu | — | NEW | New buy |
| 48 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 49 | EOCT | Innovator Emer Mkt Pwr Buff | — | EXIT | Sold out |
| 50 | ORCL | Oracle CORP | — | NEW | New buy |
According to official SEC Form 13F filings, William Mack & Associates, Inc. reported a total U.S. public equity portfolio value of $283.7M across 78 disclosed positions in Q2 2025.
During Q2 2025, William Mack & Associates, Inc.'s top holdings by market value included VCSH (21.9%)、SCHG (12.1%)、VO (9.7%). The largest single position, VCSH, represented 21.9% of total portfolio value.
In Q2 2025, William Mack & Associates, Inc. made 48 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.