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CIK: 0002096700
Total reported value
$283.7M
$283.7M
92 檔
43.5%
According to the latest 13F quarterly dataset, William Mack & Associates, Inc. managed an equity portfolio of $283.7M at the end of Q4 2025, spanning 92 distinct U.S. exchange-listed positions.
In Q4 2025, William Mack & Associates, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, VEA, VO) accounted for 43.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
CSRE
市值: $314.5K
Top Position Liquidated / Trimmed
BNDX
前期市值: $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 20.44% | -1.00% | +13.64% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.65% | +0.86% | +49.62% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.29% | +1.09% | +24.49% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 7.61% | -1.67% | +21.88% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 7.14% | -0.07% | +56.78% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.03% | +0.90% | -24.91% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.39% | -0.79% | -7.53% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.77% | +0.38% | +45.70% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.47% | -9.08% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.64% | -0.68% | +2.97% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.44% | -0.48% | +0.10% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.18% | +0.57% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | -0.17% | +1.71% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.01% | -3.65% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.05% | +0.13% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | -0.08% | +7.45% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.70% | -0.16% | -0.52% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | +0.08% | -1.64% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | -0.18% | +3.57% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.60% | -0.12% | -2.35% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.59% | +0.09% | -2.91% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | -0.88% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.15% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.06% | -0.72% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.03% | +0.78% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.09% | +5.44% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.42% | -0.05% | -4.71% | |
| 28 | CGCB | Cap Group Core Bond | ETF-Other | 0.40% | -0.06% | +0.77% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.04% | -8.53% | |
| 30 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.37% | -0.22% | +0.18% | |
| 31 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.36% | -0.14% | — | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.34% | -0.05% | -4.24% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | +0.02% | +0.37% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.29% | -0.06% | -3.97% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.28% | -0.07% | +12.83% | |
| 36 | DTE | Dte Energy Company | Stock-Utilities | 0.28% | -0.04% | — | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | +0.02% | +0.45% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.07% | +2.01% | |
| 39 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.27% | -0.04% | -3.54% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.26% | -0.10% | -0.38% | |
| 41 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.25% | +0.18% | NEW | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.25% | -0.09% | -28.92% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | -0.09% | -5.52% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.20% | EXIT | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.24% | EXIT | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | -0.23% | +1084.81% | |
| 47 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.20% | — | +13.03% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.09% | -6.00% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.19% | -0.14% | +0.31% | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.18% | -0.02% | +1.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +3.1% | +49.62% | Add |
| 2 | DISV | Dimensional International Sm | +2.3% | +56.78% | Add |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +1% | +45.70% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.8% | +24.49% | Add |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +21.88% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.71% | Add |
| 7 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +45.38% | Add |
| 8 | COKE | Coca-cola Consolidated Inc | +0.1% | +0.18% | Add |
| 9 | GOOG | Alphabet Inc-cl C | 0% | +2.01% | Add |
| 10 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +24.10% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | +15.84% | Add |
| 12 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 13 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | +12.83% | Add |
| 14 | VB | Vanguard Small-cap ETF | — | +13.74% | Add |
| 15 | CGCP | Cap Group Core Plus Income | — | +13.03% | Add |
| 16 | F | Ford Motor Co | 0% | +1.62% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.44% | Add |
| 18 | VUG | Vanguard Growth ETF | 0% | +7.45% | Add |
| 19 | HD | Home Depot Inc | -0.1% | -2.16% | Trim |
| 20 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +3.57% | Add |
| 21 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -14.98% | Trim |
| 22 | T | At&t Inc | -0.1% | +0.31% | Add |
| 23 | DTE | Dte Energy Company | -0.1% | — | Unchanged |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -8.53% | Trim |
| 25 | AMZN | Amazon.com Inc | -0.1% | +0.57% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.13% | Add |
| 27 | JPIE | Jpmorgan Income ETF | -0.1% | -2.91% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 29 | IWV | Ishares Russell 3000 ETF | -0.1% | -28.92% | Trim |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +13.64% | Add |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | +2.97% | Add |
| 32 | VV | Vanguard Large-cap ETF | -0.2% | +0.10% | Add |
| 33 | TSLA | Tesla Inc | -0.2% | -3.65% | Trim |
| 34 | AAPL | Apple Inc | -0.7% | -7.53% | Trim |
| 35 | MSFT | Microsoft CORP | -0.8% | -9.08% | Trim |
| 36 | SCHG | Schwab US Large-cap Growth | -2.9% | -24.91% | Trim |
| 37 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 38 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | Sold out |
| 39 | CSRE | C&s Real Estate Active ETF | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 41 | EFAX | State Street Spdr Msci Eafe | — | NEW | New buy |
| 42 | AMGN | Amgen Inc | — | NEW | New buy |
| 43 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 44 | CCEF | Calamos Cef Inc & Arbitr ETF | — | NEW | New buy |
| 45 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 46 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 47 | PDEC | Innovator U.s. Equity Power | — | NEW | New buy |
| 48 | ALL | Allstate CORP | — | EXIT | Sold out |
| 49 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 50 | UDOW | Proshares Ultrapro Dow30 | — | 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 92 disclosed positions in Q4 2025.
During Q4 2025, William Mack & Associates, Inc.'s top holdings by market value included VCSH (20.4%)、VEA (11.7%)、VO (11.3%). The largest single position, VCSH, represented 20.4% of total portfolio value.
In Q4 2025, William Mack & Associates, Inc. made 47 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 9 holdings, and fully liquidating 5 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.
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