William Mack & Associates, Inc.: 13F holdings
CIK 20967002026Q2
| Positions | 108 |
|---|
| Reported value | $283.7m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 108 (+35 vs prior quarter) |
|---|
| Reported value | $283.7m (+62.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCSH VANGUARD SCOTTSDALE FDS | 610,226 | $48.2m | 17.0% |
| VEA VANGUARD TAX-MANAGED FDS | 596,739 | $42.5m | 15.0% |
| VO VANGUARD INDEX FDS | 496,380 | $40.0m | 14.1% |
| DISV DIMENSIONAL ETF TRUST | 588,902 | $23.6m | 8.3% |
| EWU SCHWAB STRATEGIC TR | 289,123 | $15.3m | 5.4% |
| CWB SPDR SERIES TRUST | 119,630 | $12.9m | 4.5% |
| SCHG SCHWAB STRATEGIC TR | 379,763 | $12.9m | 4.5% |
| AAPL APPLE INC | 35,364 | $10.2m | 3.6% |
| MSFT MICROSOFT CORP | 11,511 | $4.3m | 1.5% |
| VTEB VANGUARD MUN BD FDS | 70,242 | $3.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2096700")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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