Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
William Mack & Associates, Inc. (CIK 2096700) reported $174.9M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCSH ($31.5M, 18.00%), VEA ($24.7M, 14.13%), VO ($22.8M, 13.01%), DISV ($14.7M, 8.40%), CWB ($10.9M, 6.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | $31.5M | 18.00% | 397,355 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $24.7M | 14.13% | 385,705 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $22.8M | 13.01% | 79,241 | Trimmed |
| 4 | DISV | DIMENSIONAL ETF TRUST | $14.7M | 8.40% | 372,761 | Trimmed |
| 5 | CWB | SPDR SERIES TRUST | $10.9M | 6.22% | 118,869 | Trimmed |
| 6 | FNDF | SCHWAB STRATEGIC TR | $8.7M | 5.00% | 178,654 | Added |
| 7 | AAPL | APPLE INC | $7.7M | 4.40% | 30,350 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $6.3M | 3.63% | 217,797 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $3.5M | 1.99% | 9,381 | Trimmed |
| 10 | VTEB | VANGUARD MUN BD FDS | $3.4M | 1.93% | 67,796 | Trimmed |
| 11 | VV | VANGUARD INDEX FDS | $2.9M | 1.66% | 9,726 | Added |
| 12 | ACN | ACCENTURE PLC IRELAND | $2.2M | 1.25% | 10,990 | New |
| 13 | GOOGL | ALPHABET INC | $1.9M | 1.06% | 6,460 | Trimmed |
| 14 | TSLA | TESLA INC | $1.6M | 0.90% | 4,246 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $1.5M | 0.85% | 2,492 | Trimmed |
| 16 | SCHV | SCHWAB STRATEGIC TR | $1.5M | 0.84% | 48,395 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $1.3M | 0.74% | 6,196 | Trimmed |
| 18 | IJH | ISHARES TR | $1.3M | 0.73% | 18,820 | Trimmed |
| 19 | JPIE | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.73% | 27,594 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $1.2M | 0.68% | 2,708 | Trimmed |
| 21 | VSS | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.60% | 7,155 | Trimmed |
| 22 | COKE | COCA COLA CONS INC | $973,709 | 0.56% | 5,078 | Hold |
| 23 | DFSV | DIMENSIONAL ETF TRUST | $922,673 | 0.53% | 26,332 | Added |
| 24 | CSRE | COHEN & STEERS ETF TRUST | $919,669 | 0.53% | 34,995 | Added |
| 25 | META | META PLATFORMS INC | $870,796 | 0.50% | 1,522 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31