§ 13F · FUND PROFILE
William Mack & Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $157.4T (13F)Positions · 78Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$212.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 545K | $43.4T | 20.4% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 396K | $24.7T | 11.6% | NEW |
| 3 | VO | VANGUARD INDEX FDS | 83K | $24.0T | 11.3% | NEW |
| 4 | CWB | SPDR SERIES TRUST | 181K | $16.2T | 7.6% | NEW |
| 5 | DISV | DIMENSIONAL ETF TRUST | 399K | $15.2T | 7.1% | NEW |
| 6 | SCHG | SCHWAB STRATEGIC TR | 393K | $12.8T | 6.0% | NEW |
| 7 | AAPL | APPLE INC | 34K | $9.3T | 4.4% | NEW |
| 8 | FNDF | SCHWAB STRATEGIC TR | 177K | $8.0T | 3.8% | NEW |
| 9 | MSFT | MICROSOFT CORP | 10K | $4.9T | 2.3% | NEW |
| 10 | VTEB | VANGUARD MUN BD FDS | 69K | $3.5T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAM SIGNAL
AC read
William Mack & Associates, Inc. is a Other fund managing $157377.1 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
5 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed