William Mack & Associates, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed November 24, 2025), William Mack & Associates, Inc. reported 64 stock positions worth $95.5 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 21.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 12.6%) and Apple (AAPL, 9.8%).
- Most Recent 13F
- Q2 2026
- Location
- TROY, MI
- CIK
- 0002096700
- Portfolio Value
- $95.5M (Q4 2024)
- SEC Filing
- 0001754960-25-000804 ↗ filed Nov 24, 2025
Holdings Value
Holdings 64 stocks · $95.5M
| VCSH Vanguard S/T Corp. Bond ETF | 21.20% | 259,556 | $20.2M | — |
| SCHG Schwab US Large-Cap Growth | 12.56% | 430,317 | $12.0M | — |
| AAPL Apple Inc. | 9.78% | 37,316 | $9.3M | — |
| CWB SS SPDR BB Conv Sec ETF | 6.11% | 74,887 | $5.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.73% | 20,729 | $5.5M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.75% | 9,738 | $2.6M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.64% | 50,391 | $2.5M | — |
| VEA Vanguard Ftse Developed ETF | 2.61% | 52,057 | $2.5M | — |
| MSFT Microsoft Corp. | 2.45% | 5,559 | $2.3M | — |
| TSLA Tesla Inc. | 2.24% | 5,289 | $2.1M | — |
| BND Vanguard Total Bond Market | 1.81% | 24,085 | $1.7M | — |
| AMZN Amazon.com Inc. | 1.70% | 7,421 | $1.6M | — |
| GOOGL Alphabet Inc. Class A | 1.36% | 6,880 | $1.3M | — |
| SCHV Schwab US Large-Cap Value | 1.31% | 48,127 | $1.3M | — |
| IJH iShares Core S&P Midcap ETF | 1.23% | 18,839 | $1.2M | — |
| VSS Vanguard Ftse All Wo X-US SC | 1.23% | 10,250 | $1.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.22% | 2,831 | $1.2M | — |
| BNDX Vanguard Total Intl Bond ETF | 1.05% | 20,464 | $1.0M | — |
| PSTP Innovator PWR Buff Su St ETF | 0.98% | 29,336 | $940K | — |
| IVV iShares Core S&P 500 ETF | 0.97% | 1,571 | $925K | — |
| META Meta Platforms Inc. Class A | 0.96% | 1,573 | $921K | — |
| DISV Dimensional International SM | 0.94% | 33,944 | $902K | — |
| JPM JPMorgan Chase & Co. | 0.93% | 3,689 | $884K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.88% | 3,013 | $844K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.82% | 4,815 | $779K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 1,253 | $734K | — |
| IWV iShares Russell 3000 ETF | 0.62% | 1,779 | $595K | — |
| NVDA Nvidia Corp. | 0.62% | 4,421 | $594K | — |
| SYK Stryker Corp. | 0.62% | 1,643 | $592K | — |
| DTE DTE Energy Company | 0.59% | 4,648 | $561K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.57% | 4,880 | $543K | — |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 11,895 | $524K | — |
| SCHA Schwab US Small-Cap ETF | 0.54% | 20,098 | $520K | — |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 5,334 | $472K | — |
| JPIE JPMorgan Income ETF | 0.47% | 9,861 | $450K | — |
| HD Home Depot Inc. | 0.40% | 990 | $385K | — |
| T AT&T Inc. | 0.39% | 16,554 | $377K | — |
| XOM Exxon Mobil Corp. | 0.39% | 3,485 | $375K | — |
| IVW iShares S&P 500 Growth ETF | 0.39% | 3,690 | $375K | — |
| NFLX Netflix Inc. | 0.37% | 398 | $355K | — |
| GOOG Alphabet Inc. Class C | 0.36% | 1,814 | $346K | — |
| COST Costco Wholesale Corp. | 0.35% | 361 | $331K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 7,260 | $326K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 4,722 | $326K | — |
| UDEC Innovator U.S. Equity Ultra | 0.34% | 9,223 | $324K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 698 | $316K | — |
| SPGI S&P Global Inc. | 0.33% | 624 | $311K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.31% | 8,843 | $294K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.30% | 28,839 | $286K | — |
| MA Mastercard Inc. Class A | 0.29% | 523 | $276K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.29% | 682 | $275K | — |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.28% | 5,539 | $267K | — |
| CGCB Cap Group Core Bond | 0.27% | 10,103 | $261K | — |
| CVX Chevron Corp. | 0.27% | 1,748 | $253K | — |
| MDY State Street SPDR S&P Midcap | 0.26% | 431 | $245K | — |
| V Visa Inc. Class A | 0.25% | 757 | $239K | — |
| DTM DT Midstream Inc. | 0.24% | 2,343 | $233K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 901 | $229K | — |
| IWF iShares Russell 1000 Growth | 0.24% | 565 | $227K | — |
| IJR iShares Core S&P Small-Cap E | 0.24% | 1,955 | $225K | — |
| IJUN Innov Intl Dev PB ETF - June | 0.22% | 8,657 | $213K | — |
| KO The Coca-Cola Co. | 0.22% | 3,385 | $211K | — |
| HON Honeywell International Inc. | 0.22% | 930 | $210K | — |
| PG The Procter & Gamble Co. | 0.21% | 1,198 | $201K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $283.7M | VCSH, VEA, VO, DISV, FNDF |
| Q1 2026 | 73 | $174.9M | VCSH, VEA, VO, DISV, CWB |
| Q4 2025 | 92 | $212.5M | VCSH, VEA, VO, CWB, DISV |
| Q3 2025 | 88 | $185.9M | VCSH, VO, SCHG, VEA, CWB |
| Q2 2025 | 78 | $157.4M | VCSH, SCHG, VO, VEA, CWB |
| Q1 2025 | 70 | $116.8M | VCSH, SCHG, VO, AAPL, CWB |
| Q4 2024 | 64 | $95.5M | VCSH, SCHG, AAPL, CWB, VO |