William Mack & Associates, Inc. - Portfolio overview

William Mack & Associates, Inc. has 93 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VCSH - VANGUARD SCOTTSDALE FDS, 17.34%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.61%
3. VO - VANGUARD INDEX FDS, 12.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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