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William Mack & Associates, Inc. - Portfolio Stock Holdings

William Mack & Associates, Inc. disclosed 110 stock positions in a recent SEC 13F filing. $285,098,402 of stock holdings were filed, with the largest holdings including VCSH, VEA, and VO. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,034,607,199 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

110

Est. Stock Holding Value:

$285,098,402

Top Stock Holdings By Sector

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Portfolio Stock Holdings - William Mack & Associates, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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