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Portfolio (Quarterly) Guide ↗

William Mack & Associates, Inc.

· CIK 0002096700
13F Portfolio $284M AUM 108 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 56 Added 5 Reduced 2 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 20,121.0 $1.6M 0.55% +1K +6.9% $77.11 -3.5%
22 VTI VANGUARD INDEX FDS 3,804.0 $1.4M 0.50% NEW $370.06 +1.7%
23 ACN ACCENTURE PLC IRELAND Technology 11,155.0 $1.4M 0.49% +165.0 +1.5% $124.44 +47.8%
24 NVDA NVIDIA CORPORATION Technology 6,903.0 $1.4M 0.49% +2K +49.6% $200.09 +9.1%
25 VSS VANGUARD INTL EQUITY INDEX F 8,879.0 $1.4M 0.48% +2K +24.1% $154.29 +2.8%
26 BND VANGUARD BD INDEX FDS 18,540.0 $1.4M 0.48% +9K +93.2% $73.41 -3.0%
27 JPM JPMORGAN CHASE & CO Financial Services 3,717.0 $1.2M 0.43% +1K +50.5% $327.30 +8.8%
28 IVV ISHARES TR 1,533.0 $1.1M 0.41% +307.0 +25.0% $748.80 +2.6%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,475.0 $1.1M 0.39% +188.0 +14.6% $746.88 +2.3%
30 SCHA SCHWAB STRATEGIC TR 28,128.0 $1.0M 0.36% +8K +37.9% $36.13 -6.5%
31 META META PLATFORMS INC Communication Services 1,770.0 $997K 0.35% +248.0 +16.3% $563.30 +15.0%
32 COKE COCA COLA CONS INC Consumer Defensive 5,086.0 $971K 0.34% $190.91 +0.9%
33 SCHX SCHWAB STRATEGIC TR 32,053.0 $943K 0.33% NEW $29.43 +2.3%
34 VOE VANGUARD INDEX FDS 4,755.0 $940K 0.33% +1K +30.4% $197.60 +3.9%
35 GOOG ALPHABET INC 2,565.0 $906K 0.32% +1K +71.0% $353.38
36 SPYM SPDR SERIES TRUST 9,423.0 $828K 0.29% +4K +64.5% $87.88 +2.1%
37 PSTP INNOVATOR ETFS TRUST 21,378.0 $786K 0.28% $36.78 +1.7%
38 CCEF CALAMOS ETF TR 26,197.0 $784K 0.28% NEW $29.93 -1.4%
39 MU MICRON TECHNOLOGY INC Technology 675.0 $779K 0.28% $1154.80 -15.5%
40 VBK VANGUARD INDEX FDS 2,002.0 $732K 0.26% +235.0 +13.3% $365.70 -6.8%
Page 2 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.6%
Consumer Cyclical 14.3%
Financial Services 12.3%
Communication Services 10.8%
Consumer Defensive 4.3%
Healthcare 4.0%
Energy 2.0%
Utilities 1.7%
Industrials 1.0%
Basic Materials 0.0%