William Mack & Associates, Inc.
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 283,719
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 108 | 283,719 | 13F-HR | William Mack & Associates, Inc. |
| Q1 2026 | 4/14/2026 | 73 | 174,948 | 13F-HR | William Mack & Associates, Inc. |
| Q4 2025 | 2/9/2026 | 92 | 212,463 | 13F-HR | William Mack & Associates, Inc. |
| Q3 2025 | 11/14/2025 | 88 | 185,931 | 13F-HR | William Mack & Associates, Inc. |
| Q2 2025 | 11/24/2025 | 78 | 157,377 | 13F-HR | William Mack & Associates, Inc. |
| Q1 2025 | 11/24/2025 | 70 | 116,813 | 13F-HR | William Mack & Associates, Inc. |
| Q4 2024 | 11/24/2025 | 64 | 95,511 | 13F-HR | William Mack & Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.49 K | 15.3% | 13.74 K | 0 | 13.74 K |
| ETFs | 239.9 K | 84.5% | 95 K | 0 | 95 K |
| Debt | 361 | 0.1% | 25 | 0 | 25 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
283,719
Holdings
108
QoQ value change ($000)
108,771
(62.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.