William Mack & Associates, Inc.

All 13F Filings

Location
Troy, MI
Most recent 13F
Q2 2026
Holdings value ($000)
283,719
Description
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Website
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Founded
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Chairman
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CEO
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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.