Aryn Sands

William Mack & Associates, Inc.

Assets Managed

$283.719M

Holdings

108

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

62.18%(2Q avg: 22.26%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in William Mack & Associates, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of William Mack & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 283.719M in assets, with a quarterly growth rate of 62.18% and a 2-quarter average growth rate of 22.26%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 53.58%	17%	$48.226M 610,226 shares@ $79.04 avg price	Increased 53.58%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 54.72%	14.99%	$42.518M 596,739 shares@ $71.26 avg price	Increased 54.72%
VO Vanguard Mid-cap Etf Recent Activity Increased 526.42%	14.1%	$39.993M 496,380 shares@ $80.58 avg price	Increased 526.42%
DISV Dimensional International Sm Recent Activity Increased 57.99%	8.33%	$23.633M 588,902 shares@ $40.14 avg price	Increased 57.99%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 61.84%	5.38%	$15.254M 289,123 shares@ $52.77 avg price	Increased 61.84%
CWB Spdr Bloomberg Convertible S Recent Activity Increased 0.65%	4.55%	$12.899M 119,630 shares@ $107.83 avg price	Increased 0.65%
SCHG Schwab Us Large-cap Growth Recent Activity Increased 74.37%	4.53%	$12.851M 379,763 shares@ $33.84 avg price	Increased 74.37%
AAPL Apple Inc Recent Activity Increased 16.53%	3.61%	$10.233M 35,364 shares@ $289.36 avg price	Increased 16.53%
MSFT Microsoft Corp Recent Activity Increased 22.71%	1.52%	$4.294M 11,511 shares@ $373.03 avg price	Increased 22.71%
VTEB Vanguard Tax-exempt Bond Etf Recent Activity Increased 3.61%	1.26%	$3.553M 70,242 shares@ $50.59 avg price	Increased 3.61%

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