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PACK Private Wealth

Latest statistics and disclosures from PACK Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, IVV, VWO, IJH, IJR, and represent 68.15% of PACK Private Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV, VNQ, OXY, APG, IJR, IJH, VEA, BOTZ, VWO, AMZN.
Started 2 new stock positions in OXY, APG.
Reduced shares in these 8 stocks: CHRW, , , IVW, GNR, VWOB, IVE, GOOG.
Sold out of its positions in C H ROBINSON WORLDWIDE INC CMN Stock cmn, CLFD.
PACK Private Wealth was a net seller of stock by $-3.4M.
PACK Private Wealth has $218M in assets under management (AUM), dropping by -0.73%.
Central Index Key (CIK): 0001907212

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Positions held by PACK Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PACK Private Wealth

PACK Private Wealth holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	21.8	$47M		740k	64.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	17.5	$38M	+3%	58k	653.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	12.6	$27M		507k	54.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	10.0	$22M		321k	67.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.3	$14M		111k	124.31	View chart
Gra (GGG)	6.0	$13M		154k	84.65	View chart
Spdr Index Shs Fds State Street Spd (GNR)	5.5	$12M		160k	74.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.2	$9.0M	+3%	102k	88.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$4.0M		44k	90.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.9M		4.9k	597.55	View chart
UnitedHealth (UNH)	1.2	$2.6M		9.6k	270.59	View chart
Apple (AAPL)	1.1	$2.4M		9.6k	253.79	View chart
Chart Industries (GTLS)	1.1	$2.3M		11k	206.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.8M	-2%	16k	113.11	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.2M		9.0k	128.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M		4.0k	286.86	View chart
C H Robinson Worldwide In Com New (CHRW)	0.5	$1.1M	-81%	6.6k	166.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.1M		5.2k	211.15	View chart
Broadcom (AVGO)	0.4	$962k		3.1k	309.51	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.4	$926k		8.1k	114.32	View chart
Royalty Pharma Shs Class A (RPRX)	0.4	$835k		17k	47.97	View chart
Amazon (AMZN)	0.4	$805k	+5%	3.9k	208.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$632k		1.8k	356.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$587k		1.2k	479.20	View chart
Exchange Listed Fds Tr Stratified Large (SSPY)	0.2	$541k		6.1k	88.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$531k		1.2k	426.40	View chart
Microsoft Corporation (MSFT)	0.2	$528k		1.4k	370.17	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$487k		8.6k	56.79	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$447k		3.9k	114.83	View chart
Global X Fds Global X Copper (COPX)	0.2	$439k		5.7k	76.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$394k		1.8k	213.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$372k		3.8k	97.23	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.2	$371k		12k	31.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$365k		6.0k	61.26	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$362k		4.8k	75.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$347k		7.2k	48.05	View chart
Meta Platforms Cl A (META)	0.2	$328k		574.00	572.18	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$319k		4.3k	74.35	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$307k	+25%	9.2k	33.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$306k		3.1k	97.13	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$305k	-4%	4.6k	65.69	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$292k		6.2k	46.84	View chart
Old National Ban (ONB)	0.1	$289k		13k	22.10	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$273k		1.6k	168.85	View chart
Delta Air Lines Com New (DAL)	0.1	$270k		4.1k	66.48	View chart
Occidental Petroleum Corporation (OXY)	0.1	$259k	NEW	4.0k	65.00	View chart
Tesla Motors (TSLA)	0.1	$258k		694.00	371.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$236k		803.00	294.16	View chart
Ecolab (ECL)	0.1	$230k		866.00	266.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$230k		2.0k	114.99	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$223k		11k	20.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$209k		842.00	248.00	View chart
Api Group Corp Com Stk (APG)	0.1	$208k	NEW	5.1k	40.52	View chart
Eli Lilly & Co. (LLY)	0.1	$206k		224.00	919.77	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$62k		17k	3.62	View chart
Under Armour CL C (UA)	0.0	$60k		10k	5.79	View chart
Cibus Cl A Com Stk (CBUS)	0.0	$31k		16k	1.98	View chart

Past Filings by PACK Private Wealth

SEC 13F filings are viewable for PACK Private Wealth going back to 2021

PACK Private Wealth 2026 Q1 filed May 15, 2026
PACK Private Wealth 2025 Q4 filed Feb. 17, 2026
PACK Private Wealth 2025 Q3 filed Nov. 6, 2025
PACK Private Wealth 2025 Q2 filed Aug. 13, 2025
PACK Private Wealth 2025 Q1 filed May 13, 2025
PACK Private Wealth 2024 Q4 filed Feb. 3, 2025
PACK Private Wealth 2024 Q3 filed Oct. 28, 2024
PACK Private Wealth 2024 Q2 filed Aug. 2, 2024
PACK Private Wealth 2024 Q1 filed May 3, 2024
PACK Private Wealth 2023 Q4 filed Feb. 6, 2024
PACK Private Wealth 2023 Q3 filed Nov. 1, 2023
PACK Private Wealth 2023 Q2 filed July 14, 2023
PACK Private Wealth 2023 Q1 filed April 18, 2023
PACK Private Wealth 2022 Q4 filed Jan. 30, 2023
PACK Private Wealth 2022 Q3 filed Nov. 9, 2022
PACK Private Wealth 2022 Q2 filed Aug. 12, 2022

View all past filings

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