PACK Private Wealth

PACK Private Wealth as of March 31, 2026

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