PACK Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, PACK Private Wealth, LLC held in its portfolio 56 assets valued at $219,339,226 (i.e. $219.34M).
The most valuable assets in the portfolio included: VANGUARD TAX-MANAGED FDS ($46.14M), ISHARES TR ($38.63M), and VANGUARD INTL EQUITY INDEX F ($27.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PACK Private Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 738661 | 46144153 | VAN FTSE DEV MKT |
| ISHARES TR | 56393 | 38625821 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 505724 | 27187722 | FTSE EMR MKT ETF |
| ISHARES TR | 319424 | 21081984 | CORE S&P MCP ETF |
| ISHARES TR | 109920 | 13210186 | CORE S&P SCP ETF |
| GRACO INC | 153713 | 12599855 | COM |
| SPDR INDEX SHS FDS | 160496 | 9973221 | GLB NAT RESRCE |
| VANGUARD INDEX FDS | 98091 | 8680073 | REAL ESTATE ETF |
| C H ROBINSON WORLDWIDE INC | 36620 | 5887031 | COM NEW |
| ISHARES TR | 43743 | 3913249 | CORE MSCI EAFE |
| UNITEDHEALTH GROUP INC | 9566 | 3157832 | COM |
| VANGUARD INDEX FDS | 4859 | 3047225 | S&P 500 ETF SHS |
| APPLE INC | 9629 | 2617755 | COM |
| CHART INDS INC | 11215 | 2312869 | COM |
| ISHARES TR | 16203 | 1997182 | S&P 500 GRWT ETF |
| ALPHABET INC | 3985 | 1250493 | CAP STK CL C |
| ISHARES TR | 9031 | 1236705 | RUS MD CP GR ETF |
| ISHARES TR | 5256 | 1114640 | S&P 500 VAL ETF |
| BROADCOM INC | 3108 | 1075679 | COM |
| VANGUARD ADMIRAL FDS INC | 8099 | 905468 | MIDCP 400 IDX |
| AMAZON COM INC | 3670 | 847109 | COM |
| MICROSOFT CORP | 1425 | 689158 | COM |
| ROYALTY PHARMA PLC | 17414 | 672877 | SHS CLASS A |
| ISHARES TR | 1772 | 661736 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 1225 | 615746 | CL B NEW |
| ISHARES TR | 1246 | 589732 | RUS 1000 GRW ETF |
| EXCHANGE LISTED FDS TR | 6132 | 532871 | STRATIFIED LARGE |
| ISHARES TR | 8575 | 469138 | MSCI EMG MKT ETF |
| VANGUARD ADMIRAL FDS INC | 3894 | 432078 | SMLLCP 600 IDX |
| GLOBAL X FDS | 5746 | 412505 | GLOBAL X COPPER |
| ISHARES TR | 1842 | 387446 | RUS 1000 VAL ETF |
| META PLATFORMS INC | 574 | 378926 | CL A |
| ISHARES TR | 3822 | 367944 | RUS MID CAP ETF |
| VANGUARD CHARLOTTE FDS | 7217 | 348725 | TOTAL INT BD ETF |
| ISHARES TR | 6233 | 336894 | MSCI INDIA ETF |
| ISHARES INC | 4815 | 333824 | MSCI MEXICO ETF |
| VANGUARD WHITEHALL FDS | 4847 | 326833 | EM MK GOV BD ETF |
| TESLA INC | 694 | 312124 | COM |
| BLACKSTONE INC | 2000 | 308280 | COM |
| ISHARES TR | 3149 | 302398 | MSCI EAFE ETF |
| OLD NATL BANCORP IND | 13078 | 291770 | COM |
| DELTA AIR LINES INC DEL | 4058 | 281640 | COM NEW |
| GLOBAL X FDS | 4289 | 278185 | LITHIUM BTRY ETF |
| FIRST TR EXCHANGE-TRADED FD | 11698 | 273850 | NAT GAS ETF |
| ISHARES TR | 1614 | 272395 | ISHARES BIOTECH |
| GLOBAL X FDS | 7361 | 266689 | RBTCS ARTFL INTE |
| SELECT SECTOR SPDR TR | 5954 | 266203 | STATE STREET ENE |
| JPMORGAN CHASE & CO. | 803 | 258743 | COM |
| ELI LILLY & CO | 224 | 240728 | COM |
| ECOLAB INC | 866 | 227342 | COM |
| CLEARFIELD INC | 7500 | 218625 | COM |
| ISHARES TR | 842 | 207267 | RUSSELL 2000 ETF |
| PETROLEO BRASILEIRO SA PETRO | 10767 | 127589 | SPONSORED ADR |
| UWM HOLDINGS CORPORATION | 17022 | 74556 | COM CL A |
| UNDER ARMOUR INC | 10271 | 49301 | CL C |
| CIBUS INC | 15478 | 26932 | CL A COM STK |
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