PACK Private Wealth, LLC 13F Holdings

CIK 0001907212 · WAYZATA, MN

As of Sep 30, 2025, PACK Private Wealth, LLC reported 55 positions worth $212.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TAX-MANAGED FUNDSVEA—726,501$43.5M20.51%
ISHARES CORE S&P 500 ETFIVV—55,813$37.4M17.60%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—496,583$26.9M12.67%
ISHARES CORE S&P MID-CAP ETFIJH—308,745$20.1M9.49%
GRACO INCGGGIndustrials153,713 3.1M6.15%
ISHARES CORE S&P SMALL-CAP ETFIJR—108,153 2.9M6.05%
SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETFGNR—158,360$9.4M4.42%
VANGUARD REAL ESTATE INDEX FUNDVNQ—94,737$8.7M4.08%
C H ROBINSON WORLDWIDE INCCHRWIndustrials41,620$5.5M2.60%
ISHARES CORE MSCI EAFE ETFIEFA—43,743$3.8M1.80%
UNITEDHEALTH GROUP INCUNHHealthcare9,569$3.3M1.56%
VANGUARD 500 INDEX FUNDVOO—4,859$3.0M1.40%
APPLE INCAAPLTechnology9,910$2.5M1.19%
CHART INDUSTRIES INCGTLSIndustrials11,700$2.3M1.10%
ISHARES S&P 500 GROWTH ETFIVW—16,862$2.0M0.96%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—9,031 .3M0.61%
ISHARES S&P 500 VALUE ETFIVE—5,256 .1M0.51%
BROADCOM INCAVGOTechnology3,108 .0M0.48%
ALPHABET INCGOOGEquity4,000$974.2K0.46%
VANGUARD S&P MID-CAP 400 INDEX FUNDIVOO—8,099$894.0K0.42%
AMAZON.COM INCAMZNEquity3,757$824.9K0.39%
MICROSOFT CORPMSFTTechnology1,425$738.1K0.35%
ISHARES RUSSELL 1000 GROWTH ETFIWF—1,456$682.0K0.32%
ISHARES RUSSELL 1000 ETFIWB—1,772$647.6K0.31%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,225$615.9K0.29%