PACK Private Wealth, LLC

Est. AUM

$217.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$47.4M	740272	21.84%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$38.1M	58274	17.53%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$27.4M	506746	12.61%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$21.7M	321418	9.99%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$13.8M	111018	6.35%	SOLE
6	GRACO INC	COM	$13.0M	153713	5.99%	SOLE
7	SPDR INDEX SHS FDS	STATE STREET SPD	$12.0M	160185	5.51%	SOLE
8	VANGUARD INDEX FDS	REAL ESTATE ETF	$9.0M	101903	4.16%	SOLE
9	ISHARES TR	CORE MSCI EAFE	$4.0M	43743	1.82%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	4859	1.34%	SOLE
11	UNITEDHEALTH GROUP INC	COM	$2.6M	9566	1.19%	SOLE
12	APPLE INC	COM	$2.4M	9629	1.13%	SOLE
13	CHART INDS INC	COM	$2.3M	11215	1.07%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$1.8M	15857	0.83%	SOLE
15	ISHARES TR	RUS MD CP GR ETF	$1.2M	9031	0.53%	SOLE
16	ALPHABET INC	CAP STK CL C	$1.1M	3978	0.53%	SOLE
17	C H ROBINSON WORLDWIDE IN	COM NEW	$1.1M	6620	0.51%	SOLE
18	ISHARES TR	S&P 500 VAL ETF	$1.1M	5205	0.51%	SOLE
19	BROADCOM INC	COM	$962K	3108	0.44%	SOLE
20	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$926K	8099	0.43%	SOLE
21	ROYALTY PHARMA PLC	SHS CLASS A	$835K	17414	0.38%	SOLE
22	AMAZON COM INC	COM	$805K	3865	0.37%	SOLE
23	ISHARES TR	RUS 1000 ETF	$632K	1772	0.29%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$587K	1225	0.27%	SOLE
25	ISHARES TR	RUS 1000 GRW ETF	$531K	1246	0.24%	SOLE
26	MICROSOFT CORP	COM	$527K	1425	0.24%	SOLE
27	ISHARES TR	MSCI EMG MKT ETF	$487K	8575	0.22%	SOLE
28	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$447K	3894	0.21%	SOLE
29	GLOBAL X FDS	GLOBAL X COPPER	$439K	5746	0.20%	SOLE
30	ISHARES TR	RUS 1000 VAL ETF	$394K	1842	0.18%	SOLE
31	ISHARES TR	RUS MID CAP ETF	$372K	3822	0.17%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$371K	11698	0.17%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET ENE	$365K	5954	0.17%	SOLE
34	ISHARES INC	MSCI MEXICO ETF	$362K	4815	0.17%	SOLE
35	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$347K	7217	0.16%	SOLE
36	META PLATFORMS INC	CL A	$328K	574	0.15%	SOLE
37	GLOBAL X FDS	LITHIUM BTRY ETF	$319K	4289	0.15%	SOLE
38	GLOBAL X FDS	RBTCS ARTFL INTE	$307K	9234	0.14%	SOLE
39	ISHARES TR	MSCI EAFE ETF	$306K	3149	0.14%	SOLE
40	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$305K	4643	0.14%	SOLE
41	ISHARES TR	MSCI INDIA ETF	$292K	6233	0.13%	SOLE
42	OLD NATL BANCORP IND	COM	$289K	13078	0.13%	SOLE
43	ISHARES TR	ISHARES BIOTECH	$273K	1614	0.13%	SOLE
44	DELTA AIR LINES INC	COM NEW	$270K	4058	0.12%	SOLE
45	OCCIDENTAL PETE CORP	COM	$259K	3990	0.12%	SOLE
46	TESLA INC	COM	$258K	694	0.12%	SOLE
47	JPMORGAN CHASE & CO	COM	$236K	803	0.11%	SOLE
48	ECOLAB INC	COM	$230K	866	0.11%	SOLE
49	BLACKSTONE INC	COM	$230K	2000	0.11%	SOLE
50	PETROLEO BRASILEIRO S A	SPONSORED ADR	$223K	10767	0.10%	SOLE

1–50 of 56

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.