§ 13F · FUND PROFILE
PACK Private Wealth, LLC.
AUM · $241M (13F)Positions · 61Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 744K | $53M | 22.0% | +1% |
| 2 | IVV | ISHARES TR | 58K | $43M | 17.9% | −1% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 509K | $30M | 12.6% | ±0% |
| 4 | IJH | ISHARES TR | 323K | $25M | 10.3% | +1% |
| 5 | IJR | ISHARES TR | 110K | $16M | 6.8% | −1% |
| 6 | GGG | GRACO INC | 154K | $12M | 4.8% | ±0% |
| 7 | GNR | SPDR INDEX SHS FDS | 161K | $11M | 4.5% | ±0% |
| 8 | VNQ | VANGUARD INDEX FDS | 100K | $10M | 4.0% | −1% |
| 9 | IEFA | ISHARES TR | 44K | $4M | 1.7% | ±0% |
| 10 | UNH | UNITEDHEALTH GROUP INC | 10K | $4M | 1.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PACK SIGNAL
AC read
PACK Private Wealth, LLC is a Other fund managing $241 million in assets. The fund runs a portfolio of 61 positions.
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