§ 13F · FUND PROFILE
PACK Private Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 55Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$468K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 740K | $47M | 21.8% | ±0% |
| 2 | IVV | ISHARES TR | 58K | $38M | 17.5% | +3% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 507K | $27M | 12.6% | ±0% |
| 4 | IJH | ISHARES TR | 321K | $22M | 10.0% | +1% |
| 5 | IJR | ISHARES TR | 111K | $14M | 6.3% | +1% |
| 6 | GGG | GRACO INC | 154K | $13M | 6.0% | ±0% |
| 7 | GNR | SPDR INDEX SHS FDS | 160K | $12M | 5.5% | ±0% |
| 8 | VNQ | VANGUARD INDEX FDS | 102K | $9M | 4.2% | +4% |
| 9 | IEFA | ISHARES TR | 44K | $4M | 1.8% | ±0% |
| 10 | VOO | VANGUARD INDEX FDS | 5K | $3M | 1.3% | ±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 $212 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed