Pack Private Wealth, Llc Portfolio Stock Holdings
Pack Private Wealth, Llc disclosed 57 stock positions valued at approximately $217.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, ISHARES TR, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 57
- Portfolio Value
- $217.7M
Holdings by Sector
Pack Private Wealth, Llc Portfolio Holdings in Q1 2026
56 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 21.79% | 740,272 | +1,611 | +0.22% | $47,436,630 |
| ISHARES TR | IVV | Other | 17.48% | 58,274 | +1,881 | +3.34% | $38,065,160 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 12.58% | 506,746 | +1,022 | +0.20% | $27,389,621 |
| ISHARES TR | IJH | Other | 9.97% | 321,418 | +1,994 | +0.62% | $21,705,358 |
| ISHARES TR | IJR | Other | 6.34% | 111,018 | +1,098 | +1.00% | $13,800,648 |
| GRACO INC | GGG | Industrials | 5.98% | 153,713 | - | - | $13,011,805 |
| SPDR INDEX SHS FDS | GNR | Other | 5.49% | 160,185 | -311 | -0.19% | $11,961,014 |
| VANGUARD INDEX FDS | VNQ | Other | 4.15% | 101,903 | +3,812 | +3.89% | $9,038,796 |
| ISHARES TR | IEFA | Other | 1.82% | 43,743 | - | - | $3,960,054 |
| VANGUARD INDEX FDS | VOO | Other | 1.33% | 4,859 | - | - | $2,903,495 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.19% | 9,566 | - | - | $2,588,464 |
| APPLE INC | AAPL | Technology | 1.12% | 9,629 | - | - | $2,443,758 |
| CHART INDS INC | GTLS | Industrials | 1.06% | 11,215 | - | - | $2,318,701 |
| ISHARES TR | IVW | Other | 0.82% | 15,857 | -346 | -2.14% | $1,793,585 |
| ISHARES TR | IWP | Other | 0.53% | 9,031 | - | - | $1,157,052 |
| ALPHABET INC | GOOG | Communication Services | 0.52% | 3,978 | -7 | -0.18% | $1,141,129 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 0.50% | 6,620 | -30,000 | -81.92% | $1,099,383 |
| ISHARES TR | IVE | Other | 0.50% | 5,205 | -51 | -0.97% | $1,099,036 |
| BROADCOM INC | AVGO | Technology | 0.44% | 3,108 | - | - | $961,957 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.43% | 8,099 | - | - | $925,878 |
| ROYALTY PHARMA PLC | RPRX | Other | 0.38% | 17,414 | - | - | $835,350 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 3,865 | +195 | +5.31% | $804,964 |
| ISHARES TR | IWB | Other | 0.29% | 1,772 | - | - | $631,824 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 1,225 | - | - | $587,020 |
| ISHARES TR | IWF | Other | 0.24% | 1,246 | - | - | $531,294 |
| MICROSOFT CORP | MSFT | Technology | 0.24% | 1,425 | - | - | $527,492 |
| ISHARES TR | EEM | Other | 0.22% | 8,575 | - | - | $486,974 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 0.21% | 3,894 | - | - | $447,148 |
| GLOBAL X FDS | COPX | Other | 0.20% | 5,746 | - | - | $438,707 |
| ISHARES TR | IWD | Other | 0.18% | 1,842 | - | - | $393,580 |
| ISHARES TR | IWR | Other | 0.17% | 3,822 | - | - | $371,613 |
| FIRST TR EXCHANGE-TRADED FD | FCG | Other | 0.17% | 11,698 | - | - | $370,710 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.17% | 5,954 | - | - | $364,742 |
| ISHARES INC | EWW | Other | 0.17% | 4,815 | - | - | $362,232 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.16% | 7,217 | - | - | $346,777 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 574 | - | - | $328,432 |
| GLOBAL X FDS | LIT | Other | 0.15% | 4,289 | - | - | $318,887 |
| GLOBAL X FDS | BOTZ | Other | 0.14% | 9,234 | +1,873 | +25.44% | $306,753 |
| ISHARES TR | EFA | Other | 0.14% | 3,149 | - | - | $305,862 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.14% | 4,643 | -204 | -4.21% | $304,999 |
| ISHARES TR | INDA | Other | 0.13% | 6,233 | - | - | $291,954 |
| OLD NATL BANCORP IND | ONB | Financial Services | 0.13% | 13,078 | - | - | $289,024 |
| ISHARES TR | IBB | Other | 0.13% | 1,614 | - | - | $272,524 |
| DELTA AIR LINES INC | DAL | Industrials | 0.12% | 4,058 | - | - | $269,790 |
| OCCIDENTAL PETE CORP | OXY | Energy | 0.12% | 3,990 | +3,990 | +100.00% | $259,350 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 694 | - | - | $258,010 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 803 | - | - | $236,210 |
| ECOLAB INC | ECL | Basic Materials | 0.11% | 866 | - | - | $230,373 |
| BLACKSTONE INC | BX | Financial Services | 0.11% | 2,000 | - | - | $229,980 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.10% | 10,767 | - | - | $223,415 |
| ISHARES TR | IWM | Other | 0.10% | 842 | - | - | $208,816 |
| API GROUP CORP | APG | Industrials | 0.10% | 5,142 | +5,142 | +100.00% | $208,354 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 224 | - | - | $206,028 |
| UWM HOLDINGS CORPORATION | UWMC | Financial Services | 0.03% | 17,022 | - | - | $61,620 |
| UNDER ARMOUR INC | UA | Consumer Cyclical | 0.03% | 10,271 | - | - | $59,469 |
| CIBUS INC | CBUS | Healthcare | 0.01% | 15,478 | - | - | $30,646 |