Institutions / PACK Private Wealth, LLC
PACK Private Wealth, LLC
CIK 1907212 · Institution · as of Dec 31, 2025
Portfolio value
$218.71M
Positions
56
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 56 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $46.14M | 21.1% |
| iShares Tr | $38.63M | 17.7% |
| Vanguard Intl Equity Index F | $27.19M | 12.4% |
| iShares Tr | $21.08M | 9.6% |
| iShares Tr | $13.21M | 6.0% |
| Graco Inc | $12.60M | 5.8% |
| SPDR Index Shs Fds | $9.97M | 4.6% |
| Vanguard Index Fds | $8.68M | 4.0% |
| CH Robinson Worldwide Inc | $5.89M | 2.7% |
| iShares Tr | $3.91M | 1.8% |
| Unitedhealth Group Inc | $3.16M | 1.4% |
| Vanguard Index Fds | $3.05M | 1.4% |
| Apple Inc. | $2.62M | 1.2% |
| Chart Industries Inc | $2.31M | 1.1% |
| iShares Tr | $2.00M | 0.9% |
| Alphabet Inc. | $1.25M | 0.6% |
| iShares Tr | $1.24M | 0.6% |
| iShares Tr | $1.11M | 0.5% |
| Broadcom Inc. | $1.08M | 0.5% |
| Vanguard Admiral Fds Inc | $905.5K | 0.4% |
| Amazon.com Inc | $847.1K | 0.4% |
| Microsoft Corp | $689.2K | 0.3% |
| Royalty Pharma PLC | $672.9K | 0.3% |
| iShares Tr | $661.7K | 0.3% |
| Warren E. Buffett | $615.7K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.