PACK Private Wealth, LLC 13F Holdings · Q2 2026
PACK Private Wealth, LLC reported 61 securities worth $241.47M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (21.97%), IVV (17.85%), VWO (12.59%). Among its top 25 positions this quarter: 7 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $53.0M | 21.97% | 744,441 | Added |
| 2 | IVV | ISHARES TR | $43.1M | 17.85% | 57,560 | Trimmed |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $30.4M | 12.59% | 509,140 | Added |
| 4 | IJH | ISHARES TR | $24.9M | 10.32% | 323,292 | Added |
| 5 | IJR | ISHARES TR | $16.4M | 6.77% | 110,295 | Trimmed |
| 6 | GGG | GRACO INC | $11.6M | 4.81% | 153,713 | Hold |
| 7 | GNR | SPDR INDEX SHS FDS | $10.8M | 4.48% | 160,639 | Added |
| 8 | VNQ | VANGUARD INDEX FDS | $9.7M | 4.01% | 100,455 | Trimmed |
| 9 | IEFA | ISHARES TR | $4.2M | 1.75% | 43,743 | Hold |
| 10 | UNH | UNITEDHEALTH GROUP INC | $4.0M | 1.65% | 9,566 | Hold |
| 11 | VOO | VANGUARD INDEX FDS | $3.3M | 1.38% | 4,859 | Hold |
| 12 | AAPL | APPLE INC | $2.8M | 1.15% | 9,565 | Trimmed |
| 13 | GTLS | CHART INDS INC | $2.3M | 0.97% | 11,215 | Hold |
| 14 | IVW | ISHARES TR | $2.2M | 0.90% | 15,797 | Trimmed |
| 15 | GOOG | ALPHABET INC | $1.4M | 0.58% | 3,978 | Hold |
| 16 | IWP | ISHARES TR | $1.3M | 0.55% | 9,031 | Hold |
| 17 | CHRW | C H ROBINSON WORLDWIDE IN | $1.2M | 0.52% | 6,620 | Hold |
| 18 | AVGO | BROADCOM INC | $1.2M | 0.49% | 3,114 | Added |
| 19 | IVE | ISHARES TR | $1.2M | 0.49% | 5,205 | Hold |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | $1.1M | 0.44% | 8,099 | Hold |
| 21 | AMZN | AMAZON COM INC | $1.0M | 0.41% | 4,196 | Added |
| 22 | RPRX | ROYALTY PHARMA PLC | $976,403 | 0.40% | 17,414 | Hold |
| 23 | IWB | ISHARES TR | $725,634 | 0.30% | 1,772 | Hold |
| 24 | IWF | ISHARES TR | $618,863 | 0.26% | 4,984 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $612,978 | 0.25% | 1,225 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR