PACK Private Wealth, LLC
61 holdingsFiling period: 2026-06-30Current AUM: $236.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 744.4K | $53.0M | $51.6M | 21.82% | +4.2K | 2026-06-30 |
| 2 | IVV | iShares TR | 57.6K | $43.1M | $44.2M | 18.70% | -714 | 2026-06-30 |
| 3 | VWO | Vanguard Intl Equity Index F | 509.1K | $30.4M | $28.8M | 12.16% | +2.4K | 2026-06-30 |
| 4 | IJH | iShares TR | 323.3K | $24.9M | $23.6M | 9.96% | +1.9K | 2026-06-30 |
| 5 | IJR | iShares TR | 110.3K | $16.4M | $15.3M | 6.48% | -723 | 2026-06-30 |
| 6 | GGG | Graco Inc | 153.7K | $11.6M | $10.2M | 4.29% | -- | 2026-06-30 |
| 7 | GNR | Spdr Index Shs Fds | 160.6K | $10.8M | $12.2M | 5.15% | +454 | 2026-06-30 |
| 8 | VNQ | Vanguard Index Fds | 100.5K | $9.7M | $9.4M | 3.96% | -1,448 | 2026-06-30 |
| 9 | IEFA | iShares TR | 43.7K | $4.2M | $4.2M | 1.77% | -- | 2026-06-30 |
| 10 | UNH | Unitedhealth Group Inc | 9.6K | $4.0M | $3.9M | 1.66% | -- | 2026-06-30 |
| 11 | VOO | Vanguard Index Fds | 4.9K | $3.3M | $3.4M | 1.44% | -- | 2026-06-30 |
| 12 | AAPL | Apple Inc | 9.6K | $2.8M | $3.3M | 1.39% | -64 | 2026-06-30 |
| 13 | GTLS | Chart Inds Inc | 11.2K | $2.3M | $2.3M | 0.99% | -- | 2026-06-30 |
| 14 | IVW | iShares TR | 15.8K | $2.2M | $2.2M | 0.92% | -60 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 4.0K | $1.4M | $1.2M | 0.53% | -- | 2026-06-30 |
| 16 | IWP | iShares TR | 9.0K | $1.3M | $1.2M | 0.51% | -- | 2026-06-30 |
| 17 | CHRW | C H Robinson Worldwide in | 6.6K | $1.2M | $927K | 0.39% | -- | 2026-06-30 |
| 18 | IVE | iShares TR | 5.2K | $1.2M | $1.2M | 0.53% | -- | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 3.1K | $1.2M | $1.0M | 0.43% | +6 | 2026-06-30 |
| 20 | IVOO | Vanguard Admiral Fds Inc | 8.1K | $1.1M | $999K | 0.42% | -- | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 4.2K | $1.0M | $1.0M | 0.44% | +331 | 2026-06-30 |
| 22 | — | Royalty Pharma PLC | 17.4K | $976K | $976K | 0.41% | -- | 2026-06-30 |
| 23 | IWB | iShares TR | 1.8K | $725K | $740K | 0.31% | -- | 2026-06-30 |
| 24 | IWF | iShares TR | 5.0K | $618K | $602K | 0.25% | +3.7K | 2026-06-30 |
| 25 | BRK-B | Berkshire Hathaway Inc Del | 1.2K | $612K | $612K | 0.26% | -- | 2026-06-30 |
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