PACK Private Wealth, LLC
57 holdingsFiling period: 2026-03-31Current AUM: $240.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 740.3K | $47.4M | $52.3M | 21.77% | +1.6K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 58.3K | $38.1M | $43.7M | 18.21% | +1.9K | 2026-03-31 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 506.7K | $27.4M | $29.8M | 12.40% | +1.0K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 321.4K | $21.7M | $24.2M | 10.08% | +2.0K | 2026-03-31 |
| 5 | IJR | ISHARES TR | 111.0K | $13.8M | $16.1M | 6.73% | +1.1K | 2026-03-31 |
| 6 | GGG | GRACO INC | 153.7K | $13.0M | $12.2M | 5.08% | -- | 2026-03-31 |
| 7 | GNR | SPDR INDEX SHS FDS | 160.2K | $12.0M | $11.6M | 4.83% | -311 | 2026-03-31 |
| 8 | VNQ | VANGUARD INDEX FDS | 101.9K | $9.0M | $10.1M | 4.20% | +3.8K | 2026-03-31 |
| 9 | IEFA | ISHARES TR | 43.7K | $4.0M | $4.3M | 1.79% | -- | 2026-03-31 |
| 10 | VOO | VANGUARD INDEX FDS | 4.9K | $2.9M | $3.3M | 1.39% | -- | 2026-03-31 |
| 11 | UNH | UNITEDHEALTH GROUP INC | 9.6K | $2.6M | $4.0M | 1.65% | -- | 2026-03-31 |
| 12 | AAPL | APPLE INC | 9.6K | $2.4M | $3.0M | 1.24% | -- | 2026-03-31 |
| 13 | GTLS | CHART INDS INC | 11.2K | $2.3M | $2.3M | 0.97% | -- | 2026-03-31 |
| 14 | IVW | ISHARES TR | 15.9K | $1.8M | $2.1M | 0.89% | -346 | 2026-03-31 |
| 15 | IWP | ISHARES TR | 9.0K | $1.2M | $1.2M | 0.52% | -- | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 4.0K | $1.1M | $1.4M | 0.59% | -7 | 2026-03-31 |
| 17 | IVE | ISHARES TR | 5.2K | $1.1M | $1.2M | 0.50% | -51 | 2026-03-31 |
| 18 | CHRW | C H ROBINSON WORLDWIDE IN | 6.6K | $1.1M | $978K | 0.41% | -30,000 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 3.1K | $961K | $1.2M | 0.50% | -- | 2026-03-31 |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | 8.1K | $925K | $1.0M | 0.43% | -- | 2026-03-31 |
| 21 | — | ROYALTY PHARMA PLC | 17.4K | $835K | $835K | 0.35% | -- | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 3.9K | $804K | $1.0M | 0.44% | +195 | 2026-03-31 |
| 23 | IWB | ISHARES TR | 1.8K | $631K | $723K | 0.30% | -- | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.2K | $587K | $587K | 0.24% | -- | 2026-03-31 |
| 25 | SSPY | EXCHANGE LISTED FDS TR | 6.1K | $541K | $603K | 0.25% | -- | 2026-03-31 |
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