PACK Private Wealth, LLC
61 holdingsFiling period: 2026-06-30Current AUM: $241.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 744.4K | $53.0M | $53.2M | 22.07% | +4.2K | 2026-06-30 |
| 2 | IVV | ISHARES TR | 57.6K | $43.1M | $43.7M | 18.10% | -714 | 2026-06-30 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 509.1K | $30.4M | $30.2M | 12.50% | +2.4K | 2026-06-30 |
| 4 | IJH | ISHARES TR | 323.3K | $24.9M | $23.7M | 9.81% | +1.9K | 2026-06-30 |
| 5 | IJR | ISHARES TR | 110.3K | $16.4M | $15.4M | 6.40% | -723 | 2026-06-30 |
| 6 | GGG | GRACO INC | 153.7K | $11.6M | $11.8M | 4.89% | -- | 2026-06-30 |
| 7 | GNR | SPDR INDEX SHS FDS | 160.6K | $10.8M | $12.6M | 5.23% | +454 | 2026-06-30 |
| 8 | VNQ | VANGUARD INDEX FDS | 100.5K | $9.7M | $9.5M | 3.92% | -1,448 | 2026-06-30 |
| 9 | IEFA | ISHARES TR | 43.7K | $4.2M | $4.3M | 1.78% | -- | 2026-06-30 |
| 10 | UNH | UNITEDHEALTH GROUP INC | 9.6K | $4.0M | $3.6M | 1.49% | -- | 2026-06-30 |
| 11 | VOO | VANGUARD INDEX FDS | 4.9K | $3.3M | $3.4M | 1.40% | -- | 2026-06-30 |
| 12 | AAPL | APPLE INC | 9.6K | $2.8M | $3.2M | 1.31% | -64 | 2026-06-30 |
| 13 | GTLS | CHART INDS INC | 11.2K | $2.3M | $2.3M | 0.97% | -- | 2026-06-30 |
| 14 | IVW | ISHARES TR | 15.8K | $2.2M | $2.2M | 0.90% | -60 | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 4.0K | $1.4M | $1.4M | 0.56% | -- | 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 | $1.0M | 0.43% | -- | 2026-06-30 |
| 18 | IVE | ISHARES TR | 5.2K | $1.2M | $1.2M | 0.50% | -- | 2026-06-30 |
| 19 | AVGO | BROADCOM INC | 3.1K | $1.2M | $1.1M | 0.44% | +6 | 2026-06-30 |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | 8.1K | $1.1M | $1.0M | 0.42% | -- | 2026-06-30 |
| 21 | AMZN | AMAZON COM INC | 4.2K | $1.0M | $1.0M | 0.43% | +331 | 2026-06-30 |
| 22 | — | ROYALTY PHARMA PLC | 17.4K | $976K | $976K | 0.40% | -- | 2026-06-30 |
| 23 | IWB | ISHARES TR | 1.8K | $725K | $732K | 0.30% | -- | 2026-06-30 |
| 24 | IWF | ISHARES TR | 5.0K | $618K | $599K | 0.25% | +3.7K | 2026-06-30 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.2K | $612K | $612K | 0.25% | -- | 2026-06-30 |
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