DOSSIER · 13F-HR · Q2 2026

PACK Private Wealth, LLC

$241M in tracked AUM across 61 positions as of Q2 2026.

PP
CIK 0001907212 · last filed Jun 30, 2026
Total AUM
$241M
as of Q2 2026
Holdings
61
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PACK Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$53M744K22.0%
02
IVV
ISHARES TR
$43M58K17.9%
03
VWO
VANGUARD INTL EQUITY INDEX F
$30M509K12.6%
04
IJH
ISHARES TR
$25M323K10.3%
05
IJR
ISHARES TR
$16M110K6.8%
06
GGG
GRACO INC
$12M154K4.8%
07
GNR
SPDR INDEX SHS FDS
$11M161K4.5%
08
VNQ
VANGUARD INDEX FDS
$10M100K4.0%
09
IEFA
ISHARES TR
$4M44K1.7%
10
UNH
UNITEDHEALTH GROUP INC
$4M10K1.6%

Filing history

2026Q2Jun 30
$241M▲ 10.9%
61 positionsView →
2026Q1Mar 31
$218M▼ 0.7%
57 positionsView →
2025Q4Dec 31
$219M▲ 3.3%
57 positionsView →
2025Q3Sep 30
$212M▲ 12.5%
55 positionsLocked
2025Q2Jun 30
$189M▲ 12.3%
48 positionsLocked
2025Q1Mar 31
$168M▼ 1.3%
41 positionsLocked
2024Q4Dec 31
$170M▼ 3.4%
40 positionsLocked
2024Q3Sep 30
$176M▲ 9.6%
41 positionsLocked
2024Q2Jun 30
$161M▲ 1.1%
43 positionsLocked
2024Q1Mar 31
$159M▲ 7.2%
40 positionsLocked
2023Q4Dec 31
$148M▲ 10.8%
37 positionsLocked
2023Q3Sep 30
$134M▲ 0.1%
37 positionsLocked
Showing 12 of 19