DOSSIER · 13F-HR · Q1 2026

PACK Private Wealth, LLC

$218M in tracked AUM across 57 positions as of Q1 2026.

PP
CIK 0001907212 · last filed Mar 31, 2026
Total AUM
$218M
as of Q1 2026
Holdings
57
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

PACK Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$47M740K21.8%
02
IVV
ISHARES TR
$38M58K17.5%
03
VWO
VANGUARD INTL EQUITY INDEX F
$27M507K12.6%
04
IJH
ISHARES TR
$22M321K10.0%
05
IJR
ISHARES TR
$14M111K6.3%
06
GGG
GRACO INC
$13M154K6.0%
07
GNR
SPDR INDEX SHS FDS
$12M160K5.5%
08
VNQ
VANGUARD INDEX FDS
$9M102K4.2%
09
IEFA
ISHARES TR
$4M44K1.8%
10
VOO
VANGUARD INDEX FDS
$3M5K1.3%

Filing history

2026Q1Mar 31
$218M 0.7%
57 positionsView →
2025Q4Dec 31
$219M 3.3%
57 positionsView →
2025Q3Sep 30
$212M 12.5%
55 positionsView →
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
2023Q2Jun 30
$134M 6.4%
39 positionsLocked
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