PACK Private Wealth, LLC
CIK: 0001907212SEC EDGAR →
Portfolio Value
$219.3B
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 738,661 | $46.1B | 21.04% |
| 2 | ISHARES TR | 56,393 | $38.6B | 17.61% |
| 3 | VANGUARD INTL EQUITY INDEX F | 505,724 | $27.2B | 12.39% |
| 4 | ISHARES TR | 319,424 | $21.1B | 9.61% |
| 5 | ISHARES TR | 109,920 | $13.2B | 6.02% |
| 6 | GRACO INC | 153,713 | $12.6B | 5.74% |
| 7 | SPDR INDEX SHS FDS | 160,496 | $10.0B | 4.55% |
| 8 | VANGUARD INDEX FDS | 98,091 | $8.7B | 3.96% |
| 9 | C H ROBINSON WORLDWIDE INC | 36,620 | $5.9B | 2.68% |
| 10 | ISHARES TR | 43,743 | $3.9B | 1.78% |
Quarterly Changes
New Positions (57)
$46.1B · 739K shares
$38.6B · 56K shares
$27.2B · 506K shares
$21.1B · 319K shares
$13.2B · 110K shares
$12.6B · 154K shares
$10.0B · 160K shares
$8.7B · 98K shares
$5.9B · 37K shares
$3.9B · 44K shares
$3.2B · 10K shares
$3.0B · 5K shares
$2.6B · 10K shares
$2.3B · 11K shares
$2.0B · 16K shares
$1.3B · 4K shares
$1.2B · 9K shares
$1.1B · 5K shares
$1.1B · 3K shares
$905.0M · 8K shares
$847.0M · 4K shares
$689.0M · 1K shares
$672.0M · 17K shares
$661.0M · 2K shares
$631.0M · 300 shares
$615.0M · 1K shares
$589.0M · 1K shares
$532.0M · 6K shares
$469.0M · 9K shares
$432.0M · 4K shares
$412.0M · 6K shares
$387.0M · 2K shares
$378.0M · 574 shares
$367.0M · 4K shares
$348.0M · 7K shares
$336.0M · 6K shares
$333.0M · 5K shares
$326.0M · 5K shares
$312.0M · 694 shares
$308.0M · 2K shares
$302.0M · 3K shares
$291.0M · 13K shares
$281.0M · 4K shares
$278.0M · 4K shares
$273.0M · 12K shares
$272.0M · 2K shares
$266.0M · 7K shares
$266.0M · 6K shares
$258.0M · 803 shares
$240.0M · 224 shares
$227.0M · 866 shares
$218.0M · 8K shares
$207.0M · 842 shares
$127.0M · 11K shares
$74.0M · 17K shares
$49.0M · 10K shares
$26.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $180.9B | 82.5% |
| Industrials | 5 | $21.7B | 9.9% |
| Unknown | 3 | $4.8B | 2.2% |
| Technology | 4 | $4.6B | 2.1% |
| Healthcare | 4 | $4.1B | 1.9% |
| Communication Services | 2 | $1.6B | 0.7% |
| Consumer Cyclical | 3 | $1.2B | 0.6% |
| Basic Materials | 1 | $227.0M | 0.1% |
| Energy | 1 | $127.0M | 0.1% |