PACK Private Wealth, LLC

Q2 2025 13F Holdings

  • Location
    wayzata, MN
  • Num holdings

    48

  • Value ($000)

    $188,722

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001907212
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$40.64M
22 %

712,785

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$34.23M
18 %

55,123

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$24.23M
13 %

489,832

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$18.69M
10 %

301,406

GGG
GGG

GRACO INC

COM
384109104
$13.21M
7 %

153,713

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$11.56M
6 %

105,771

GNR
GNR

SPDR INDEX SHS FDS

GLB NAT RESRCE
78463X541
$8.34M
4 %

153,853

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$8.17M
4 %

91,756

CHRW
CHRW

C H ROBINSON WORLDWIDE INC

COM NEW
12541W209
$4.23M
2 %

44,120

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$3.65M
2 %

43,743

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