PACK Private Wealth, LLC

Q1 2026 13F Holdings

  • Location
    wayzata, MN
  • Num holdings

    57

  • Value ($000)

    $217,744

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$47.44M
22 %

740,272

IVV

ISHARES TR

CORE S&P500 ETF
$38.07M
18 %

58,274

VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$27.39M
13 %

506,746

IJH

ISHARES TR

CORE S&P MCP ETF
$21.71M
10 %

321,418

IJR

ISHARES TR

CORE S&P SCP ETF
$13.8M
6 %

111,018

GGG

GRACO INC

COM
$13.01M
6 %

153,713

GNR

SPDR INDEX SHS FDS

STATE STREET SPD
$11.96M
6 %

160,185

VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$9.04M
4 %

101,903

IEFA

ISHARES TR

CORE MSCI EAFE
$3.96M
2 %

43,743

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$2.9M
1 %

4,859

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