Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PACK Private Wealth, LLC (CIK 1907212) reported $217.7M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($47.4M, 21.79%), IVV ($38.1M, 17.48%), VWO ($27.4M, 12.58%), IJH ($21.7M, 9.97%), IJR ($13.8M, 6.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $47.4M | 21.79% | 740,272 | Added |
| 2 | IVV | ISHARES TR | $38.1M | 17.48% | 58,274 | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $27.4M | 12.58% | 506,746 | Added |
| 4 | IJH | ISHARES TR | $21.7M | 9.97% | 321,418 | Added |
| 5 | IJR | ISHARES TR | $13.8M | 6.34% | 111,018 | Added |
| 6 | GGG | GRACO INC | $13.0M | 5.98% | 153,713 | Hold |
| 7 | GNR | SPDR INDEX SHS FDS | $12.0M | 5.49% | 160,185 | Trimmed |
| 8 | VNQ | VANGUARD INDEX FDS | $9.0M | 4.15% | 101,903 | Added |
| 9 | IEFA | ISHARES TR | $4.0M | 1.82% | 43,743 | Hold |
| 10 | VOO | VANGUARD INDEX FDS | $2.9M | 1.33% | 4,859 | Hold |
| 11 | UNH | UNITEDHEALTH GROUP INC | $2.6M | 1.19% | 9,566 | Hold |
| 12 | AAPL | APPLE INC | $2.4M | 1.12% | 9,629 | Hold |
| 13 | GTLS | CHART INDS INC | $2.3M | 1.06% | 11,215 | Hold |
| 14 | IVW | ISHARES TR | $1.8M | 0.82% | 15,857 | Trimmed |
| 15 | IWP | ISHARES TR | $1.2M | 0.53% | 9,031 | Hold |
| 16 | GOOG | ALPHABET INC | $1.1M | 0.52% | 3,978 | Trimmed |
| 17 | IVE | ISHARES TR | $1.1M | 0.50% | 5,205 | Trimmed |
| 18 | CHRW | C H ROBINSON WORLDWIDE IN | $1.1M | 0.50% | 6,620 | Trimmed |
| 19 | AVGO | BROADCOM INC | $961,957 | 0.44% | 3,108 | Hold |
| 20 | IVOO | VANGUARD ADMIRAL FDS INC | $925,878 | 0.43% | 8,099 | Hold |
| 21 | RPRX | ROYALTY PHARMA PLC | $835,350 | 0.38% | 17,414 | Hold |
| 22 | AMZN | AMAZON COM INC | $804,964 | 0.37% | 3,865 | Added |
| 23 | IWB | ISHARES TR | $631,824 | 0.29% | 1,772 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $587,020 | 0.27% | 1,225 | Hold |
| 25 | SSPY | EXCHANGE LISTED FDS TR | $541,353 | 0.25% | 6,132 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31