Investor
PACK Private Wealth, LLC
CIK 0001907212 · filed 2026-02-17 · SEC filing
13F book
$219.3M
Positions
56
Largest name
21.0%
Vanguard Tax-Managed Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 738.7K | $46.1M | 21.0% | — | Held |
| Ishares Tr | — | 56.4K | $38.6M | 17.6% | — | Held |
| Vanguard Intl Equity Index F | — | 505.7K | $27.2M | 12.4% | — | Held |
| Ishares Tr | — | 319.4K | $21.1M | 9.6% | — | Held |
| Ishares Tr | — | 109.9K | $13.2M | 6.0% | — | Held |
| Graco Inc | GGG | 153.7K | $12.6M | 5.7% | — | Held |
| Spdr Index Shs Fds | — | 160.5K | $9.97M | 4.5% | — | Held |
| Vanguard Index Fds | — | 98.1K | $8.68M | 4.0% | — | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 36.6K | $5.89M | 2.7% | — | Held |
| Ishares Tr | — | 43.7K | $3.91M | 1.8% | — | Held |
| Unitedhealth Group Inc | UNH | 9.57K | $3.16M | 1.4% | — | Held |
| Vanguard Index Fds | — | 4.86K | $3.05M | 1.4% | — | Held |
| Apple Inc. | AAPL | 9.63K | $2.62M | 1.2% | — | Held |
| Chart Inds Inc | — | 11.2K | $2.31M | 1.1% | — | Held |
| Ishares Tr | — | 16.2K | $2M | 0.9% | — | Held |
| Alphabet Inc | — | 3.98K | $1.25M | 0.6% | — | Held |
| Ishares Tr | — | 9.03K | $1.24M | 0.6% | — | Held |
| Ishares Tr | — | 5.26K | $1.11M | 0.5% | — | Held |
| Broadcom Inc. | AVGO | 3.11K | $1.08M | 0.5% | — | Held |
| Vanguard Admiral Fds Inc | — | 8.1K | $905.5K | 0.4% | — | Held |
| Amazon Com Inc | AMZN | 3.67K | $847.1K | 0.4% | — | Held |
| Microsoft Corp | MSFT | 1.43K | $689.2K | 0.3% | — | Held |
| Royalty Pharma PLC | RPRX | 17.4K | $672.9K | 0.3% | — | Held |
| Ishares Tr | — | 1.77K | $661.7K | 0.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.23K | $615.7K | 0.3% | — | Held |
| Ishares Tr | — | 1.25K | $589.7K | 0.3% | — | Held |
| Exchange Listed Fds Tr | — | 6.13K | $532.9K | 0.2% | — | Held |
| Ishares Tr | — | 8.57K | $469.1K | 0.2% | — | Held |
| Vanguard Admiral Fds Inc | — | 3.89K | $432.1K | 0.2% | — | Held |
| Global X Fds | — | 5.75K | $412.5K | 0.2% | — | Held |
| Ishares Tr | — | 1.84K | $387.4K | 0.2% | — | Held |
| Meta Platforms, Inc. | META | 574 | $378.9K | 0.2% | — | Held |
| Ishares Tr | — | 3.82K | $367.9K | 0.2% | — | Held |
| Vanguard Charlotte Fds | — | 7.22K | $348.7K | 0.2% | — | Held |
| Ishares Tr | — | 6.23K | $336.9K | 0.2% | — | Held |
| Ishares Inc | — | 4.82K | $333.8K | 0.2% | — | Held |
| Vanguard Whitehall Fds | — | 4.85K | $326.8K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 694 | $312.1K | 0.1% | — | Held |
| Blackstone Inc. | BX | 2K | $308.3K | 0.1% | — | Held |
| Ishares Tr | — | 3.15K | $302.4K | 0.1% | — | Held |
| Old Natl Bancorp Ind | — | 13.1K | $291.8K | 0.1% | — | Held |
| Delta Air Lines Inc Del | DAL | 4.06K | $281.6K | 0.1% | — | Held |
| Global X Fds | — | 4.29K | $278.2K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 11.7K | $273.9K | 0.1% | — | Held |
| Ishares Tr | — | 1.61K | $272.4K | 0.1% | — | Held |
| Global X Fds | — | 7.36K | $266.7K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 5.95K | $266.2K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 803 | $258.7K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 224 | $240.7K | 0.1% | — | Held |
| Ecolab Inc. | ECL | 866 | $227.3K | 0.1% | — | Held |
| Clearfield, Inc. | CLFD | 7.5K | $218.6K | 0.1% | — | Held |
| Ishares Tr | — | 842 | $207.3K | 0.1% | — | Held |
| Petroleo Brasileiro Sa Petro | — | 10.8K | $127.6K | 0.1% | — | Held |
| UWM Holdings Corp | UWMC | 17K | $74.6K | 0.0% | — | Held |
| Under Armour Inc | — | 10.3K | $49.3K | 0.0% | — | Held |
| Cibus, Inc. | CBUS | 15.5K | $26.9K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.