Pack Private Wealth, LLC Portfolio Holdings

Pack Private Wealth, LLC

  • $188 Million
  • Q2 2025

Pack Private Wealth, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $40.6M, Ishares Core S&P 500 ETF with a value of $34.2M, Vanguard Ftse Emerging Mkts Et with a value of $24.2M, Ishares Core S&P Mid Cap ETF with a value of $18.7M, and Graco Inc with a value of $13.2M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $168M to 188M.

Pack Private Wealth, LLC is based out at Wayzata, MN

Below you can find more details about Pack Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $162 Million
Industrials: $17.7 Million
Healthcare: $3.61 Million
Financial Services: $1.42 Million
Technology: $1.08 Million
Consumer Cyclical: $881,000
Communication Services: $847,000
Basic Materials: $491,000
Other: $170,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.28B
$279,000 0.15% of portfolio
13,078
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $188 Million
  • Prior Value $168 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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