Pack Private Wealth, LLC Portfolio Holdings

Pack Private Wealth, LLC

  • $212 Million
  • Q3 2025

Pack Private Wealth, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $212 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $43.5M, Ishares Core S&P 500 ETF with a value of $37.4M, Vanguard Ftse Emerging Mkts Et with a value of $26.9M, Ishares Core S&P Mid Cap ETF with a value of $20.1M, and Graco Inc with a value of $13.1M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $188M to 212M.

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 $212 Million
ETFs: $177 Million
Industrials: $21.1 Million
Technology: $4.54 Million
Healthcare: $3.92 Million
Financial Services: $1.6 Million
Communication Services: $1.4 Million
Consumer Cyclical: $1.19 Million
Basic Materials: $482,000
Other: $172,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $212 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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