Holders — by stockHoldings — by fund
PACK Private Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001907212
$241.5M
disclosed book value
61
positions
22%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 744,441 | $53.0M | 22% |
| 2 | IVVISHARES TR | 57,560 | $43.1M | 17.9% |
| 3 | VWOVANGUARD INTL EQUITY INDEX F | 509,140 | $30.4M | 12.6% |
| 4 | IJHISHARES TR | 323,292 | $24.9M | 10.3% |
| 5 | IJRISHARES TR | 110,295 | $16.4M | 6.8% |
| 6 | GGGGRACO INC | 153,713 | $11.6M | 4.8% |
| 7 | GNRSPDR INDEX SHS FDS | 160,639 | $10.8M | 4.5% |
| 8 | VNQVANGUARD INDEX FDS | 100,455 | $9.7M | 4% |
| 9 | IEFAISHARES TR | 43,743 | $4.2M | 1.7% |
| 10 | UNHUNITEDHEALTH GROUP INC | 9,566 | $4.0M | 1.6% |
| 11 | VOOVANGUARD INDEX FDS | 4,859 | $3.3M | 1.4% |
| 12 | AAPLAPPLE INC | 9,565 | $2.8M | 1.1% |
| 13 | CHART INDS INC | 11,215 | $2.3M | 1% |
| 14 | IVWISHARES TR | 15,797 | $2.2M | 0.9% |
| 15 | GOOGALPHABET INC | 3,978 | $1.4M | 0.6% |
| 16 | IWPISHARES TR | 9,031 | $1.3M | 0.5% |
| 17 | CHRWC H ROBINSON WORLDWIDE IN | 6,620 | $1.2M | 0.5% |
| 18 | IVEISHARES TR | 5,205 | $1.2M | 0.5% |
| 19 | AVGOBROADCOM INC | 3,114 | $1.2M | 0.5% |
| 20 | IVOOVANGUARD ADMIRAL FDS INC | 8,099 | $1.1M | 0.4% |
| 21 | AMZNAMAZON COM INC | 4,196 | $1.0M | 0.4% |
| 22 | ROYALTY PHARMA PLC | 17,414 | $976,403 | 0.4% |
| 23 | IWBISHARES TR | 1,772 | $725,634 | 0.3% |
| 24 | IWFISHARES TR | 4,984 | $618,863 | 0.3% |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,225 | $612,978 | 0.3% |
| 26 | SSPYEXCHANGE LISTED FDS TR | 6,132 | $595,867 | 0.2% |
| 27 | EEMISHARES TR | 8,575 | $586,616 | 0.2% |
| 28 | VIOOVANGUARD ADMIRAL FDS INC | 3,894 | $535,581 | 0.2% |
| 29 | MSFTMICROSOFT CORP | 1,425 | $531,554 | 0.2% |
| 30 | IWDISHARES TR | 1,842 | $446,556 | 0.2% |
| 31 | COPXGLOBAL X FDS | 5,746 | $442,270 | 0.2% |
| 32 | IWRISHARES TR | 3,822 | $421,643 | 0.2% |
| 33 | XLESELECT SECTOR SPDR TR | 7,145 | $379,471 | 0.2% |
| 34 | DALDELTA AIR LINES INC | 3,933 | $368,384 | 0.2% |
| 35 | FCGFIRST TR EXCHANGE-TRADED FD | 13,819 | $367,724 | 0.2% |
| 36 | EWWISHARES INC | 4,815 | $362,425 | 0.2% |
| 37 | BOTZGLOBAL X FDS | 9,234 | $350,338 | 0.1% |
| 38 | BNDXVANGUARD CHARLOTTE FDS | 7,217 | $349,519 | 0.1% |
| 39 | ONBOLD NATL BANCORP IND | 13,078 | $338,720 | 0.1% |
| 40 | LITGLOBAL X FDS | 4,289 | $335,743 | 0.1% |
| 41 | EFAISHARES TR | 3,149 | $327,118 | 0.1% |
| 42 | METAMETA PLATFORMS INC | 574 | $323,358 | 0.1% |
| 43 | VWOBVANGUARD WHITEHALL FDS | 4,643 | $312,195 | 0.1% |
| 44 | INDAISHARES TR | 6,233 | $307,848 | 0.1% |
| 45 | IBBISHARES TR | 1,614 | $306,967 | 0.1% |
| 46 | DGIIDIGI INTL INC | 4,000 | $299,800 | 0.1% |
| 47 | CLFDCLEARFIELD INC | 7,500 | $298,425 | 0.1% |
| 48 | CATCATERPILLAR INC | 276 | $293,912 | 0.1% |
| 49 | TSLATESLA INC | 694 | $291,913 | 0.1% |
| 50 | LLYELI LILLY & CO | 224 | $268,672 | 0.1% |
| 51 | JPMJPMORGAN CHASE & CO | 803 | $262,846 | 0.1% |
| 52 | IWMISHARES TR | 842 | $252,979 | 0.1% |
| 53 | ECLECOLAB INC | 866 | $241,276 | 0.1% |
| 54 | BXBLACKSTONE INC | 2,000 | $235,340 | 0.1% |
| 55 | VBKVANGUARD INDEX FDS | 600 | $219,420 | 0.1% |
| 56 | APGAPI GROUP CORP | 5,142 | $217,764 | 0.1% |
| 57 | ENBENBRIDGE INC | 3,812 | $206,649 | 0.1% |
| 58 | PBRPETROLEO BRASILEIRO S A | 10,767 | $173,995 | 0.1% |
| 59 | UAUNDER ARMOUR INC | 10,271 | $63,886 | 0% |
| 60 | UWMCUWM HOLDINGS CORPORATION | 17,022 | $38,980 | 0% |
| 61 | CBUSCIBUS INC | 15,478 | $21,205 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.