Pack Private Wealth, LLC Top Holdings and 13F Report (2025) About Pack Private Wealth, LLCInvestment ActivityPack Private Wealth, LLC has $168.12 million in total holdings as of March 31, 2025.Pack Private Wealth, LLC owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.55% of the portfolio was purchased this quarter.About 1.49% of the portfolio was sold this quarter.This quarter, Pack Private Wealth, LLC has purchased 40 new stocks and bought additional shares in 3 stocks.Pack Private Wealth, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $35,217,566iShares Core S&P 500 ETF $29,426,703Vanguard FTSE Emerging Markets ETF $20,208,771iShares Core S&P Mid-Cap ETF $16,190,725Graco $12,836,573 Largest New Holdings this Quarter 464286822 - iShares MSCI Mexico ETF $202,719 Holding71654V408 - Petróleo Brasileiro S.A. - Petrobras $153,926 Holding904311206 - Under Armour $61,112 Holding Largest Purchases this Quarter Vanguard FTSE Emerging Markets ETF 9,782 shares (about $442.73K)iShares MSCI Mexico ETF 3,978 shares (about $202.72K)Petróleo Brasileiro S.A. - Petrobras 10,734 shares (about $153.93K)Under Armour 10,271 shares (about $61.11K)iShares Core S&P Small-Cap ETF 527 shares (about $55.11K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,142 shares (about $641.69K)iShares MSCI Emerging Markets ETF 10,341 shares (about $451.90K)iShares Core MSCI EAFE ETF 4,133 shares (about $312.66K)Vanguard FTSE Developed Markets ETF 5,756 shares (about $292.58K)Vanguard S&P 500 ETF 409 shares (about $210.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPack Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$35,217,566$292,577 ▼-0.8%692,85020.9%ETFIVViShares Core S&P 500 ETF$29,426,703$641,690 ▼-2.1%52,37017.5%ETFVWOVanguard FTSE Emerging Markets ETF$20,208,771$442,733 ▲2.2%446,50412.0%ETFIJHiShares Core S&P Mid-Cap ETF$16,190,725$17,038 ▼-0.1%277,4769.6%ETFGGGGraco$12,836,5730.0%153,7137.6%IndustrialsIJRiShares Core S&P Small-Cap ETF$10,003,480$55,108 ▲0.6%95,6636.0%ETFGNRSPDR S&P Global Natural Resources ETF$7,653,729$70,184 ▼-0.9%143,7324.6%ETFVNQVanguard Real Estate ETF$7,643,296$2,354 ▲0.0%84,4194.5%ETFCHRWC.H. Robinson Worldwide$4,620,2880.0%45,1202.7%TransportationIEFAiShares Core MSCI EAFE ETF$3,752,164$312,661 ▼-7.7%49,5992.2%ETFUNHUnitedHealth Group$3,394,9480.0%6,4822.0%MedicalVOOVanguard S&P 500 ETF$2,707,278$210,189 ▼-7.2%5,2681.6%ETFIVWiShares S&P 500 Growth ETF$1,583,4940.0%17,0580.9%ETFEEMiShares MSCI Emerging Markets ETF$1,536,536$451,902 ▼-22.7%35,1610.9%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,061,0520.0%9,0310.6%ETFIVEiShares S&P 500 Value ETF$1,029,5130.0%5,4020.6%ETFIVOOVanguard S&P Mid-Cap 400 ETF$837,4700.0%8,4850.5%ETFBRK.BBerkshire Hathaway$596,4900.0%1,1200.4%FinanceAAPLApple$579,7710.0%2,6100.3%Computer and TechnologyIWBiShares Russell 1000 ETF$543,5430.0%1,7720.3%ETFRPRXRoyalty Pharma$542,0980.0%17,4140.3%FinanceIWFiShares Russell 1000 Growth ETF$525,7470.0%1,4560.3%ETFAMZNAmazon.com$511,799$951 ▼-0.2%2,6900.3%Retail/WholesaleEXCHANGE LISTED FDS TR$479,7270.0%6,1320.3%STRATIFIED LARGEVIOOVanguard S&P Small-Cap 600 ETF$415,0900.0%4,3010.2%ETFGOOGAlphabet$374,171$781 ▼-0.2%2,3950.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$346,5910.0%1,8420.2%ETFBNDXVanguard Total International Bond ETF$339,104$2,880 ▼-0.8%6,9460.2%ETFMETAMeta Platforms$330,8610.0%5740.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$325,1380.0%3,8220.2%ETFINDAiShares MSCI India ETF$320,8750.0%6,2330.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$304,886$2,825 ▼-0.9%4,7490.2%ETFBXBlackstone$279,5600.0%2,0000.2%FinanceONBOld National Bancorp$277,1230.0%13,0780.2%FinanceEFAiShares MSCI EAFE ETF$257,3680.0%3,1490.2%FinanceCLFDClearfield$222,9000.0%7,5000.1%Computer and TechnologyECLEcolab$219,5480.0%8660.1%Basic MaterialsIBBiShares Biotechnology ETF$206,4310.0%1,6140.1%FinanceEWWiShares MSCI Mexico ETF$202,719$202,719 ▲New Holding3,9780.1%ETFPBRPetróleo Brasileiro S.A. - Petrobras$153,926$153,926 ▲New Holding10,7340.1%EnergyUAUnder Armour$61,112$61,112 ▲New Holding10,2710.0%Consumer DiscretionaryTSLATesla$0$285,531 ▼-100.0%00.0%Auto/Tires/TrucksMSFTMicrosoft$0$207,800 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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