Pack Private Wealth, LLC Top Holdings and 13F Report (2025) About Pack Private Wealth, LLCInvestment ActivityPack Private Wealth, LLC has $188.72 million in total holdings as of June 30, 2025.Pack Private Wealth, LLC owns shares of 48 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.00% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Pack Private Wealth, LLC has purchased 41 new stocks and bought additional shares in 12 stocks.Pack Private Wealth, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $40,635,873iShares Core S&P 500 ETF $34,225,871Vanguard FTSE Emerging Markets ETF $24,227,091iShares Core S&P Mid-Cap ETF $18,693,200Graco $13,214,707 Largest New Holdings this Quarter 61945C103 - Mosaic $258,716 Holding37954Y830 - Global X Copper Miners ETF $258,570 Holding594918104 - Microsoft $245,223 Holding46625H100 - JPMorgan Chase & Co. $232,798 Holding88160R101 - Tesla $225,234 Holding Largest Purchases this Quarter Vanguard FTSE Emerging Markets ETF 43,328 shares (about $2.14M)iShares Core S&P 500 ETF 2,753 shares (about $1.71M)iShares Core S&P Mid-Cap ETF 23,930 shares (about $1.48M)Vanguard FTSE Developed Markets ETF 19,935 shares (about $1.14M)iShares Core S&P Small-Cap ETF 10,108 shares (about $1.10M) Largest Sales this Quarter iShares MSCI Emerging Markets ETF 26,586 shares (about $1.28M)iShares Core MSCI EAFE ETF 5,856 shares (about $488.86K)Vanguard S&P 500 ETF 409 shares (about $232.32K)C.H. Robinson Worldwide 1,000 shares (about $95.95K)Vanguard S&P Mid-Cap 400 ETF 412 shares (about $43.25K) 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$40,635,873$1,136,494 ▲2.9%712,78521.5%ETFIVViShares Core S&P 500 ETF$34,225,871$1,709,338 ▲5.3%55,12318.1%ETFVWOVanguard FTSE Emerging Markets ETF$24,227,091$2,143,003 ▲9.7%489,83212.8%ETFIJHiShares Core S&P Mid-Cap ETF$18,693,200$1,484,139 ▲8.6%301,4069.9%ETFGGGGraco$13,214,7070.0%153,7137.0%IndustrialsIJRiShares Core S&P Small-Cap ETF$11,559,713$1,104,703 ▲10.6%105,7716.1%ETFGNRSPDR S&P Global Natural Resources ETF$8,344,987$548,963 ▲7.0%153,8534.4%ETFVNQVanguard Real Estate ETF$8,171,789$653,433 ▲8.7%91,7564.3%ETFCHRWC.H. Robinson Worldwide$4,233,314$95,950 ▼-2.2%44,1202.2%TransportationIEFAiShares Core MSCI EAFE ETF$3,651,666$488,859 ▼-11.8%43,7431.9%ETFUNHUnitedHealth Group$2,985,241$963,051 ▲47.6%9,5691.6%MedicalVOOVanguard S&P 500 ETF$2,760,058$232,324 ▼-7.8%4,8591.5%ETFIVWiShares S&P 500 Growth ETF$1,859,369$18,717 ▼-1.0%16,8881.0%ETFIWPiShares Russell Mid-Cap Growth ETF$1,252,4190.0%9,0310.7%ETFIVEiShares S&P 500 Value ETF$1,055,6590.0%5,4020.6%ETFIVOOVanguard S&P Mid-Cap 400 ETF$847,504$43,252 ▼-4.9%8,0730.4%ETFRPRXRoyalty Pharma$627,4260.0%17,4140.3%MedicalIWFiShares Russell 1000 Growth ETF$618,1880.0%1,4560.3%ETFIWBiShares Russell 1000 ETF$601,7180.0%1,7720.3%ETFAMZNAmazon.com$590,1590.0%2,6900.3%Retail/WholesaleBRK.BBerkshire Hathaway$544,0620.0%1,1200.3%FinanceAAPLApple$509,859$25,647 ▼-4.8%2,4850.3%Computer and TechnologyEXCHANGE LISTED FDS TR$504,6860.0%6,1320.3%STRATIFIED LARGEGOOGAlphabet$424,8490.0%2,3950.2%Computer and TechnologyMETAMeta Platforms$423,7020.0%5740.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$413,658$1,282,509 ▼-75.6%8,5750.2%FinanceVIOOVanguard S&P Small-Cap 600 ETF$394,190$41,201 ▼-9.5%3,8940.2%ETFIWDiShares Russell 1000 Value ETF$357,7720.0%1,8420.2%ETFBNDXVanguard Total International Bond ETF$354,492$10,595 ▲3.1%7,1600.2%ETFIWRiShares Russell Mid-Cap ETF$351,5090.0%3,8220.2%ETFINDAiShares MSCI India ETF$347,0530.0%6,2330.2%ETFCLFDClearfield$325,5750.0%7,5000.2%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$314,399$4,052 ▲1.3%4,8110.2%ETFBXBlackstone$299,1600.0%2,0000.2%FinanceEFAiShares MSCI EAFE ETF$281,4890.0%3,1490.1%FinanceONBOld National Bancorp$279,0850.0%13,0780.1%FinanceEWWiShares MSCI Mexico ETF$266,101$25,193 ▲10.5%4,3940.1%ETFMOSMosaic$258,716$258,716 ▲New Holding7,0920.1%Basic MaterialsCOPXGlobal X Copper Miners ETF$258,570$258,570 ▲New Holding5,7460.1%ETFMSFTMicrosoft$245,223$245,223 ▲New Holding4930.1%Computer and TechnologyECLEcolab$233,3350.0%8660.1%Basic MaterialsJPMJPMorgan Chase & Co.$232,798$232,798 ▲New Holding8030.1%FinanceTSLATesla$225,234$225,234 ▲New Holding7090.1%Auto/Tires/TrucksDALDelta Air Lines$207,943$207,943 ▲New Holding4,2280.1%TransportationIBBiShares Biotechnology ETF$204,1870.0%1,6140.1%FinancePBRPetroleo Brasileiro S.A.- Petrobras$170,899$36,617 ▲27.3%13,6610.1%EnergyUWMCUWM$70,471$70,471 ▲New Holding17,0220.0%FinanceUAUnder Armour$66,6590.0%10,2710.0%Consumer DiscretionaryShowing 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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