Pack Private Wealth, LLC Top Holdings and 13F Report (2026) About Pack Private Wealth, LLCInvestment ActivityPack Private Wealth, LLC has $241.47 million in total holdings as of June 30, 2026.Pack Private Wealth, LLC owns shares of 61 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Pack Private Wealth, LLC has purchased 57 new stocks and bought additional shares in 9 stocks.Pack Private Wealth, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $53,041,421iShares Core S&P 500 ETF $43,106,108Vanguard FTSE Emerging Markets ETF $30,390,567iShares Core S&P Mid-Cap ETF $24,929,046iShares Core S&P Small-Cap ETF $16,357,851 Largest New Holdings this Quarter 253798102 - Digi International $299,800 Holding18482P103 - Clearfield $298,425 Holding149123101 - Caterpillar $293,912 Holding922908595 - Vanguard Small-Cap Growth ETF $219,420 Holding29250N105 - Enbridge $206,649 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 3,738 shares (about $464.15K)Digi International 4,000 shares (about $299.80K)Clearfield 7,500 shares (about $298.43K)Vanguard FTSE Developed Markets ETF 4,169 shares (about $297.04K)Caterpillar 276 shares (about $293.91K) Largest Sales this Quarter iShares Core S&P 500 ETF 714 shares (about $534.71K)Vanguard Real Estate ETF 1,448 shares (about $139.63K)iShares Core S&P Small-Cap ETF 723 shares (about $107.23K)Apple 64 shares (about $18.52K)Delta Air Lines 125 shares (about $11.71K) 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$53,041,421$297,041 â–²0.6%744,44122.0%ETFIVViShares Core S&P 500 ETF$43,106,108$534,707 â–¼-1.2%57,56017.9%ETFVWOVanguard FTSE Emerging Markets ETF$30,390,567$142,898 â–²0.5%509,14012.6%ETFIJHiShares Core S&P Mid-Cap ETF$24,929,046$144,504 â–²0.6%323,29210.3%ETFIJRiShares Core S&P Small-Cap ETF$16,357,851$107,228 â–¼-0.7%110,2956.8%ETFGGGGraco$11,622,2400.0%153,7134.8%IndustrialsGNRSPDR S&P Global Natural Resources ETF$10,812,611$30,559 â–²0.3%160,6394.5%ETFVNQVanguard Real Estate ETF$9,686,876$139,631 â–¼-1.4%100,4554.0%ETFIEFAiShares Core MSCI EAFE ETF$4,224,6990.0%43,7431.7%ETFUNHUnitedHealth Group$3,975,9170.0%9,5661.6%HealthcareVOOVanguard S&P 500 ETF$3,337,2100.0%4,8591.4%ETFAAPLApple$2,767,744$18,519 â–¼-0.7%9,5651.1%TechnologyGTLSChart Industries$2,343,2620.0%11,2151.0%IndustrialsIVWiShares S&P 500 Growth ETF$2,172,561$8,252 â–¼-0.4%15,7970.9%ETFGOOGAlphabet$1,405,5470.0%3,9780.6%Communication ServicesIWPiShares Russell Mid-Cap Growth ETF$1,322,2290.0%9,0310.5%ETFCHRWC.H. Robinson Worldwide$1,246,8110.0%6,6200.5%IndustrialsIVEiShares S&P 500 Value ETF$1,181,8470.0%5,2050.5%ETFAVGOBroadcom$1,176,369$2,267 â–²0.2%3,1140.5%TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$1,056,1100.0%8,0990.4%ETFAMZNAmazon.com$1,000,075$78,891 â–²8.6%4,1960.4%Consumer DiscretionaryRPRXRoyalty Pharma$976,4030.0%17,4140.4%HealthcareIWBiShares Russell 1000 ETF$725,6340.0%1,7720.3%ETFIWFiShares Russell 1000 Growth ETF$618,863$464,147 â–²300.0%4,9840.3%ETFBRK.BBerkshire Hathaway$612,9780.0%1,2250.3%FinanceEXCHANGE LISTED FDS TR$595,8670.0%6,1320.2%STR LAR IND ETFEEMiShares MSCI Emerging Markets ETF$586,6160.0%8,5750.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$535,5810.0%3,8940.2%ETFMSFTMicrosoft$531,5540.0%1,4250.2%TechnologyIWDiShares Russell 1000 Value ETF$446,5560.0%1,8420.2%ETFCOPXGlobal X Copper Miners ETF$442,2700.0%5,7460.2%ETFIWRiShares Russell Mid-Cap ETF$421,6430.0%3,8220.2%ETFXLEEnergy Select Sector SPDR Fund$379,471$63,254 â–²20.0%7,1450.2%ETFDALDelta Air Lines$368,384$11,708 â–¼-3.1%3,9330.2%IndustrialsFCGFirst Trust Natural Gas ETF$367,724$56,440 â–²18.1%13,8190.2%ETFEWWiShares MSCI Mexico ETF$362,4250.0%4,8150.2%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$350,3380.0%9,2340.1%ETFBNDXVanguard Total International Bond ETF$349,5190.0%7,2170.1%ETFONBOld National Bancorp$338,7200.0%13,0780.1%FinanceLITGlobal X Lithium & Battery Tech ETF$335,7430.0%4,2890.1%ETFEFAiShares MSCI EAFE ETF$327,1180.0%3,1490.1%ETFMETAMeta Platforms$323,3580.0%5740.1%Communication ServicesVWOBVanguard Emerging Markets Government Bond ETF$312,1950.0%4,6430.1%ETFINDAiShares MSCI India ETF$307,8480.0%6,2330.1%ETFIBBiShares Biotechnology ETF$306,9670.0%1,6140.1%ETFDGIIDigi International$299,800$299,800 â–²New Holding4,0000.1%TechnologyCLFDClearfield$298,425$298,425 â–²New Holding7,5000.1%TechnologyCATCaterpillar$293,912$293,912 â–²New Holding2760.1%IndustrialsTSLATesla$291,9130.0%6940.1%Consumer DiscretionaryLLYEli Lilly and Company$268,6720.0%2240.1%HealthcareJPMJPMorgan Chase & Co.$262,8460.0%8030.1%FinanceIWMiShares Russell 2000 ETF$252,9790.0%8420.1%ETFECLEcolab$241,2760.0%8660.1%MaterialsBXBlackstone$235,3400.0%2,0000.1%FinanceVBKVanguard Small-Cap Growth ETF$219,420$219,420 â–²New Holding6000.1%ETFAPGAPi Group$217,7640.0%5,1420.1%IndustrialsENBEnbridge$206,649$206,649 â–²New Holding3,8120.1%EnergyPBRPetroleo Brasileiro S.A.- Petrobras$173,9950.0%10,7670.1%EnergyUAUnder Armour$63,8860.0%10,2710.0%Consumer DiscretionaryUWMCUWM$38,9800.0%17,0220.0%FinanceCBUSCibus$21,2050.0%15,4780.0%HealthcareOXYOccidental Petroleum$0$259,350 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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