Pack Private Wealth, LLC Top Holdings and 13F Report (2026) About Pack Private Wealth, LLCInvestment ActivityPack Private Wealth, LLC has $217.74 million in total holdings as of March 31, 2026.Pack Private Wealth, LLC owns shares of 57 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.18% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Pack Private Wealth, LLC has purchased 57 new stocks and bought additional shares in 8 stocks.Pack Private Wealth, LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $47,436,630iShares Core S&P 500 ETF $38,065,160Vanguard FTSE Emerging Markets ETF $27,389,621iShares Core S&P Mid-Cap ETF $21,705,358iShares Core S&P Small-Cap ETF $13,800,648 Largest New Holdings this Quarter 674599105 - Occidental Petroleum $259,350 Holding00187Y100 - APi Group $208,354 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,881 shares (about $1.23M)Vanguard Real Estate ETF 3,812 shares (about $338.12K)Occidental Petroleum 3,990 shares (about $259.35K)APi Group 5,142 shares (about $208.35K)iShares Core S&P Small-Cap ETF 1,098 shares (about $136.49K) Largest Sales this Quarter C.H. Robinson Worldwide 30,000 shares (about $4.98M)iShares S&P 500 Growth ETF 346 shares (about $39.14K)SPDR S&P Global Natural Resources ETF 311 shares (about $23.22K)Vanguard Emerging Markets Government Bond ETF 204 shares (about $13.40K)iShares S&P 500 Value ETF 51 shares (about $10.77K) 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$47,436,630$103,233 â–²0.2%740,27221.8%ETFIVViShares Core S&P 500 ETF$38,065,160$1,228,688 â–²3.3%58,27417.5%ETFVWOVanguard FTSE Emerging Markets ETF$27,389,621$55,239 â–²0.2%506,74612.6%ETFIJHiShares Core S&P Mid-Cap ETF$21,705,358$134,655 â–²0.6%321,41810.0%ETFIJRiShares Core S&P Small-Cap ETF$13,800,648$136,492 â–²1.0%111,0186.3%ETFGGGGraco$13,011,8050.0%153,7136.0%IndustrialsGNRSPDR S&P Global Natural Resources ETF$11,961,014$23,222 â–¼-0.2%160,1855.5%ETFVNQVanguard Real Estate ETF$9,038,796$338,124 â–²3.9%101,9034.2%ETFIEFAiShares Core MSCI EAFE ETF$3,960,0540.0%43,7431.8%ETFVOOVanguard S&P 500 ETF$2,903,4950.0%4,8591.3%ETFUNHUnitedHealth Group$2,588,4640.0%9,5661.2%MedicalAAPLApple$2,443,7580.0%9,6291.1%Computer and TechnologyGTLSChart Industries$2,318,7010.0%11,2151.1%IndustrialsIVWiShares S&P 500 Growth ETF$1,793,585$39,136 â–¼-2.1%15,8570.8%ETFIWPiShares Russell Mid-Cap Growth ETF$1,157,0520.0%9,0310.5%ETFGOOGAlphabet$1,141,129$2,008 â–¼-0.2%3,9780.5%Computer and TechnologyCHRWC.H. Robinson Worldwide$1,099,383$4,982,098 â–¼-81.9%6,6200.5%TransportationIVEiShares S&P 500 Value ETF$1,099,036$10,769 â–¼-1.0%5,2050.5%ETFAVGOBroadcom$961,9570.0%3,1080.4%Computer and TechnologyIVOOVanguard S&P Mid-Cap 400 ETF$925,8780.0%8,0990.4%ETFRPRXRoyalty Pharma$835,3500.0%17,4140.4%MedicalAMZNAmazon.com$804,964$40,613 â–²5.3%3,8650.4%Retail/WholesaleIWBiShares Russell 1000 ETF$631,8240.0%1,7720.3%ETFBRK.BBerkshire Hathaway$587,0200.0%1,2250.3%FinanceEXCHANGE LISTED FDS TR$541,3530.0%6,1320.2%STRATIFIED LARGEIWFiShares Russell 1000 Growth ETF$531,2940.0%1,2460.2%ETFMSFTMicrosoft$527,4920.0%1,4250.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$486,9740.0%8,5750.2%FinanceVIOOVanguard S&P Small-Cap 600 ETF$447,1480.0%3,8940.2%ETFCOPXGlobal X Copper Miners ETF$438,7070.0%5,7460.2%ETFIWDiShares Russell 1000 Value ETF$393,5800.0%1,8420.2%ETFIWRiShares Russell Mid-Cap ETF$371,6130.0%3,8220.2%ETFFCGFirst Trust Natural Gas ETF$370,7100.0%11,6980.2%ETFXLEEnergy Select Sector SPDR Fund$364,7420.0%5,9540.2%ETFEWWiShares MSCI Mexico ETF$362,2320.0%4,8150.2%ETFBNDXVanguard Total International Bond ETF$346,7770.0%7,2170.2%ETFMETAMeta Platforms$328,4320.0%5740.2%Computer and TechnologyLITGlobal X Lithium & Battery Tech ETF$318,8870.0%4,2890.1%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$306,753$62,221 â–²25.4%9,2340.1%ManufacturingEFAiShares MSCI EAFE ETF$305,8620.0%3,1490.1%FinanceVWOBVanguard Emerging Markets Government Bond ETF$304,999$13,401 â–¼-4.2%4,6430.1%ETFINDAiShares MSCI India ETF$291,9540.0%6,2330.1%ETFONBOld National Bancorp$289,0240.0%13,0780.1%FinanceIBBiShares Biotechnology ETF$272,5240.0%1,6140.1%FinanceDALDelta Air Lines$269,7900.0%4,0580.1%TransportationOXYOccidental Petroleum$259,350$259,350 â–²New Holding3,9900.1%EnergyTSLATesla$258,0100.0%6940.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$236,2100.0%8030.1%FinanceECLEcolab$230,3730.0%8660.1%Basic MaterialsBXBlackstone$229,9800.0%2,0000.1%FinancePBRPetroleo Brasileiro S.A.- Petrobras$223,4150.0%10,7670.1%EnergyIWMiShares Russell 2000 ETF$208,8160.0%8420.1%FinanceAPGAPi Group$208,354$208,354 â–²New Holding5,1420.1%Business ServicesLLYEli Lilly and Company$206,0280.0%2240.1%MedicalUWMCUWM$61,6200.0%17,0220.0%FinanceUAUnder Armour$59,4690.0%10,2710.0%Consumer DiscretionaryCBUSCibus$30,6460.0%15,4780.0%Consumer StaplesC H ROBINSON WORLDWIDE INC$0$631,924 â–¼-100.0%00.0%CALLCLFDClearfield$0$218,625 â–¼-100.0%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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