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CIK: 0001907212
Total reported value
$241.5M
$241.5M
57 檔
60.6%
The Q4 2025 SEC filing reveals that PACK Private Wealth, LLC held a total portfolio value of $241.5M, covering 57 public equity positions.
PACK Private Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 12 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, VWO) accounted for 60.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
CHRW
市值: $631.9K
Top Position Liquidated / Trimmed
MOS
前期市值: $246.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 21.04% | +0.18% | +1.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.61% | +0.37% | +1.04% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 12.40% | +0.01% | +1.84% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.61% | +0.35% | +3.46% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.02% | +0.43% | +1.63% | |
| 6 | GGG | Graco Inc | Stock-Industrials | 5.74% | -1.17% | — | |
| 7 | GNR | State Street Spdr S&p Global | ETF-Other | 4.55% | -1.01% | +1.35% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.96% | -0.14% | +3.54% | |
| 9 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.68% | +0.02% | -12.01% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.78% | -0.07% | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | +0.46% | -0.03% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.05% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.03% | -2.84% | |
| 14 | GTLS | Chart Industries Inc | Stock-Industrials | 1.05% | -0.09% | -4.15% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.08% | -3.91% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | -0.38% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.56% | +0.02% | — | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.05% | — | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.41% | +0.01% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.04% | -2.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.02% | — | |
| 23 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.31% | +0.02% | — | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | +0.01% | — | |
| 25 | CHRW | C.H. Robinson Worldwide, Inc. | Stock-Industrials | 0.29% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.02% | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.27% | +0.02% | -14.42% | |
| 28 | SSPY | Stratified Largecp Index ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.21% | +0.02% | — | |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.20% | +0.01% | — | |
| 31 | COPX | Global X Copper Miners ETF | ETF-Other | 0.19% | -0.02% | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | — | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.16% | -0.02% | +0.95% | |
| 36 | INDA | Ishares Msci India ETF | ETF-Other | 0.15% | — | -6.79% | |
| 37 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.15% | -0.02% | — | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.15% | -0.01% | +0.96% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | — | -2.12% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.14% | -0.01% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | — | — | |
| 42 | ONB | Old National Bancorp | Stock-Financials | 0.13% | +0.01% | — | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.13% | +0.03% | -4.02% | |
| 44 | LIT | Global X Lithium & Battery T | ETF-Other | 0.13% | -0.01% | — | |
| 45 | FCG | First Trust Natural Gas ETF | ETF-Other | 0.12% | -0.02% | +18.60% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.12% | — | — | |
| 47 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.12% | +0.01% | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.12% | -0.01% | +126.91% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | — |
According to official SEC Form 13F filings, PACK Private Wealth, LLC reported a total U.S. public equity portfolio value of $241.5M across 57 disclosed positions in Q4 2025.
During Q4 2025, PACK Private Wealth, LLC's top holdings by market value included VEA (21.0%)、IVV (17.6%)、VWO (12.4%). The largest single position, VEA, represented 21.0% of total portfolio value.
In Q4 2025, PACK Private Wealth, LLC made 27 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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