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CIK: 0001907212
Total reported value
$241.5M
$241.5M
57 檔
61.5%
In Q1 2026, PACK Private Wealth, LLC's U.S. equity holdings reached a combined market value of $241.5M, distributed across 57 disclosed stock positions.
PACK Private Wealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 21.79% | +0.18% | +0.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.48% | +0.37% | +3.34% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 12.58% | +0.01% | +0.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.97% | +0.35% | +0.62% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.34% | +0.43% | +1.00% | |
| 6 | GGG | Graco Inc | Stock-Industrials | 5.98% | -1.17% | — | |
| 7 | GNR | State Street Spdr S&p Global | ETF-Other | 5.49% | -1.01% | -0.19% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.15% | -0.14% | +3.89% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.82% | -0.07% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.05% | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +0.46% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.03% | — | |
| 13 | GTLS | Chart Industries Inc | Stock-Industrials | 1.06% | -0.09% | — | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | +0.08% | -2.14% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.53% | +0.02% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | -0.18% | |
| 17 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.50% | +0.02% | -81.92% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | -0.97% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.05% | — | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.43% | +0.01% | — | |
| 21 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.38% | +0.02% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.04% | +5.31% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.29% | +0.01% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.02% | — | |
| 25 | SSPY | Stratified Largecp Index ETF | ETF-Large Cap & Growth | 0.25% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.02% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.02% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.22% | +0.02% | — | |
| 29 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.21% | +0.01% | — | |
| 30 | COPX | Global X Copper Miners ETF | ETF-Other | 0.20% | -0.02% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | — | — | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 33 | FCG | First Trust Natural Gas ETF | ETF-Other | 0.17% | -0.02% | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.17% | -0.01% | — | |
| 35 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.17% | -0.02% | — | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.16% | -0.02% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.02% | — | |
| 38 | LIT | Global X Lithium & Battery T | ETF-Other | 0.15% | -0.01% | — | |
| 39 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.14% | +0.01% | +25.44% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | — | — | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.14% | -0.01% | -4.21% | |
| 42 | INDA | Ishares Msci India ETF | ETF-Other | 0.13% | — | — | |
| 43 | ONB | Old National Bancorp | Stock-Financials | 0.13% | +0.01% | — | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.13% | — | — | |
| 45 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.12% | +0.03% | — | |
| 46 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.12% | -0.12% | EXIT | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | — | |
| 49 | ECL | Ecolab Inc | Stock-Materials | 0.11% | -0.01% | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.11% | -0.01% | — |
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 Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, IVV, VWO) accounted for 61.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
OXY
市值: $259.4K
Top Position Liquidated / Trimmed
CHRW
前期市值: $631.9K
During Q1 2026, PACK Private Wealth, LLC's top holdings by market value included VEA (21.8%)、IVV (17.5%)、VWO (12.6%). The largest single position, VEA, represented 21.8% of total portfolio value.
In Q1 2026, PACK Private Wealth, LLC made 18 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 6 holdings, and fully liquidating 2 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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