StockDriftsStockDriftsTop 50 Pack Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 21.97% | 744.4K | $53.0M | +0.56%(+4.17K) | $49.49(+49.54%) | 2026-06-30 | |
| IVV | ISHARES TR | 17.85% | 57.6K | $43.1M | -1.23%(-714) | $467.25(+66.70%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 12.59% | 509.1K | $30.4M | +0.47%(+2.39K) | $46.44(+30.03%) | 2026-06-30 | |
| IJH | ISHARES TR | 10.32% | 323.3K | $24.9M | +0.58%(+1.87K) | $55.22(+42.24%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.77% | 110.3K | $16.4M | -0.65%(-723) | $109.02(+37.55%) | 2026-06-30 | |
| GGG | GRACO INC | 4.81% | 153.7K | $11.6M | +0.00%(+0) | $75.30(+8.83%) | 2026-06-30 | |
| GNR | SPDR INDEX SHS FDS | 4.48% | 160.6K | $10.8M | +0.28%(+454) | $53.89(+38.98%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 4.01% | 100.5K | $9.7M | -1.42%(-1.45K) | $96.73(+1.11%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.75% | 43.7K | $4.2M | +0.00%(+0) | $66.70(+51.90%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 1.65% | 9.6K | $4.0M | +0.00%(+0) | $436.03(-9.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.21% | +45.09% | — | — | +34.48% |
| Top 20 Holdings Unweighted | +12.97% | +44.16% | — | — | +37.44% |
Pack Private Wealth LLC reports $241.47M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VEA (22.0%), IVV (17.9%) and VWO (12.6%). The top 20 holdings account for 93.67% of reported assets. Its disclosed equity book has returned +45.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pack Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907212). View Pack Private Wealth LLC’s 13F filings on SEC