PACK Private Wealth, LLC: 13F holdings
CIK 19072122026Q2
| Positions | 61 |
|---|
| Reported value | $241.5m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 61 (+4 vs prior quarter) |
|---|
| Reported value | $241.5m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 744,441 | $53.0m | 22.0% |
| IVV ISHARES TR | 57,560 | $43.1m | 17.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 509,140 | $30.4m | 12.6% |
| IJH ISHARES TR | 323,292 | $24.9m | 10.3% |
| IJR ISHARES TR | 110,295 | $16.4m | 6.8% |
| GGG GRACO INC | 153,713 | $11.6m | 4.8% |
| GNR SPDR INDEX SHS FDS | 160,639 | $10.8m | 4.5% |
| VNQ VANGUARD INDEX FDS | 100,455 | $9.7m | 4.0% |
| IEFA ISHARES TR | 43,743 | $4.2m | 1.7% |
| UNH UNITEDHEALTH GROUP INC | 9,566 | $4.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907212")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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