13FBOX
PACK Private Wealth, LLC · 13F Holdings
Options Calculator Rankings

PACK Private Wealth, LLC

No.6494 Data as of 2026Q2
Latest AUM (Q2 2026)
$241.5M
QoQ Change Q1 2026
+$23.7M+10.9%
Holdings
61
New Buys
5
Adds
9
Reduces
6
Exits
1
Unchanged
41
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD FTSEVEA
21.97%21.79%$53.0M744,441$47.4M740,272+4,169+0.56%Add
IISHARES TRIVV
17.85%17.48%$43.1M57,560$38.1M58,274-714-1.23%Reduce
VVANGUARD FSTEVWO
12.59%12.58%$30.4M509,140$27.4M506,746+2,394+0.47%Add
IISHARES COREIJH
10.32%9.97%$24.9M323,292$21.7M321,418+1,874+0.58%Add
IISHARES COREIJR
6.77%6.34%$16.4M110,295$13.8M111,018-723-0.65%Reduce
GRACO INCGGG
4.81%5.98%$11.6M153,713$13.0M153,71300.00%Unchanged
SSTATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR
4.48%5.49%$10.8M160,639$12.0M160,185+454+0.28%Add
VVANGUARD INDEX FDSVNQ
4.01%4.15%$9.7M100,455$9.0M101,903-1,448-1.42%Reduce
IISHARES TRIEFA
1.75%1.82%$4.2M43,743$4.0M43,74300.00%Unchanged
UNITEDHEALTH GROUP INCUNH
1.65%1.19%$4.0M9,566$2.6M9,56600.00%Unchanged
VVANGUARD INDEX FDSVOO
1.38%1.33%$3.3M4,859$2.9M4,85900.00%Unchanged
APPLE INCAAPL
1.15%1.12%$2.8M9,565$2.4M9,629-64-0.66%Reduce
CCHART INDS INCGTLS
0.97%1.06%$2.3M11,215$2.3M11,21500.00%Unchanged
IISHARES TRIVW
0.9%0.82%$2.2M15,797$1.8M15,857-60-0.38%Reduce
AAlphabet Inc Class CGOOG
0.58%0.52%$1.4M3,978$1.1M3,97800.00%Unchanged
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
0.55%0.53%$1.3M9,031$1.2M9,03100.00%Unchanged
CC H ROBINSON WORLDWIDE INCHRW
0.52%0.5%$1.2M6,620$1.1M6,62000.00%Unchanged
IISHARES S&PIVE
0.49%0.5%$1.2M5,205$1.1M5,20500.00%Unchanged
BROADCOM INCAVGO
0.49%0.44%$1.2M3,114$961,9573,108+6+0.19%Add
VVANGUARD S&P MID-CAP 400 ETFIVOO
0.44%0.43%$1.1M8,099$925,8788,09900.00%Unchanged
AMAZON COM INCAMZN
0.41%0.37%$1.0M4,196$804,9643,865+331+8.56%Add
ROYALTY PHARMA PLCRPRX
0.4%0.38%$976,40317,414$835,35017,41400.00%Unchanged
IISHARES RUSSELLIWB
0.3%0.29%$725,6341,772$631,8241,77200.00%Unchanged
IISHARES RUSSELLIWF
0.26%0.24%$618,8634,984$531,2941,246+3,738+300.00%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.25%0.27%$612,9781,225$587,0201,22500.00%Unchanged
SSTRATIFIED LARGECAP INDEX ETFSSPY
0.25%0.25%$595,8676,132$541,3536,13200.00%Unchanged
IISHARES TREEM
0.24%0.22%$586,6168,575$486,9748,57500.00%Unchanged
VVANGUARD S&P SMALL-CAP 600 ETFIVOO
0.22%0.21%$535,5813,894$447,1483,89400.00%Unchanged
MICROSOFT CORPMSFT
0.22%0.24%$531,5541,425$527,4921,42500.00%Unchanged
IISHARES TRIWD
0.18%0.18%$446,5561,842$393,5801,84200.00%Unchanged
GGLOBAL X COPPER MINERS ETFCOPX
0.18%0.2%$442,2705,746$438,7075,74600.00%Unchanged
IISHARES RUSSELL MIDCAP ETFIWR
0.17%0.17%$421,6433,822$371,6133,82200.00%Unchanged
SSELECT SECTOR SPDR TRXLE
0.16%0.17%$379,4717,145$364,7425,954+1,191+20.00%Add
DELTA AIR LINES INCDAL
0.15%0.12%$368,3843,933$269,7904,058-125-3.08%Reduce
FFIRST TRUST NATURAL GAS ETFFCG
0.15%0.17%$367,72413,819$370,71011,698+2,121+18.13%Add
IISHARES MSCI MEXICO ETFEWW
0.15%0.17%$362,4254,815$362,2324,81500.00%Unchanged
GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ
0.15%0.14%$350,3389,234$306,7539,23400.00%Unchanged
VVANGUARD TOTALBNDX
0.14%0.16%$349,5197,217$346,7777,21700.00%Unchanged
Old National Bancorp CORP COMMONONB
0.14%0.13%$338,72013,078$289,02413,07800.00%Unchanged
GGLOBAL X LITHIUM & BATTERY TECH ETFLIT
0.14%0.15%$335,7434,289$318,8874,28900.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.14%0.14%$327,1183,149$305,8623,14900.00%Unchanged
META PLATFORMS INCMETA
0.13%0.15%$323,358574$328,43257400.00%Unchanged
VVANGUARD EMERGINGVWOB
0.13%0.14%$312,1954,643$304,9994,64300.00%Unchanged
IISHARES MSCI INDIA ETFINDA
0.13%0.13%$307,8486,233$291,9546,23300.00%Unchanged
IISHARES BIOTECHNOLOGYIBB
0.13%0.13%$306,9671,614$272,5241,61400.00%Unchanged
DIGI INTL INCDGII
0.12%$299,8004,000$00+4,000New Buy
CCLEARFIELD INCCLFD
0.12%$298,4257,500$00+7,500New Buy
CATERPILLAR INCCAT
0.12%$293,912276$00+276New Buy
TESLA INCTSLA
0.12%0.12%$291,913694$258,01069400.00%Unchanged
ELI LILLY & COLLY
0.11%0.09%$268,672224$206,02822400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow