Data as of Q4 2025 (Dec 31, 2025)

PACK Private Wealth, LLC

•CIK: 1907212•Filing: Q4 2025

**PACK Private Wealth, LLC** manages $219M across a diversified portfolio of 57 positions. The fund exhibits significant international exposure, with top holdings including VEA at $46.1M and VWO at $27.2M. Core allocations are anchored by broad market ETFs, notably IVV ($38.6M) and IJH ($21.1M). This structure suggests a focus on global equity diversification across developed and emerging markets.

Total AUM
$218.7M
QoQ Performance
+3.0%
Positions
37
Top 10 Concentration
85.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VEA
IVV
VWO
IJH
IJR
GGG
VEA21.1%
IVV17.7%
VWO12.4%
IJH9.6%
IJR6.0%
GGG5.8%
GNR4.6%
VNQ4.0%

📈 Biggest Buys

VEA
VANGUARD TAX-MANAGED FDS
+1.7%
21.1% of portfolio
IJH
ISHARES TR
+3.5%
9.6% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+1.8%
12.4% of portfolio
IVV
ISHARES TR
+1.0%
17.7% of portfolio
VNQ
VANGUARD INDEX FDS
+3.5%
4.0% of portfolio

📉 Biggest Sells

CHRW
C H ROBINSON WORLDWIDE INC
-12.0%
2.7% of portfolio
GTLS
CHART INDS INC
-4.1%
1.1% of portfolio
IWF
ISHARES TR
-14.4%
0.3% of portfolio
IVW
ISHARES TR
-3.9%
0.9% of portfolio
AAPL
APPLE INC
-2.8%
1.2% of portfolio

Sector Breakdown

Other75.6%
ETF19.1%
Technology2.7%
Healthcare1.6%
Consumer0.5%
Financial0.4%
Materials0.1%

🚪 Exited Positionssold since Q3 2025

MOS
MOSAIC CO NEW
SOLD
$246.0K

Changes from Q3 2025

NEW2 new positions
↑11 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VEA21.1%
VANGUARD TAX-MANAGED FDS
$46.1M
IVV17.7%
ISHARES TR
$38.6M
VWO12.4%
VANGUARD INTL EQUITY INDEX F
$27.2M
IJH9.6%
ISHARES TR
$21.1M
IJR6.0%
ISHARES TR
$13.2M

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