PACK Private Wealth, LLC - Portfolio overview

PACK Private Wealth, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 21.74%
2. IVV - ISHARES TR, 17.44%
3. VWO - VANGUARD INTL EQUITY INDEX F, 12.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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