account_balance

Investment manager · 13F filer · SEC CIK 1907212

PACK Private Wealth, LLC

Reported value$241Mas of Jun 30, 2026
Positions61 5 new, 1 sold out
Top 10 weight86.2%VEA alone is 22%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 22.0% Held
IVV iShares Tr 17.9% Held
VWO Vanguard Intl Equity Index F 12.6% Held
IJH iShares Tr 10.3% Held
IJR iShares Tr 6.8% Held
GGG Graco Inc 4.8% Held
GNR SPDR Index SHS FDS 4.5% Held
VNQ Vanguard Index FDS 4.0% Held
IEFA iShares Tr 1.7% Held
UNH UnitedHealth Group Inc 1.6% Held
VOO Vanguard Index FDS 1.4% Held
AAPL Apple Inc. 1.1% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist