PACK Private Wealth, LLC
Q1 2025 13F Holdings
- Locationwayzata, MN
- Num holdings
41
- Value ($000)
$168,120
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001907212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.22 M | 21 % | 692,850 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $29.43 M | 18 % | 52,370 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $20.21 M | 12 % | 446,504 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $16.19 M | 10 % | 277,476 | ||
GGG GRACO INC | COM | 384109104 | $12.84 M | 8 % | 153,713 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.00 M | 6 % | 95,663 | ||
GNR SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 | $7.65 M | 5 % | 143,732 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $7.64 M | 5 % | 84,419 | ||
CHRW C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | $4.62 M | 3 % | 45,120 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.75 M | 2 % | 49,599 |
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