PACK Private Wealth, LLC
All 13F Filings
- Location
- Wayzata, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 219,339
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 57 | 219,339 | 13F-HR | PACK Private Wealth, LLC |
| Q3 2025 | 11/6/2025 | 55 | 212,275 | 13F-HR | PACK Private Wealth, LLC |
| Q2 2025 | 8/13/2025 | 48 | 188,722 | 13F-HR | PACK Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
632
(0.3% of total reported value)
· QoQ Δ:
+632
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.96 K | 44.3% | 3.423 K | 0 | 3.423 K |
| ETFs | 121.8 K | 55.7% | 3.011 K | 0 | 3.011 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
219,339
Holdings
57
QoQ value change ($000)
7,064
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.