PACK Private Wealth, LLC
All 13F Filings
- Location
- Wayzata, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 217,744
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 57 | 217,744 | 13F-HR | PACK Private Wealth, LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.75 K | 13.7% | 0 | 67.21 K | -67.21 K |
| ETFs | 188 K | 86.3% | 66.24 K | 0 | 66.24 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
217,744
Holdings
57
QoQ value change ($000)
-1,595
(-0.7%)
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.