13F Filings History of PACK Private Wealth, LLC
- Latest 13F filing
- Q2 2026 - 12 Aug 2026
- Latest reported 13F value
- $241,467,938
- Largest 13F holdings
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VEA IVV VWO IJH IJR GGG GNR VNQ IEFA UNH VOO AAPL
+8 more
GTLS IVW GOOG IWP CHRW IVE AVGO IVOO - Form 13F summary
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- PACK Private Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- PACK Private Wealth, LLC reported 61 equity holdings with a total reported market value of $241,467,938 for Q2 2026. Top reported holdings included VEA, IVV, VWO, IJH, and IJR.
- Manager signature
- Derek Swedberg - Chief Compliance Officer
- Manager location
- Wayzata, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$241,467,938
Quarter delta
+$23,724,138
Accepted
12 Aug 2026, 09:16
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 61 | $241,467,938 | +$2,598,207 | -$1,079,395 | +$1,518,812 | VEA, IVV, VWO, IJH, IJR | 13F-HR | 12 Aug 2026, 09:16 |
| Q1 2026 | 57 | $217,743,800 | +$2,566,969 | -$5,289,259 | -$2,722,290 | VEA, IVV, VWO, IJH, IJR | 13F-HR | 15 May 2026, 11:46 |
| Q4 2025 | 56 | $218,707,302 | +$3,460,907 | -$1,509,943 | +$1,950,964 | VEA, IVV, VWO, IJH, IJR | 13F-HR | 17 Feb 2026, 09:54 |
| Q3 2025 | 55 | $212,274,830 | +$10,598,968 | -$365,502 | +$10,233,466 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 06 Nov 2025, 17:06 |
| Q2 2025 | 48 | $188,721,628 | +$11,318,536 | -$2,228,459 | +$9,090,077 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 13 Aug 2025, 10:21 |
| Q1 2025 | 41 | $168,120,164 | +$917,952 | -$2,497,009 | -$1,579,057 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 13 May 2025, 15:33 |
| Q4 2024 | 40 | $170,327,177 | +$3,494,118 | -$1,692,738 | +$1,801,380 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 03 Feb 2025, 08:00 |
| Q3 2024 | 41 | $176,399,295 | +$3,483,239 | -$956,041 | +$2,527,198 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 28 Oct 2024, 17:23 |
| Q2 2024 | 43 | $160,929,154 | +$3,241,731 | -$364,346 | +$2,877,385 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 02 Aug 2024, 14:09 |
| Q1 2024 | 40 | $159,166,597 | +$17,094,962 | -$1,324,476 | +$15,770,486 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 03 May 2024, 10:22 |
| Q4 2023 | 37 | $148,431,300 | +$4,338,710 | -$4,534,708 | -$195,998 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 06 Feb 2024, 16:31 |
| Q3 2023 | 37 | $133,982,014 | +$8,886,303 | -$861,029 | +$8,025,274 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 01 Nov 2023, 08:58 |
| Q2 2023 | 39 | $133,857,568 | +$2,776,095 | -$474,743 | +$2,301,352 | VEA, IVV, VWO, GGG, IJH | 13F-HR | 14 Jul 2023, 13:42 |
| Q1 2023 | 36 | $125,838,530 | +$5,209,707 | -$814,892 | +$4,394,815 | VEA, IVV, VWO, GGG, IJH | 13F-HR | 18 Apr 2023, 10:52 |
| Q4 2022 | 35 | $116,580,375 | +$3,294,742 | -$2,322,353 | +$972,389 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 27 Jan 2023, 17:45 |
| Q3 2022 | 35 | $106,318,000 | +$4,298,055 | -$457,560 | +$3,840,495 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 09 Nov 2022, 12:17 |
| Q2 2022 | 35 | $109,573,000 | +$6,498,382 | -$1,501,959 | +$4,996,423 | VEA, IVV, VWO, IJH, GGG | 13F-HR | 12 Aug 2022, 11:40 |
| Q1 2022 | 38 | $121,167,000 | +$4,194,259 | -$4,275,192 | -$80,933 | VEA, IVV, VWO, GGG, IJH | 13F-HR | 16 May 2022, 16:18 |
| Q4 2021 | 38 | $125,845,000 | $0 | $0 | $0 | VEA, IVV, VWO, GGG, IJH | 13F-HR | 15 Feb 2022, 16:24 |