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Home > Institutional Investor > Pack Private Wealth, Llc > Profile

Instuitional Investor - Pack Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Pack Private Wealth, Llc
Portfolio Value $241,467,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 744,441 $53,041,421 21.97%
2.
Ishares Trust
 IEF 57,560 $43,106,108 17.85%
3.
Vanguard Intl Equity Index Funds
 VWO 509,140 $30,390,567 12.59%
4.
Ishares Trust
 IEF 323,292 $24,929,046 10.32%
5.
Ishares Trust
 IEF 110,295 $16,357,851 6.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.