13F Filings History of PACK Private Wealth, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$218,707,302
Signature - Title
Derek Swedberg - Chief Compliance Officer
Location
Wayzata, MN
Summary
This page shows a list of all the recent 13F filings made by PACK Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PACK Private Wealth, LLC reported 56 stock holdings with total value $218,707,302 as of Q4 2025. Top holdings included VEA, IVV, VWO, IJH, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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