Derek Swedberg

Pack Private Wealth, Llc

Assets Managed

$217.744M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

-0.72%(2Q avg: 1.31%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pack Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Pack Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 217.744M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by Derek Swedberg, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.22%	21.79%	$47.437M 740,272 shares@ $64.09 avg price	Increased 0.22%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 3.34%	17.49%	$38.065M 58,274 shares@ $653.22 avg price	Increased 3.34%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 0.21%	12.58%	$27.39M 506,746 shares@ $54.05 avg price	Increased 0.21%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 0.63%	9.97%	$21.705M 321,418 shares@ $67.54 avg price	Increased 0.63%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 1%	6.34%	$13.801M 111,018 shares@ $124.32 avg price	Increased 1%
GGG Graco Inc Recent Activity	5.98%	$13.012M 153,713 shares@ $84.65 avg price
GNR Spdr S&p Gl Nat Resources Recent Activity Decreased -0.19%	5.5%	$11.961M 160,185 shares@ $74.68 avg price	Decreased -0.19%
VNQ Vanguard Real Estate Etf Recent Activity Increased 3.89%	4.16%	$9.039M 101,903 shares@ $88.7 avg price	Increased 3.89%
IEFA Ishares Core Msci Eafe Etf Recent Activity	1.82%	$3.96M 43,743 shares@ $90.54 avg price
VOO Vanguard S&p 500 Etf Recent Activity	1.34%	$2.903M 4,859 shares@ $597.55 avg price

1-10 of 57