Titelia

Holdings of PACK Private Wealth, LLC

54 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.6 % of the equity sleeve

Sector breakdown

  • Funds 36.3 %
  • Technology 1.8 %
  • Health care 1.3 %
  • Communication 0.7 %
  • Industrials 0.6 %
  • Consumer discretionary 0.5 %
  • Financials 0.5 %
  • Energy 0.2 %
  • Materials 0.1 %
  • Unattributed 58.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • BR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US53215.9M $99.90 %
2BR1223.4K $0.10 %

Positions

RankCompanySharesValueWeight
1Vanguard FTSE Developed Markets ETF 740,27247.4M $
2iShares Core S&P 500 ETF 58,27438.1M $
3Vanguard International Equity Index Funds 506,74627.4M $
4iShares Core S&P Mid-Cap ETF 321,41821.7M $
5iShares Core S&P Small-Cap ETF 111,01813.8M $
6Graco Inc 153,71313M $
7State Street SPDR S&P Global Natural Resources ETF 160,18512M $
8Vanguard Real Estate ETF 101,9039M $
9iShares Core MSCI EAFE ETF 43,7434M $
10Vanguard S&P 500 ETF 4,8592.9M $
11UnitedHealth Group Inc 9,5662.6M $
12Apple Inc 9,6292.4M $
13Chart Industries Inc 11,2152.3M $
14iShares Trust 15,8571.8M $
15iShares Trust 9,0311.2M $
16Alphabet Inc 3,9781.1M $
17CH Robinson Worldwide Inc 6,6201.1M $
18iShares Trust 5,2051.1M $
19Broadcom Inc 3,108962K $
20VANGUARD ADMIRAL FDS INC 8,099925.9K $
21Amazon.com Inc 3,865805K $
22iShares Trust 1,772631.8K $
23Berkshire Hathaway Inc 1,225587K $
24Exchange Listed Funds Trust 6,132541.4K $
25iShares Russell 1000 Growth ETF 1,246531.3K $
26Microsoft Corp 1,425527.5K $
27iShares MSCI Emerging Markets ETF 8,575487K $
28Global X Funds 5,746438.7K $
29iShares Trust 1,842393.6K $
30iShares Trust 3,822371.6K $
31Select Sector Spdr Trust 5,954364.7K $
32Ishares Inc 4,815362.2K $
33Vanguard Charlotte Funds 7,217346.8K $
34Meta Platforms Inc 574328.4K $
35Global X Lithium & Battery Tec 4,289318.9K $
36Global X Funds 9,234306.8K $
37iShares MSCI EAFE ETF 3,149305.9K $
38Vanguard Emerging Markets Government Bond ETF 4,643305K $
39iShares Trust 6,233292K $
40Old National Bancorp/IN 13,078289K $
41iShares Biotechnology ETF 1,614272.5K $
42Delta Air Lines Inc 4,058269.8K $
43Occidental Petroleum Corp 3,990259.4K $
44Tesla Inc 694258K $
45JPMorgan Chase & Co 803236.2K $
46Ecolab Inc 866230.4K $
47Blackstone Inc 2,000230K $
48Petroleo Brasileiro SA - Petrobras 10,767223.4K $
49iShares Russell 2000 ETF 842208.8K $
50API Group Corp 5,142208.4K $
51Eli Lilly & Co 224206K $
52UWM Holdings Corp 17,02261.6K $
53Under Armour Inc 10,27159.5K $
54CIBUS INC 15,47830.6K $