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Pack Private Wealth, LLC
PACK Private Wealth, LLC is a registered investment advisor headquartered in Wayzata, Minnesota. Founded by Derek J. Swedberg, the firm administers $267.2 million in assets under management as of February 2025 and serves approximately 357 clients including high net worth individuals, retail investors, charitable organizations, and businesses. The firm employs 3 people and provides customized wealth management services, financial planning, and investment advisory tailored to client needs.
Investment Strategy
PACK Private Wealth, LLC follows a discretionary investment approach, focusing on diversified portfolios built with ETFs and select equities. The firm’s strategy emphasizes long-term growth through exposure to both U.S. and international markets, with significant allocations across index funds and sector ETFs. The investment philosophy is centered on providing tailored strategies according to individual client objectives, risk tolerances, and financial circumstances, primarily serving high net worth individuals but also accommodating a range of investor profiles.
Latest 13F Filing Activity
Pack Private Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $189M. The fund increased holdings in Vanguard Tax-managed FDS, Ishares TR, Vanguard Intl Equity Index F among other positions. Pack Private Wealth, LLC reduced exposure to Ishares TR, Unitedhealth Group Inc., C H Robinson Worldwide Inc. among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 21.53% | $40.6M | 712,785 | $48.71 | $57.01 | +$5.4M |
I IVV | ISHARES TR | 18.14% | $34.2M | 55,123 | $472.10 | $620.90 | +$4.8M |
V VWO | VANGUARD INTL EQUITY INDEX F | 12.84% | $24.2M | 489,832 | $46.05 | $49.46 | +$4.0M |
I IJH | ISHARES TR | 9.91% | $18.7M | 301,406 | $55.67 | $62.02 | +$2.5M |
G GGG | GRACO INC | 7.00% | $13.2M | 153,713 | $80.62 | $85.97 | +$378.1K |
Industry Allocation
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