0001907212-22-000004.txt : 20221109
0001907212-22-000004.hdr.sgml : 20221109
20221109121705
ACCESSION NUMBER: 0001907212-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221109
DATE AS OF CHANGE: 20221109
EFFECTIVENESS DATE: 20221109
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PACK Private Wealth, LLC
CENTRAL INDEX KEY: 0001907212
IRS NUMBER: 853328138
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22234
FILM NUMBER: 221371392
BUSINESS ADDRESS:
STREET 1: 1905 WAYZATA BLVD.
STREET 2: SUITE 320
CITY: WAYZATA
STATE: MN
ZIP: 55391
BUSINESS PHONE: (952) 563-9811
MAIL ADDRESS:
STREET 1: 1905 WAYZATA BLVD.
STREET 2: SUITE 320
CITY: WAYZATA
STATE: MN
ZIP: 55391
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001907212
XXXXXXXX
09-30-2022
09-30-2022
PACK Private Wealth, LLC
1905 WAYZATA BLVD.
SUITE 320
WAYZATA
MN
55391
13F HOLDINGS REPORT
028-22234
N
DEREK SWEDBERG
PRINCIPAL
(952) 563-9811
DEREK SWEDBERG
WAYZATA
MN
11-09-2022
0
35
106318
false
INFORMATION TABLE
2
packq32022.xml
VANGUARD FTSE DEVELOPED MARKETS ETF
UIT EXCHANGE TRADED
921943858
20150
554170
SH
SOLE
0
0
554170
ISHARES CORE S&P 500 ETF
UIT EXCHANGE TRADED
464287200
17455
48668
SH
SOLE
0
0
48668
VANGUARD FTSE EMERGING MARKETS ETF
UIT EXCHANGE TRADED
922042858
11783
322923
SH
SOLE
0
0
322923
ISHARES CORE S&P MID-CAPETF
UIT EXCHANGE TRADED
464287507
9539
43506
SH
SOLE
0
0
43506
GRACO INC
COMMON STOCK
384109104
9515
158713
SH
SOLE
0
0
158713
ISHARES CORE S&P SMALL CAP ETF
UIT EXCHANGE TRADED
464287804
6606
75765
SH
SOLE
0
0
75765
C H ROBINSON WORLDWD
COMMON STOCK
12541W209
4923
51120
SH
SOLE
0
0
51120
SPDR S&P GLOBAL NATURAL RESOURCS ETF
UIT EXCHANGE TRADED
78463X541
4880
98675
SH
SOLE
0
0
98675
UNITEDHEALTH GRP INC
COMMON STOCK
91324P102
4794
9492
SH
SOLE
0
0
9492
VANGUARD REAL ESTATE ETF
UIT EXCHANGE TRADED
922908553
4438
55361
SH
SOLE
0
0
55361
VANGUARD S&P 500 ETF
UIT EXCHANGE TRADED
922908363
1237
3767
SH
SOLE
0
0
3767
THE MOSAIC CO
COMMON STOCK
61945C103
1073
22202
SH
SOLE
0
0
22202
ISHARES S&P 500 GROWTH ETF
UIT EXCHANGE TRADED
464287309
1045
18058
SH
SOLE
0
0
18058
ISHARES CORE MSCI EAFE ETF
UIT EXCHANGE TRADED
46432F842
823
15621
SH
SOLE
0
0
15621
ISHARES S&P 500 VALUE ETF
UIT EXCHANGE TRADED
464287408
818
6363
SH
SOLE
0
0
6363
CLEARFIELD INC
COMMON STOCK
18482P103
784
7489
SH
SOLE
0
0
7489
ISHARES RUSSELL MID CAP GROWTH ETF
UIT EXCHANGE TRADED
464287481
717
9144
SH
SOLE
0
0
9144
ROYALTY PHARMA PLC FCLASS A
FOREIGN ORDINARIES
G7709Q104
700
17414
SH
SOLE
0
0
17414
VANGUARD S&P MID CAP 400ETF
UIT EXCHANGE TRADED
921932885
510
3429
SH
SOLE
0
0
3429
ISHARES MSCI EMERGING MARKETS ETF
UIT EXCHANGE TRADED
464287234
418
11975
SH
SOLE
0
0
11975
ISHARES RUSSELL 1000 GROWTH ETF
UIT EXCHANGE TRADED
464287614
376
1788
SH
SOLE
0
0
1788
APPLE INC
COMMON STOCK
037833100
374
2705
SH
SOLE
0
0
2705
ISHARES RUSSELL 1000 ETF
UIT EXCHANGE TRADED
464287622
350
1772
SH
SOLE
0
0
1772
ISHARES MSCI INDIA INDEXETF
UIT EXCHANGE TRADED
46429B598
323
7914
SH
SOLE
0
0
7914
SYNTAX STRATIFIED SMALLCAP ETF
UIT EXCHANGE TRADED
87166N304
306
8170
SH
SOLE
0
0
8170
BERKSHIRE HATHAWAY CLASS B
COMMON STOCK
084670702
293
1099
SH
SOLE
0
0
1099
ISHARES BIOTECHNOLOGY ETF
UIT EXCHANGE TRADED
464287556
284
2426
SH
SOLE
0
0
2426
TESLA INC
COMMON STOCK
88160R101
279
1050
SH
SOLE
0
0
1050
VANGUARD TOTAL INTERNATIONAL BND ETF
UIT EXCHANGE TRADED
92203J407
255
5350
SH
SOLE
0
0
5350
ALPHABET INC. CLASS C
COMMON STOCK
02079K107
255
2650
SH
SOLE
0
0
2650
VANGUARD S&P SMALL CAP 600 ETF
UIT EXCHANGE TRADED
921932828
253
1564
SH
SOLE
0
0
1564
ISHARES RUSSELL 1000 VALUE ETF
UIT EXCHANGE TRADED
464287598
250
1842
SH
SOLE
0
0
1842
ISHARES RUSSELL MID CAP ETF
UIT EXCHANGE TRADED
464287499
238
3822
SH
SOLE
0
0
3822
ISHARES MSCI EAFE ETF
UIT EXCHANGE TRADED
464287465
224
4004
SH
SOLE
0
0
4004
QUALTEK SVCS INC CLASS A
COMMON STOCK
74760R303
50
25000
SH
SOLE
0
0
25000