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