PACK Private Wealth, LLC

RIA/Wealth

PACK Private Wealth, LLC is a RIA/Wealth based in Wayzata, MN led by Derek Joel Swedberg, reporting $267.2M in AUM as of Q3 2025 with 84% ETF concentration, 85% concentrated in top 10 holdings, and 21% allocation to VEA.

Managing PartnerDerek Joel Swedberg

Portfolio Value: $212.3M
Positions: 55
Top Holding: VEA at 20.51%
Last Reported: Q3 2025

Address1905 Wayzata Blvd., Suite 320, Wayzata, MN, 55391, United States

Top Holdings

Largest long holdings in PACK Private Wealth, LLC's portfolio (85.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard FTSE Developed Markets VEA	ETF ETF	$43.5M	20.51%	+$821.9K Bought	— 726.5K shares	Q4 2021 Held for 3y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$37.4M	17.60%	+$461.8K Bought	— 55.8K shares	Q4 2021 Held for 3y 11m
3 Vanguard FTSE Emerging Markets VWO	ETF ETF	$26.9M	12.67%	+$365.8K Bought	— 496.6K shares	Q4 2021 Held for 3y 11m
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$20.1M	9.49%	+$478.9K Bought	— 308.7K shares	Q4 2021 Held for 3y 11m
5 Graco GGG	Industrial - Machinery Industrials	$13.1M	6.15%	—	0.09% 153.7K shares	Q4 2021 Held for 3y 11m
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$12.9M	6.05%	+$283.1K Bought	— 108.2K shares	Q4 2021 Held for 3y 11m
7 SPDR S&P Global Natural Resources GNR	ETF ETF	$9.4M	4.42%	+$266.9K Bought	— 158.4K shares	Q4 2021 Held for 3y 11m
8 Vanguard Real Estate VNQ	ETF ETF	$8.7M	4.08%	+$272.5K Bought	— 94.7K shares	Q4 2021 Held for 3y 11m
9 C.H. Robinson Worldwide CHRW	Integrated Freight & Logistics Industrials	$5.5M	2.60%	-$331.0K Sold	0.04% 41.6K shares	Q4 2021 Held for 3y 11m
10 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$3.8M	1.80%	—	— 43.7K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PACK Private Wealth, LLC's latest filing

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Market Value

$212.3M

Prior: $188.7M

Q/Q Change

+12.48%

+$23.6M

Net Flows % of MV

+4.82%

Turnover Ratio

2.58%

New Purchases

7 stocks

$4.5M

Added To

15 stocks

+$6.1M

Sold Out Of

0 stocks

Reduced Holdings

5 stocks

-$365.5K

Increased Positions

Position	Shares Δ	Change
1 Chart Industries GTLS	New	0 → 11.7K +$2.3M
2 Broadcom Inc. AVGO	New	0 → 3.1K +$1.0M
3 Global X Robotics & Artificial Intelligence ETF BOTZ	New	0 → 7.4K +$260.8K
4 Global X Lithium & Battery Tech LIT	New	0 → 4.3K +$243.8K
5 Energy Select Sector SPDR Fund XLE	New	0 → 2.6K +$234.4K

Decreased Positions

Position	Shares Δ	Change
1 C.H. Robinson Worldwide CHRW	-5.67%	44.1K → 41.6K −$331.0K
2 iShares S&P 500 Value IVE	-2.7%	5.4K → 5.3K −$30.2K
3 Vanguard Emerging Markets Government Bond VWOB	-0.21%	4.8K → 4.8K −$669.0
4 iShares S&P 500 Growth ETF IVW	-0.15%	16.9K → 16.9K −$3.1K
5 Vanguard Total International Bond BNDX	-0.15%	7.2K → 7.1K −$544.1