Pack Private Wealth, Llc
- Regulatory AUM
- $326M
- Discretionary
- $326M
- Clients
- 222
- Avg AUM / client
- $1.5M
- Accounts
- 398
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Investments (13F portfolio — 57 positions, $217,743,800)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $47,436,630 | 740,272 | 21.8% | 14.5% |
| 2 | Ishares Tr | CORE S&P500 ETF | $38,065,160 | 58,274 | 17.5% | 11.7% |
| 3 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $27,389,621 | 506,746 | 12.6% | 8.4% |
| 4 | Ishares Tr | CORE S&P MCP ETF | $21,705,358 | 321,418 | 9.97% | 6.65% |
| 5 | Ishares Tr | CORE S&P SCP ETF | $13,800,648 | 111,018 | 6.34% | 4.23% |
| 6 | Graco Inc | COM | $13,011,805 | 153,713 | 5.98% | 3.99% |
| 7 | Spdr Index Shs Fds | STATE STREET SPD | $11,961,014 | 160,185 | 5.49% | 3.67% |
| 8 | Vanguard Index Fds | REAL ESTATE ETF | $9,038,796 | 101,903 | 4.15% | 2.77% |
| 9 | Ishares Tr | CORE MSCI EAFE | $3,960,054 | 43,743 | 1.82% | 1.21% |
| 10 | Vanguard Index Fds | S&P 500 ETF SHS | $2,903,495 | 4,859 | 1.33% | 0.89% |
| 11 | Unitedhealth Group Inc | COM | $2,588,464 | 9,566 | 1.19% | 0.79% |
| 12 | Apple Inc | COM | $2,443,758 | 9,629 | 1.12% | 0.75% |
| 13 | Chart Inds Inc | COM | $2,318,701 | 11,215 | 1.06% | 0.71% |
| 14 | Ishares Tr | S&P 500 GRWT ETF | $1,793,585 | 15,857 | 0.82% | 0.55% |
| 15 | Ishares Tr | RUS MD CP GR ETF | $1,157,052 | 9,031 | 0.53% | 0.35% |
| 16 | Alphabet Inc | CAP STK CL C | $1,141,129 | 3,978 | 0.52% | 0.35% |
| 17 | C H Robinson Worldwide In | COM NEW | $1,099,383 | 6,620 | 0.5% | 0.34% |
| 18 | Ishares Tr | S&P 500 VAL ETF | $1,099,036 | 5,205 | 0.5% | 0.34% |
| 19 | Broadcom Inc | COM | $961,957 | 3,108 | 0.44% | 0.29% |
| 20 | Vanguard Admiral Fds Inc | MIDCP 400 IDX | $925,878 | 8,099 | 0.43% | 0.28% |
| 21 | Royalty Pharma Plc | SHS CLASS A | $835,350 | 17,414 | 0.38% | 0.26% |
| 22 | Amazon Com Inc | COM | $804,964 | 3,865 | 0.37% | 0.25% |
| 23 | Ishares Tr | RUS 1000 ETF | $631,824 | 1,772 | 0.29% | 0.19% |
| 24 | Berkshire Hathaway Inc Del | CL B NEW | $587,020 | 1,225 | 0.27% | 0.18% |
| 25 | Exchange Listed Fds Tr | STRATIFIED LARGE | $541,353 | 6,132 | 0.25% | 0.17% |
Top 25 of 57 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 132 | $67.9M | 20.8% |
| High net worth individuals | 90 | $258M | 79.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lifespark 401(k) Plan Lifespark Group, Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Derek Joel Swedberg | Managing Member / Principal And Chief Compliance Officer | Sep 2020 (6y) | 75% or more | |
| Jason David Lennartson | Director Of Operations | CFP | Oct 2020 (6y) | Less than 5% |
| Mahoney, Caitlin, Quinn | Director Of Client Relations | Nov 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lifespark 401(k) Plan | Lifespark Group, Llc | 3,702 | $27.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $323M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗