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Pachira Investments

Latest statistics and disclosures from Pachira Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQ, VTI, IJH, MGV, and represent 33.06% of Pachira Investments's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.6M), SPSM (+$6.5M), SPMD (+$6.3M), SPMO, SMH, PPA, VEA, QQQ, VTI, MGV.
Started 11 new stock positions in RSP, IDMO, IVV, SPMD, SPSM, CVX, PANW, AVGO, LQD, GE. GLD.
Reduced shares in these 10 stocks: VOO, IJH, IJR, EPI, XLB, BRK.B, XLK, JNJ, SCHB, LMT.
Pachira Investments was a net buyer of stock by $35M.
Pachira Investments has $178M in assets under management (AUM), dropping by 34.53%.
Central Index Key (CIK): 0001563634

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Positions held by Pachira Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pachira Investments

Pachira Investments holds 65 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.2	$15M	-5%	24k	612.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.7	$12M	+14%	20k	600.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.5	$12M	+14%	35k	328.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.0	$11M	-6%	164k	65.26	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.7	$10M	+16%	74k	137.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.4	$9.6M	-6%	80k	118.83	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.5	$8.0M		57k	139.17	View chart
Select Sector Spdr Tr Technology (XLK)	4.3	$7.6M		27k	281.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$6.6M	NEW	9.9k	669.32	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	3.7	$6.5M	NEW	140k	46.32	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	3.5	$6.3M	NEW	110k	57.19	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	3.3	$6.0M		224k	26.58	View chart
Innovator Etfs Trust Equity Defined P (APOC)	3.3	$5.9M		227k	25.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$5.6M	+39%	93k	59.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.8	$5.0M	+217%	41k	121.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$4.2M	+18%	78k	54.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$3.9M		8.3k	468.42	View chart
Impinj (PI)	2.1	$3.7M		21k	180.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.6	$2.8M	+203%	8.7k	326.37	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.5	$2.7M	+217%	17k	155.45	View chart
Lockheed Martin Corporation (LMT)	1.3	$2.4M		4.8k	499.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.3	$2.2M	+5%	35k	65.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.2M	-4%	4.3k	502.74	View chart
Microsoft Corporation (MSFT)	1.0	$1.8M		3.5k	517.99	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$1.5M		13k	113.88	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.8	$1.4M	+19%	42k	32.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$1.3M	+6%	4.1k	307.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M	+3%	5.2k	243.11	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M	+3%	6.7k	186.59	View chart
Amazon (AMZN)	0.7	$1.2M		5.7k	219.58	View chart
Costco Wholesale Corporation (COST)	0.6	$1.1M	+8%	1.2k	925.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.0M		4.3k	241.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.5	$975k	NEW	18k	53.99	View chart
Apple (AAPL)	0.5	$869k		3.4k	254.61	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.5	$849k	-11%	9.5k	89.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$842k		5.7k	148.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$828k	+6%	2.8k	293.76	View chart
Northrop Grumman Corporation (NOC)	0.4	$735k	+3%	1.2k	609.29	View chart
Johnson & Johnson (JNJ)	0.4	$730k	-4%	3.9k	185.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$728k	+8%	2.9k	254.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$700k	NEW	6.3k	111.47	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.4	$688k	+16%	18k	39.18	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.4	$687k	-30%	16k	44.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$540k		18k	29.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$514k		1.1k	479.46	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$497k	+21%	4.5k	110.46	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.3	$486k	+21%	4.4k	110.39	View chart
Tesla Motors (TSLA)	0.2	$443k		995.00	444.72	View chart
Meta Platforms Cl A (META)	0.2	$400k	+11%	544.00	734.40	View chart
JPMorgan Chase & Co. (JPM)	0.2	$389k	+16%	1.2k	315.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$377k	-8%	15k	25.71	View chart
Procter & Gamble Company (PG)	0.2	$362k	-4%	2.4k	153.62	View chart
Palo Alto Networks (PANW)	0.2	$335k	NEW	1.6k	203.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$320k	NEW	1.7k	189.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$305k	+3%	458.00	666.51	View chart
McDonald's Corporation (MCD)	0.2	$303k	+22%	998.00	303.90	View chart
Visa Com Cl A (V)	0.2	$285k	+14%	835.00	341.58	View chart
Oracle Corporation (ORCL)	0.2	$274k		974.00	281.27	View chart
Broadcom (AVGO)	0.1	$263k	NEW	797.00	330.05	View chart
Union Pacific Corporation (UNP)	0.1	$260k		1.1k	236.27	View chart
Chevron Corporation (CVX)	0.1	$252k	NEW	1.6k	155.26	View chart
Sempra Energy (SRE)	0.1	$242k		2.7k	89.98	View chart
Ge Aerospace Com New (GE)	0.1	$211k	NEW	700.00	300.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$204k	NEW	574.00	355.47	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$204k	-4%	342.00	596.03	View chart

Past Filings by Pachira Investments

SEC 13F filings are viewable for Pachira Investments going back to 2016

Pachira Investments 2025 Q3 filed Oct. 22, 2025
Pachira Investments 2025 Q2 filed July 10, 2025
Pachira Investments 2025 Q1 filed May 5, 2025
Pachira Investments 2024 Q4 filed Jan. 29, 2025
Pachira Investments 2024 Q3 filed Oct. 17, 2024
Pachira Investments 2024 Q2 filed July 15, 2024
Pachira Investments 2024 Q1 filed April 19, 2024
Pachira Investments 2023 Q4 filed Jan. 16, 2024
Pachira Investments 2023 Q3 filed Oct. 25, 2023
Pachira Investments 2023 Q2 filed July 28, 2023
Pachira Investments 2023 Q1 filed April 21, 2023
Pachira Investments 2022 Q4 filed Jan. 24, 2023
Pachira Investments 2022 Q3 filed Oct. 21, 2022
Pachira Investments 2022 Q2 filed July 19, 2022
Pachira Investments 2022 Q1 filed April 26, 2022
Pachira Investments 2021 Q4 filed Jan. 19, 2022

View all past filings

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