Pachira Investments
Latest statistics and disclosures from Pachira Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, MGV, VOO, VTI, XLV, and represent 31.97% of Pachira Investments's stock portfolio.
- Added to shares of these 10 stocks: XLK, MGV, QQQ, VEA, SPMO, PPA, SMH, BALT, VWO, VTI.
- Started 10 new stock positions in IAU, RTX, PLTR, GOOG, XOM, QCOM, ISRG, VTEC, SUSA, GM.
- Reduced shares in these 10 stocks: VOO, IJH, IJR, SPSM, SPMD, IVV, LQD, PI, RSP, .
- Sold out of its positions in RSP, LQD, MDY.
- Pachira Investments was a net buyer of stock by $29M.
- Pachira Investments has $206M in assets under management (AUM), dropping by 15.46%.
- Central Index Key (CIK): 0001563634
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Portfolio Holdings for Pachira Investments
Pachira Investments holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.5 | $15M | +26% | 25k | 614.32 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 6.9 | $14M | +35% | 100k | 141.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.6 | $14M | -9% | 22k | 627.14 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.3 | $13M | +10% | 39k | 335.27 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 4.7 | $9.7M | +8% | 63k | 154.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $9.6M | -10% | 146k | 66.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.2 | $8.6M | -10% | 72k | 120.18 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 4.1 | $8.4M | +114% | 58k | 143.97 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.0 | $8.2M | +41% | 132k | 62.47 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 3.4 | $7.1M | +44% | 59k | 119.32 |
|
| Innovator Etfs Trust Equity Defin 1yr (ZOCT) | 3.1 | $6.3M | +5% | 235k | 26.84 |
|
| Innovator Etfs Trust Equity Defined P (APOC) | 3.0 | $6.2M | +4% | 239k | 26.20 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $5.9M | -12% | 8.6k | 684.94 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.9 | $5.9M | +40% | 109k | 53.76 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.7 | $5.6M | -15% | 119k | 46.86 |
|
| Spdr Series Trust State Street Spd (SPMD) | 2.7 | $5.5M | -14% | 94k | 57.91 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 2.6 | $5.3M | +68% | 15k | 360.12 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 2.4 | $4.9M | +79% | 31k | 156.63 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $4.0M | +2% | 8.5k | 473.29 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.6 | $3.3M | +133% | 98k | 33.51 |
|
| Impinj (PI) | 1.5 | $3.2M | -11% | 18k | 174.01 |
|
| Lockheed Martin Corporation (LMT) | 1.4 | $2.8M | +21% | 5.8k | 483.68 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.3M | +37% | 4.8k | 483.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.0M | +21% | 6.3k | 313.02 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.0M | -9% | 3.9k | 502.65 |
|
| Apple (AAPL) | 0.9 | $2.0M | +110% | 7.2k | 271.86 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.9M | +55% | 10k | 186.50 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $1.9M | +8% | 38k | 49.65 |
|
| Amazon (AMZN) | 0.9 | $1.8M | +36% | 7.8k | 230.83 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $1.6M | 14k | 113.92 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $1.3M | 4.1k | 314.83 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.2M | +49% | 4.2k | 290.22 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.2M | +56% | 4.5k | 257.93 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.1M | +7% | 1.3k | 862.08 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | 4.3k | 246.16 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.5 | $1.0M | 18k | 55.57 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $918k | 5.7k | 160.97 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $914k | +12% | 4.4k | 206.95 |
|
| Tesla Motors (TSLA) | 0.4 | $889k | +98% | 2.0k | 449.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $865k | NEW | 4.9k | 177.75 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.4 | $827k | +92% | 18k | 45.35 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $777k | +55% | 7.0k | 110.96 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.4 | $768k | +56% | 6.9k | 111.80 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $709k | +78% | 2.2k | 322.24 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $692k | 1.2k | 570.35 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.3 | $657k | -8% | 14k | 46.29 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $565k | +8% | 1.2k | 487.80 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.3 | $560k | +13% | 20k | 28.06 |
|
| Meta Platforms Cl A (META) | 0.3 | $550k | +53% | 833.00 | 660.44 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $550k | 18k | 30.07 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $474k | NEW | 5.8k | 81.17 |
|
| Palo Alto Networks (PANW) | 0.2 | $435k | +43% | 2.4k | 184.20 |
|
| Oracle Corporation (ORCL) | 0.2 | $418k | +120% | 2.1k | 194.87 |
|
| Visa Com Cl A (V) | 0.2 | $377k | +28% | 1.1k | 350.77 |
|
| Broadcom (AVGO) | 0.2 | $374k | +35% | 1.1k | 345.99 |
|
| McDonald's Corporation (MCD) | 0.2 | $363k | +18% | 1.2k | 305.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $350k | +12% | 513.00 | 682.31 |
|
| Procter & Gamble Company (PG) | 0.2 | $341k | 2.4k | 143.29 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $329k | NEW | 1.0k | 313.83 |
|
| Chevron Corporation (CVX) | 0.1 | $274k | +10% | 1.8k | 152.45 |
|
| Union Pacific Corporation (UNP) | 0.1 | $274k | +7% | 1.2k | 231.32 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $271k | +19% | 684.00 | 396.31 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $264k | NEW | 2.2k | 120.32 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $258k | -32% | 9.8k | 26.23 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $243k | NEW | 1.7k | 139.34 |
|
| Sempra Energy (SRE) | 0.1 | $238k | 2.7k | 88.28 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $230k | NEW | 1.3k | 183.39 |
|
| Qualcomm (QCOM) | 0.1 | $228k | NEW | 1.3k | 171.01 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $224k | NEW | 2.2k | 100.26 |
|
| Ge Aerospace Com New (GE) | 0.1 | $216k | 700.00 | 308.24 |
|
|
| General Motors Company (GM) | 0.1 | $209k | NEW | 2.6k | 81.32 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $203k | NEW | 358.00 | 566.36 |
|
Past Filings by Pachira Investments
SEC 13F filings are viewable for Pachira Investments going back to 2016
- Pachira Investments 2025 Q4 filed Feb. 2, 2026
- 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