Pachira Investments
Latest statistics and disclosures from Pachira Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGV, QQQ, VTI, VOO, XLK, and represent 32.01% of Pachira Investments's stock portfolio.
- Added to shares of these 10 stocks: PPA, IWF, MGV, VEA, VO, VWO, QQQ, XLV, XLK, VB.
- Started 9 new stock positions in GE, MU, AMD, PH, QCOM, SOXX, CSCO, XLI, TSM.
- Reduced shares in these 10 stocks: BRK.B, SPSM, VOO, IJH, IJR, SPMD, , SMH, NFLX, WMT.
- Sold out of its positions in NFLX, WMT, EPI.
- Pachira Investments was a net buyer of stock by $21M.
- Pachira Investments has $265M in assets under management (AUM), dropping by 23.83%.
- Central Index Key (CIK): 0001563634
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Portfolio Holdings for Pachira Investments
Pachira Investments holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Cap Val Etf (MGV) | 8.2 | $22M | +12% | 132k | 163.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.9 | $21M | +7% | 29k | 736.39 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $15M | +2% | 41k | 370.04 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $14M | -3% | 20k | 686.82 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 5.1 | $14M | +8% | 71k | 190.52 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $14M | +19% | 189k | 71.25 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 4.5 | $12M | -2% | 18k | 655.88 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 4.5 | $12M | +10% | 76k | 158.66 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 4.0 | $11M | +38% | 60k | 176.65 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.9 | $10M | -3% | 134k | 77.11 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 3.8 | $10M | +3% | 63k | 161.54 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.7 | $9.8M | -3% | 66k | 148.31 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.7 | $9.7M | +22% | 162k | 59.69 |
|
| Innovator Etfs Trust Equity Defin 1yr (ZOCT) | 2.6 | $6.9M | 248k | 27.61 |
|
|
| Innovator Etfs Trust Equity Defined P (APOC) | 2.5 | $6.7M | 254k | 26.28 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $5.8M | 7.7k | 748.89 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 2.1 | $5.6M | -7% | 98k | 57.67 |
|
| Spdr Series Trust State Street Spd (SPMD) | 2.0 | $5.4M | -5% | 80k | 67.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $3.9M | +300% | 31k | 124.17 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.5 | $3.9M | +5% | 113k | 34.27 |
|
| Lockheed Martin Corporation (LMT) | 1.1 | $2.9M | 5.7k | 509.45 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.8M | +5% | 7.7k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.6M | +9% | 13k | 200.09 |
|
| Apple (AAPL) | 1.0 | $2.6M | 9.0k | 289.36 |
|
|
| Impinj (PI) | 1.0 | $2.6M | 18k | 143.23 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $2.5M | +28% | 8.3k | 303.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $2.5M | +412% | 31k | 80.57 |
|
| Amazon (AMZN) | 0.8 | $2.2M | +7% | 9.4k | 238.33 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.1M | +6% | 5.7k | 373.02 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $1.7M | 14k | 124.42 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.6 | $1.5M | +19% | 11k | 137.54 |
|
| Tesla Motors (TSLA) | 0.6 | $1.5M | +15% | 3.6k | 420.60 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $1.4M | +20% | 11k | 130.40 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.4M | +38% | 19k | 75.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $1.4M | +6% | 42k | 33.29 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $1.4M | 4.0k | 343.91 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.4M | +7% | 1.5k | 935.46 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.3M | 4.3k | 300.45 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | +11% | 4.8k | 253.96 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.5 | $1.2M | 20k | 60.29 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | +20% | 9.3k | 116.67 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $888k | +18% | 2.7k | 327.39 |
|
| Palo Alto Networks (PANW) | 0.3 | $862k | -2% | 2.5k | 341.02 |
|
| Meta Platforms Cl A (META) | 0.3 | $708k | +16% | 1.3k | 563.14 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $678k | 18k | 36.87 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $641k | 1.3k | 509.44 |
|
|
| Broadcom (AVGO) | 0.2 | $633k | 1.7k | 377.85 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $580k | +477% | 6.7k | 86.14 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $566k | -12% | 5.0k | 114.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $487k | +21% | 1.4k | 353.28 |
|
| General Motors Company (GM) | 0.2 | $472k | 6.1k | 77.08 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $442k | +18% | 2.3k | 189.72 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $425k | +11% | 569.00 | 747.23 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $415k | -31% | 8.2k | 50.83 |
|
| Oracle Corporation (ORCL) | 0.2 | $410k | +20% | 2.8k | 146.56 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $394k | NEW | 403.00 | 978.62 |
|
| Visa Com Cl A (V) | 0.1 | $362k | -3% | 1.1k | 343.10 |
|
| Caterpillar (CAT) | 0.1 | $355k | -16% | 333.00 | 1066.26 |
|
| Advanced Micro Devices (AMD) | 0.1 | $351k | NEW | 604.00 | 580.81 |
|
| Micron Technology (MU) | 0.1 | $331k | NEW | 286.00 | 1155.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $327k | -70% | 653.00 | 500.39 |
|
| Union Pacific Corporation (UNP) | 0.1 | $322k | 1.2k | 271.99 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $302k | 20k | 15.03 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $294k | -10% | 2.1k | 136.69 |
|
| Chevron Corporation (CVX) | 0.1 | $293k | -7% | 1.8k | 165.75 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $290k | NEW | 608.00 | 477.57 |
|
| McDonald's Corporation (MCD) | 0.1 | $282k | -13% | 1.0k | 270.39 |
|
| Procter & Gamble Company (PG) | 0.1 | $275k | -24% | 1.9k | 146.66 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $275k | NEW | 429.00 | 641.04 |
|
| Ge Aerospace Com New (GE) | 0.1 | $274k | NEW | 734.00 | 373.53 |
|
| Sempra Energy (SRE) | 0.1 | $250k | -20% | 2.7k | 92.73 |
|
| Ge Vernova (GEV) | 0.1 | $235k | -23% | 200.00 | 1176.89 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $227k | 2.3k | 100.62 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $224k | -21% | 7.7k | 28.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $214k | 582.00 | 368.38 |
|
|
| Cisco Systems (CSCO) | 0.1 | $206k | NEW | 1.8k | 117.44 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $203k | NEW | 1.1k | 185.18 |
|
| Qualcomm (QCOM) | 0.1 | $201k | NEW | 1.1k | 184.81 |
|
Past Filings by Pachira Investments
SEC 13F filings are viewable for Pachira Investments going back to 2016
- Pachira Investments 2026 Q2 filed July 17, 2026
- Pachira Investments 2026 Q1 filed April 27, 2026
- 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