Pachira Investments
Latest statistics and disclosures from Pachira Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MGV, QQQ, VTI, VOO, VEA, and represent 31.54% of Pachira Investments's stock portfolio.
- Added to shares of these 10 stocks: MGV, PPA, VEA, SMH, VWO, XLK, XLV, QQQ, IAU, VO.
- Started 4 new stock positions in GEV, CAT, NFLX, WMT.
- Reduced shares in these 10 stocks: BRK.B, VOO, SPSM, SPMD, IVV, IJH, IJR, IWF, XLB, EPI.
- Sold out of its positions in GE, ISRG, SUSA, QCOM.
- Pachira Investments was a net buyer of stock by $14M.
- Pachira Investments has $214M in assets under management (AUM), dropping by 4.16%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Mega Cap Val Etf (MGV) | 8.0 | $17M | +17% | 118k | 144.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.2 | $15M | +6% | 27k | 577.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.0 | $13M | +2% | 40k | 320.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $12M | -5% | 21k | 597.56 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $10M | +19% | 158k | 64.08 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 4.7 | $10M | +9% | 69k | 146.61 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.4 | $9.4M | -4% | 140k | 67.53 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 4.1 | $8.7M | +12% | 65k | 132.90 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $8.5M | -4% | 68k | 124.31 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.4 | $7.2M | +28% | 19k | 383.40 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $7.1M | +20% | 132k | 54.05 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 3.3 | $7.1M | +37% | 43k | 165.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 3.2 | $6.8M | +2% | 61k | 112.11 |
|
| Innovator Etfs Trust Equity Defin 1yr (ZOCT) | 3.1 | $6.6M | +4% | 245k | 26.75 |
|
| Innovator Etfs Trust Equity Defined P (APOC) | 3.0 | $6.4M | +4% | 249k | 25.54 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.4 | $5.1M | -10% | 106k | 48.32 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $5.1M | -9% | 7.8k | 653.22 |
|
| Spdr Series Trust State Street Spd (SPMD) | 2.3 | $5.0M | -10% | 84k | 59.22 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.7 | $3.6M | +8% | 107k | 33.47 |
|
| Lockheed Martin Corporation (LMT) | 1.6 | $3.4M | -2% | 5.7k | 604.41 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $3.3M | -8% | 7.8k | 426.39 |
|
| Apple (AAPL) | 1.1 | $2.3M | +23% | 8.9k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.1M | +15% | 12k | 174.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.1M | +15% | 7.3k | 287.56 |
|
| Microsoft Corporation (MSFT) | 0.9 | $2.0M | +13% | 5.4k | 370.14 |
|
| Impinj (PI) | 0.9 | $1.9M | 18k | 102.70 |
|
|
| Amazon (AMZN) | 0.8 | $1.8M | +12% | 8.7k | 208.26 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $1.7M | +42% | 6.0k | 287.16 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $1.7M | +43% | 6.5k | 261.91 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $1.5M | +5% | 40k | 38.42 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.7 | $1.5M | 14k | 111.37 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.4M | +3% | 1.4k | 996.54 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $1.2M | 4.1k | 298.88 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $1.2M | +132% | 14k | 88.16 |
|
| Tesla Motors (TSLA) | 0.5 | $1.2M | +57% | 3.1k | 371.75 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.1M | +58% | 7.7k | 146.28 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.5 | $1.1M | +7% | 20k | 54.84 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.5 | $1.1M | +33% | 9.3k | 114.83 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.1M | 4.3k | 248.00 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $1.1M | +33% | 9.2k | 114.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.1M | -43% | 2.2k | 479.20 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | -2% | 4.3k | 244.45 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $844k | 1.2k | 682.48 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $676k | 5.7k | 118.62 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $673k | +4% | 2.3k | 294.15 |
|
| Meta Platforms Cl A (META) | 0.3 | $616k | +29% | 1.1k | 572.26 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.3 | $596k | -34% | 12k | 49.97 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $568k | 18k | 30.96 |
|
|
| Broadcom (AVGO) | 0.2 | $516k | +53% | 1.7k | 309.59 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $509k | 1.2k | 436.79 |
|
|
| General Motors Company (GM) | 0.2 | $457k | +138% | 6.1k | 74.50 |
|
| Palo Alto Networks (PANW) | 0.2 | $418k | +10% | 2.6k | 160.32 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $408k | +9% | 2.4k | 169.65 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.2 | $403k | 20k | 19.86 |
|
|
| Chevron Corporation (CVX) | 0.2 | $395k | +6% | 1.9k | 206.86 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $378k | +56% | 2.0k | 192.86 |
|
| McDonald's Corporation (MCD) | 0.2 | $373k | 1.2k | 310.91 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $357k | +3% | 2.5k | 144.45 |
|
| Oracle Corporation (ORCL) | 0.2 | $342k | +8% | 2.3k | 147.09 |
|
| Sempra Energy (SRE) | 0.2 | $331k | +26% | 3.4k | 97.16 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $331k | 509.00 | 650.83 |
|
|
| Visa Com Cl A (V) | 0.2 | $329k | 1.1k | 302.22 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $324k | +7% | 1.1k | 286.80 |
|
| Union Pacific Corporation (UNP) | 0.1 | $290k | 1.2k | 242.61 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $289k | -50% | 7.1k | 40.80 |
|
| Caterpillar (CAT) | 0.1 | $283k | NEW | 399.00 | 708.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $250k | -15% | 581.00 | 430.29 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $246k | 9.8k | 25.10 |
|
|
| Ge Vernova (GEV) | 0.1 | $228k | NEW | 261.00 | 873.83 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.1 | $222k | 2.2k | 99.06 |
|
|
| Netflix (NFLX) | 0.1 | $209k | NEW | 2.2k | 96.15 |
|
| Wal-Mart Stores (WMT) | 0.1 | $207k | NEW | 1.7k | 124.24 |
|
Past Filings by Pachira Investments
SEC 13F filings are viewable for Pachira Investments going back to 2016
- 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
- Pachira Investments 2022 Q2 filed July 19, 2022