Pachira Investments

Pachira Investments as of June 30, 2026

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 132k 163.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.9 $21M 29k 736.39
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $15M 41k 370.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.1 $14M 20k 686.82
Select Sector Spdr Tr State Street Tec (XLK) 5.1 $14M 71k 190.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $14M 189k 71.25
Vaneck Etf Trust Semiconductr Etf (SMH) 4.5 $12M 18k 655.88
Select Sector Spdr Tr State Street Hea (XLV) 4.5 $12M 76k 158.66
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 4.0 $11M 60k 176.65
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $10M 134k 77.11
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.8 $10M 63k 161.54
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $9.8M 66k 148.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $9.7M 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 98k 57.67
Spdr Series Trust State Street Spd (SPMD) 2.0 $5.4M 80k 67.56
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $3.9M 31k 124.17
Innovator Etfs Trust Defined Wlt Shld (BALT) 1.5 $3.9M 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 7.7k 357.37
NVIDIA Corporation (NVDA) 1.0 $2.6M 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 8.3k 303.12
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.5M 31k 80.57
Amazon (AMZN) 0.8 $2.2M 9.4k 238.33
Microsoft Corporation (MSFT) 0.8 $2.1M 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 11k 137.54
Tesla Motors (TSLA) 0.6 $1.5M 3.6k 420.60
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $1.4M 11k 130.40
Ishares Gold Tr Ishares New (IAU) 0.5 $1.4M 19k 75.51
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.4M 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 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 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 9.3k 116.67
JPMorgan Chase & Co. (JPM) 0.3 $888k 2.7k 327.39
Palo Alto Networks (PANW) 0.3 $862k 2.5k 341.02
Meta Platforms Cl A (META) 0.3 $708k 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 6.7k 86.14
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $566k 5.0k 114.18
Alphabet Cap Stk Cl C (GOOG) 0.2 $487k 1.4k 353.28
General Motors Company (GM) 0.2 $472k 6.1k 77.08
Raytheon Technologies Corp (RTX) 0.2 $442k 2.3k 189.72
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $425k 569.00 747.23
Select Sector Spdr Tr State Street Mat (XLB) 0.2 $415k 8.2k 50.83
Oracle Corporation (ORCL) 0.2 $410k 2.8k 146.56
Parker-Hannifin Corporation (PH) 0.1 $394k 403.00 978.62
Visa Com Cl A (V) 0.1 $362k 1.1k 343.10
Caterpillar (CAT) 0.1 $355k 333.00 1066.26
Advanced Micro Devices (AMD) 0.1 $351k 604.00 580.81
Micron Technology (MU) 0.1 $331k 286.00 1155.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $327k 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 2.1k 136.69
Chevron Corporation (CVX) 0.1 $293k 1.8k 165.75
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $290k 608.00 477.57
McDonald's Corporation (MCD) 0.1 $282k 1.0k 270.39
Procter & Gamble Company (PG) 0.1 $275k 1.9k 146.66
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $275k 429.00 641.04
Ge Aerospace Com New (GE) 0.1 $274k 734.00 373.53
Sempra Energy (SRE) 0.1 $250k 2.7k 92.73
Ge Vernova (GEV) 0.1 $235k 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 7.7k 28.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $214k 582.00 368.38
Cisco Systems (CSCO) 0.1 $206k 1.8k 117.44
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $203k 1.1k 185.18
Qualcomm (QCOM) 0.1 $201k 1.1k 184.81