Pachira Investments Inc.
Sector Allocation
- Other72.1%$225.2M
- Technology13.1%$41.0M
- Financials10.2%$31.7M
- Industrials1.6%$4.9M
- Consumer Discretionary1.5%$4.6M
- Healthcare0.7%$2.2M
- Consumer Staples0.5%$1.7M
- Energy0.2%$713,413
- Utilities0.1%$210,204
AUM History
13fpro.ai/research/fund/pachira-investments-inc-1563634
Conviction and streaks
Diversifying · top 10 = 52.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$24.9M
QQQ
$24.7M- VANGUARD$16.2M
- SELECT$16.2M
- SELECT$15.3M
- VANGUARD$14.8M
- VANECK$13.7M
- VANGUARD$13.2M
IVZ
$12.0MAMD
$11.7M- $11.5M
- VANGUARD$11.2M
- ISHARES$9.3M
- ISHARES$8.5M
- INNOVATOR$7.7M
- INNOVATOR$7.5M
AAPL
$7.0M- ISHARES$5.2M
NVDA
$5.0M- SPDR$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pachira-investments-inc-1563634
Pachira Investments Inc. 13F holdings — Q3 2026
$312.2M portfolio (+17.8% QoQ) · 82 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio
- 1
VANGUARD WORLD FD - MRNGSTR VAL ETF
$24.9M
8.0% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— $24.7M
7.9% of stocks
+17%This quarter-2.3%Since filed8+ qtrsHeld- 3
VANGUARD INDEX FDS - MRNGSTR TTL STK
$16.2M
5.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$16.2M
5.2% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SELECT SECTOR SPDR TR - ST STR CARE ETF
$15.3M
4.9% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$14.8M
4.8% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANECK ETF TRUST - SEMICONDUCTR ETF
$13.7M
4.4% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$13.2M
4.2% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $12.0M
3.9% of stocks
+26%This quarter+2.1%Since filed8+ qtrsHeld$11.7M
3.7% of stocks
+3061%This quarter-6.9%Since filed2 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD - MRNGSTR VAL ETF | $24.9M | 8.0% | +17% | — | — | — | — | |
| 2 | $24.7M | 7.9% | +17% | -2.3% | 8+ qtrsAdded 7 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $16.2M | 5.2% | +7% | — | — | — | — | |
| 4 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $16.2M | 5.2% | +17% | — | — | — | — | |
| 5 | SELECT SECTOR SPDR TR - ST STR CARE ETF | $15.3M | 4.9% | +20% | — | — | — | — | |
| 6 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $14.8M | 4.8% | +11% | — | — | — | — | |
| 7 | VANECK ETF TRUST - SEMICONDUCTR ETF | $13.7M | 4.4% | +23% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.2M | 4.2% | -5% | — | — | — | — | |
| 9 | $12.0M | 3.9% | +26% | +2.1% | 8+ qtrsAdded 7 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $11.7M | 3.7% | +3061% | -6.9% | 2 qtrsAdded 2 qtrs in a row | 79.8#31 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Pachira Investments Inc. (Q3 2026)
82 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd. | Financials | $11.5M | 3.7% | 74K | +24% | 8+ qtrsAdded 7 qtrs in a row | — | 13F | |
| 12 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $11.2M | 3.6% | 189K | +17% | — | — | 13F |
| 13 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $9.3M | 3.0% | 129K | -4% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $8.5M | 2.7% | 63K | -4% | — | — | 13F |
| 15 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | — | $7.7M | 2.5% | 275K | +11% | — | — | 13F |
| 16 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO APR | — | $7.5M | 2.4% | 282K | +11% | — | — | 13F |
| 17 | Apple Inc. | Technology | $7.0M | 2.2% | 21K | +132% | 8+ qtrsAdded 4 qtrs in a row | 75.7 | 13F | |
| 18 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.2M | 1.7% | 6,795 | -12% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $5.0M | 1.6% | 22K | +67% | 8+ qtrsAdded 5 qtrs in a row | 86.0 | 13F | |
| 20 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $4.7M | 1.5% | 90K | -8% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - ST STR P400MIDetf/fund | — | $4.5M | 1.4% | 72K | -9% | — | — | 13F |
| 22 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $4.2M | 1.4% | 121K | +8% | — | — | 13F |
| 23 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $3.9M | 1.3% | 31K | +0.1% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $3.4M | 1.1% | 43K | +40% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $3.4M | 1.1% | 12K | +42% | — | — | 13F |
| 26 | $PI | IMPINJ INC | Technology | $3.0M | 1.0% | 17K | -8% | |||
| 27 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.9M | 0.9% | 5,698 | +0.2% | |||
| 28 | $GOOGL | Alphabet Inc. | Technology | $2.9M | 0.9% | 8,377 | +9% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $2.9M | 0.9% | 5,620 | -2% | |||
| 30 | $IAU | ISHARES GOLD TRUST | Financials | $2.6M | 0.8% | 33K | +73% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.4M | 0.8% | 9,732 | +4% | |||
| 32 | $IBIT | iShares Bitcoin Trust ETF | Financials | $2.0M | 0.7% | 43K | +2% | |||
| 33 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $2.0M | 0.6% | 16K | +41% | |||
| 34 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $1.9M | 0.6% | 16K | +44% | |||
| 35 | — | ISHARES TR - EAFE GRWTH ETF | — | $1.6M | 0.5% | 14K | — | |||
| 36 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.5% | 4,116 | +14% | |||
| 37 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.5% | 1,527 | +5% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.4% | 4,744 | -0.6% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.4% | 20K | +2% | |||
| 40 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.2M | 0.4% | 37K | New | |||
| 41 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.2M | 0.4% | 4,306 | — | |||
| 42 | $PLTR | Palantir Technologies Inc. | Technology | $1.2M | 0.4% | 6,321 | -32% | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $1.1M | 0.4% | 3,243 | -20% | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.3% | 3,027 | +81% | |||
| 45 | $PANW | Palo Alto Networks Inc | Technology | $987K | 0.3% | 2,484 | -2% | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $975K | 0.3% | 2,946 | +9% | |||
| 47 | $META | Meta Platforms, Inc. | Technology | $968K | 0.3% | 1,335 | +6% | |||
| 48 | $SHOP | SHOPIFY INC. | Technology | $733K | 0.2% | 4,942 | -0.3% | |||
| 49 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $722K | 0.2% | 1,069 | New | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $716K | 0.2% | 672 | +135% | |||
| 51 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $628K | 0.2% | 18K | +0.4% | |||
| 52 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $613K | 0.2% | 6,800 | +1.0% | |||
| 53 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $610K | 0.2% | 1,262 | +0.3% | |||
| 54 | $SNDK | Sandisk Corp | Technology | $523K | 0.2% | 300 | New | |||
| 55 | — | ISHARES TR - 0-3 MTH TREASURY | — | $514K | 0.2% | 5,101 | New | |||
| 56 | $ETH | Grayscale Ethereum Staking Mini ETF | Financials | $504K | 0.2% | 20K | -2% | |||
| 57 | $RTX | RTX Corp | Industrials | $485K | 0.2% | 2,610 | +12% | |||
| 58 | $GM | General Motors Co | Consumer Discretionary | $473K | 0.1% | 6,137 | +0.2% | |||
| 59 | $GOOG | Alphabet Inc. | Technology | $468K | 0.1% | 1,375 | -0.1% | |||
| 60 | $SPY | SPDR S&P 500 ETF TRUST | — | $434K | 0.1% | 570 | +0.2% | |||
| 61 | $V | VISA INC. | Financials | $409K | 0.1% | 1,138 | +8% | |||
| 62 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $407K | 0.1% | 2,701 | New | |||
| 63 | $PH | Parker-Hannifin Corp | Industrials | $407K | 0.1% | 426 | +6% | |||
| 64 | $ORCL | ORACLE CORP | Technology | $369K | 0.1% | 2,684 | -4% | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $367K | 0.1% | 7,538 | -8% | |||
| 66 | $CVX | CHEVRON CORP | Energy | $362K | 0.1% | 1,775 | +0.3% | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $351K | 0.1% | 2,156 | +0.4% | |||
| 68 | $CAT | CATERPILLAR INC | Industrials | $332K | 0.1% | 409 | +23% | |||
| 69 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $323K | 0.1% | 708 | +16% | |||
| 70 | $UNP | UNION PACIFIC CORP | Industrials | $323K | 0.1% | 1,187 | +0.2% | |||
| 71 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $306K | 0.1% | 3,601 | New | |||
| 72 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $287K | 0.1% | 577 | -12% | |||
| 73 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $274K | 0.1% | 1,886 | +0.5% | |||
| 74 | $GE | GENERAL ELECTRIC CO | Industrials | $244K | 0.1% | 782 | +7% | |||
| 75 | — | ISHARES TR - ISHARES SEMICDTR | — | $244K | 0.1% | 429 | — | |||
| 76 | $GEV | GE Vernova Inc. | Industrials | $235K | 0.1% | 247 | +24% | |||
| 77 | $GLD | SPDR GOLD TRUST | Financials | $222K | 0.1% | 582 | — | |||
| 78 | $MCD | MCDONALDS CORP | Consumer Discretionary | $216K | 0.1% | 936 | -10% | |||
| 79 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $214K | 0.1% | 2,270 | +0.7% | |||
| 80 | $SRE | SEMPRA | Utilities | $210K | 0.1% | 2,696 | +0.0% | |||
| 81 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $209K | 0.1% | 514 | New | |||
| 82 | $QCOM | QUALCOMM INC/DE | Technology | $201K | 0.1% | 1,090 | +0.2% |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 52 added to, 19 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ$1.2M
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$722K
first bought this quarter
$SNDKSandisk Corp$523K
first bought this quarter
- ISHARES TR - 0-3 MTH TREASURY$514K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$407Kfirst bought this quarter
- VANGUARD STAR FDS - VG TL INTL STK F$306K
first bought this quarter
+1 more in the Excel export
Added to (52)
now $11.7M · held 2 qtrs, 2 adds in a row
now $7.0M · held 8+ qtrs, 4 adds in a row
- VANGUARD WORLD FD - MRNGSTR VAL ETF+17%
now $24.9M
now $24.7M · held 8+ qtrs, 7 adds in a row
- SELECT SECTOR SPDR TR - ST STR CARE ETF+20%
now $15.3M
- VANECK ETF TRUST - SEMICONDUCTR ETF+23%
now $13.7M
+46 more in the Excel export
Trimmed (19)
- ISHARES TR - CORE S&P500 ETF-12%
now $5.2M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-5%
now $13.2M
$PLTRPalantir Technologies Inc.-32%
now $1.2M · held 4 qtrs
- SPDR SERIES TRUST - ST STR P400MID-9%
now $4.5M
- SPDR SERIES TRUST - ST STR SP600 SML-8%
now $4.7M
- ISHARES TR - CORE S&P SCP ETF-4%
now $8.5M
+13 more in the Excel export
Sold out (3)
- SCHWAB STRATEGIC TR - US BRD MKT ETFwas $224K
$CSCOCISCO SYSTEMS, INC.was $206K
held 1 qtr
- SELECT SECTOR SPDR TR - STATE STREET INDwas $203K
Holdings by quarter
Every 13F Pachira Investments Inc. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pachira Investments?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pachira Investments's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pachira Investments Inc. disclosed 82 positions worth $312.2M in its Form 13F-HR for Q3 2026, followed by $QQQ. During the quarter the fund opened 7 new positions and exited 3. The portfolio is most concentrated in Other (72.1% of disclosed assets). All figures are sourced directly from Pachira Investments Inc.’s Form 13F-HR filing with the SEC under CIK 1563634.
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