Pachira Investments Inc.
13F Reported Value
ⓘ$265.0M
Holdings
78
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Pachira Investments Inc. disclosed 78 positions worth $265.0M in its Form 13F-HR for Q2 2026, followed by $QQQ. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $PH and a full exit from $WT. The portfolio is most concentrated in Other (77.6% of disclosed assets). All figures are sourced directly from Pachira Investments Inc.’s Form 13F-HR filing with the SEC under CIK 1563634.
AI Fund Analysis
Concentrating
$QQQ$QQQ
$NOC
$METASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD WORLD FD - MEGA CAP VAL ETF
—Quality
$21.6M132,385 sh- —
Quality
$21.1M28,589 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$15.1M40,701 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$13.6M19,798 shSELECT SECTOR SPDR TR - STATE STREET TEC
—Quality
$13.5M70,786 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$13.5M188,974 shVANECK ETF TRUST - SEMICONDUCTR ETF
—Quality
$12.0M18,337 shSELECT SECTOR SPDR TR - STATE STREET HEA
—Quality
$12.0M75,669 sh- —
Quality
$10.6M59,748 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$10.4M134,403 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $21.6M | 132,385 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $21.1M | 28,589 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $15.1M | 40,701 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $13.6M | 19,798 |
| SELECT SECTOR SPDR TR - STATE STREET TEC | — | $13.5M | 70,786 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $13.5M | 188,974 |
| VANECK ETF TRUST - SEMICONDUCTR ETF | — | $12.0M | 18,337 |
| SELECT SECTOR SPDR TR - STATE STREET HEA | — | $12.0M | 75,669 |
 Invesco Ltd.$IVZ | — | $10.6M | 59,748 |
| ISHARES TR - CORE S&P MCP ETF | — | $10.4M | 134,403 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pachira Investments Inc.'s 78 positions.
Showing top 10 of 78 holdings.
Sector Allocation
Other
$205.6M
Financials
$26.9M
Technology
$20.0M
Industrials
$6.4M
Consumer Discretionary
$3.9M
Healthcare
$1.2M
Energy
$586,983
Consumer Staples
$275,130
Full Holdings — Pachira Investments Inc. (Q2 2026)
All 78 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $21.6M | 8.2% | +12% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $21.1M | 7.9% | +8% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $15.1M | 5.7% | +2% | — |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.6M | 5.1% | -3% | — |
| 5 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $13.5M | 5.1% | +8% | — |
| 6 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $13.5M | 5.1% | +20% | — |
| 7 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $12.0M | 4.5% | -2% | — |
| 8 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $12.0M | 4.5% | +10% | — |
| 9 | $IVZ | Invesco Ltd. | $10.6M | 4.0% | +39% | — |
| 10 | — | ISHARES TR - CORE S&P MCP ETF | $10.4M | 3.9% | -4% | — |
| 11 | $IVZ | Invesco Ltd. | $10.2M | 3.8% | +3% | — |
| 12 | — | ISHARES TR - CORE S&P SCP ETF | $9.8M | 3.7% | -4% | — |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.7M | 3.6% | +23% | — |
| 14 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | $6.9M | 2.6% | +1% | — |
| 15 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED P | $6.7M | 2.5% | +2% | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $5.8M | 2.2% | -1% | — |
| 17 | — | SPDR SERIES TRUST - STATE STREET SPD | $5.6M | 2.1% | -8% | — |
| 18 | — | SPDR SERIES TRUST - STATE STREET SPD | $5.4M | 2.0% | -6% | — |
| 19 | — | ISHARES TR - RUS 1000 GRW ETF | $3.9M | 1.5% | +300% | — |
| 20 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $3.9M | 1.5% | +5% | — |
| 21 |  $LMT | LOCKHEED MARTIN CORP | $2.9M | 1.1% | +1% | 65.6 |
| 22 |  $GOOG | Alphabet Inc. | $2.8M | 1.0% | +6% | 78.2 |
| 23 |  $NVDA | NVIDIA CORP | $2.6M | 1.0% | +9% | 85.9 |
| 24 |  $AAPL | Apple Inc. | $2.6M | 1.0% | +2% | 76.4 |
| 25 |  $PI | IMPINJ INC | $2.6M | 1.0% | +0% | 41.1 |
| 26 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.5M | 0.9% | +28% | — |
| 27 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.5M | 0.9% | +412% | — |
| 28 |  $AMZN | AMAZON COM INC | $2.2M | 0.8% | +8% | 68.7 |
| 29 |  $MSFT | MICROSOFT CORP | $2.1M | 0.8% | +6% | 79.8 |
| 30 | — | ISHARES TR - EAFE GRWTH ETF | $1.7M | 0.7% | +1% | — |
| 31 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $1.5M | 0.6% | +19% | — |
| 32 |  $TSLA | Tesla, Inc. | $1.5M | 0.6% | +16% | 53.9 |
| 33 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $1.4M | 0.5% | +20% | — |
| 34 |  $IAU | ISHARES GOLD TRUST | $1.4M | 0.5% | +39% | — |
| 35 |  $IBIT | iShares Bitcoin Trust ETF | $1.4M | 0.5% | +7% | — |
| 36 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.4M | 0.5% | -1% | — |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.5% | +7% | 66.2 |
| 38 | — | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 0.5% | +0% | — |
| 39 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.5% | +11% | 69 |
| 40 | $IVZ | Invesco Ltd. | $1.2M | 0.5% | +2% | — |
| 41 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.4% | +21% | 84.6 |
| 42 |  $JPM | JPMORGAN CHASE & CO | $888,197 | 0.3% | +19% | 70.7 |
| 43 |  $PANW | Palo Alto Networks Inc | $862,099 | 0.3% | -3% | 65.5 |
| 44 | $META | Meta Platforms, Inc. | $708,427 | 0.3% | +17% | 79.6 |
| 45 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $678,054 | 0.3% | +0% | — |
| 46 | $NOC | NORTHROP GRUMMAN CORP /DE/ | $640,875 | 0.2% | +2% | 62.9 |
| 47 |  $AVGO | Broadcom Inc. | $632,892 | 0.2% | +1% | 84.5 |
| 48 | — | VANGUARD INDEX FDS - GROWTH ETF | $580,248 | 0.2% | +478% | — |
| 49 |  $SHOP | SHOPIFY INC. | $566,104 | 0.2% | -13% | 64.9 |
| 50 |  $GOOGL | Alphabet Inc. | $486,464 | 0.2% | +22% | 78.2 |
| 51 |  $GM | General Motors Co | $472,091 | 0.2% | -0% | 54.3 |
| 52 |  $RTX | RTX Corp | $441,472 | 0.2% | +19% | 73.2 |
| 53 |  $SPY | SPDR S&P 500 ETF TRUST | $425,172 | 0.2% | +12% | — |
| 54 | — | SELECT SECTOR SPDR TR - STATE STREET MAT | $414,736 | 0.2% | -32% | — |
| 55 |  $ORCL | ORACLE CORP | $409,782 | 0.1% | +20% | 66.2 |
| 56 |  $PH | Parker-Hannifin Corp | $394,384 | 0.1% | NEW | 65.8 |
| 57 |  $V | VISA INC. | $362,316 | 0.1% | -3% | 82.9 |
| 58 |  $CAT | CATERPILLAR INC | $355,063 | 0.1% | -17% | 66.5 |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $350,808 | 0.1% | NEW | 79.8 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $330,551 | 0.1% | NEW | 86.2 |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $326,755 | 0.1% | -70% | 73.8 |
| 62 |  $UNP | UNION PACIFIC CORP | $322,305 | 0.1% | -1% | 69.7 |
| 63 |  $ETH | Grayscale Ethereum Staking Mini ETF | $301,547 | 0.1% | -1% | — |
| 64 |  $XOM.R34088 | EXXON MOBIL CORP | $293,612 | 0.1% | -11% | 57.9 |
| 65 |  $CVX | CHEVRON CORP | $293,371 | 0.1% | -7% | 62.8 |
| 66 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $290,363 | 0.1% | NEW | — |
| 67 |  $MCD | MCDONALDS CORP | $281,748 | 0.1% | -13% | 69 |
| 68 |  $PG | PROCTER & GAMBLE Co | $275,130 | 0.1% | -24% | 64.6 |
| 69 | — | ISHARES TR - ISHARES SEMICDTR | $275,008 | 0.1% | NEW | — |
| 70 |  $GE | GENERAL ELECTRIC CO | $274,174 | 0.1% | NEW | 73.8 |
| 71 |  $SRE | SEMPRA | $249,896 | 0.1% | -21% | 41.9 |
| 72 |  $GEV | GE Vernova Inc. | $235,379 | 0.1% | -23% | 81.1 |
| 73 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $226,894 | 0.1% | +1% | — |
| 74 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $224,325 | 0.1% | -21% | — |
| 75 |  $GLD | SPDR GOLD TRUST | $214,397 | 0.1% | +0% | — |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $206,101 | 0.1% | NEW | 70.3 |
| 77 | — | SELECT SECTOR SPDR TR - STATE STREET IND | $202,955 | 0.1% | NEW | — |
| 78 |  $QCOM | QUALCOMM INC/DE | $201,074 | 0.1% | NEW | 70.5 |
New Positions (9)
$PH Parker-Hannifin Corp$394,384$AMD ADVANCED MICRO DEVICES INC$350,808$MU MICRON TECHNOLOGY INC$330,551$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$290,363$GE GENERAL ELECTRIC CO$274,174$CSCO CISCO SYSTEMS, INC.$206,101$QCOM QUALCOMM INC/DE$201,074
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