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Pachira Investments Inc. Top Holdings and 13F Report (2026)

About Pachira Investments Inc.

Investment Activity

  • Pachira Investments Inc. has $312.20 million in total holdings as of September 30, 2026.
  • Pachira Investments Inc. owns shares of 82 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 16.84% of the portfolio was purchased this quarter.
  • About 1.60% of the portfolio was sold this quarter.
  • This quarter, Pachira Investments Inc. has purchased 78 new stocks and bought additional shares in 52 stocks.
  • Pachira Investments Inc. sold shares of 19 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

808524797 - Schwab US Dividend Equity ETF
$1,211,021 Holding
883556102 - Thermo Fisher Scientific
$721,628 Holding
80004C200 - SANDISK CORP
$522,684 Holding
46436E718 - ISHARES TR
$513,569 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$407,473 Holding

Largest Purchases this Quarter

Advanced Micro Devices
18,487 shares (about $11.31M)
Apple
11,943 shares (about $3.98M)
Vanguard Mega Cap Value ETF
22,451 shares (about $3.62M)
Invesco QQQ
4,772 shares (about $3.53M)
Health Care Select Sector SPDR Fund
15,404 shares (about $2.59M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
944 shares (about $722.97K)
Vanguard S&P 500 ETF
947 shares (about $663.72K)
PALANTIR TECHNOLOGIES INC
2,963 shares (about $554.23K)
SPDR Portfolio S&P 400 Mid Cap ETF
7,496 shares (about $472.55K)
SPDR Portfolio S&P 600 Small Cap ETF
8,007 shares (about $423.25K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPachira Investments Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$24,942,479$3,616,624 ▲17.0%154,8368.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$24,679,285$3,530,156 ▲16.7%33,3617.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$16,227,929$995,861 ▲6.5%43,3625.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$16,224,688$2,368,372 ▲17.1%82,8855.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$15,338,443$2,594,330 ▲20.4%91,0734.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,814,654$1,471,227 ▲11.0%209,8104.7%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$13,728,559$2,561,430 ▲22.9%22,5434.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$13,212,004$663,719 ▼-4.8%18,8514.2%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$12,006,106$2,459,549 ▲25.8%79,2063.8%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$11,679,045$11,309,544 ▲3,060.8%19,0913.7%Technology
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$11,473,840$2,235,642 ▲24.2%74,2073.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$11,215,780$1,591,883 ▲16.5%189,1043.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,279,930$390,402 ▼-4.0%128,9773.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,546,301$398,733 ▼-4.5%62,8222.7%ETF
INNOVATOR ETFS TRUST
$7,725,070$748,583 ▲10.7%274,7182.5%EQUITY DEFIN 1YR
INNOVATOR ETFS TRUST
$7,504,008$745,920 ▲11.0%281,6822.4%EQUI DEF PRO APR
Apple Inc. stock logo
AAPL
Apple
$6,984,666$3,977,203 ▲132.2%20,9742.2%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,204,009$722,970 ▼-12.2%6,7951.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,025,885$2,019,763 ▲67.2%22,0071.6%Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$4,732,837$423,252 ▼-8.2%89,5351.5%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$4,537,661$472,546 ▼-9.4%71,9811.5%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$4,236,115$301,828 ▲7.7%121,2051.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,911,326$3,507 ▲0.1%31,2261.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,373,462$961,113 ▲39.8%43,0181.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,353,352$994,028 ▲42.1%11,7871.1%ETF
Impinj, Inc. stock logo
PI
Impinj
$2,983,206$262,660 ▼-8.1%16,6391.0%Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2,901,937$5,093 ▲0.2%5,6980.9%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,882,518$230,546 ▲8.7%8,3770.9%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$2,882,350$49,749 ▼-1.7%5,6200.9%Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,553,792$1,081,373 ▲73.4%32,6990.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,424,622$86,950 ▲3.7%9,7320.8%Consumer Discretionary
ISHARES BITCOIN TRUST ETF
$2,045,751$45,730 ▲2.3%43,2140.7%SHS BEN INT
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$1,977,870$570,347 ▲40.5%15,6330.6%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$1,939,153$591,024 ▲43.8%15,9260.6%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,646,7130.0%13,7420.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,460,398$183,082 ▲14.3%4,1160.5%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,390,227$64,641 ▲4.9%1,5270.4%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,255,996$8,207 ▼-0.6%4,7440.4%Healthcare
Invesco S&P International Developed Momentum ETF stock logo
IDMO
Invesco S&P International Developed Momentum ETF
$1,245,582$28,139 ▲2.3%20,4060.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,211,021$1,211,021 ▲New Holding37,2280.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,196,5940.0%4,3060.4%ETF
PALANTIR TECHNOLOGIES INC
$1,182,343$554,229 ▼-31.9%6,3210.4%CL A
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,140,983$277,242 ▼-19.5%3,2430.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,062,951$474,764 ▲80.7%3,0270.3%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$986,918$17,482 ▼-1.7%2,4840.3%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$974,503$77,074 ▲8.6%2,9460.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$968,415$55,856 ▲6.1%1,3350.3%Communication Services
SHOPIFY INC
$732,899$2,373 ▼-0.3%4,9420.2%CL A SUB VTG SHS
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$721,628$721,628 ▲New Holding1,0690.2%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$715,737$411,123 ▲135.0%6720.2%Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$627,989$2,347 ▲0.4%18,4590.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$612,736$5,767 ▲1.0%6,8000.2%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$610,343$1,935 ▲0.3%1,2620.2%Industrials
SANDISK CORP
$522,684$522,684 ▲New Holding3000.2%COM
ISHARES TR
$513,569$513,569 ▲New Holding5,1010.2%0-3 MTH TREASURY
GRAYSCALE ETHEREUM STAKING
$503,678$7,723 ▼-1.5%19,7600.2%SHS NEW
RTX Corporation stock logo
RTX
RTX
$484,610$52,546 ▲12.2%2,6100.2%Industrials
General Motors Company stock logo
GM
General Motors
$472,578$924 ▲0.2%6,1370.2%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$468,395$681 ▼-0.1%1,3750.2%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$434,470$762 ▲0.2%5700.1%ETF
Visa Inc. stock logo
V
Visa
$408,862$29,461 ▲7.8%1,1380.1%Finance
SPACE EXPLORATION TECHN CORP
$407,473$407,473 ▲New Holding2,7010.1%CLASS A COM STK
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$406,573$21,951 ▲5.7%4260.1%Industrials
Oracle Corporation stock logo
ORCL
Oracle
$368,506$15,377 ▼-4.0%2,6840.1%Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$367,088$30,242 ▼-7.6%7,5380.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$362,444$1,021 ▲0.3%1,7750.1%Energy
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$350,969$1,302 ▲0.4%2,1560.1%Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$331,618$61,621 ▲22.8%4090.1%Industrials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$322,983$45,619 ▲16.4%7080.1%Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$322,921$544 ▲0.2%1,1870.1%Industrials
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$305,912$305,912 ▲New Holding3,6010.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$287,317$37,844 ▼-11.6%5770.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$274,050$1,453 ▲0.5%1,8860.1%Consumer Staples
GE Aerospace stock logo
GE
GE Aerospace
$244,219$14,990 ▲6.5%7820.1%Industrials
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$244,2060.0%4290.1%ETF
GE VERNOVA INC
$235,167$44,748 ▲23.5%2470.1%COM
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$221,6490.0%5820.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$216,164$24,480 ▼-10.2%9360.1%Consumer Discretionary
VANGUARD CALIF TAX FREE FDS
$213,971$1,414 ▲0.7%2,2700.1%TAX EXEMPT BD FD
Sempra Energy stock logo
SRE
Sempra Energy
$210,204$78 ▲0.0%2,6960.1%Utilities
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$209,008$209,008 ▲New Holding5140.1%Healthcare
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$200,686$368 ▲0.2%1,0900.1%Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$0$224,325 ▼-100.0%00.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$206,101 ▼-100.0%00.0%Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$0$202,955 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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