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

About Pachira Investments Inc.

Investment Activity

Pachira Investments Inc. has $265.02 million in total holdings as of June 30, 2026.
Pachira Investments Inc. owns shares of 78 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 9.58% of the portfolio was purchased this quarter.
About 1.77% of the portfolio was sold this quarter.
This quarter, Pachira Investments Inc. has purchased 72 new stocks and bought additional shares in 43 stocks.
Pachira Investments Inc. sold shares of 24 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Mega Cap Value ETF: $21,638,365
Invesco QQQ: $21,052,637
Vanguard Total Stock Market ETF: $15,061,049
Vanguard S&P 500 ETF: $13,597,756
Technology Select Sector SPDR Fund: $13,486,059

Largest New Holdings this Quarter

701094104 - Parker-Hannifin: $394,384 Holding
007903107 - Advanced Micro Devices: $350,808 Holding
595112103 - Micron Technology: $330,551 Holding
874039100 - Taiwan Semiconductor Manufacturing: $290,363 Holding
464287523 - iShares Semiconductor ETF: $275,008 Holding

Largest Purchases this Quarter

Invesco Aerospace & Defense ETF: 16,706 shares (about $2.95M)
iShares Russell 1000 Growth ETF: 23,405 shares (about $2.91M)
Vanguard Mega Cap Value ETF: 14,670 shares (about $2.40M)
Vanguard FTSE Developed Markets ETF: 31,139 shares (about $2.22M)
Vanguard Mid-Cap ETF: 24,757 shares (about $1.99M)

Largest Sales this Quarter

Berkshire Hathaway: 1,540 shares (about $770.60K)
SPDR Portfolio S&P 600 Small Cap ETF: 8,318 shares (about $479.70K)
Vanguard S&P 500 ETF: 656 shares (about $450.56K)
iShares Core S&P Mid-Cap ETF: 5,513 shares (about $425.11K)
iShares Core S&P Small-Cap ETF: 2,694 shares (about $399.55K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MGV Vanguard Mega Cap Value ETF	$21,638,365	$2,397,816 â–²	12.5%	132,385	8.2%	ETF
QQQ Invesco QQQ	$21,052,637	$1,469,833 â–²	7.5%	28,589	7.9%	Finance
VTI Vanguard Total Stock Market ETF	$15,061,049	$349,689 â–²	2.4%	40,701	5.7%	ETF
VOO Vanguard S&P 500 ETF	$13,597,756	$450,557 â–¼	-3.2%	19,798	5.1%	ETF
XLK Technology Select Sector SPDR Fund	$13,486,059	$1,044,995 â–²	8.4%	70,786	5.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$13,464,368	$2,218,649 â–²	19.7%	188,974	5.1%	ETF
SMH VanEck Semiconductor ETF	$12,026,918	$283,341 â–¼	-2.3%	18,337	4.5%	Manufacturing
XLV Health Care Select Sector SPDR Fund	$12,005,607	$1,099,986 â–²	10.1%	75,669	4.5%	ETF
PPA Invesco Aerospace & Defense ETF	$10,554,507	$2,951,121 â–²	38.8%	59,748	4.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,363,834	$425,108 â–¼	-3.9%	134,403	3.9%	ETF
SPMO Invesco S&P 500 Momentum ETF	$10,173,824	$334,389 â–²	3.4%	62,980	3.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$9,751,827	$399,547 â–¼	-3.9%	65,753	3.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,685,536	$1,798,877 â–²	22.8%	162,264	3.7%	ETF
INNOVATOR ETFS TRUST	$6,850,355	$76,236 â–²	1.1%	248,097	2.6%	EQUITY DEFIN 1YR
INNOVATOR ETFS TRUST	$6,666,510	$122,565 â–²	1.9%	253,682	2.5%	EQUITY DEFINED P
IVV iShares Core S&P 500 ETF	$5,795,651	$44,933 â–¼	-0.8%	7,739	2.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$5,625,275	$479,701 â–¼	-7.9%	97,542	2.1%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$5,369,448	$335,502 â–¼	-5.9%	79,477	2.0%	ETF
IWF iShares Russell 1000 Growth ETF	$3,873,850	$2,906,195 â–²	300.3%	31,198	1.5%	ETF
BALT Innovator Defined Wealth Shield ETF	$3,857,740	$191,775 â–²	5.2%	112,569	1.5%	ETF
LMT Lockheed Martin	$2,897,779	$16,303 â–²	0.6%	5,688	1.1%	Aerospace
GOOGL Alphabet	$2,754,251	$155,456 â–²	6.0%	7,707	1.0%	Computer and Technology
NVDA NVIDIA	$2,633,822	$222,703 â–²	9.2%	13,163	1.0%	Computer and Technology
AAPL Apple	$2,613,230	$43,694 â–²	1.7%	9,031	1.0%	Computer and Technology
PI Impinj	$2,593,036		0.0%	18,104	1.0%	Computer and Technology
VB Vanguard Small-Cap ETF	$2,513,786	$557,440 â–²	28.5%	8,293	0.9%	ETF
VO Vanguard Mid-Cap ETF	$2,478,503	$1,994,678 â–²	412.3%	30,762	0.9%	ETF
AMZN Amazon.com	$2,236,243	$160,396 â–²	7.7%	9,383	0.8%	Retail/Wholesale
MSFT Microsoft	$2,132,579	$129,812 â–²	6.5%	5,717	0.8%	Computer and Technology
EFG iShares MSCI EAFE Growth ETF	$1,709,790	$11,198 â–²	0.7%	13,742	0.6%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$1,530,114	$248,394 â–²	19.4%	11,125	0.6%	ETF
TSLA Tesla	$1,514,160	$208,197 â–²	15.9%	3,600	0.6%	Auto/Tires/Trucks
IVOO Vanguard S&P Mid-Cap 400 ETF	$1,443,771	$243,715 â–²	20.3%	11,072	0.5%	ETF
IAU iShares Gold Trust	$1,423,590	$398,164 â–²	38.8%	18,853	0.5%	Finance
ISHARES BITCOIN TRUST ETF	$1,406,436	$86,254 â–²	6.5%	42,248	0.5%	SHS BEN INT
VV Vanguard Large-Cap ETF	$1,386,307	$15,476 â–¼	-1.1%	4,031	0.5%	ETF
COST Costco Wholesale	$1,362,032	$89,804 â–²	7.1%	1,456	0.5%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$1,293,738		0.0%	4,306	0.5%	Finance
JNJ Johnson & Johnson	$1,212,682	$122,157 â–²	11.2%	4,775	0.5%	Medical
IDMO Invesco S&P International Developed Momentum ETF	$1,202,484	$18,991 â–²	1.6%	19,945	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$1,083,164	$185,972 â–²	20.7%	9,284	0.4%	CL A
JPM JPMorgan Chase & Co.	$888,197	$139,466 â–²	18.6%	2,713	0.3%	Finance
PANW Palo Alto Networks	$862,099	$25,918 â–¼	-2.9%	2,528	0.3%	Computer and Technology
META Meta Platforms	$708,427	$102,491 â–²	16.9%	1,258	0.3%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$678,054	$1,991 â–²	0.3%	18,390	0.3%	ETF
NOC Northrop Grumman	$640,875	$11,208 â–²	1.8%	1,258	0.2%	Aerospace
AVGO Broadcom	$632,892	$3,401 â–²	0.5%	1,675	0.2%	Computer and Technology
VUG Vanguard Growth ETF	$580,248	$479,807 â–²	477.7%	6,736	0.2%	ETF
SHOPIFY INC	$566,104	$84,265 â–¼	-13.0%	4,958	0.2%	CL A SUB VTG SHS
GOOG Alphabet	$486,464	$87,260 â–²	21.9%	1,377	0.2%	Computer and Technology
GM General Motors	$472,091	$154 â–¼	0.0%	6,125	0.2%	Auto/Tires/Trucks
RTX RTX	$441,472	$69,626 â–²	18.7%	2,327	0.2%	Aerospace
SPY SPDR S&P 500 ETF Trust	$425,172	$44,834 â–²	11.8%	569	0.2%	Finance
XLB Materials Select Sector SPDR Fund	$414,736	$191,686 â–¼	-31.6%	8,159	0.2%	ETF
ORCL Oracle	$409,782	$68,737 â–²	20.2%	2,796	0.2%	Computer and Technology
PH Parker-Hannifin	$394,384	$394,384 â–²	New Holding	403	0.1%	Industrials
V Visa	$362,316	$11,665 â–¼	-3.1%	1,056	0.1%	Business Services
CAT Caterpillar	$355,063	$70,373 â–¼	-16.5%	333	0.1%	Industrials
AMD Advanced Micro Devices	$350,808	$350,808 â–²	New Holding	604	0.1%	Computer and Technology
MU Micron Technology	$330,551	$330,551 â–²	New Holding	286	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$326,755	$770,601 â–¼	-70.2%	653	0.1%	Finance
UNP Union Pacific	$322,305	$3,264 â–¼	-1.0%	1,185	0.1%	Transportation
GRAYSCALE ETHEREUM STAKING	$301,547	$3,066 â–¼	-1.0%	20,063	0.1%	SHS NEW
XOM ExxonMobil	$293,612	$34,856 â–¼	-10.6%	2,148	0.1%	Energy
CVX Chevron	$293,371	$22,873 â–¼	-7.2%	1,770	0.1%	Energy
TSM Taiwan Semiconductor Manufacturing	$290,363	$290,363 â–²	New Holding	608	0.1%	Computer and Technology
MCD McDonald's	$281,748	$42,722 â–¼	-13.2%	1,042	0.1%	Retail/Wholesale
PG Procter & Gamble	$275,130	$87,408 â–¼	-24.1%	1,876	0.1%	Consumer Staples
SOXX iShares Semiconductor ETF	$275,008	$275,008 â–²	New Holding	429	0.1%	ETF
GE GE Aerospace	$274,174	$274,174 â–²	New Holding	734	0.1%	Aerospace
SRE Sempra Energy	$249,896	$66,299 â–¼	-21.0%	2,695	0.1%	Utilities
GE VERNOVA INC	$235,379	$71,791 â–¼	-23.4%	200	0.1%	COM
VANGUARD CALIF TAX FREE FDS	$226,894	$1,409 â–²	0.6%	2,255	0.1%	TAX EXEMPT BD FD
SCHB Schwab US Broad Market ETF	$224,325	$59,716 â–¼	-21.0%	7,746	0.1%	ETF
GLD SPDR Gold Shares	$214,397	$368 â–²	0.2%	582	0.1%	Finance
CSCO Cisco Systems	$206,101	$206,101 â–²	New Holding	1,755	0.1%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$202,955	$202,955 â–²	New Holding	1,096	0.1%	ETF
QCOM Qualcomm	$201,074	$201,074 â–²	New Holding	1,088	0.1%	Computer and Technology
EPI WisdomTree India Earnings Fund	$0	$288,497 â–¼	-100.0%	0	0.0%	Finance
NFLX Netflix	$0	$208,646 â–¼	-100.0%	0	0.0%	Consumer Discretionary
WALMART INC	$0	$206,741 â–¼	-100.0%	0	0.0%	COM

Showing largest 100 holdings. View all holdings.

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

About Pachira Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Pachira Investments Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPachira Investments Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools