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

About Pachira Investments Inc.

Investment Activity

  • Pachira Investments Inc. has $214.02 million in total holdings as of March 31, 2026.
  • Pachira Investments Inc. owns shares of 72 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 9.24% of the portfolio was purchased this quarter.
  • About 2.82% of the portfolio was sold this quarter.
  • This quarter, Pachira Investments Inc. has purchased 72 new stocks and bought additional shares in 50 stocks.
  • Pachira Investments Inc. sold shares of 17 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

149123101 - Caterpillar
$282,624 Holding
36828A101 - GE VERNOVA INC
$228,070 Holding
64110L106 - Netflix
$208,646 Holding
931142103 - WALMART INC
$206,741 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Value ETF
17,640 shares (about $2.56M)
Invesco Aerospace & Defense ETF
11,827 shares (about $1.96M)
Vanguard FTSE Developed Markets ETF
26,077 shares (about $1.67M)
VanEck Semiconductor ETF
4,189 shares (about $1.61M)
Vanguard FTSE Emerging Markets ETF
22,694 shares (about $1.23M)

Largest Sales this Quarter

Berkshire Hathaway
1,719 shares (about $823.75K)
Vanguard S&P 500 ETF
1,126 shares (about $672.85K)
SPDR Portfolio S&P 600 Small Cap ETF
12,673 shares (about $612.36K)
SPDR Portfolio S&P 400 Mid Cap ETF
9,854 shares (about $583.55K)
iShares Core S&P 500 ETF
836 shares (about $546.09K)

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
$17,062,839$2,556,925 17.6%117,7158.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$15,348,711$876,146 6.1%26,5937.2%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$12,754,171$356,100 2.9%39,7566.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$12,222,462$672,851 -5.2%20,4545.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$10,114,045$1,671,011 19.8%157,8354.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$10,077,421$914,703 10.0%68,7364.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,448,494$414,160 -4.2%139,9164.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,678,508$959,937 12.4%65,3014.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,508,630$390,084 -4.4%68,4474.0%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$7,195,954$1,606,045 28.7%18,7693.4%Manufacturing
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,141,471$1,226,612 20.7%132,1273.3%ETF
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$7,132,113$1,959,749 37.9%43,0423.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$6,828,584$175,003 2.6%60,9103.2%ETF
INNOVATOR ETFS TRUST
$6,562,247$267,828 4.3%245,3363.1%EQUITY DEFIN 1YR
INNOVATOR ETFS TRUST
$6,359,920$268,579 4.4%249,0183.0%EQUITY DEFINED P
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$5,115,155$612,359 -10.7%105,8602.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,094,460$546,092 -9.7%7,7992.4%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$5,000,714$583,554 -10.4%84,4432.3%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$3,579,852$289,807 8.8%106,9731.7%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,418,517$79,782 -2.3%5,6561.6%Aerospace
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$3,322,872$321,926 -8.8%7,7931.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,253,635$431,693 23.7%8,8801.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,101,593$284,107 15.6%12,0501.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,091,102$274,040 15.1%7,2721.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,987,298$228,748 13.0%5,3690.9%Computer and Technology
Impinj, Inc. stock logo
PI
Impinj
$1,859,2810.0%18,1040.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,813,976$199,308 12.3%8,7100.8%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,724,409$513,733 42.4%6,0050.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,690,375$513,346 43.6%6,4540.8%ETF
ISHARES BITCOIN TRUST ETF
$1,523,622$83,141 5.8%39,6570.7%SHS BEN INT
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$1,520,467$1,893 0.1%13,6520.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,355,301$43,848 3.3%1,3600.6%Retail/Wholesale
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,218,240$11,955 -1.0%4,0760.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,197,213$682,535 132.6%13,5800.6%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,154,284$419,706 57.1%3,1050.5%Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC
$1,124,893$412,948 58.0%7,6900.5%CL A
IDMO
Invesco S&P International Developed Momentum ETF
$1,076,509$79,737 8.0%19,6300.5%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$1,070,085$266,517 33.2%9,3190.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,067,888$3,472 0.3%4,3060.5%Finance
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$1,052,099$266,940 34.0%9,2030.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,050,886$823,745 -43.9%2,1930.5%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,049,680$29,823 -2.8%4,2940.5%Medical
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$843,548$15,015 1.8%1,2360.4%Aerospace
SHOPIFY INC
$675,660$830 -0.1%5,6960.3%CL A SUB VTG SHS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$672,726$25,885 4.0%2,2870.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$615,749$139,059 29.2%1,0760.3%Computer and Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$596,157$314,969 -34.6%11,9300.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$567,684$1,424 0.3%18,3360.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$515,776$180,800 54.0%1,6660.2%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$509,293$3,494 0.7%1,1660.2%ETF
General Motors Company stock logo
GM
General Motors
$456,455$265,291 138.8%6,1270.2%Auto/Tires/Trucks
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$417,473$38,637 10.2%2,6040.2%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$407,675$35,966 9.7%2,4030.2%Energy
GRAYSCALE ETHEREUM STAKING
$402,503$6,236 1.6%20,2670.2%SHS NEW
Chevron Corporation stock logo
CVX
Chevron
$394,692$22,548 6.1%1,9080.2%Energy
RTX Corporation stock logo
RTX
RTX
$377,997$136,156 56.3%1,9600.2%Aerospace
McDonald's Corporation stock logo
MCD
McDonald's
$373,089$4,042 1.1%1,2000.2%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$357,072$13,578 4.0%2,4720.2%Consumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$342,280$26,476 8.4%2,3270.2%Computer and Technology
Sempra Energy stock logo
SRE
Sempra Energy
$331,315$69,566 26.6%3,4100.2%Utilities
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$331,271$2,603 -0.8%5090.2%Finance
Visa Inc. stock logo
V
Visa
$329,425$4,836 1.5%1,0900.2%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$324,085$23,804 7.9%1,1300.2%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$290,403$3,154 1.1%1,1970.1%Transportation
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$288,497$290,496 -50.2%7,0710.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$282,624$282,624 New Holding3990.1%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$249,998$44,320 -15.1%5810.1%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$246,168$853 -0.3%9,8080.1%ETF
GE VERNOVA INC
$228,070$228,070 New Holding2610.1%COM
VANGUARD CALIF TAX FREE FDS
$221,995$991 0.4%2,2410.1%TAX EXEMPT BD FD
Netflix, Inc. stock logo
NFLX
Netflix
$208,646$208,646 New Holding2,1700.1%Consumer Discretionary
WALMART INC
$206,741$206,741 New Holding1,6640.1%COM
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$0$242,739 -100.0%00.0%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$228,301 -100.0%00.0%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$0$215,769 -100.0%00.0%Aerospace
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$0$202,757 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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