Pachira Investments Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$214.0M
Q ending 2026-03-31
Prior quarter
$205.5M
Q ending 2025-12-31
Change
+4.2% QoQ · +50.4% YoY
Positions
72
reported holdings
Largest positions
All 72 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard World Fd | MGV | Shares | $17.1M | 118K |
| Invesco Qqq Tr | QQQ | Shares | $15.3M | 27K |
| Vanguard Index Fds | VTI | Shares | $12.8M | 40K |
| Vanguard Index Fds | VOO | Shares | $12.2M | 20K |
| Vanguard Tax-Managed Fds | VEA | Shares | $10.1M | 158K |
| Select Sector Spdr Tr | XLV | Shares | $10.1M | 69K |
| Ishares Tr | IJH | Shares | $9.4M | 140K |
| Select Sector Spdr Tr | XLK | Shares | $8.7M | 65K |
| Ishares Tr | IJR | Shares | $8.5M | 68K |
| Vaneck Etf Trust | SMH | Shares | $7.2M | 19K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.1M | 132K |
| Invesco Exchange Traded Fd T | PPA | Shares | $7.1M | 43K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $6.8M | 61K |
| Innovator Etfs Trust | ZOCT | Shares | $6.6M | 245K |
| Innovator Etfs Trust | APOC | Shares | $6.4M | 249K |
| Spdr Series Trust | SPSM | Shares | $5.1M | 106K |
| Ishares Tr | IVV | Shares | $5.1M | 8K |
| Spdr Series Trust | SPMD | Shares | $5.0M | 84K |
| Innovator Etfs Trust | BALT | Shares | $3.6M | 107K |
| Lockheed Martin Corp | LMT | Shares | $3.4M | 6K |
| Ishares Tr | IWF | Shares | $3.3M | 8K |
| Apple Inc | AAPL | Shares | $2.3M | 9K |
| Nvidia Corporation | NVDA | Shares | $2.1M | 12K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| Microsoft Corp | MSFT | Shares | $2.0M | 5K |
| Impinj Inc | PI | Shares | $1.9M | 18K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Vanguard Index Fds | VO | Shares | $1.7M | 6K |
| Vanguard Index Fds | VB | Shares | $1.7M | 6K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.5M | 40K |
| Ishares Tr | EFG | Shares | $1.5M | 14K |
| Costco Wholesale Corporation | COST | Shares | $1.4M | 1K |
| Vanguard Index Fds | VV | Shares | $1.2M | 4K |
| Ishares Gold Tr | IAU | Shares | $1.2M | 14K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Palantir Technologies Inc | PLTR | Shares | $1.1M | 8K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $1.1M | 20K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $1.1M | 9K |
| Ishares Tr | IWM | Shares | $1.1M | 4K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $1.1M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.1M | 2K |
| Johnson & Johnson | JNJ | Shares | $1.0M | 4K |
| Northrop Grumman Corp | NOC | Shares | $844K | 1K |
| Shopify Inc | SHOP | Shares | $676K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $673K | 2K |
| Meta Platforms Inc | META | Shares | $616K | 1K |
| Select Sector Spdr Tr | XLB | Shares | $596K | 12K |
| Schwab Strategic Tr | SCHM | Shares | $568K | 18K |
| Broadcom Inc | AVGO | Shares | $516K | 2K |
| Vanguard Index Fds | VUG | Shares | $509K | 1K |
| General Mtrs Co | GM | Shares | $456K | 6K |
| Palo Alto Networks Inc | PANW | Shares | $417K | 3K |
| Exxon Mobil Corp | XOM | Shares | $408K | 2K |
| Grayscale Ethereum Staking | ETH | Shares | $403K | 20K |
| Chevron Corporation | CVX | Shares | $395K | 2K |
| Rtx Corporation | RTX | Shares | $378K | 2K |
| Mcdonalds Corp | MCD | Shares | $373K | 1K |
| Procter & Gamble Co | PG | Shares | $357K | 2K |
| Oracle Corp | ORCL | Shares | $342K | 2K |
| Sempra | SRE | Shares | $331K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $331K | 509 |
| Visa Inc | V | Shares | $329K | 1K |
| Alphabet Inc | GOOG | Shares | $324K | 1K |
| Union Pac Corp | UNP | Shares | $290K | 1K |
| Wisdomtree Tr | EPI | Shares | $288K | 7K |
| Caterpillar Inc | CAT | Shares | $283K | 399 |
| Spdr Gold Tr | GLD | Shares | $250K | 581 |
| Schwab Strategic Tr | SCHB | Shares | $246K | 10K |
| Ge Vernova Inc | GEV | Shares | $228K | 261 |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $222K | 2K |
| Netflix Inc. | NFLX | Shares | $209K | 2K |
| Walmart Inc | WMT | Shares | $207K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.