# Pachira Investments Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1563634. Source: https://holderbook.com/funds/1563634-pachira-investments-inc/

- Reported value: $265.0M
- Positions: 78
- Weight of the ten largest: 54.1%
- Filed: 2026-07-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $21.6M | 132,385 | 8.2% | 16 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $21.1M | 28,589 | 7.9% | 13 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $15.1M | 40,701 | 5.7% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $13.6M | 19,798 | 5.1% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $13.5M | 70,786 | 5.1% | 13 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $13.5M | 188,974 | 5.1% | 15 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $12.0M | 18,337 | 4.5% | 8 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $12.0M | 75,669 | 4.5% | 13 |
| INVESCO EXCHANGE TRADED FD T | [PPA](https://holderbook.com/stocks/PPA/) | $10.6M | 59,748 | 4.0% | 8 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $10.4M | 134,403 | 3.9% | 31 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $10.2M | 62,980 | 3.8% | 5 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $9.8M | 65,753 | 3.7% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $9.7M | 162,264 | 3.7% | 15 |
| INNOVATOR ETFS TRUST | [ZOCT](https://holderbook.com/stocks/ZOCT/) | $6.9M | 248,097 | 2.6% | 7 |
| INNOVATOR ETFS TRUST | [APOC](https://holderbook.com/stocks/APOC/) | $6.7M | 253,682 | 2.5% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.8M | 7,739 | 2.2% | 4 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $5.6M | 97,542 | 2.1% | 4 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $5.4M | 79,477 | 2.0% | 4 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $3.9M | 31,198 | 1.5% | 15 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $3.9M | 112,569 | 1.5% | 7 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $2.9M | 5,688 | 1.1% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.8M | 7,707 | 1.0% | 20 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.6M | 13,163 | 1.0% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.6M | 9,031 | 1.0% | 25 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $2.6M | 18,104 | 1.0% | 21 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.5M | 8,293 | 0.9% | 16 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.5M | 30,762 | 0.9% | 16 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.2M | 9,383 | 0.8% | 30 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.1M | 5,717 | 0.8% | 31 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $1.7M | 13,742 | 0.6% | 21 |
| VANGUARD ADMIRAL FDS INC | [VIOO](https://holderbook.com/stocks/VIOO/) | $1.5M | 11,125 | 0.6% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.5M | 3,600 | 0.6% | 9 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $1.4M | 11,072 | 0.5% | 5 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.4M | 18,853 | 0.5% | 3 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $1.4M | 42,248 | 0.5% | 8 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.4M | 4,031 | 0.5% | 24 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.4M | 1,456 | 0.5% | 21 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.3M | 4,306 | 0.5% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.2M | 4,775 | 0.5% | 31 |
| INVESCO EXCH TRADED FD TR II | [IDMO](https://holderbook.com/stocks/IDMO/) | $1.2M | 19,945 | 0.5% | 4 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.1M | 9,284 | 0.4% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $888.2K | 2,713 | 0.3% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $862.1K | 2,528 | 0.3% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $708.4K | 1,258 | 0.3% | 9 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $678.1K | 18,390 | 0.3% | 31 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $640.9K | 1,258 | 0.2% | 17 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $632.9K | 1,675 | 0.2% | 4 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $580.2K | 6,736 | 0.2% | 16 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $566.1K | 4,958 | 0.2% | 14 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $486.5K | 1,377 | 0.2% | 3 |
| GENERAL MTRS CO | [GM](https://holderbook.com/stocks/GM/) | $472.1K | 6,125 | 0.2% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $441.5K | 2,327 | 0.2% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $425.2K | 569 | 0.2% | 11 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $414.7K | 8,159 | 0.2% | 6 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $409.8K | 2,796 | 0.2% | 10 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $394.4K | 403 | 0.1% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $362.3K | 1,056 | 0.1% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $355.1K | 333 | 0.1% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $350.8K | 604 | 0.1% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $330.6K | 286 | 0.1% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $326.8K | 653 | 0.1% | 13 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $322.3K | 1,185 | 0.1% | 6 |
| GRAYSCALE ETHEREUM STAKING | [ETH](https://holderbook.com/stocks/ETH/) | $301.5K | 20,063 | 0.1% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $293.6K | 2,148 | 0.1% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $293.4K | 1,770 | 0.1% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $290.4K | 608 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $281.7K | 1,042 | 0.1% | 8 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $275.1K | 1,876 | 0.1% | 13 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $275.0K | 429 | 0.1% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $274.2K | 734 | 0.1% | 1 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $249.9K | 2,695 | 0.1% | 5 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $235.4K | 200 | 0.1% | 2 |
| VANGUARD CALIF TAX FREE FDS | [VTEC](https://holderbook.com/stocks/VTEC/) | $226.9K | 2,255 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $224.3K | 7,746 | 0.1% | 13 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $214.4K | 582 | 0.1% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $206.1K | 1,755 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $203.0K | 1,096 | 0.1% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $201.1K | 1,088 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.4% | +14.8% | +1.6% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +8.2% | +7.8% | +0.4% | 100% |
| Q2 2025 | +8.5% | +10.5% | -2.0% | 100% |
| Q1 2025 | -5.5% | -4.6% | -0.9% | 99% |
| Q4 2024 | +4.0% | +2.1% | +1.9% | 100% |
| Q3 2024 | +6.5% | +5.4% | +1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $265.0M | 78 |
| Q1 2026 | $214.0M | 72 |
| Q4 2025 | $205.5M | 72 |
| Q3 2025 | $178.0M | 65 |
| Q2 2025 | $132.3M | 54 |
| Q1 2025 | $142.3M | 54 |
| Q4 2024 | $163.4M | 56 |
| Q3 2024 | $129.9M | 49 |
| Q2 2024 | $112.8M | 44 |
| Q1 2024 | $122.3M | 44 |
| Q4 2023 | $113.3M | 39 |
| Q3 2023 | $89.0M | 35 |