Pachira Investments Inc. 13F Holdings
CIK 0001563634 · DANA POINT, CA
As of Sep 30, 2025, Pachira Investments Inc. reported 65 positions worth
CIK 0001563634 · DANA POINT, CA
As of Sep 30, 2025, Pachira Investments Inc. reported 65 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 23,738 | 4.5M | 8.17% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 19,880 | 1.9M | 6.71% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 35,013 | 1.5M | 6.46% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 163,530 | 0.7M | 6.00% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 74,064 | 0.2M | 5.73% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 80,429 | $9.6M | 5.37% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 57,360 | $8.0M | 4.49% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 27,025 | $7.6M | 4.28% |
| ISHARES CORE S&P 500 ETF | IVV | — | 9,897 | $6.6M | 3.72% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 140,392 | $6.5M | 3.65% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 110,372 | $6.3M | 3.55% |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER | ZOCT | — | 223,897 | $6.0M | 3.34% |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 6 MO APR/OCT | APOC | — | 227,152 | $5.9M | 3.31% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 92,897 | $5.6M | 3.13% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 41,072 | $5.0M | 2.79% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 78,015 | $4.2M | 2.38% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 8,328 | $3.9M | 2.19% |
| IMPINJ INC | PI | Technology | 20,504 | $3.7M | 2.08% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 8,663 | $2.8M | 1.59% |
| INVESCO AEROSPACE & DEFENSE ETF | PPA | — | 17,421 | $2.7M | 1.52% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 4,771 | $2.4M | 1.34% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 34,524 | $2.2M | 1.26% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,300 | $2.2M | 1.21% |
| MICROSOFT CORP | MSFT | Technology | 3,465 | .8M | 1.01% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 13,423 | .5M | 0.86% |