Pachira Investments Inc. Portfolio Stock Holdings
Pachira Investments Inc. disclosed 78 stock positions valued at approximately $265.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, INVESCO QQQ TR, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 78
- Portfolio Value
- $265.0M
Holdings by Sector
Pachira Investments Inc. Portfolio Holdings in Q2 2026
75 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MGV | Other | 8.16% | 132,385 | +14,670 | +12.46% | $21,638,365 |
| INVESCO QQQ TR | QQQ | Other | 7.94% | 28,589 | +1,996 | +7.51% | $21,052,637 |
| VANGUARD INDEX FDS | VTI | Other | 5.68% | 40,701 | +945 | +2.38% | $15,061,049 |
| VANGUARD INDEX FDS | VOO | Other | 5.13% | 19,798 | -656 | -3.21% | $13,597,756 |
| SELECT SECTOR SPDR TR | XLK | Other | 5.09% | 70,786 | +5,485 | +8.40% | $13,486,059 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.08% | 188,974 | +31,139 | +19.73% | $13,464,368 |
| VANECK ETF TRUST | SMH | Other | 4.54% | 18,337 | -432 | -2.30% | $12,026,918 |
| SELECT SECTOR SPDR TR | XLV | Other | 4.53% | 75,669 | +6,933 | +10.09% | $12,005,607 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 3.98% | 59,748 | +16,706 | +38.81% | $10,554,507 |
| ISHARES TR | IJH | Other | 3.91% | 134,403 | -5,513 | -3.94% | $10,363,834 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 3.84% | 62,980 | +2,070 | +3.40% | $10,173,824 |
| ISHARES TR | IJR | Other | 3.68% | 65,753 | -2,694 | -3.94% | $9,751,827 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.65% | 162,264 | +30,137 | +22.81% | $9,685,536 |
| ISHARES TR | IVV | Other | 2.19% | 7,739 | -60 | -0.77% | $5,795,651 |
| SPDR SERIES TRUST | SPSM | Other | 2.12% | 97,542 | -8,318 | -7.86% | $5,625,275 |
| SPDR SERIES TRUST | SPMD | Other | 2.03% | 79,477 | -4,966 | -5.88% | $5,369,448 |
| ISHARES TR | IWF | Other | 1.46% | 31,198 | +23,405 | +300.33% | $3,873,850 |
| INNOVATOR ETFS TRUST | BALT | Other | 1.46% | 112,569 | +5,596 | +5.23% | $3,857,740 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.09% | 5,688 | +32 | +0.57% | $2,897,779 |
| ALPHABET INC | GOOGL | Communication Services | 1.04% | 7,707 | +435 | +5.98% | $2,754,251 |
| NVIDIA CORPORATION | NVDA | Technology | 0.99% | 13,163 | +1,113 | +9.24% | $2,633,822 |
| APPLE INC | AAPL | Technology | 0.99% | 9,031 | +151 | +1.70% | $2,613,230 |
| IMPINJ INC | PI | Technology | 0.98% | 18,104 | - | - | $2,593,036 |
| VANGUARD INDEX FDS | VB | Other | 0.95% | 8,293 | +1,839 | +28.49% | $2,513,786 |
| VANGUARD INDEX FDS | VO | Other | 0.94% | 30,762 | +24,757 | +412.27% | $2,478,503 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.84% | 9,383 | +673 | +7.73% | $2,236,243 |
| MICROSOFT CORP | MSFT | Technology | 0.80% | 5,717 | +348 | +6.48% | $2,132,579 |
| ISHARES TR | EFG | Other | 0.65% | 13,742 | +90 | +0.66% | $1,709,790 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 0.58% | 11,125 | +1,806 | +19.38% | $1,530,114 |
| TESLA INC | TSLA | Consumer Cyclical | 0.57% | 3,600 | +495 | +15.94% | $1,514,160 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.54% | 11,072 | +1,869 | +20.31% | $1,443,771 |
| ISHARES GOLD TR | IAU | Other | 0.54% | 18,853 | +5,273 | +38.83% | $1,423,590 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.53% | 42,248 | +2,591 | +6.53% | $1,406,436 |
| VANGUARD INDEX FDS | VV | Other | 0.52% | 4,031 | -45 | -1.10% | $1,386,307 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.51% | 1,456 | +96 | +7.06% | $1,362,032 |
| ISHARES TR | IWM | Other | 0.49% | 4,306 | - | - | $1,293,738 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.46% | 4,775 | +481 | +11.20% | $1,212,682 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.45% | 19,945 | +315 | +1.60% | $1,202,484 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.41% | 9,284 | +1,594 | +20.73% | $1,083,164 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.34% | 2,713 | +426 | +18.63% | $888,197 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.33% | 2,528 | -76 | -2.92% | $862,099 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 1,258 | +182 | +16.91% | $708,427 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.26% | 18,390 | +54 | +0.29% | $678,054 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.24% | 1,258 | +22 | +1.78% | $640,875 |
| BROADCOM INC | AVGO | Technology | 0.24% | 1,675 | +9 | +0.54% | $632,892 |
| VANGUARD INDEX FDS | VUG | Other | 0.22% | 6,736 | +5,570 | +477.70% | $580,248 |
| SHOPIFY INC | SHOP | Technology | 0.21% | 4,958 | -738 | -12.96% | $566,104 |
| ALPHABET INC | GOOG | Communication Services | 0.18% | 1,377 | +247 | +21.86% | $486,464 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.18% | 6,125 | -2 | -0.03% | $472,091 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 2,327 | +367 | +18.72% | $441,472 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.16% | 569 | +60 | +11.79% | $425,172 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.16% | 8,159 | -3,771 | -31.61% | $414,736 |
| ORACLE CORP | ORCL | Technology | 0.15% | 2,796 | +469 | +20.15% | $409,782 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.15% | 403 | +403 | +100.00% | $394,384 |
| VISA INC | V | Financial Services | 0.14% | 1,056 | -34 | -3.12% | $362,316 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 333 | -66 | -16.54% | $355,063 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.13% | 604 | +604 | +100.00% | $350,808 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 286 | +286 | +100.00% | $330,551 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.12% | 653 | -1,540 | -70.22% | $326,755 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 1,185 | -12 | -1.00% | $322,305 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 2,148 | -255 | -10.61% | $293,612 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 1,770 | -138 | -7.23% | $293,371 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.11% | 608 | +608 | +100.00% | $290,363 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 1,042 | -158 | -13.17% | $281,748 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 1,876 | -596 | -24.11% | $275,130 |
| ISHARES TR | SOXX | Other | 0.10% | 429 | +429 | +100.00% | $275,008 |
| GE AEROSPACE | GE | Industrials | 0.10% | 734 | +34 | +4.86% | $274,174 |
| SEMPRA | SRE | Utilities | 0.09% | 2,695 | -715 | -20.97% | $249,896 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 200 | -61 | -23.37% | $235,379 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 0.09% | 2,255 | +14 | +0.62% | $226,894 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.08% | 7,746 | -2,062 | -21.02% | $224,325 |
| SPDR GOLD TR | GLD | Other | 0.08% | 582 | +1 | +0.17% | $214,397 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 1,755 | +1,755 | +100.00% | $206,101 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.08% | 1,096 | +1,096 | +100.00% | $202,955 |
| QUALCOMM INC | QCOM | Technology | 0.08% | 1,088 | -247 | -18.50% | $201,074 |