Pachira Investments Inc.

Est. AUM

$214.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	MEGA CAP VAL ETF	$17.1M	117715	7.97%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$15.3M	26593	7.17%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$12.8M	39756	5.96%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.2M	20454	5.71%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	157835	4.73%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET HEA	$10.1M	68736	4.71%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$9.4M	139916	4.41%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$8.7M	65301	4.06%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$8.5M	68447	3.98%	SOLE
10	VANECK ETF TRUST	SEMICONDUCTR ETF	$7.2M	18769	3.36%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.1M	132127	3.34%	SOLE
12	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$7.1M	43042	3.33%	SOLE
13	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$6.8M	60910	3.19%	SOLE
14	INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$6.6M	245336	3.07%	SOLE
15	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$6.4M	249018	2.97%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$5.1M	105860	2.39%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$5.1M	7799	2.38%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	84443	2.34%	SOLE
19	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$3.6M	106973	1.67%	SOLE
20	LOCKHEED MARTIN CORP	COM	$3.4M	5656	1.60%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$3.3M	7793	1.55%	SOLE
22	APPLE INC	COM	$2.3M	8880	1.05%	SOLE
23	NVIDIA CORPORATION	COM	$2.1M	12050	0.98%	SOLE
24	ALPHABET INC	CAP STK CL A	$2.1M	7272	0.98%	SOLE
25	MICROSOFT CORP	COM	$2.0M	5369	0.93%	SOLE
26	IMPINJ INC	COM	$1.9M	18104	0.87%	SOLE
27	AMAZON COM INC	COM	$1.8M	8710	0.85%	SOLE
28	VANGUARD INDEX FDS	MID CAP ETF	$1.7M	6005	0.81%	SOLE
29	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6454	0.79%	SOLE
30	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.5M	39657	0.71%	SOLE
31	ISHARES TR	EAFE GRWTH ETF	$1.5M	13652	0.71%	SOLE
32	COSTCO WHOLESALE CORPORATION	COM	$1.4M	1360	0.63%	SOLE
33	VANGUARD INDEX FDS	LARGE CAP ETF	$1.2M	4076	0.57%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$1.2M	13580	0.56%	SOLE
35	TESLA INC	COM	$1.2M	3105	0.54%	SOLE
36	PALANTIR TECHNOLOGIES INC	CL A	$1.1M	7690	0.53%	SOLE
37	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.1M	19630	0.50%	SOLE
38	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.1M	9319	0.50%	SOLE
39	ISHARES TR	RUSSELL 2000 ETF	$1.1M	4306	0.50%	SOLE
40	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$1.1M	9203	0.49%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2193	0.49%	SOLE
42	JOHNSON & JOHNSON	COM	$1.1M	4294	0.49%	SOLE
43	NORTHROP GRUMMAN CORP	COM	$844K	1236	0.39%	SOLE
44	SHOPIFY INC	CL A SUB VTG SHS	$676K	5696	0.32%	SOLE
45	JPMORGAN CHASE & CO	COM	$673K	2287	0.31%	SOLE
46	META PLATFORMS INC	CL A	$616K	1076	0.29%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET MAT	$596K	11930	0.28%	SOLE
48	SCHWAB STRATEGIC TR	US MID-CAP ETF	$568K	18336	0.27%	SOLE
49	BROADCOM INC	COM	$516K	1666	0.24%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$509K	1166	0.24%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.