Pachira Investments Inc.

Q4 2025 13F Holdings

  • Location
    dana point, CA
  • Num holdings

    72

  • Value ($000)

    $205,471

  • Date Filed
    02/02/2026
  • Form type
    13F-HR
  • CIK
    0001563634
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$15.4M
8 %

25,075

MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$14.13M
7 %

100,075

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$13.53M
7 %

21,580

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$12.96M
6 %

38,646

XLV

SELECT SECTOR SPDR TR

STATE STREET HEA
$9.67M
5 %

62,497

IJH

ISHARES TR

CORE S&P MCP ETF
$9.64M
5 %

146,049

IJR

ISHARES TR

CORE S&P SCP ETF
$8.6M
4 %

71,585

XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
$8.36M
4 %

58,078

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$8.23M
4 %

131,758

SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
$7.08M
3 %

59,349

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 72