Q2 2026 13F · SEC CIK 1563634

Pachira Investments Inc.

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $265.0M
Reported positions: 78
Top holdings a year, 3 yrs: +18.2%
Assets under management: $343.9M

Pachira Investments Inc. is a wealth manager that reported 78 positions worth $265.0M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard Mega Cap Value ETF Total (MGV, 8.2%), Invesco Qqq Tr (QQQ, 7.9%), Vanguard Index Fds (VTI, 5.7%). A portfolio copying its top holdings returned 18.2% a year over the last 3 years, against 20.4% for the S&P 500.

Pachira Investments Inc. holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pachira Investments Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MGVVanguard Mega Cap Value ETF Total	8.2%	8.0%	132,385	+12.5%	$21.6M
QQQInvesco Qqq Tr	7.9%	7.2%	28,589	+7.5%	$21.1M
VTIVanguard Index Fds	5.7%	6.0%	40,701	+2.4%	$15.1M
VOOVanguard S&p 500 ETF	5.1%	5.7%	19,798	-3.2%	$13.6M
XLKState Street Technology Select Sector Sp	5.1%	4.1%	70,786	+8.4%	$13.5M
VEAVanguard Tax-Managed Fds	5.1%	4.7%	188,974	+19.7%	$13.5M
SMHVaneck Semiconductor ETF	4.5%	3.4%	18,337	-2.3%	$12.0M
XLVSelect Sector Spdr Tr	4.5%	4.7%	75,669	+10.1%	$12.0M
PPAInvesco Aerospace & Defense ETF	4.0%	3.3%	59,748	+38.8%	$10.6M
IJHIshares Tr	3.9%	4.4%	134,403	-3.9%	$10.4M
SPMOInvesco Exch Traded Fd Tr II	3.8%	3.2%	62,980	+3.4%	$10.2M
IJRIshares Core S&p Small Cap ETF	3.7%	4.0%	65,753	-3.9%	$9.8M
VWOVanguard Intl Equity Index F	3.7%	3.3%	162,264	+22.8%	$9.7M
ZOCTInnovator Etfs Trust	2.6%	3.1%	248,097	+1.1%	$6.9M
APOCInnovator Etfs Trust	2.5%	3.0%	253,682	+1.9%	$6.7M
IVVIshares Core S&p 500 ETF	2.2%	2.4%	7,739	-0.8%	$5.8M
SPSMSpdr Series Trust	2.1%	2.4%	97,542	-7.9%	$5.6M
SPMDSpdr Series Trust	2.0%	2.3%	79,477	-5.9%	$5.4M
IWFIshares Russell 1000 Growth ETF	1.5%	1.6%	31,198	+300.3%	$3.9M
BALTInnovator Etfs Trust	1.5%	1.7%	112,569	+5.2%	$3.9M
LMTLockheed Martin Corp Com	1.1%	1.6%	5,688	+0.6%	$2.9M
GOOGLAlphabet Inc	1.0%	1.0%	7,707	+6.0%	$2.8M
NVDANvidia Corporation Com	1.0%	1.0%	13,163	+9.2%	$2.6M
AAPLApple Inc	1.0%	1.1%	9,031	+1.7%	$2.6M
PIImpinji	1.0%	0.9%	18,104	+0.0%	$2.6M
VBVanguard Indx Fd	0.9%	0.8%	8,293	+28.5%	$2.5M
VOVanguard Index Fds	0.9%	0.8%	30,762	+412.3%	$2.5M
AMZNAmazon Com Inc Com	0.8%	0.8%	9,383	+7.7%	$2.2M
MSFTMicrosoft Corp	0.8%	0.9%	5,717	+6.5%	$2.1M
EFGIshares Tr	0.6%	0.7%	13,742	+0.7%	$1.7M
VIOOVanguard Admiral Fds Inc	0.6%	0.5%	11,125	+19.4%	$1.5M
TSLATesla Inc Com	0.6%	0.5%	3,600	+15.9%	$1.5M
IVOOVanguard Admiral Fds Inc	0.5%	0.5%	11,072	+20.3%	$1.4M
IAUIshares Gold Trust	0.5%	0.6%	18,853	+38.8%	$1.4M
IBITIshares Bitcoin Trust ETF	0.5%	0.7%	42,248	+6.5%	$1.4M
VVVanguard Inx Lrg	0.5%	0.6%	4,031	-1.1%	$1.4M
COSTCostco Whsl Corp New	0.5%	0.6%	1,456	+7.1%	$1.4M
IWMIshares	0.5%	0.5%	4,306	+0.0%	$1.3M
JNJJohnson & Johnson	0.5%	0.5%	4,775	+11.2%	$1.2M
IDMOInvesco Exch Traded Fd Tr II	0.5%	0.5%	19,945	+1.6%	$1.2M
PLTRPalantir Technologies Inclass Class A	0.4%	0.5%	9,284	+20.7%	$1.1M
JPMJpmorgan Chase & Co	0.3%	0.3%	2,713	+18.6%	$888K
PANWPalo Alto Networks Inc	0.3%	—	2,528	—	$862K
METAMeta Platforms Inc Class A	0.3%	0.3%	1,258	+16.9%	$708K
SCHMSchwab Strategic Tr	0.3%	0.3%	18,390	+0.3%	$678K
NOCNorthrop Grumman Corp	0.2%	0.4%	1,258	+1.8%	$641K
AVGOBroadcom Inc	0.2%	0.2%	1,675	+0.5%	$633K
VUGVanguard Indx Fd	0.2%	0.2%	6,736	+477.7%	$580K
SHOPShopify Inc	0.2%	0.3%	4,958	-13.0%	$566K
GOOGAlphabet Inc	0.2%	—	1,377	—	$486K

What Pachira Investments Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+477.7% shares
VO Vanguard Index Fds+412.3% shares
IWF Ishares Russell 1000 Growth ETF+300.3% shares
IAU Ishares Gold Trust+38.8% shares
PPA Invesco Aerospace & Defense ETF+38.8% shares
VB Vanguard Indx Fd+28.5% shares
VWO Vanguard Intl Equity Index F+22.8% shares
PLTR Palantir Technologies Inclass Class A+20.7% shares

Reduced

Left the top 50

BRK-B Berkshire Hathaway Inc Delwas 0.5%
XLB Select Sector Spdr Trwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.4% /yr; S&P 500 +20.1%
3 years: +18.2% /yr; S&P 500 +20.4%
5 years: +10.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Pachira Investments Inc.'s portfolio

What stocks does Pachira Investments Inc. own?

Pachira Investments Inc.'s latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 78 positions worth $265.0M. The largest are Vanguard Mega Cap Value ETF Total (MGV) at 8.2%, Invesco Qqq Tr (QQQ) at 7.9%, Vanguard Index Fds (VTI) at 5.7%, Vanguard S&p 500 ETF (VOO) at 5.1% and State Street Technology Select Sector Sp (XLK) at 5.1%.

What did Pachira Investments Inc. buy last quarter?

In Q2 2026, Pachira Investments Inc. added Vanguard Indx Fd (VUG) (+477.7% shares), Vanguard Index Fds (VO) (+412.3% shares) and Ishares Russell 1000 Growth ETF (IWF) (+300.3% shares), compared with its Q1 2026 filing.

What did Pachira Investments Inc. sell last quarter?

In Q2 2026, Pachira Investments Inc. cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Select Sector Spdr Tr (XLB), Shopify Inc (SHOP) (-13.0% shares), Spdr Series Trust (SPSM) (-7.9% shares) and Spdr Series Trust (SPMD) (-5.9% shares), compared with its Q1 2026 filing.

How has Pachira Investments Inc.'s portfolio performed?

A portfolio copying Pachira Investments Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.4% against +20.1%. Over 5 years: +10.3% a year against +11.6%.

When is Pachira Investments Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Pachira Investments Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pachira Investments Inc. manage?

Pachira Investments Inc. reported $343.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $265.0M.