Pachira Investments Inc.

Q2 2025 13F Holdings

  • Location
    dana point, CA
  • Num holdings

    54

  • Value ($000)

    $132,285

  • Date Filed
    07/10/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$14.33M
11 %

25,227

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$10.83M
8 %

174,571

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$9.61M
7 %

17,420

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$9.39M
7 %

85,939

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$9.31M
7 %

30,617

MGV
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$8.36M
6 %

63,753

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
$7.60M
6 %

56,362

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$6.90M
5 %

27,230

---

INNOVATOR ETFS TRUST

EQUITY DEFIN 1YR
$5.80M
4 %

223,139

---

INNOVATOR ETFS TRUST

EQUITY DEFINED P
$5.79M
4 %

227,053

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