Pachira Investments Inc.

Q3 2025 13F Holdings

  • Location
    dana point, CA
  • Num holdings

    65

  • Value ($000)

    $177,964

  • Date Filed
    10/22/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$14.54M
8 %

23,738

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$11.94M
7 %

19,880

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$11.49M
7 %

35,013

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$10.67M
6 %

163,530

M
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
921910840
$10.20M
6 %

74,064

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$9.56M
5 %

80,429

X
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$7.98M
5 %

57,360

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$7.62M
4 %

27,025

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.62M
4 %

9,897

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$6.50M
4 %

140,392

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