Pachira Investments Inc.
Q3 2025 13F Holdings
- Locationdana point, CA
- Num holdings
65
- Value ($000)
$177,964
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001563634
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.54M | 8 % | 23,738 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.94M | 7 % | 19,880 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.49M | 7 % | 35,013 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.67M | 6 % | 163,530 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $10.20M | 6 % | 74,064 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.56M | 5 % | 80,429 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $7.98M | 5 % | 57,360 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $7.62M | 4 % | 27,025 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.62M | 4 % | 9,897 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $6.50M | 4 % | 140,392 |
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