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
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$14.54M
8 %

23,738

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$11.94M
7 %

19,880

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$11.49M
7 %

35,013

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$10.67M
6 %

163,530

MGV
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$10.20M
6 %

74,064

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$9.56M
5 %

80,429

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
$7.98M
5 %

57,360

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$7.62M
4 %

27,025

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$6.62M
4 %

9,897

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
$6.50M
4 %

140,392

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