Pachira Investments Inc. Portfolio Holdings

Pachira Investments Inc.

$163 Million
Q3 2025

Pachira Investments Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $163 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.5M, Invesco Qqq Trust, Series 1 with a value of $11.9M, Vanguard Total Stock Market Et with a value of $11.5M, Ishares Core S&P Mid Cap ETF with a value of $10.7M, and Vanguard Mega Cap Value with a value of $10.2M.

Examining the 13F form we can see an increase of $44.9M in the current position value, from $118M to 163M.

Below you can find more details about Pachira Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $163 Million

ETFs: $140 Million

Technology: $9.33 Million

Industrials: $3.59 Million

Financial Services: $2.83 Million

Consumer Cyclical: $1.99 Million

Communication Services: $1.66 Million

Consumer Defensive: $1.5 Million

Healthcare: $730,000

Other: $494,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$14.5 Million 8.91% of portfolio	23,738	Q3 2025 Reduced 5.9%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$11.9 Million 7.31% of portfolio	19,880	Q3 2025 Added 14.12%
VTI Vanguard Total Stock Market Et ETFs	$0	$11.5 Million 7.04% of portfolio	35,013	Q3 2025 Added 14.36%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$10.7 Million 6.54% of portfolio	163,530	Q3 2025 Reduced 6.32%
MGV Vanguard Mega Cap Value ETFs	$0	$10.2 Million 6.25% of portfolio	74,064	Q3 2025 Added 16.17%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.56 Million 5.86% of portfolio	80,429	Q3 2025 Reduced 6.41%
XLV Select Sector Spdr Fund Health ETFs	$0	$7.98 Million 4.89% of portfolio	57,360	Q3 2025 Added 1.77%
XLK Technology Sector Spdr ETFs	$0	$7.62 Million 4.67% of portfolio	27,025	Q3 2025 Reduced 0.75%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.62 Million 4.06% of portfolio	9,897	Q3 2025 New

SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$6.5 Million 3.98% of portfolio	140,392	Q3 2025 New
SPMD Spdr Portfolio ETFs	$0	$6.31 Million 3.87% of portfolio	110,372	Q3 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$5.57 Million 3.41% of portfolio	92,897	Q3 2025 Added 39.08%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$4.97 Million 3.05% of portfolio	41,072	Q3 2025 Added 217.94%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.23 Million 2.59% of portfolio	78,015	Q3 2025 Added 18.57%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3.9 Million 2.39% of portfolio	8,328	Q3 2025 Added 0.08%
PI Impinj Inc Technology	$3.69B	$3.71 Million 2.27% of portfolio	20,504	Q4 2024 Added 567.67%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$2.83 Million 1.73% of portfolio	8,663	Q3 2025 Added 203.22%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$2.71 Million 1.66% of portfolio	17,421	Q3 2025 Added 217.9%

LMT Lockheed Martin Corp Industrials	$123B	$2.38 Million 1.46% of portfolio	4,771	Q3 2025 Reduced 1.38%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$2.16 Million 1.32% of portfolio	4,300	Q3 2025 Reduced 4.06%
MSFT Microsoft Corp Technology	$3.78T	$1.79 Million 1.1% of portfolio	3,465	Q3 2025 Added 1.64%
EFG Msci Eafe Growth ETF ETFs	$0	$1.53 Million 0.94% of portfolio	13,423	Q2 2025 Added 0.99%
BALT Innovator Etfs Tr	$0	$1.38 Million 0.85% of portfolio	42,110	Q3 2025 Added 19.25%
GOOGL Alphabet Inc. Communication Services	$1.65T	$1.26 Million 0.77% of portfolio	5,195	Q3 2025 Added 3.34%
NVDA Nvidia Corp Technology	$465B	$1.25 Million 0.77% of portfolio	6,698	Q3 2025 Added 3.84%
VV Vanguard Large Cap ETF ETFs	$0	$1.26 Million 0.77% of portfolio	4,103	Q3 2025 Added 6.82%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.25 Million 0.76% of portfolio	5,687	Q3 2025 Added 1.61%
COST Costco Wholesale Corp Consumer Defensive	$404B	$1.14 Million 0.7% of portfolio	1,227	Q3 2025 Added 8.39%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.04 Million 0.63% of portfolio	4,282	Q1 2025 Added 0.73%
IDMO Invesco ETF Tr Ii S&P Intl Dev ETFs	$0	$975,000 0.6% of portfolio	18,065	Q3 2025 New
AAPL Apple Inc. Technology	$4.3T	$869,000 0.53% of portfolio	3,413	Q3 2025 Reduced 1.78%
SHOP Shopify Inc. Technology	$174B	$842,000 0.52% of portfolio	5,667	Q3 2025 Added 0.64%
XLB Select Sector Spdr Fd Material ETFs	$0	$848,000 0.52% of portfolio	9,473	Q3 2025 Reduced 11.71%
VO Vanguard Mid Cap ETF ETFs	$0	$827,000 0.51% of portfolio	2,818	Q3 2025 Added 6.58%
VB Vanguard Small Cap ETF ETFs	$0	$728,000 0.45% of portfolio	2,865	Q3 2025 Added 8.19%
JNJ Johnson & Johnson Healthcare	$522B	$730,000 0.45% of portfolio	3,939	Q3 2025 Reduced 4.88%
NOC Northrop Grumman Corp Industrials	$86.7B	$734,000 0.45% of portfolio	1,206	Q3 2025 Added 3.97%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$699,000 0.43% of portfolio	6,275	Q3 2025 New
EPI Wisdomtree Tr India Earnings F ETFs	$0	$687,000 0.42% of portfolio	15,551	Q3 2025 Reduced 30.94%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$539,000 0.33% of portfolio	18,210	Q3 2025 Added 0.42%
VUG Vanguard Growth ETF ETFs	$0	$513,000 0.31% of portfolio	1,071	Q3 2025 Added 0.19%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$497,000 0.3% of portfolio	4,500	Q3 2025 Added 21.2%
IVOO Vanguard S&P Mid Cap 400 ETF ETFs	$0	$485,000 0.3% of portfolio	4,399	Q3 2025 Added 21.69%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$442,000 0.27% of portfolio	995	Q3 2025 Reduced 0.5%
META Meta Platforms, Inc. Communication Services	$1.37T	$399,000 0.24% of portfolio	544	Q3 2025 Added 11.48%
JPM Jpmorgan Chase & CO Financial Services	$881B	$388,000 0.24% of portfolio	1,233	Q3 2025 Added 16.32%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$377,000 0.23% of portfolio	14,670	Q3 2025 Reduced 8.34%
PG Procter & Gamble CO Consumer Defensive	$346B	$362,000 0.22% of portfolio	2,358	Q3 2025 Reduced 5.0%
PANW Palo Alto Networks Inc Technology	$61.4B	$334,000 0.2% of portfolio	1,643	Q3 2025 New
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$319,000 0.2% of portfolio	1,685	Q3 2025 New

Summary

Portfolio
No. of Stocks 65
Current Value $163 Million
Prior Value $118 Million
Filing
Period Q3 2025
Filing Date October 22, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 11 stocks
Additional Purchases 37 stocks
Sold out of 0 stocks
Reduced holdings in 14 stocks

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Pachira Investments Inc. Portfolio Holdings