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CIK: 0001563634
Total reported value
$265.0M
$265.0M
72 檔
24.8%
During the Q4 2025 filing period, Pachira Investments Inc. (CIK: 0001563634) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $265.0M across 72 reported positions.
In Q4 2025, Pachira Investments Inc. displayed an active expansion posture, initiating 10 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.50% | +0.77% | +26.13% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 6.88% | +0.19% | +35.12% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.59% | -0.58% | -9.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.31% | -0.28% | +10.38% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-Other | 4.71% | -0.18% | +8.96% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.69% | -0.50% | -10.69% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.19% | -0.30% | -11.00% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.07% | +1.03% | +114.90% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.01% | +0.35% | +41.83% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.45% | +0.65% | +44.50% | |
| 11 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | ETF-Other | 3.07% | -0.49% | +5.10% | |
| 12 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 3.04% | -0.45% | +5.00% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.88% | -0.19% | -12.75% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.86% | +0.31% | +40.27% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.70% | -0.27% | -15.57% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.66% | -0.31% | -14.56% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.56% | +1.18% | +68.30% | |
| 18 | PPA | Invesco Aerospace & Defense | ETF-Other | 2.38% | +0.65% | +79.18% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.97% | -0.09% | +2.64% | |
| 20 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.60% | -0.21% | +133.47% | |
| 21 | PI | Impinj Inc | Stock-Tech | 1.53% | +0.11% | -11.71% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.36% | -0.51% | +21.32% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.13% | +37.11% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.06% | +21.64% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.37% | -9.02% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.06% | +110.34% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.01% | +55.58% | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.91% | -0.18% | +8.60% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.01% | +36.33% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.76% | -0.06% | +1.58% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.63% | -0.05% | +0.32% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.13% | +49.61% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.16% | +56.86% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.12% | +7.25% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.01% | +0.23% | |
| 36 | IDMO | Invesco S&p International De | ETF-Other | 0.49% | -0.05% | +0.61% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.45% | -0.11% | +0.64% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.03% | +12.11% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.03% | +98.59% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.12% | — | |
| 41 | XLB | Ss Materials Select Sector | ETF-Other | 0.40% | -0.12% | +92.47% | |
| 42 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.38% | +0.08% | +55.51% | |
| 43 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.37% | +0.05% | +56.13% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.03% | +78.35% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.34% | -0.15% | +0.66% | |
| 46 | EPI | Wisdomtree India Earnings | ETF-Other | 0.32% | -0.13% | EXIT | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | -0.02% | +8.12% | |
| 48 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.27% | -0.08% | +13.68% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | +53.13% | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.27% | -0.01% | +0.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | +1.2% | +35.12% | Add |
| 2 | SMH | Vaneck Semiconductor ETF | +1% | +68.30% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.9% | +41.83% | Add |
| 4 | PPA | Invesco Aerospace & Defense | +0.9% | +79.18% | Add |
| 5 | BALT | Inn Defined Wealth Shield | +0.8% | +133.47% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +26.13% | Add |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | +0.7% | +44.50% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +40.27% | Add |
| 9 | AAPL | Apple Inc | +0.5% | +110.34% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +21.64% | Add |
| 11 | NVDA | Nvidia CORP | +0.3% | +55.58% | Add |
| 12 | XLV | Ss Health Care Select Sector | +0.2% | +8.96% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | +98.59% | Add |
| 14 | AMZN | Amazon.com Inc | +0.2% | +36.33% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.2% | +56.86% | Add |
| 16 | VO | Vanguard Mid-cap ETF | +0.1% | +49.61% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +78.35% | Add |
| 18 | MSFT | Microsoft CORP | +0.1% | +37.11% | Add |
| 19 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +56.13% | Add |
| 20 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +55.51% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +53.13% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +12.11% | Add |
| 23 | LMT | Lockheed Martin CORP | 0% | +21.32% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +10.38% | Add |
| 25 | XLK | Ss Technology Select Sector | -0.2% | +114.90% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | -0.2% | +2.64% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -9.02% | Trim |
| 28 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | -0.3% | +5.10% | Add |
| 29 | APOC | Inr Eqty Def P ETF - 6 M A/o | -0.3% | +5.00% | Add |
| 30 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +8.60% | Add |
| 31 | PI | Impinj Inc | -0.6% | -11.71% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.8% | -12.75% | Trim |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.9% | -14.56% | Trim |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | -1% | -15.57% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | -1.2% | -11.00% | Trim |
| 36 | IJH | Ishares Core S&p Midcap ETF | -1.3% | -10.69% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -1.6% | -9.09% | Trim |
| 38 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
| 40 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 41 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 42 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 43 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 44 | SUSA | Ishares Esg Optimized Msci U | — | NEW | New buy |
| 45 | RTX | Rtx CORP | — | NEW | New buy |
| 46 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 47 | VTEC | Vanguard Ca Tax-ex Bond | — | NEW | New buy |
| 48 | GM | General Motors Co | — | NEW | New buy |
| 49 | MDY | State Street Spdr S&p Midcap | — | EXIT | Sold out |
| 50 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Pachira Investments Inc. reported a total U.S. public equity portfolio value of $265.0M across 72 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, MGV, VOO) accounted for 24.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
PLTR
市值: $865.1K
Top Position Liquidated / Trimmed
LQD
前期市值: $699.5K
During Q4 2025, Pachira Investments Inc.'s top holdings by market value included QQQ (7.5%)、MGV (6.9%)、VOO (6.6%). The largest single position, QQQ, represented 7.5% of total portfolio value.
In Q4 2025, Pachira Investments Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 29 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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