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CIK: 0001563634
Total reported value
$265.0M
$265.0M
72 檔
25.5%
At the close of Q1 2026, Pachira Investments Inc. disclosed equity holdings valued at approximately $265.0M, spread across 72 reported holdings.
In Q1 2026, Pachira Investments Inc. displayed an active expansion posture, initiating 4 new positions and adding to 50 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 7.97% | +0.19% | +17.63% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.17% | +0.77% | +6.05% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.96% | -0.28% | +2.87% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.71% | -0.58% | -5.22% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.73% | +0.35% | +19.79% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.71% | -0.18% | +9.98% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.41% | -0.50% | -4.20% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.06% | +1.03% | +12.44% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.98% | -0.30% | -4.38% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.36% | +1.18% | +28.73% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.34% | +0.31% | +20.74% | |
| 12 | PPA | Invesco Aerospace & Defense | ETF-Other | 3.33% | +0.65% | +37.89% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.19% | +0.65% | +2.63% | |
| 14 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | ETF-Other | 3.07% | -0.49% | +4.25% | |
| 15 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 2.97% | -0.45% | +4.41% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.39% | -0.27% | -10.69% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | -0.19% | -9.68% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.34% | -0.31% | -10.45% | |
| 19 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.67% | -0.21% | +8.81% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.60% | -0.51% | -2.28% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.55% | -0.09% | -8.83% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.06% | +23.69% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.01% | +15.63% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.06% | +15.08% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.13% | +13.01% | |
| 26 | PI | Impinj Inc | Stock-Tech | 0.87% | +0.11% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.01% | +12.34% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.13% | +42.43% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | +0.16% | +43.61% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.71% | -0.18% | +5.77% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | -0.06% | +0.12% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.12% | +3.34% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.57% | -0.05% | -0.97% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.56% | -0.02% | +132.61% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.03% | +57.14% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | -0.12% | +58.00% | |
| 37 | IDMO | Invesco S&p International De | ETF-Other | 0.50% | -0.05% | +8.00% | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.50% | +0.08% | +33.17% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | -0.01% | +0.33% | |
| 40 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.49% | +0.05% | +34.00% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.37% | -43.94% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.03% | -2.76% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.39% | -0.15% | +1.81% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.32% | -0.11% | -0.12% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.03% | +4.00% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.02% | +29.17% | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.28% | -0.12% | -34.57% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.27% | -0.01% | +0.25% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | — | +53.97% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.02% | +0.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | +1.1% | +17.63% | Add |
| 2 | PPA | Invesco Aerospace & Defense | +1% | +37.89% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +0.8% | +28.73% | Add |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.7% | +19.79% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +20.74% | Add |
| 6 | IAU | Ishares Gold Trust | +0.3% | +132.61% | Add |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -2.28% | Trim |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | +43.61% | Add |
| 9 | VO | Vanguard Mid-cap ETF | +0.2% | +42.43% | Add |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +33.17% | Add |
| 11 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +34.00% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +57.14% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +58.00% | Add |
| 14 | GM | General Motors Co | +0.1% | +138.78% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +23.69% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | +3.34% | Add |
| 17 | BALT | Inn Defined Wealth Shield | +0.1% | +8.81% | Add |
| 18 | RTX | Rtx CORP | +0.1% | +56.30% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +9.68% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +53.97% | Add |
| 21 | NOC | Northrop Grumman CORP | +0.1% | +1.81% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | -2.76% | Trim |
| 23 | CVX | Chevron CORP | +0.1% | +6.06% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +15.63% | Add |
| 25 | SRE | Sempra | 0% | +26.58% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +15.08% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | +29.17% | Add |
| 28 | IDMO | Invesco S&p International De | 0% | +8.00% | Add |
| 29 | UNP | Union Pacific CORP | 0% | +1.10% | Add |
| 30 | XLV | Ss Health Care Select Sector | — | +9.98% | Add |
| 31 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | — | +4.25% | Add |
| 32 | SCHM | Schwab US Mid Cap ETF | — | +0.25% | Add |
| 33 | PG | Procter & Gamble Co/the | — | +3.95% | Add |
| 34 | XLK | Ss Technology Select Sector | 0% | +12.44% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | -15.06% | Trim |
| 36 | PANW | Palo Alto Networks Inc | 0% | +10.20% | Add |
| 37 | SCHB | Schwab US Broad Market ETF | 0% | -0.35% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | +0.33% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +1.10% | Add |
| 40 | GOOG | Alphabet Inc-cl C | 0% | +7.93% | Add |
| 41 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +0.45% | Add |
| 42 | AMZN | Amazon.com Inc | 0% | +12.34% | Add |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.78% | Trim |
| 44 | VUG | Vanguard Growth ETF | 0% | +0.69% | Add |
| 45 | V | Visa Inc-class A Shares | 0% | +1.49% | Add |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +4.00% | Add |
| 47 | ORCL | Oracle CORP | 0% | +8.38% | Add |
| 48 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | +0.12% | Add |
| 49 | VV | Vanguard Large-cap ETF | -0.1% | -0.97% | Trim |
| 50 | APOC | Inr Eqty Def P ETF - 6 M A/o | -0.1% | +4.41% | Add |
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 Q1 2026.
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 MGV, QQQ, VTI) accounted for 25.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CAT
市值: $282.6K
Top Position Liquidated / Trimmed
SUSA
前期市值: $242.7K
During Q1 2026, Pachira Investments Inc.'s top holdings by market value included MGV (8.0%)、QQQ (7.2%)、VTI (6.0%). The largest single position, MGV, represented 8.0% of total portfolio value.
In Q1 2026, Pachira Investments Inc. made 75 total portfolio adjustments, initiating 4 new buys, adding to 50 positions, trimming 17 holdings, and fully liquidating 4 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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