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CIK: 0001563634
Total reported value
$312.2M
$312.2M
78 檔
27.2%
The Q2 2026 SEC filing reveals that Pachira Investments Inc. held a total portfolio value of $312.2M, covering 78 public equity positions.
In Q2 2026, Pachira Investments Inc. displayed an active expansion posture, initiating 9 new positions and adding to 43 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 | 8.16% | -0.17% | +12.46% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.94% | -0.04% | +7.51% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.68% | -0.48% | +2.38% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.13% | -0.90% | -3.21% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 5.09% | +0.11% | +8.40% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.08% | -0.33% | +19.73% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.54% | -0.14% | -2.30% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 4.53% | +0.38% | +10.09% | |
| 9 | PPA | Invesco Aerospace & Defense | ETF-Other | 3.98% | -0.30% | +38.81% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.91% | -0.94% | -3.94% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.84% | +0.01% | +3.40% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.68% | -0.94% | -3.94% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.65% | -0.06% | +22.81% | |
| 14 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | ETF-Other | 2.58% | -0.11% | +1.13% | |
| 15 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 2.52% | -0.12% | +1.87% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | -0.52% | -0.77% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.12% | -0.60% | -7.86% | |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.03% | -0.58% | -5.88% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.46% | -0.21% | +300.33% | |
| 20 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.46% | -0.10% | +5.23% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.16% | +0.57% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.12% | +5.98% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.62% | +9.24% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.99% | +1.25% | +1.70% | |
| 25 | PI | Impinj Inc | Stock-Tech | 0.98% | -0.02% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.95% | +0.12% | +28.49% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.94% | +0.14% | +412.27% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.06% | +7.73% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.12% | +6.48% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | -0.12% | +0.66% | |
| 31 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.58% | +0.05% | +19.38% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.10% | +15.94% | |
| 33 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.54% | +0.08% | +20.31% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.54% | +0.28% | +38.83% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.53% | +0.13% | +6.53% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | -0.15% | -1.10% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.06% | +7.06% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | -0.11% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.06% | +11.20% | |
| 40 | IDMO | Invesco S&p International De | ETF-Other | 0.45% | -0.05% | +1.60% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.03% | +20.73% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.03% | +18.63% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.33% | -0.01% | -2.92% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.04% | +16.91% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.26% | -0.06% | +0.29% | |
| 46 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.24% | -0.04% | +1.78% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.10% | +0.54% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | -0.02% | +477.70% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.21% | +0.02% | -12.96% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | -0.03% | +21.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +1.2% | -2.30% | Trim |
| 2 | XLK | Ss Technology Select Sector | +1% | +8.40% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +7.51% | Add |
| 4 | PPA | Invesco Aerospace & Defense | +0.7% | +38.81% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.7% | +3.40% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +19.73% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +22.81% | Add |
| 8 | MGV | Vanguard Mega Cap Value ETF | +0.2% | +12.46% | Add |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +28.49% | Add |
| 10 | PH | Parker Hannifin CORP | +0.2% | NEW | New buy |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | +412.27% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.1% | -2.92% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 14 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 15 | PI | Impinj Inc | +0.1% | — | Unchanged |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 17 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 18 | GE | General Electric | +0.1% | NEW | New buy |
| 19 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +19.38% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 21 | XLI | Ss Industrial Select Sector | +0.1% | NEW | New buy |
| 22 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.98% | Add |
| 24 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +20.31% | Add |
| 25 | TSLA | Tesla Inc | 0% | +15.94% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +18.63% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +21.86% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +9.24% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.79% | Add |
| 30 | AVGO | Broadcom Inc | — | +0.54% | Add |
| 31 | CAT | Caterpillar Inc | — | -16.54% | Trim |
| 32 | AMZN | Amazon.com Inc | 0% | +7.73% | Add |
| 33 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 34 | SCHM | Schwab US Mid Cap ETF | 0% | +0.29% | Add |
| 35 | ORCL | Oracle CORP | 0% | +20.15% | Add |
| 36 | RTX | Rtx CORP | 0% | +18.72% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | -3.12% | Trim |
| 38 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +0.62% | Add |
| 39 | IAU | Ishares Gold Trust | 0% | +38.83% | Add |
| 40 | META | Meta Platforms Inc-class A | 0% | +16.91% | Add |
| 41 | VUG | Vanguard Growth ETF | 0% | +477.70% | Add |
| 42 | UNP | Union Pacific CORP | 0% | -1.00% | Trim |
| 43 | GEV | GE Vernova Inc | 0% | -23.37% | Trim |
| 44 | JNJ | Johnson & Johnson | 0% | +11.20% | Add |
| 45 | GM | General Motors Co | 0% | -0.03% | Trim |
| 46 | GLD | Spdr Gold Shares | 0% | +0.17% | Add |
| 47 | SCHB | Schwab US Broad Market ETF | 0% | -21.02% | Trim |
| 48 | VV | Vanguard Large-cap ETF | -0.1% | -1.10% | Trim |
| 49 | IDMO | Invesco S&p International De | -0.1% | +1.60% | Add |
| 50 | AAPL | Apple Inc | -0.1% | +1.70% | Add |
According to official SEC Form 13F filings, Pachira Investments Inc. reported a total U.S. public equity portfolio value of $312.2M across 78 disclosed positions in Q2 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 27.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
PH
市值: $394.4K
Top Position Liquidated / Trimmed
EPI
前期市值: $288.5K
During Q2 2026, Pachira Investments Inc.'s top holdings by market value included MGV (8.2%)、QQQ (7.9%)、VTI (5.7%). The largest single position, MGV, represented 8.2% of total portfolio value.
In Q2 2026, Pachira Investments Inc. made 79 total portfolio adjustments, initiating 9 new buys, adding to 43 positions, trimming 24 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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