Institutional Fund
Pachira Investments Inc.
Dana Point, CACIK 15636345 filings on record
Portfolio Value
$214.02M
Q1 2026
Holdings
72
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+4.2%
from $205.47M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd8.0%
- Invesco Qqq Tr7.2%
- Vanguard Index Fds6.0%
- Vanguard Index Fds5.7%
- Vanguard Tax-Managed Fds4.7%
- Select Sector Spdr Tr4.7%
- Other63.8%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 117.7K | $17.06M | 8.0% | +17.6K | Added |
| 2 | Invesco Qqq Tr | 26.6K | $15.35M | 7.2% | +1.5K | Added |
| 3 | Vanguard Index Fds | 39.8K | $12.75M | 6.0% | +1.1K | Added |
| 4 | Vanguard Index Fds | 20.5K | $12.22M | 5.7% | −1.1K | Reduced |
| 5 | Vanguard Tax-Managed Fds | 157.8K | $10.11M | 4.7% | +26.1K | Added |
| 6 | Select Sector Spdr Tr | 68.7K | $10.08M | 4.7% | +6.2K | Added |
| 7 | Ishares Tr | 139.9K | $9.45M | 4.4% | −6.1K | Reduced |
| 8 | Select Sector Spdr Tr | 65.3K | $8.68M | 4.1% | +7.2K | Added |
| 9 | Ishares Tr | 68.4K | $8.51M | 4.0% | −3.1K | Reduced |
| 10 | Vaneck ETF Trust | 18.8K | $7.20M | 3.4% | +4.2K | Added |
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