Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pachira Investments Inc. (CIK 1563634) reported $214.0M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MGV ($17.1M, 7.97%), QQQ ($15.3M, 7.17%), VTI ($12.8M, 5.96%), VOO ($12.2M, 5.71%), VEA ($10.1M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGV | VANGUARD WORLD FD | $17.1M | 7.97% | 117,715 | Added |
| 2 | QQQ | INVESCO QQQ TR | $15.3M | 7.17% | 26,593 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $12.8M | 5.96% | 39,756 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $12.2M | 5.71% | 20,454 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $10.1M | 4.73% | 157,835 | Added |
| 6 | XLV | SELECT SECTOR SPDR TR | $10.1M | 4.71% | 68,736 | Added |
| 7 | IJH | ISHARES TR | $9.4M | 4.41% | 139,916 | Trimmed |
| 8 | XLK | SELECT SECTOR SPDR TR | $8.7M | 4.06% | 65,301 | Added |
| 9 | IJR | ISHARES TR | $8.5M | 3.98% | 68,447 | Trimmed |
| 10 | SMH | VANECK ETF TRUST | $7.2M | 3.36% | 18,769 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $7.1M | 3.34% | 132,127 | Added |
| 12 | PPA | INVESCO EXCHANGE TRADED FD T | $7.1M | 3.33% | 43,042 | Added |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $6.8M | 3.19% | 60,910 | Added |
| 14 | ZOCT | INNOVATOR ETFS TRUST | $6.6M | 3.07% | 245,336 | Added |
| 15 | APOC | INNOVATOR ETFS TRUST | $6.4M | 2.97% | 249,018 | Added |
| 16 | SPSM | SPDR SERIES TRUST | $5.1M | 2.39% | 105,860 | Trimmed |
| 17 | IVV | ISHARES TR | $5.1M | 2.38% | 7,799 | Trimmed |
| 18 | SPMD | SPDR SERIES TRUST | $5.0M | 2.34% | 84,443 | Trimmed |
| 19 | BALT | INNOVATOR ETFS TRUST | $3.6M | 1.67% | 106,973 | Added |
| 20 | LMT | LOCKHEED MARTIN CORP | $3.4M | 1.60% | 5,656 | Trimmed |
| 21 | IWF | ISHARES TR | $3.3M | 1.55% | 7,793 | Trimmed |
| 22 | AAPL | APPLE INC | $2.3M | 1.05% | 8,880 | Added |
| 23 | GOOGL | ALPHABET INC | $2.1M | 0.98% | 7,272 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $2.1M | 0.98% | 12,050 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.0M | 0.93% | 5,369 | Added |
Source: SEC Form 13F filings · as of 2026-03-31