Pachira Investments Inc.

DANA POINT, CA · CIK 1563634 · 13F filing filed 2026-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDana Point, CA

$265.0m reported value +23.8% vs Q1 2026

78positions

54.1%in top 10

9 new 42 added 25 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	132,385	$21.6m8.16%	8.16%	Added +14.7k	+14,670 12.5%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	28,589	$21.1m7.94%	7.94%	Added +2.0k	+1,996 7.5%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	40,701	$15.1m5.68%	5.68%	Added +945	+945 2.4%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	19,798	$13.6m5.13%	5.13%	Reduced -656	-656 -3.2%
5	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	70,786	$13.5m5.09%	5.09%	Added +5.5k	+5,485 8.4%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	188,974	$13.5m5.08%	5.08%	Added +31.1k	+31,139 19.7%
7	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	18,337	$12.0m4.54%	4.54%	Reduced -432	-432 -2.3%
8	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	75,669	$12.0m4.53%	4.53%	Added +6.9k	+6,933 10.1%
9	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	59,748	$10.6m3.98%	3.98%	Added +16.7k	+16,706 38.8%
10	ISHARES TR CORE S&P MCP ETF IJH	IJH	134,403	$10.4m3.91%	3.91%	Reduced -5.5k	-5,513 -3.9%
11	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	62,980	$10.2m3.84%	3.84%	Added +2.1k	+2,070 3.4%
12	ISHARES TR CORE S&P SCP ETF IJR	IJR	65,753	$9.8m3.68%	3.68%	Reduced -2.7k	-2,694 -3.9%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	162,264	$9.7m3.65%	3.65%	Added +30.1k	+30,137 22.8%
14	INNOVATOR ETFS TRUST EQUITY DEFIN 1YR ZOCT	ZOCT	248,097	$6.9m2.58%	2.58%	Added +2.8k	+2,761 1.1%
15	INNOVATOR ETFS TRUST EQUITY DEFINED P APOC	APOC	253,682	$6.7m2.52%	2.52%	Added +4.7k	+4,664 1.9%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	7,739	$5.8m2.19%	2.19%	Reduced -60	-60 -0.8%
17	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	97,542	$5.6m2.12%	2.12%	Reduced -8.3k	-8,318 -7.9%
18	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	79,477	$5.4m2.03%	2.03%	Reduced -5.0k	-4,966 -5.9%
19	ISHARES TR RUS 1000 GRW ETF IWF	IWF	31,198	$3.9m1.46%	1.46%	Added +26	+26 0.1%
20	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	112,569	$3.9m1.46%	1.46%	Added +5.6k	+5,596 5.2%
21	LOCKHEED MARTIN CORP COM LMT	LMT	5,688	$2.9m1.09%	1.09%	Added +32	+32 0.6%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,707	$2.8m1.04%	1.04%	Added +435	+435 6.0%
23	NVIDIA CORPORATION COM NVDA	NVDA	13,163	$2.6m0.99%	0.99%	Added +1.1k	+1,113 9.2%
24	APPLE INC COM AAPL	AAPL	9,031	$2.6m0.99%	0.99%	Added +151	+151 1.7%
25	IMPINJ INC COM PI	PI	18,104	$2.6m0.98%	0.98%	Unchanged
26	VANGUARD INDEX FDS SMALL CP ETF VB	VB	8,293	$2.5m0.95%	0.95%	Added +1.8k	+1,839 28.5%
27	VANGUARD INDEX FDS MID CAP ETF VO	VO	30,762	$2.5m0.94%	0.94%	Added +6.7k	+6,742 28.1%
28	AMAZON COM INC COM AMZN	AMZN	9,383	$2.2m0.84%	0.84%	Added +673	+673 7.7%
29	MICROSOFT CORP COM MSFT	MSFT	5,717	$2.1m0.80%	0.80%	Added +348	+348 6.5%
30	ISHARES TR EAFE GRWTH ETF EFG	EFG	13,742	$1.7m0.65%	0.65%	Added +90	+90 0.7%
31	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	11,125	$1.5m0.58%	0.58%	Added +1.8k	+1,806 19.4%
32	TESLA INC COM TSLA	TSLA	3,600	$1.5m0.57%	0.57%	Added +495	+495 15.9%
33	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	11,072	$1.4m0.54%	0.54%	Added +1.9k	+1,869 20.3%
34	ISHARES GOLD TR ISHARES NEW IAU	IAU	18,853	$1.4m0.54%	0.54%	Added +5.3k	+5,273 38.8%
35	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	42,248	$1.4m0.53%	0.53%	Added +2.6k	+2,591 6.5%
36	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	4,031	$1.4m0.52%	0.52%	Reduced -45	-45 -1.1%
37	COSTCO WHSL CORP NEW COM COST	COST	1,456	$1.4m0.51%	0.51%	Added +96	+96 7.1%
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,306	$1.3m0.49%	0.49%	Unchanged
39	JOHNSON & JOHNSON COM JNJ	JNJ	4,775	$1.2m0.46%	0.46%	Added +481	+481 11.2%
40	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	19,945	$1.2m0.45%	0.45%	Added +315	+315 1.6%
41	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	9,284	$1.1m0.41%	0.41%	Added +1.6k	+1,594 20.7%
42	JPMORGAN CHASE & CO COM JPM	JPM	2,713	$888.2k0.34%	0.34%	Added +426	+426 18.6%
43	PALO ALTO NETWORKS INC COM PANW	PANW	2,528	$862.1k0.33%	0.33%	Reduced -76	-76 -2.9%
44	META PLATFORMS INC CL A META	META	1,258	$708.4k0.27%	0.27%	Added +182	+182 16.9%
45	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	18,390	$678.1k0.26%	0.26%	Added +54	+54 0.3%
46	NORTHROP GRUMMAN CORP COM NOC	NOC	1,258	$640.9k0.24%	0.24%	Added +22	+22 1.8%
47	BROADCOM INC COM AVGO	AVGO	1,675	$632.9k0.24%	0.24%	Added +9	+9 0.5%
48	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,736	$580.2k0.22%	0.22%	Reduced -260	-260 -3.7%
49	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,958	$566.1k0.21%	0.21%	Reduced -738	-738 -13.0%
50	ALPHABET INC CAP STK CL C GOOG	GOOG	1,377	$486.5k0.18%	0.18%	Added +247	+247 21.9%
51	GENERAL MTRS CO COM GM	GM	6,125	$472.1k0.18%	0.18%	Reduced -2	-2 -0.0%
52	RTX CORPORATION COM RTX	RTX	2,327	$441.5k0.17%	0.17%	Added +367	+367 18.7%
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	569	$425.2k0.16%	0.16%	Added +60	+60 11.8%
54	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	8,159	$414.7k0.16%	0.16%	Reduced -3.8k	-3,771 -31.6%
55	ORACLE CORP COM ORCL	ORCL	2,796	$409.8k0.15%	0.15%	Added +469	+469 20.1%
56	PARKER-HANNIFIN CORP COM PH	PH	403	$394.4k0.15%	0.15%	New
57	VISA INC COM CL A V	V	1,056	$362.3k0.14%	0.14%	Reduced -34	-34 -3.1%
58	CATERPILLAR INC COM CAT	CAT	333	$355.1k0.13%	0.13%	Reduced -66	-66 -16.5%
59	ADVANCED MICRO DEVICES INC COM AMD	AMD	604	$350.8k0.13%	0.13%	New
60	MICRON TECHNOLOGY INC COM MU	MU	286	$330.6k0.12%	0.12%	New
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	653	$326.8k0.12%	0.12%	Reduced -1.5k	-1,540 -70.2%
62	UNION PAC CORP COM UNP	UNP	1,185	$322.3k0.12%	0.12%	Reduced -12	-12 -1.0%
63	GRAYSCALE ETHEREUM MINI TR E SHS NEW ETH	ETH	20,063	$301.5k0.11%	0.11%	Reduced -204	-204 -1.0%
64	EXXON MOBIL CORP COM XOM	XOM	2,148	$293.6k0.11%	0.11%	Reduced -255	-255 -10.6%
65	CHEVRON CORP NEW COM CVX	CVX	1,770	$293.4k0.11%	0.11%	Reduced -138	-138 -7.2%
66	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	608	$290.4k0.11%	0.11%	New
67	MCDONALDS CORP COM MCD	MCD	1,042	$281.7k0.11%	0.11%	Reduced -158	-158 -13.2%
68	PROCTER AND GAMBLE CO COM PG	PG	1,876	$275.1k0.10%	0.10%	Reduced -596	-596 -24.1%
69	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	429	$275.0k0.10%	0.10%	New
70	GE AEROSPACE COM NEW GE	GE	734	$274.2k0.10%	0.10%	New
71	SEMPRA COM SRE	SRE	2,695	$249.9k0.09%	0.09%	Reduced -715	-715 -21.0%
72	GE VERNOVA INC COM GEV	GEV	200	$235.4k0.09%	0.09%	Reduced -61	-61 -23.4%
73	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	2,255	$226.9k0.09%	0.09%	Added +14	+14 0.6%
74	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	7,746	$224.3k0.08%	0.08%	Reduced -2.1k	-2,062 -21.0%
75	SPDR GOLD TR GOLD SHS GLD	GLD	582	$214.4k0.08%	0.08%	Added +1	+1 0.2%
76	CISCO SYS INC COM CSCO	CSCO	1,755	$206.1k0.08%	0.08%	New
77	SELECT SECTOR SPDR TR INDL XLI	XLI	1,096	$203.0k0.08%	0.08%	New
78	QUALCOMM INC COM QCOM	QCOM	1,088	$201.1k0.08%	0.08%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WISDOMTREE TR EPI	EPI	7,071	$288.5k7.1k shares
NETFLIX INC NFLX	NFLX	2,170	$208.6k2.2k shares
WALMART INC WMT	WMT	1,664	$206.7k1.7k shares