Filed: 7/10/2025ACC: 0001563634-25-000004
📋 What this filing means
PACHIRA INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $132.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$132.28M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
S&P 500 ETF SHS$14.33M10.8%
COM$13.43M10.2%
CORE S&P MCP ETF$10.83M8.2%
UNIT SER 1$9.61M7.3%
CORE S&P SCP ETF$9.39M7.1%
TOTAL STK MKT$9.31M7.0%
MEGA CAP VAL ETF$8.36M6.3%
Portfolio Concentration
Top 3$34.77M26.3%
4–10$53.15M40.2%
11–25$29.59M22.4%
Rest$14.78M11.2%
Top 3 weight
26.3%
Top 10 weight
66.5%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:
VANGUARD INDEX FDS
SOLEShares25.23K
TypeSH
Market value$14.33M
10.83%
Sole
0.00
Shared
0.00
None
25.23K
ISHARES TR
SOLEShares174.57K
TypeSH
Market value$10.83M
8.18%
Sole
0.00
Shared
0.00
None
174.57K
INVESCO QQQ TR
SOLEShares17.42K
TypeSH
Market value$9.61M
7.26%
Sole
0.00
Shared
0.00
None
17.42K
ISHARES TR
SOLEShares85.94K
TypeSH
Market value$9.39M
7.10%
Sole
0.00
Shared
0.00
None
85.94K
VANGUARD INDEX FDS
SOLEShares30.62K
TypeSH
Market value$9.31M
7.03%
Sole
0.00
Shared
0.00
None
30.62K
VANGUARD WORLD FD
SOLEShares63.75K
TypeSH
Market value$8.36M
6.32%
Sole
0.00
Shared
0.00
None
63.75K
SELECT SECTOR SPDR TR
SOLEShares56.36K
TypeSH
Market value$7.60M
5.74%
Sole
0.00
Shared
0.00
None
56.36K
SELECT SECTOR SPDR TR
SOLEShares27.23K
TypeSH
Market value$6.90M
5.21%
Sole
0.00
Shared
0.00
None
27.23K
INNOVATOR ETFS TRUST
SOLEShares223.14K
TypeSH
Market value$5.80M
4.38%
Sole
0.00
Shared
0.00
None
223.14K
INNOVATOR ETFS TRUST
SOLEShares227.05K
TypeSH
Market value$5.79M
4.38%
Sole
0.00
Shared
0.00
None
227.05K
VANGUARD TAX-MANAGED FDS
SOLEShares66.80K
TypeSH
Market value$3.81M
2.88%
Sole
0.00
Shared
0.00
None
66.80K
ISHARES TR
SOLEShares8.32K
TypeSH
Market value$3.53M
2.67%
Sole
0.00
Shared
0.00
None
8.32K
VANGUARD INTL EQUITY INDEX F
SOLEShares65.80K
TypeSH
Market value$3.25M
2.46%
Sole
0.00
Shared
0.00
None
65.80K
IMPINJ INC
SOLEShares20.50K
TypeSH
Market value$2.28M
1.72%
Sole
0.00
Shared
0.00
None
20.50K
LOCKHEED MARTIN CORP
SOLEShares4.84K
TypeSH
Market value$2.24M
1.69%
Sole
0.00
Shared
0.00
None
4.84K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.48K
TypeSH
Market value$2.18M
1.65%
Sole
0.00
Shared
0.00
None
4.48K
ISHARES BITCOIN TRUST ETF
SOLEShares32.70K
TypeSH
Market value$2.00M
1.51%
Sole
0.00
Shared
0.00
None
32.70K
MICROSOFT CORP
SOLEShares3.41K
TypeSH
Market value$1.70M
1.28%
Sole
0.00
Shared
0.00
None
3.41K
ISHARES TR
SOLEShares13.42K
TypeSH
Market value$1.50M
1.14%
Sole
0.00
Shared
0.00
None
13.42K
INVESCO EXCH TRADED FD TR II
SOLEShares12.92K
TypeSH
Market value$1.45M
1.10%
Sole
0.00
Shared
0.00
None
12.92K
AMAZON COM INC
SOLEShares5.60K
TypeSH
Market value$1.23M
0.93%
Sole
0.00
Shared
0.00
None
5.60K
INNOVATOR ETFS TRUST
SOLEShares35.31K
TypeSH
Market value$1.13M
0.86%
Sole
0.00
Shared
0.00
None
35.31K
COSTCO WHSL CORP NEW
SOLEShares1.13K
TypeSH
Market value$1.12M
0.85%
Sole
0.00
Shared
0.00
None
1.13K
VANGUARD INDEX FDS
SOLEShares3.84K
TypeSH
Market value$1.10M
0.83%
Sole
0.00
Shared
0.00
None
3.84K
WISDOMTREE TR
SOLEShares22.52K
TypeSH
Market value$1.07M
0.81%
Sole
0.00
Shared
0.00
None
22.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.23K | SH | $14.33M 10.83% | 0.00 | 0.00 | 25.23K |
ISHARES TRSOLE | CORE S&P MCP ETF | 174.57K | SH | $10.83M 8.18% | 0.00 | 0.00 | 174.57K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 17.42K | SH | $9.61M 7.26% | 0.00 | 0.00 | 17.42K |
ISHARES TRSOLE | CORE S&P SCP ETF | 85.94K | SH | $9.39M 7.10% | 0.00 | 0.00 | 85.94K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 30.62K | SH | $9.31M 7.03% | 0.00 | 0.00 | 30.62K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 63.75K | SH | $8.36M 6.32% | 0.00 | 0.00 | 63.75K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 56.36K | SH | $7.60M 5.74% | 0.00 | 0.00 | 56.36K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 27.23K | SH | $6.90M 5.21% | 0.00 | 0.00 | 27.23K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFIN 1YR | 223.14K | SH | $5.80M 4.38% | 0.00 | 0.00 | 223.14K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFINED P | 227.05K | SH | $5.79M 4.38% | 0.00 | 0.00 | 227.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 66.80K | SH | $3.81M 2.88% | 0.00 | 0.00 | 66.80K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.32K | SH | $3.53M 2.67% | 0.00 | 0.00 | 8.32K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 65.80K | SH | $3.25M 2.46% | 0.00 | 0.00 | 65.80K |
IMPINJ INCSOLE | COM | 20.50K | SH | $2.28M 1.72% | 0.00 | 0.00 | 20.50K |
LOCKHEED MARTIN CORPSOLE | COM | 4.84K | SH | $2.24M 1.69% | 0.00 | 0.00 | 4.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.48K | SH | $2.18M 1.65% | 0.00 | 0.00 | 4.48K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 32.70K | SH | $2.00M 1.51% | 0.00 | 0.00 | 32.70K |
MICROSOFT CORPSOLE | COM | 3.41K | SH | $1.70M 1.28% | 0.00 | 0.00 | 3.41K |
ISHARES TRSOLE | EAFE GRWTH ETF | 13.42K | SH | $1.50M 1.14% | 0.00 | 0.00 | 13.42K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 12.92K | SH | $1.45M 1.10% | 0.00 | 0.00 | 12.92K |
AMAZON COM INCSOLE | COM | 5.60K | SH | $1.23M 0.93% | 0.00 | 0.00 | 5.60K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 35.31K | SH | $1.13M 0.86% | 0.00 | 0.00 | 35.31K |
COSTCO WHSL CORP NEWSOLE | COM | 1.13K | SH | $1.12M 0.85% | 0.00 | 0.00 | 1.13K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.84K | SH | $1.10M 0.83% | 0.00 | 0.00 | 3.84K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 22.52K | SH | $1.07M 0.81% | 0.00 | 0.00 | 22.52K |
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