Filed: 10/22/2025ACC: 0001563634-25-000008
📋 What this filing means
PACHIRA INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $177.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$177.96M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
COM$16.97M9.5%
S&P 500 ETF SHS$14.54M8.2%
UNIT SER 1$11.94M6.7%
TOTAL STK MKT$11.49M6.5%
CORE S&P MCP ETF$10.67M6.0%
MEGA CAP VAL ETF$10.20M5.7%
CORE S&P SCP ETF$9.56M5.4%
Portfolio Concentration
Top 3$37.96M21.3%
4–10$59.16M33.2%
11–25$56.17M31.6%
Rest$24.67M13.9%
Top 3 weight
21.3%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 1.74M
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
1.74M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings65
Rows:
VANGUARD INDEX FDS
SOLEShares23.74K
TypeSH
Market value$14.54M
8.17%
Sole
0.00
Shared
0.00
None
23.74K
INVESCO QQQ TR
SOLEShares19.88K
TypeSH
Market value$11.94M
6.71%
Sole
0.00
Shared
0.00
None
19.88K
VANGUARD INDEX FDS
SOLEShares35.01K
TypeSH
Market value$11.49M
6.46%
Sole
0.00
Shared
0.00
None
35.01K
ISHARES TR
SOLEShares163.53K
TypeSH
Market value$10.67M
6.00%
Sole
0.00
Shared
0.00
None
163.53K
VANGUARD WORLD FD
SOLEShares74.06K
TypeSH
Market value$10.20M
5.73%
Sole
0.00
Shared
0.00
None
74.06K
ISHARES TR
SOLEShares80.43K
TypeSH
Market value$9.56M
5.37%
Sole
0.00
Shared
0.00
None
80.43K
SELECT SECTOR SPDR TR
SOLEShares57.36K
TypeSH
Market value$7.98M
4.49%
Sole
0.00
Shared
0.00
None
57.36K
SELECT SECTOR SPDR TR
SOLEShares27.02K
TypeSH
Market value$7.62M
4.28%
Sole
0.00
Shared
0.00
None
27.02K
ISHARES TR
SOLEShares9.90K
TypeSH
Market value$6.62M
3.72%
Sole
0.00
Shared
0.00
None
9.90K
SPDR SERIES TRUST
SOLEShares140.39K
TypeSH
Market value$6.50M
3.65%
Sole
0.00
Shared
0.00
None
140.39K
SPDR SERIES TRUST
SOLEShares110.37K
TypeSH
Market value$6.31M
3.55%
Sole
0.00
Shared
0.00
None
110.37K
INNOVATOR ETFS TRUST
SOLEShares223.90K
TypeSH
Market value$5.95M
3.34%
Sole
0.00
Shared
0.00
None
223.90K
INNOVATOR ETFS TRUST
SOLEShares227.15K
TypeSH
Market value$5.89M
3.31%
Sole
0.00
Shared
0.00
None
227.15K
VANGUARD TAX-MANAGED FDS
SOLEShares92.90K
TypeSH
Market value$5.57M
3.13%
Sole
0.00
Shared
0.00
None
92.90K
INVESCO EXCH TRADED FD TR II
SOLEShares41.07K
TypeSH
Market value$4.97M
2.79%
Sole
0.00
Shared
0.00
None
41.07K
VANGUARD INTL EQUITY INDEX F
SOLEShares78.02K
TypeSH
Market value$4.23M
2.38%
Sole
0.00
Shared
0.00
None
78.02K
ISHARES TR
SOLEShares8.33K
TypeSH
Market value$3.90M
2.19%
Sole
0.00
Shared
0.00
None
8.33K
IMPINJ INC
SOLEShares20.50K
TypeSH
Market value$3.71M
2.08%
Sole
0.00
Shared
0.00
None
20.50K
VANECK ETF TRUST
SOLEShares8.66K
TypeSH
Market value$2.83M
1.59%
Sole
0.00
Shared
0.00
None
8.66K
INVESCO EXCHANGE TRADED FD T
SOLEShares17.42K
TypeSH
Market value$2.71M
1.52%
Sole
0.00
Shared
0.00
None
17.42K
LOCKHEED MARTIN CORP
SOLEShares4.77K
TypeSH
Market value$2.38M
1.34%
Sole
0.00
Shared
0.00
None
4.77K
ISHARES BITCOIN TRUST ETF
SOLEShares34.52K
TypeSH
Market value$2.24M
1.26%
Sole
0.00
Shared
0.00
None
34.52K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.30K
TypeSH
Market value$2.16M
1.21%
Sole
0.00
Shared
0.00
None
4.30K
MICROSOFT CORP
SOLEShares3.46K
TypeSH
Market value$1.79M
1.01%
Sole
0.00
Shared
0.00
None
3.46K
ISHARES TR
SOLEShares13.42K
TypeSH
Market value$1.53M
0.86%
Sole
0.00
Shared
0.00
None
13.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.74K | SH | $14.54M 8.17% | 0.00 | 0.00 | 23.74K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.88K | SH | $11.94M 6.71% | 0.00 | 0.00 | 19.88K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 35.01K | SH | $11.49M 6.46% | 0.00 | 0.00 | 35.01K |
ISHARES TRSOLE | CORE S&P MCP ETF | 163.53K | SH | $10.67M 6.00% | 0.00 | 0.00 | 163.53K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 74.06K | SH | $10.20M 5.73% | 0.00 | 0.00 | 74.06K |
ISHARES TRSOLE | CORE S&P SCP ETF | 80.43K | SH | $9.56M 5.37% | 0.00 | 0.00 | 80.43K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 57.36K | SH | $7.98M 4.49% | 0.00 | 0.00 | 57.36K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 27.02K | SH | $7.62M 4.28% | 0.00 | 0.00 | 27.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.90K | SH | $6.62M 3.72% | 0.00 | 0.00 | 9.90K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 140.39K | SH | $6.50M 3.65% | 0.00 | 0.00 | 140.39K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 110.37K | SH | $6.31M 3.55% | 0.00 | 0.00 | 110.37K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFIN 1YR | 223.90K | SH | $5.95M 3.34% | 0.00 | 0.00 | 223.90K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFINED P | 227.15K | SH | $5.89M 3.31% | 0.00 | 0.00 | 227.15K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 92.90K | SH | $5.57M 3.13% | 0.00 | 0.00 | 92.90K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 41.07K | SH | $4.97M 2.79% | 0.00 | 0.00 | 41.07K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 78.02K | SH | $4.23M 2.38% | 0.00 | 0.00 | 78.02K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.33K | SH | $3.90M 2.19% | 0.00 | 0.00 | 8.33K |
IMPINJ INCSOLE | COM | 20.50K | SH | $3.71M 2.08% | 0.00 | 0.00 | 20.50K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 8.66K | SH | $2.83M 1.59% | 0.00 | 0.00 | 8.66K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 17.42K | SH | $2.71M 1.52% | 0.00 | 0.00 | 17.42K |
LOCKHEED MARTIN CORPSOLE | COM | 4.77K | SH | $2.38M 1.34% | 0.00 | 0.00 | 4.77K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 34.52K | SH | $2.24M 1.26% | 0.00 | 0.00 | 34.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.30K | SH | $2.16M 1.21% | 0.00 | 0.00 | 4.30K |
MICROSOFT CORPSOLE | COM | 3.46K | SH | $1.79M 1.01% | 0.00 | 0.00 | 3.46K |
ISHARES TRSOLE | EAFE GRWTH ETF | 13.42K | SH | $1.53M 0.86% | 0.00 | 0.00 | 13.42K |
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