Filed: 4/27/2026ACC: 0001563634-26-000003
📋 What this filing means
PACHIRA INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $214.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$214.02M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
COM$23.70M11.1%
MEGA CAP VAL ETF$17.06M8.0%
UNIT SER 1$15.35M7.2%
TOTAL STK MKT$12.75M6.0%
S&P 500 ETF SHS$12.22M5.7%
STATE STREET SPD$10.12M4.7%
VAN FTSE DEV MKT$10.11M4.7%
Portfolio Concentration
Top 3$45.17M21.1%
4–10$66.25M31.0%
11–25$67.99M31.8%
Rest$34.61M16.2%
Top 3 weight
21.1%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 2.09M
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
2.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings72
Rows:
VANGUARD WORLD FD
SOLEShares117.72K
TypeSH
Market value$17.06M
7.97%
Sole
0.00
Shared
0.00
None
117.72K
INVESCO QQQ TR
SOLEShares26.59K
TypeSH
Market value$15.35M
7.17%
Sole
0.00
Shared
0.00
None
26.59K
VANGUARD INDEX FDS
SOLEShares39.76K
TypeSH
Market value$12.75M
5.96%
Sole
0.00
Shared
0.00
None
39.76K
VANGUARD INDEX FDS
SOLEShares20.45K
TypeSH
Market value$12.22M
5.71%
Sole
0.00
Shared
0.00
None
20.45K
VANGUARD TAX-MANAGED FDS
SOLEShares157.84K
TypeSH
Market value$10.11M
4.73%
Sole
0.00
Shared
0.00
None
157.84K
SELECT SECTOR SPDR TR
SOLEShares68.74K
TypeSH
Market value$10.08M
4.71%
Sole
0.00
Shared
0.00
None
68.74K
ISHARES TR
SOLEShares139.92K
TypeSH
Market value$9.45M
4.41%
Sole
0.00
Shared
0.00
None
139.92K
SELECT SECTOR SPDR TR
SOLEShares65.30K
TypeSH
Market value$8.68M
4.06%
Sole
0.00
Shared
0.00
None
65.30K
ISHARES TR
SOLEShares68.45K
TypeSH
Market value$8.51M
3.98%
Sole
0.00
Shared
0.00
None
68.45K
VANECK ETF TRUST
SOLEShares18.77K
TypeSH
Market value$7.20M
3.36%
Sole
0.00
Shared
0.00
None
18.77K
VANGUARD INTL EQUITY INDEX F
SOLEShares132.13K
TypeSH
Market value$7.14M
3.34%
Sole
0.00
Shared
0.00
None
132.13K
INVESCO EXCHANGE TRADED FD T
SOLEShares43.04K
TypeSH
Market value$7.13M
3.33%
Sole
0.00
Shared
0.00
None
43.04K
INVESCO EXCH TRADED FD TR II
SOLEShares60.91K
TypeSH
Market value$6.83M
3.19%
Sole
0.00
Shared
0.00
None
60.91K
INNOVATOR ETFS TRUST
SOLEShares245.34K
TypeSH
Market value$6.56M
3.07%
Sole
0.00
Shared
0.00
None
245.34K
INNOVATOR ETFS TRUST
SOLEShares249.02K
TypeSH
Market value$6.36M
2.97%
Sole
0.00
Shared
0.00
None
249.02K
SPDR SERIES TRUST
SOLEShares105.86K
TypeSH
Market value$5.12M
2.39%
Sole
0.00
Shared
0.00
None
105.86K
ISHARES TR
SOLEShares7.80K
TypeSH
Market value$5.09M
2.38%
Sole
0.00
Shared
0.00
None
7.80K
SPDR SERIES TRUST
SOLEShares84.44K
TypeSH
Market value$5.00M
2.34%
Sole
0.00
Shared
0.00
None
84.44K
INNOVATOR ETFS TRUST
SOLEShares106.97K
TypeSH
Market value$3.58M
1.67%
Sole
0.00
Shared
0.00
None
106.97K
LOCKHEED MARTIN CORP
SOLEShares5.66K
TypeSH
Market value$3.42M
1.60%
Sole
0.00
Shared
0.00
None
5.66K
ISHARES TR
SOLEShares7.79K
TypeSH
Market value$3.32M
1.55%
Sole
0.00
Shared
0.00
None
7.79K
APPLE INC
SOLEShares8.88K
TypeSH
Market value$2.25M
1.05%
Sole
0.00
Shared
0.00
None
8.88K
NVIDIA CORPORATION
SOLEShares12.05K
TypeSH
Market value$2.10M
0.98%
Sole
0.00
Shared
0.00
None
12.05K
ALPHABET INC
SOLEShares7.27K
TypeSH
Market value$2.09M
0.98%
Sole
0.00
Shared
0.00
None
7.27K
MICROSOFT CORP
SOLEShares5.37K
TypeSH
Market value$1.99M
0.93%
Sole
0.00
Shared
0.00
None
5.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 117.72K | SH | $17.06M 7.97% | 0.00 | 0.00 | 117.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 26.59K | SH | $15.35M 7.17% | 0.00 | 0.00 | 26.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.76K | SH | $12.75M 5.96% | 0.00 | 0.00 | 39.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 20.45K | SH | $12.22M 5.71% | 0.00 | 0.00 | 20.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 157.84K | SH | $10.11M 4.73% | 0.00 | 0.00 | 157.84K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 68.74K | SH | $10.08M 4.71% | 0.00 | 0.00 | 68.74K |
ISHARES TRSOLE | CORE S&P MCP ETF | 139.92K | SH | $9.45M 4.41% | 0.00 | 0.00 | 139.92K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 65.30K | SH | $8.68M 4.06% | 0.00 | 0.00 | 65.30K |
ISHARES TRSOLE | CORE S&P SCP ETF | 68.45K | SH | $8.51M 3.98% | 0.00 | 0.00 | 68.45K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 18.77K | SH | $7.20M 3.36% | 0.00 | 0.00 | 18.77K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 132.13K | SH | $7.14M 3.34% | 0.00 | 0.00 | 132.13K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 43.04K | SH | $7.13M 3.33% | 0.00 | 0.00 | 43.04K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 60.91K | SH | $6.83M 3.19% | 0.00 | 0.00 | 60.91K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFIN 1YR | 245.34K | SH | $6.56M 3.07% | 0.00 | 0.00 | 245.34K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFINED P | 249.02K | SH | $6.36M 2.97% | 0.00 | 0.00 | 249.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 105.86K | SH | $5.12M 2.39% | 0.00 | 0.00 | 105.86K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.80K | SH | $5.09M 2.38% | 0.00 | 0.00 | 7.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 84.44K | SH | $5.00M 2.34% | 0.00 | 0.00 | 84.44K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 106.97K | SH | $3.58M 1.67% | 0.00 | 0.00 | 106.97K |
LOCKHEED MARTIN CORPSOLE | COM | 5.66K | SH | $3.42M 1.60% | 0.00 | 0.00 | 5.66K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 7.79K | SH | $3.32M 1.55% | 0.00 | 0.00 | 7.79K |
APPLE INCSOLE | COM | 8.88K | SH | $2.25M 1.05% | 0.00 | 0.00 | 8.88K |
NVIDIA CORPORATIONSOLE | COM | 12.05K | SH | $2.10M 0.98% | 0.00 | 0.00 | 12.05K |
ALPHABET INCSOLE | CAP STK CL A | 7.27K | SH | $2.09M 0.98% | 0.00 | 0.00 | 7.27K |
MICROSOFT CORPSOLE | COM | 5.37K | SH | $1.99M 0.93% | 0.00 | 0.00 | 5.37K |
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