Filed: 7/17/2026ACC: 0001563634-26-000004
📋 What this filing means
PACHIRA INVESTMENTS INC. filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $265.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$265.02M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
COM$27.33M10.3%
MEGA CAP VAL ETF$21.64M8.2%
UNIT SER 1$21.05M7.9%
TOTAL STK MKT$15.06M5.7%
S&P 500 ETF SHS$13.60M5.1%
STATE STREET TEC$13.49M5.1%
VAN FTSE DEV MKT$13.46M5.1%
Portfolio Concentration
Top 3$57.75M21.8%
4–10$85.50M32.3%
11–25$81.14M30.6%
Rest$40.62M15.3%
Top 3 weight
21.8%
Top 10 weight
54.1%
Voting Authority Distribution
Total shares with voting rights: 2.25M
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
2.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:
VANGUARD WORLD FD
SOLEShares132.38K
TypeSH
Market value$21.64M
8.16%
Sole
0.00
Shared
0.00
None
132.38K
INVESCO QQQ TR
SOLEShares28.59K
TypeSH
Market value$21.05M
7.94%
Sole
0.00
Shared
0.00
None
28.59K
VANGUARD INDEX FDS
SOLEShares40.70K
TypeSH
Market value$15.06M
5.68%
Sole
0.00
Shared
0.00
None
40.70K
VANGUARD INDEX FDS
SOLEShares19.80K
TypeSH
Market value$13.60M
5.13%
Sole
0.00
Shared
0.00
None
19.80K
SELECT SECTOR SPDR TR
SOLEShares70.79K
TypeSH
Market value$13.49M
5.09%
Sole
0.00
Shared
0.00
None
70.79K
VANGUARD TAX-MANAGED FDS
SOLEShares188.97K
TypeSH
Market value$13.46M
5.08%
Sole
0.00
Shared
0.00
None
188.97K
VANECK ETF TRUST
SOLEShares18.34K
TypeSH
Market value$12.03M
4.54%
Sole
0.00
Shared
0.00
None
18.34K
SELECT SECTOR SPDR TR
SOLEShares75.67K
TypeSH
Market value$12.01M
4.53%
Sole
0.00
Shared
0.00
None
75.67K
INVESCO EXCHANGE TRADED FD T
SOLEShares59.75K
TypeSH
Market value$10.55M
3.98%
Sole
0.00
Shared
0.00
None
59.75K
ISHARES TR
SOLEShares134.40K
TypeSH
Market value$10.36M
3.91%
Sole
0.00
Shared
0.00
None
134.40K
INVESCO EXCH TRADED FD TR II
SOLEShares62.98K
TypeSH
Market value$10.17M
3.84%
Sole
0.00
Shared
0.00
None
62.98K
ISHARES TR
SOLEShares65.75K
TypeSH
Market value$9.75M
3.68%
Sole
0.00
Shared
0.00
None
65.75K
VANGUARD INTL EQUITY INDEX F
SOLEShares162.26K
TypeSH
Market value$9.69M
3.65%
Sole
0.00
Shared
0.00
None
162.26K
INNOVATOR ETFS TRUST
SOLEShares248.10K
TypeSH
Market value$6.85M
2.58%
Sole
0.00
Shared
0.00
None
248.10K
INNOVATOR ETFS TRUST
SOLEShares253.68K
TypeSH
Market value$6.67M
2.52%
Sole
0.00
Shared
0.00
None
253.68K
ISHARES TR
SOLEShares7.74K
TypeSH
Market value$5.80M
2.19%
Sole
0.00
Shared
0.00
None
7.74K
SPDR SERIES TRUST
SOLEShares97.54K
TypeSH
Market value$5.63M
2.12%
Sole
0.00
Shared
0.00
None
97.54K
SPDR SERIES TRUST
SOLEShares79.48K
TypeSH
Market value$5.37M
2.03%
Sole
0.00
Shared
0.00
None
79.48K
ISHARES TR
SOLEShares31.20K
TypeSH
Market value$3.87M
1.46%
Sole
0.00
Shared
0.00
None
31.20K
INNOVATOR ETFS TRUST
SOLEShares112.57K
TypeSH
Market value$3.86M
1.46%
Sole
0.00
Shared
0.00
None
112.57K
LOCKHEED MARTIN CORP
SOLEShares5.69K
TypeSH
Market value$2.90M
1.09%
Sole
0.00
Shared
0.00
None
5.69K
ALPHABET INC
SOLEShares7.71K
TypeSH
Market value$2.75M
1.04%
Sole
0.00
Shared
0.00
None
7.71K
NVIDIA CORPORATION
SOLEShares13.16K
TypeSH
Market value$2.63M
0.99%
Sole
0.00
Shared
0.00
None
13.16K
APPLE INC
SOLEShares9.03K
TypeSH
Market value$2.61M
0.99%
Sole
0.00
Shared
0.00
None
9.03K
IMPINJ INC
SOLEShares18.10K
TypeSH
Market value$2.59M
0.98%
Sole
0.00
Shared
0.00
None
18.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 132.38K | SH | $21.64M 8.16% | 0.00 | 0.00 | 132.38K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 28.59K | SH | $21.05M 7.94% | 0.00 | 0.00 | 28.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 40.70K | SH | $15.06M 5.68% | 0.00 | 0.00 | 40.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.80K | SH | $13.60M 5.13% | 0.00 | 0.00 | 19.80K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 70.79K | SH | $13.49M 5.09% | 0.00 | 0.00 | 70.79K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 188.97K | SH | $13.46M 5.08% | 0.00 | 0.00 | 188.97K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 18.34K | SH | $12.03M 4.54% | 0.00 | 0.00 | 18.34K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 75.67K | SH | $12.01M 4.53% | 0.00 | 0.00 | 75.67K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 59.75K | SH | $10.55M 3.98% | 0.00 | 0.00 | 59.75K |
ISHARES TRSOLE | CORE S&P MCP ETF | 134.40K | SH | $10.36M 3.91% | 0.00 | 0.00 | 134.40K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 62.98K | SH | $10.17M 3.84% | 0.00 | 0.00 | 62.98K |
ISHARES TRSOLE | CORE S&P SCP ETF | 65.75K | SH | $9.75M 3.68% | 0.00 | 0.00 | 65.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 162.26K | SH | $9.69M 3.65% | 0.00 | 0.00 | 162.26K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFIN 1YR | 248.10K | SH | $6.85M 2.58% | 0.00 | 0.00 | 248.10K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DEFINED P | 253.68K | SH | $6.67M 2.52% | 0.00 | 0.00 | 253.68K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.74K | SH | $5.80M 2.19% | 0.00 | 0.00 | 7.74K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 97.54K | SH | $5.63M 2.12% | 0.00 | 0.00 | 97.54K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 79.48K | SH | $5.37M 2.03% | 0.00 | 0.00 | 79.48K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 31.20K | SH | $3.87M 1.46% | 0.00 | 0.00 | 31.20K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 112.57K | SH | $3.86M 1.46% | 0.00 | 0.00 | 112.57K |
LOCKHEED MARTIN CORPSOLE | COM | 5.69K | SH | $2.90M 1.09% | 0.00 | 0.00 | 5.69K |
ALPHABET INCSOLE | CAP STK CL A | 7.71K | SH | $2.75M 1.04% | 0.00 | 0.00 | 7.71K |
NVIDIA CORPORATIONSOLE | COM | 13.16K | SH | $2.63M 0.99% | 0.00 | 0.00 | 13.16K |
APPLE INCSOLE | COM | 9.03K | SH | $2.61M 0.99% | 0.00 | 0.00 | 9.03K |
IMPINJ INCSOLE | COM | 18.10K | SH | $2.59M 0.98% | 0.00 | 0.00 | 18.10K |
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