Sponsored

The Analysis of Pachira Investments Inc.'s Holdings & P&L

Currently, Pachira Investments Inc. holds 78 types of securities in its portfolio with a total value $265.0M. In the most recent quarter, they have increased their positions in PPA (+16.7K shares, valued at $3.0M), IWF (+23.4K shares, valued at $2.9M), MGV (+14.7K shares, valued at $2.4M); decreased their positions in BRK.B (-1.5K shares, valued at $770.6K), SPSM (-8.3K shares, valued at $479.7K), VOO (-656 shares, valued at $450.6K); initiated new positions in PH (+403 shares, valued at $394.4K), AMD (+604 shares, valued at $350.8K), MU (+286 shares, valued at $330.6K).

1M P&L

-4.9M-2.07%

3M P&L

+2.5M+1.08%

HY P&L

+2.8M+1.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A209.6M

88.3%

2Semiconductors6.4M

2.7%

3Aerospace & Defense3.8M

1.6%

Top Industries by Stock Count

1N/A37 stocks

56.9%

2Semiconductors6 stocks

9.2%

3Aerospace & Defense3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGV VANGUARD WORLD FD132.4K shares12.46%2026-06-302026-07-17

QQQ INVESCO QQQ TR28.6K shares7.51%2026-06-302026-07-17

VANGUARD INDEX FDS VANGUARD INDEX FDS40.7K shares2.38%2026-06-302026-07-17

VOO VANGUARD INDEX FDS19.8K shares-3.21%2026-06-302026-07-17

XLK SELECT SECTOR SPDR TR70.8K shares8.40%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS189.0K shares19.73%2026-06-302026-07-17

SMH VANECK ETF TRUST18.3K shares-2.30%2026-06-302026-07-17

XLV SELECT SECTOR SPDR TR75.7K shares10.09%2026-06-302026-07-17

Sponsored

PPA INVESCO EXCHANGE TRADED FD T59.7K shares38.81%2026-06-302026-07-17

IJH ISHARES TR134.4K shares-3.94%2026-06-302026-07-17

SPMO INVESCO EXCH TRADED FD TR II63.0K shares3.40%2026-06-302026-07-17

IJR ISHARES TR65.8K shares-3.94%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F162.3K shares22.81%2026-06-302026-07-17

ZOCT INNOVATOR ETFS TRUST248.1K shares1.13%2026-06-302026-07-17

APOC INNOVATOR ETFS TRUST253.7K shares1.87%2026-06-302026-07-17

ISHARES TR ISHARES TR7.7K shares-0.77%2026-06-302026-07-17

Sponsored

SPSM SPDR SERIES TRUST97.5K shares-7.86%2026-06-302026-07-17

SPMD SPDR SERIES TRUST79.5K shares-5.88%2026-06-302026-07-17

IWF ISHARES TR31.2K shares300.33%2026-06-302026-07-17

BALT INNOVATOR ETFS TRUST112.6K shares5.23%2026-06-302026-07-17

LMT LOCKHEED MARTIN CORP5.7K shares0.57%2026-06-302026-07-17

GOOGL ALPHABET INC7.7K shares5.98%2026-06-302026-07-17

NVDA NVIDIA CORPORATION13.2K shares9.24%2026-06-302026-07-17

AAPL APPLE INC9.0K shares1.70%2026-06-302026-07-17

Sponsored

PI IMPINJ INC18.1K shares0.00%2026-06-302026-07-17

VB VANGUARD INDEX FDS8.3K shares28.49%2026-06-302026-07-17

VO VANGUARD INDEX FDS30.8K shares412.27%2026-06-302026-07-17

AMZN AMAZON COM INC9.4K shares7.73%2026-06-302026-07-17

MSFT MICROSOFT CORP5.7K shares6.48%2026-06-302026-07-17

EFG ISHARES TR13.7K shares0.66%2026-06-302026-07-17

VIOO VANGUARD ADMIRAL FDS INC11.1K shares19.38%2026-06-302026-07-17

TSLA TESLA INC3.6K shares15.94%2026-06-302026-07-17

Sponsored

IVOO VANGUARD ADMIRAL FDS INC11.1K shares20.31%2026-06-302026-07-17

IAU ISHARES GOLD TR18.9K shares38.83%2026-06-302026-07-17

IBIT ISHARES BITCOIN TRUST ETF42.2K shares6.53%2026-06-302026-07-17

VV VANGUARD INDEX FDS4.0K shares-1.10%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.5K shares7.06%2026-06-302026-07-17

IWM ISHARES TR4.3K shares0.00%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON4.8K shares11.20%2026-06-302026-07-17

IDMO INVESCO EXCH TRADED FD TR II19.9K shares1.60%2026-06-302026-07-17

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.3K shares20.73%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.7K shares18.63%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC2.5K shares-2.92%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC1.3K shares16.91%2026-06-302026-07-17

SCHM SCHWAB STRATEGIC TR18.4K shares0.29%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP1.3K shares1.78%2026-06-302026-07-17

BROADCOM INC BROADCOM INC1.7K shares0.54%2026-06-302026-07-17

VUG VANGUARD INDEX FDS6.7K shares477.70%2026-06-302026-07-17

Sponsored

SHOP SHOPIFY INC5.0K shares-12.96%2026-06-302026-07-17

GOOG ALPHABET INC1.4K shares21.86%2026-06-302026-07-17

GM GENERAL MTRS CO6.1K shares-0.03%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION2.3K shares18.72%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T569 shares11.79%2026-06-302026-07-17

XLB SELECT SECTOR SPDR TR8.2K shares-31.61%2026-06-302026-07-17

ORACLE CORP ORACLE CORP2.8K shares20.15%2026-06-302026-07-17

PH PARKER-HANNIFIN CORP403 sharesnew addition2026-06-302026-07-17

Sponsored

VISA INC VISA INC1.1K shares-3.12%2026-06-302026-07-17

CAT CATERPILLAR INC333 shares-16.54%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC604 sharesnew addition2026-06-302026-07-17

MU MICRON TECHNOLOGY INC286 sharesnew addition2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL653 shares-70.22%2026-06-302026-07-17

UNP UNION PAC CORP1.2K shares-1.00%2026-06-302026-07-17

ETH GRAYSCALE ETHEREUM STAKING20.1K shares-1.01%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP2.1K shares-10.61%2026-06-302026-07-17

Sponsored

CVX CHEVRON CORPORATION1.8K shares-7.23%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFAC608 sharesnew addition2026-06-302026-07-17

MCD MCDONALDS CORP1.0K shares-13.17%2026-06-302026-07-17

PG PROCTER & GAMBLE CO1.9K shares-24.11%2026-06-302026-07-17

SOXX ISHARES TR429 sharesnew addition2026-06-302026-07-17

GE GE AEROSPACE734 sharesnew addition2026-06-302026-07-17

SRE SEMPRA2.7K shares-20.97%2026-06-302026-07-17

GEV GE VERNOVA INC200 shares-23.37%2026-06-302026-07-17

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS2.3K shares0.62%2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR7.7K shares-21.02%2026-06-302026-07-17

GLD SPDR GOLD TR582 shares0.17%2026-06-302026-07-17

CISCO SYS INC CISCO SYS INC1.8K sharesnew addition2026-06-302026-07-17

XLI SELECT SECTOR SPDR TR1.1K sharesnew addition2026-06-302026-07-17

QCOM QUALCOMM INC1.1K sharesnew addition2026-06-302026-07-17

MGV

VANGUARD WORLD FD

12.46%

Shares132.4K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

7.51%

Shares28.6K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

2.38%

Shares40.7K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD INDEX FDS

-3.21%

Shares19.8K

Event2026-06-30

Filed2026-07-17

XLK

SELECT SECTOR SPDR TR

8.40%

Shares70.8K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD TAX-MANAGED FDS

19.73%

Shares189.0K

Event2026-06-30

Filed2026-07-17

SMH

VANECK ETF TRUST

-2.30%

Shares18.3K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

10.09%

Shares75.7K

Event2026-06-30

Filed2026-07-17

PPA

INVESCO EXCHANGE TRADED FD T

38.81%

Shares59.7K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES TR

-3.94%

Shares134.4K

Event2026-06-30

Filed2026-07-17

SPMO

INVESCO EXCH TRADED FD TR II

3.40%

Shares63.0K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES TR

-3.94%

Shares65.8K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD INTL EQUITY INDEX F

22.81%

Shares162.3K

Event2026-06-30

Filed2026-07-17

ZOCT

INNOVATOR ETFS TRUST

1.13%

Shares248.1K

Event2026-06-30

Filed2026-07-17

APOC

INNOVATOR ETFS TRUST

1.87%

Shares253.7K

Event2026-06-30

Filed2026-07-17

ISHARES TR

-0.77%

Shares7.7K

Event2026-06-30

Filed2026-07-17

SPSM

SPDR SERIES TRUST

-7.86%

Shares97.5K

Event2026-06-30

Filed2026-07-17

SPMD

SPDR SERIES TRUST

-5.88%

Shares79.5K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES TR

300.33%

Shares31.2K

Event2026-06-30

Filed2026-07-17

BALT

INNOVATOR ETFS TRUST

5.23%

Shares112.6K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP

0.57%

Shares5.7K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

5.98%

Shares7.7K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

9.24%

Shares13.2K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

1.70%

Shares9.0K

Event2026-06-30

Filed2026-07-17

IMPINJ INC

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

28.49%

Shares8.3K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

412.27%

Shares30.8K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

7.73%

Shares9.4K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

6.48%

Shares5.7K

Event2026-06-30

Filed2026-07-17

EFG

ISHARES TR

0.66%

Shares13.7K

Event2026-06-30

Filed2026-07-17

VIOO

VANGUARD ADMIRAL FDS INC

19.38%

Shares11.1K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

15.94%

Shares3.6K

Event2026-06-30

Filed2026-07-17

IVOO

VANGUARD ADMIRAL FDS INC

20.31%

Shares11.1K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TR

38.83%

Shares18.9K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

6.53%

Shares42.2K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

-1.10%

Shares4.0K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION

7.06%

Shares1.5K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

11.20%

Shares4.8K

Event2026-06-30

Filed2026-07-17

IDMO

INVESCO EXCH TRADED FD TR II

1.60%

Shares19.9K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC

20.73%

Shares9.3K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

18.63%

Shares2.7K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC

-2.92%

Shares2.5K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

16.91%

Shares1.3K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB STRATEGIC TR

0.29%

Shares18.4K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP

1.78%

Shares1.3K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

0.54%

Shares1.7K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD INDEX FDS

477.70%

Shares6.7K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC

-12.96%

Shares5.0K

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC

21.86%

Shares1.4K

Event2026-06-30

Filed2026-07-17

GENERAL MTRS CO

-0.03%

Shares6.1K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

18.72%

Shares2.3K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

11.79%

Shares569

Event2026-06-30

Filed2026-07-17

XLB

SELECT SECTOR SPDR TR

-31.61%

Shares8.2K

Event2026-06-30

Filed2026-07-17

ORACLE CORP

20.15%

Shares2.8K

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP

New

Shares403

Event2026-06-30

Filed2026-07-17

VISA INC

-3.12%

Shares1.1K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-16.54%

Shares333

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares604

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

New

Shares286

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

-70.22%

Shares653

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

-1.00%

Shares1.2K

Event2026-06-30

Filed2026-07-17

ETH

GRAYSCALE ETHEREUM STAKING

-1.01%

Shares20.1K

Event2026-06-30

Filed2026-07-17

EXXON MOBIL CORP

-10.61%

Shares2.1K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION

-7.23%

Shares1.8K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares608

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP

-13.17%

Shares1.0K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO

-24.11%

Shares1.9K

Event2026-06-30

Filed2026-07-17

SOXX

ISHARES TR

New

Shares429

Event2026-06-30

Filed2026-07-17

GE AEROSPACE

New

Shares734

Event2026-06-30

Filed2026-07-17

SRE

SEMPRA

-20.97%

Shares2.7K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC

-23.37%

Shares200

Event2026-06-30

Filed2026-07-17

VTEC

VANGUARD CALIF TAX FREE FDS

0.62%

Shares2.3K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

-21.02%

Shares7.7K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

0.17%

Shares582

Event2026-06-30

Filed2026-07-17

CISCO SYS INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-17

XLI

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available