Sponsored

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

Currently, Pachira Investments Inc. holds 72 types of securities in its portfolio with a total value $214.0M. In the most recent quarter, they have increased their positions in MGV (+17.6K shares, valued at $2.6M), PPA (+11.8K shares, valued at $2.0M), VEA (+26.1K shares, valued at $1.7M); decreased their positions in N/A (-1.7K shares, valued at $823.7K), N/A (-1.1K shares, valued at $672.9K), SPSM (-12.7K shares, valued at $612.4K); initiated new positions in CAT (+399 shares, valued at $282.6K), GEV (+261 shares, valued at $228.1K), NFLX (+2.2K shares, valued at $208.6K).

1M P&L

-1.8M-0.87%

3M P&L

-7.4M-3.49%

HY P&L

+5.0M+2.53%

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/A155.3M

85.7%

2Aerospace & Defense4.6M

2.6%

3Semiconductors4.0M

2.2%

Top Industries by Stock Count

1N/A36 stocks

55.4%

2Software - Infrastructure4 stocks

6.2%

3Aerospace & Defense3 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGV VANGUARD WORLD FD117.7K shares17.63%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR26.6K shares6.05%2026-03-312026-04-27

VTI VANGUARD INDEX FDS39.8K shares2.87%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS20.5K shares-5.22%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS157.8K shares19.79%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR68.7K shares9.98%2026-03-312026-04-27

IJH ISHARES TR139.9K shares-4.20%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR65.3K shares12.44%2026-03-312026-04-27

Sponsored

IJR ISHARES TR68.4K shares-4.38%2026-03-312026-04-27

SMH VANECK ETF TRUST18.8K shares28.73%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F132.1K shares20.74%2026-03-312026-04-27

PPA INVESCO EXCHANGE TRADED FD T43.0K shares37.89%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II60.9K shares2.63%2026-03-312026-04-27

ZOCT INNOVATOR ETFS TRUST245.3K shares4.26%2026-03-312026-04-27

APOC INNOVATOR ETFS TRUST249.0K shares4.41%2026-03-312026-04-27

SPSM SPDR SERIES TRUST105.9K shares-10.69%2026-03-312026-04-27

Sponsored

IVV ISHARES TR7.8K shares-9.68%2026-03-312026-04-27

SPMD SPDR SERIES TRUST84.4K shares-10.45%2026-03-312026-04-27

BALT INNOVATOR ETFS TRUST107.0K shares8.81%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP5.7K shares-2.28%2026-03-312026-04-27

IWF ISHARES TR7.8K shares-8.83%2026-03-312026-04-27

AAPL APPLE INC8.9K shares23.69%2026-03-312026-04-27

NVDA NVIDIA CORPORATION12.1K shares15.63%2026-03-312026-04-27

ALPHABET INC ALPHABET INC7.3K shares15.08%2026-03-312026-04-27

Sponsored

MSFT MICROSOFT CORP5.4K shares13.01%2026-03-312026-04-27

PI IMPINJ INC18.1K shares0.00%2026-03-312026-04-27

AMZN AMAZON COM INC8.7K shares12.34%2026-03-312026-04-27

VO VANGUARD INDEX FDS6.0K shares42.43%2026-03-312026-04-27

VB VANGUARD INDEX FDS6.5K shares43.61%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF39.7K shares5.77%2026-03-312026-04-27

EFG ISHARES TR13.7K shares0.12%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION1.4K shares3.34%2026-03-312026-04-27

Sponsored

VV VANGUARD INDEX FDS4.1K shares-0.97%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR13.6K shares132.61%2026-03-312026-04-27

TSLA TESLA INC3.1K shares57.14%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC7.7K shares58.00%2026-03-312026-04-27

IDMO INVESCO EXCH TRADED FD TR II19.6K shares8.00%2026-03-312026-04-27

VIOO VANGUARD ADMIRAL FDS INC9.3K shares33.17%2026-03-312026-04-27

IWM ISHARES TR4.3K shares0.33%2026-03-312026-04-27

IVOO VANGUARD ADMIRAL FDS INC9.2K shares34.00%2026-03-312026-04-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-43.94%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON4.3K shares-2.76%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP1.2K shares1.81%2026-03-312026-04-27

SHOP SHOPIFY INC5.7K shares-0.12%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO2.3K shares4.00%2026-03-312026-04-27

META META PLATFORMS INC1.1K shares29.17%2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR11.9K shares-34.57%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR18.3K shares0.25%2026-03-312026-04-27

Sponsored

BROADCOM INC BROADCOM INC1.7K shares53.97%2026-03-312026-04-27

VUG VANGUARD INDEX FDS1.2K shares0.69%2026-03-312026-04-27

GM GENERAL MTRS CO6.1K shares138.78%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC2.6K shares10.20%2026-03-312026-04-27

XOM EXXON MOBIL CORP2.4K shares9.68%2026-03-312026-04-27

ETH GRAYSCALE ETHEREUM STAKING20.3K shares1.57%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.9K shares6.06%2026-03-312026-04-27

RTX RTX CORPORATION2.0K shares56.30%2026-03-312026-04-27

Sponsored

MCD MCDONALDS CORP1.2K shares1.10%2026-03-312026-04-27

PG PROCTER & GAMBLE CO2.5K shares3.95%2026-03-312026-04-27

ORCL ORACLE CORP2.3K shares8.38%2026-03-312026-04-27

SRE SEMPRA3.4K shares26.58%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T509 shares-0.78%2026-03-312026-04-27

V VISA INC1.1K shares1.49%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.1K shares7.93%2026-03-312026-04-27

UNP UNION PAC CORP1.2K shares1.10%2026-03-312026-04-27

Sponsored

EPI WISDOMTREE TR7.1K shares-50.17%2026-03-312026-04-27

CAT CATERPILLAR INC399 sharesnew addition2026-03-312026-04-27

GLD SPDR GOLD TR581 shares-15.06%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR9.8K shares-0.35%2026-03-312026-04-27

GEV GE VERNOVA INC261 sharesnew addition2026-03-312026-04-27

VTEC VANGUARD CALIF TAX FREE FDS2.2K shares0.45%2026-03-312026-04-27

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-04-27

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-27

Sponsored

MGV

VANGUARD WORLD FD

17.63%

Shares117.7K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

6.05%

Shares26.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

2.87%

Shares39.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-5.22%

Shares20.5K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

19.79%

Shares157.8K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

9.98%

Shares68.7K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

-4.20%

Shares139.9K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

12.44%

Shares65.3K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-4.38%

Shares68.4K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

28.73%

Shares18.8K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

20.74%

Shares132.1K

Event2026-03-31

Filed2026-04-27

PPA

INVESCO EXCHANGE TRADED FD T

37.89%

Shares43.0K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

2.63%

Shares60.9K

Event2026-03-31

Filed2026-04-27

ZOCT

INNOVATOR ETFS TRUST

4.26%

Shares245.3K

Event2026-03-31

Filed2026-04-27

APOC

INNOVATOR ETFS TRUST

4.41%

Shares249.0K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

-10.69%

Shares105.9K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-9.68%

Shares7.8K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

-10.45%

Shares84.4K

Event2026-03-31

Filed2026-04-27

BALT

INNOVATOR ETFS TRUST

8.81%

Shares107.0K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

-2.28%

Shares5.7K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

-8.83%

Shares7.8K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

23.69%

Shares8.9K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

15.63%

Shares12.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

15.08%

Shares7.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

13.01%

Shares5.4K

Event2026-03-31

Filed2026-04-27

IMPINJ INC

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

12.34%

Shares8.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

42.43%

Shares6.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

43.61%

Shares6.5K

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

5.77%

Shares39.7K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

0.12%

Shares13.7K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

3.34%

Shares1.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-0.97%

Shares4.1K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

132.61%

Shares13.6K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

57.14%

Shares3.1K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

58.00%

Shares7.7K

Event2026-03-31

Filed2026-04-27

IDMO

INVESCO EXCH TRADED FD TR II

8.00%

Shares19.6K

Event2026-03-31

Filed2026-04-27

VIOO

VANGUARD ADMIRAL FDS INC

33.17%

Shares9.3K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

0.33%

Shares4.3K

Event2026-03-31

Filed2026-04-27

IVOO

VANGUARD ADMIRAL FDS INC

34.00%

Shares9.2K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-43.94%

Shares2.2K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-2.76%

Shares4.3K

Event2026-03-31

Filed2026-04-27

NOC

NORTHROP GRUMMAN CORP

1.81%

Shares1.2K

Event2026-03-31

Filed2026-04-27

SHOP

SHOPIFY INC

-0.12%

Shares5.7K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

4.00%

Shares2.3K

Event2026-03-31

Filed2026-04-27