2026 Q1 Portfolio Activity
In 2026 Q1, Pachira Investments Inc. maintained a portfolio of 76 distinct positions. The most significant new addition was CATERPILLAR INC, now representing 0.13% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 17.6%. The fund also reduced its exposure to BERKSHIRE HATHAWAY INC DEL by 43.9%.
Position History
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Total Positions
76
Quarter
2026 Q1
Top Holding
MGV (8.0%)
Top 10 Concentration
52.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 76
Pachira Investments Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MGV
VANGUARD WORLD ...
|
ETF | 7.97% | 6.88% |
#1
1
Prev: #2
|
7.2 |
—
|
17,640 | 17.6% |
P
S
|
117,715 | $17,062,839 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 7.17% | 7.50% |
#2
1
Prev: #1
|
6.4 |
—
|
1,518 | 6.1% |
P
S
|
26,593 | $15,348,711 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.96% | 6.31% |
#3
1
Prev: #4
|
3.9 |
—
|
1,110 | 2.9% |
P
S
|
39,756 | $12,754,171 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 5.71% | 6.59% |
#4
1
Prev: #3
|
3.3 |
—
|
-1,126 | -5.2% |
P
S
|
20,454 | $12,222,462 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 4.73% | 4.01% |
#5
4
Prev: #9
|
4.4 |
—
|
26,077 | 19.8% |
P
S
|
157,835 | $10,114,045 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 4.71% | 4.71% |
#6
1
Prev: #5
|
3.9 |
—
|
6,239 | 10.0% |
P
S
|
68,736 | $10,077,421 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJH
ISHARES TR
|
ETF | 4.41% | 4.69% |
#7
1
Prev: #6
|
2.3 |
—
|
-6,133 | -4.2% |
P
S
|
139,916 | $9,448,494 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 4.06% | 4.07% |
#8
Prev: #8
|
3.6 |
—
|
7,223 | 12.4% |
P
S
|
65,301 | $8,678,508 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IJR
ISHARES TR
|
ETF | 3.98% | 4.19% |
#9
2
Prev: #7
|
2.1 |
—
|
-3,138 | -4.4% |
P
S
|
68,447 | $8,508,630 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 3.36% | 2.56% |
#10
7
Prev: #17
|
3.8 |
—
|
4,189 | 28.7% |
P
S
|
18,769 | $7,195,954 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.34% | 2.86% |
#11
3
Prev: #14
|
3.8 |
—
|
22,694 | 20.7% |
P
S
|
132,127 | $7,141,471 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
PPA
INVESCO EXCHANG...
|
Unknown | 3.33% | 2.38% |
#12
6
Prev: #18
|
3.8 |
—
|
11,827 | 37.9% |
P
S
|
43,042 | $7,132,113 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 3.19% | 3.45% |
#13
3
Prev: #10
|
1.8 |
—
|
1,561 | 2.6% |
P
S
|
60,910 | $6,828,584 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
ZOCT
INNOVATOR ETFS ...
|
ETF | 3.07% | 3.07% |
#14
3
Prev: #11
|
1.7 |
—
|
10,013 | 4.3% |
P
S
|
245,336 | $6,562,247 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
APOC
INNOVATOR ETFS ...
|
ETF | 2.97% | 3.04% |
#15
3
Prev: #12
|
1.7 |
—
|
10,516 | 4.4% |
P
S
|
249,018 | $6,359,920 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.39% | 2.70% |
#16
1
Prev: #15
|
1.5 |
—
|
-12,673 | -10.7% |
P
S
|
105,860 | $5,115,155 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVV
ISHARES TR
|
ETF | 2.38% | 2.88% |
#17
4
Prev: #13
|
1.5 |
—
|
-836 | -9.7% |
P
S
|
7,799 | $5,094,460 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 2.34% | 2.66% |
#18
2
Prev: #16
|
1.4 |
—
|
-9,854 | -10.4% |
P
S
|
84,443 | $5,000,714 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 1.67% | 1.60% |
#19
1
Prev: #20
|
2.7 |
—
|
8,660 | 8.8% |
P
S
|
106,973 | $3,579,852 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.60% | 1.36% |
#20
2
Prev: #22
|
1.1 |
—
|
-132 | -2.3% |
P
S
|
5,656 | $3,418,517 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IWF
ISHARES TR
|
ETF | 1.55% | 1.97% |
#21
2
Prev: #19
|
1.1 |
—
|
-755 | -8.8% |
P
S
|
7,793 | $3,322,872 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AAPL
APPLE INC
|
Technology | 1.05% | 0.95% |
#22
4
Prev: #26
|
2.9 |
—
|
1,701 | 23.7% |
P
S
|
8,880 | $2,253,635 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.98% | 0.95% |
#23
4
Prev: #27
|
2.4 |
—
|
1,629 | 15.6% |
P
S
|
12,050 | $2,101,593 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.98% | 0.96% |
#24
Prev: #24
|
2.4 |
—
|
953 | 15.1% |
P
S
|
7,272 | $2,091,102 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.93% | 1.12% |
#25
2
Prev: #23
|
2.4 |
—
|
618 | 13.0% |
P
S
|
5,369 | $1,987,298 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
PI
IMPINJ INC
|
Technology | 0.87% | 1.53% |
#26
5
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
18,104 | $1,859,281 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.85% | 0.87% |
#27
2
Prev: #29
|
2.3 |
—
|
957 | 12.3% |
P
S
|
8,710 | $1,813,976 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.81% | 0.60% |
#28
4
Prev: #32
|
2.8 |
—
|
1,789 | 42.4% |
P
S
|
6,005 | $1,724,409 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.79% | 0.56% |
#29
4
Prev: #33
|
2.8 |
—
|
1,960 | 43.6% |
P
S
|
6,454 | $1,690,375 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.71% | 0.91% |
#30
2
Prev: #28
|
2.3 |
—
|
2,164 | 5.8% |
P
S
|
39,657 | $1,523,622 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
EFG
ISHARES TR
|
Warrant | 0.71% | 0.76% |
#31
1
Prev: #30
|
0.8 |
—
|
17 | 0.1% |
P
S
|
13,652 | $1,520,467 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.63% | 0.55% |
#32
2
Prev: #34
|
0.8 |
—
|
44 | 3.3% |
P
S
|
1,360 | $1,355,301 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.57% | 0.63% |
#33
2
Prev: #31
|
0.7 |
—
|
-40 | -1.0% |
P
S
|
4,076 | $1,218,240 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.56% | 0.23% |
#34
17
Prev: #51
|
3.2 |
—
|
7,742 | 132.6% |
P
S
|
13,580 | $1,197,213 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.54% | 0.43% |
#35
4
Prev: #39
|
3.2 |
—
|
1,129 | 57.1% |
P
S
|
3,105 | $1,154,284 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.53% | 0.42% |
#36
4
Prev: #40
|
3.2 |
—
|
2,823 | 58.0% |
P
S
|
7,690 | $1,124,893 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.50% | 0.49% |
#37
1
Prev: #36
|
2.2 |
—
|
1,454 | 8.0% |
P
S
|
19,630 | $1,076,509 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 0.50% | 0.38% |
#38
4
Prev: #42
|
2.7 |
—
|
2,321 | 33.2% |
P
S
|
9,319 | $1,070,085 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IWM
ISHARES TR
|
ETF | 0.50% | 0.51% |
#39
4
Prev: #35
|
0.7 |
—
|
14 | 0.3% |
P
S
|
4,306 | $1,067,888 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.49% | 0.37% |
#40
3
Prev: #43
|
2.7 |
—
|
2,335 | 34.0% |
P
S
|
9,203 | $1,052,099 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.49% | 0.96% |
#41
16
Prev: #25
|
0.2 |
—
|
-1,719 | -43.9% |
P
S
|
2,193 | $1,050,886 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.49% | 0.44% |
#42
4
Prev: #38
|
0.7 |
—
|
-122 | -2.8% |
P
S
|
4,294 | $1,049,680 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.39% | 0.34% |
#43
2
Prev: #45
|
0.7 |
—
|
22 | 1.8% |
P
S
|
1,236 | $843,548 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.32% | 0.45% |
#44
7
Prev: #37
|
0.6 |
—
|
-7 | -0.1% |
P
S
|
5,696 | $675,660 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.31% | 0.34% |
#45
1
Prev: #44
|
0.6 |
—
|
88 | 4.0% |
P
S
|
2,287 | $672,726 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.29% | 0.27% |
#46
3
Prev: #49
|
2.6 |
—
|
243 | 29.2% |
P
S
|
1,076 | $615,749 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
XLB
SELECT SECTOR S...
|
Unknown | 0.28% | 0.40% |
#47
6
Prev: #41
|
0.1 |
—
|
-6,303 | -34.6% |
P
S
|
11,930 | $596,157 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.27% | 0.27% |
#48
2
Prev: #50
|
0.6 |
—
|
46 | 0.3% |
P
S
|
18,336 | $567,684 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.24% | 0.18% |
#49
6
Prev: #55
|
3.1 |
—
|
584 | 54.0% |
P
S
|
1,666 | $515,776 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.24% | 0.27% |
#50
3
Prev: #47
|
0.6 |
—
|
8 | 0.7% |
P
S
|
1,166 | $509,293 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-27 |
Showing 1-50 of 76 holdings