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Pachira Investments Inc.

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13F filer, CIK 1563634, DANA POINT, CA

Pachira Investments Inc. reported $132,284,648 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-10. Its ten largest share positions make up 66.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001563634-25-000004

Period
2025-06-30
Reported value
$132M
Holdings
54
Top 10 weight
66.46%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPMOnew+12,918$1.45M
XLVadded+5,169$697K
QQQadded+1,197$660K
XLBadded+5,723$503K
MGVadded+3,799$498K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVexited-16,118-$9M
SPMDexited-161,635-$8.25M
SPSMexited-193,066-$7.84M
IJHreduced-8,474-$526K
VOOreduced-838-$476K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001563634-25-000004, largest first. % of portfolio is the value over $132,284,648, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,265 shares; 2025Q1: 26,065 shares; 2025Q2: 25,227 shares 25,227$14.3M10.83%-838Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,509 shares; 2025Q1: 183,045 shares; 2025Q2: 174,571 shares 174,571$10.8M8.18%-8,474Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,316 shares; 2025Q1: 16,223 shares; 2025Q2: 17,420 shares 17,420$9.61M7.26%+1,197Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,707 shares; 2025Q1: 89,886 shares; 2025Q2: 85,939 shares 85,939$9.39M7.1%-3,947Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,399 shares; 2025Q1: 29,028 shares; 2025Q2: 30,617 shares 30,617$9.31M7.03%+1,589Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,624 shares; 2025Q1: 59,954 shares; 2025Q2: 63,753 shares 63,753$8.36M6.32%+3,799Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,588 shares; 2025Q1: 51,193 shares; 2025Q2: 56,362 shares 56,362$7.6M5.74%+5,169Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,282 shares; 2025Q1: 27,424 shares; 2025Q2: 27,230 shares 27,230$6.9M5.21%-194Timeline
ZOCTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,572 shares; 2025Q1: 214,521 shares; 2025Q2: 223,139 shares 223,139$5.8M4.38%+8,618Timeline
APOCINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,107 shares; 2025Q1: 219,403 shares; 2025Q2: 227,053 shares 227,053$5.79M4.38%+7,650Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,821 shares; 2025Q1: 58,240 shares; 2025Q2: 66,795 shares 66,795$3.81M2.88%+8,555Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,151 shares; 2025Q1: 9,104 shares; 2025Q2: 8,321 shares 8,321$3.53M2.67%-783Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,650 shares; 2025Q1: 59,524 shares; 2025Q2: 65,798 shares 65,798$3.25M2.46%+6,274Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,504 shares; 2025Q1: 20,504 shares; 2025Q2: 20,504 shares 20,504$2.28M1.72%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,815 shares; 2025Q2: 4,838 shares 4,838$2.24M1.69%+23Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,243 shares; 2025Q1: 4,271 shares; 2025Q2: 4,482 shares 4,482$2.18M1.65%+211Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,937 shares; 2025Q1: 33,017 shares; 2025Q2: 32,695 shares 32,695$2M1.51%-322Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,430 shares; 2025Q1: 3,848 shares; 2025Q2: 3,409 shares 3,409$1.7M1.28%-439Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,251 shares; 2025Q1: 13,291 shares; 2025Q2: 13,423 shares 13,423$1.5M1.14%+132Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,918 shares 12,918$1.45M1.1%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,228 shares; 2025Q1: 5,990 shares; 2025Q2: 5,597 shares 5,597$1.23M0.93%-393Timeline
BALTINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,627 shares; 2025Q1: 34,846 shares; 2025Q2: 35,313 shares 35,313$1.13M0.86%+467Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,099 shares; 2025Q2: 1,132 shares 1,132$1.12M0.85%+33Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,671 shares; 2025Q1: 3,694 shares; 2025Q2: 3,841 shares 3,841$1.1M0.83%+147Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,875 shares; 2025Q1: 22,395 shares; 2025Q2: 22,517 shares 22,517$1.07M0.81%+122Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,585 shares; 2025Q1: 6,387 shares; 2025Q2: 6,450 shares 6,450$1.02M0.77%+63Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,007 shares; 2025Q2: 10,730 shares 10,730$942K0.71%+5,723Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,251 shares; 2025Q1: 4,282 shares; 2025Q2: 4,282 shares 4,282$924K0.7%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,985 shares; 2025Q1: 5,173 shares; 2025Q2: 5,027 shares 5,027$886K0.67%-146Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,905 shares; 2025Q2: 2,857 shares 2,857$797K0.6%+952Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,926 shares; 2025Q1: 4,488 shares; 2025Q2: 5,480 shares 5,480$776K0.59%+992Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,650 shares; 2025Q1: 2,628 shares; 2025Q2: 2,644 shares 2,644$740K0.56%+16Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,648 shares; 2025Q1: 3,837 shares; 2025Q2: 3,475 shares 3,475$713K0.54%-362Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,404 shares; 2025Q1: 5,465 shares; 2025Q2: 5,631 shares 5,631$650K0.49%+166Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,117 shares; 2025Q1: 4,103 shares; 2025Q2: 4,141 shares 4,141$633K0.48%+38Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,007 shares; 2025Q1: 2,848 shares; 2025Q2: 2,648 shares 2,648$628K0.47%-200Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,158 shares; 2025Q2: 1,160 shares 1,160$580K0.44%+2Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,014 shares; 2025Q1: 18,014 shares; 2025Q2: 18,133 shares 18,133$509K0.38%+119Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,143 shares; 2025Q2: 1,069 shares 1,069$469K0.35%-74Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,440 shares; 2025Q1: 2,470 shares; 2025Q2: 2,482 shares 2,482$395K0.3%+12Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,439 shares; 2025Q1: 17,369 shares; 2025Q2: 16,004 shares 16,004$381K0.29%-1,365Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,915 shares; 2025Q1: not reported; 2025Q2: 3,615 shares 3,615$379K0.29%newTimeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,713 shares 3,713$376K0.28%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 448 shares; 2025Q1: 474 shares; 2025Q2: 488 shares 488$360K0.27%+14Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,842 shares; 2025Q2: 15,004 shares 15,004$356K0.27%-838Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 981 shares; 2025Q2: 1,000 shares 1,000$318K0.24%+19Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 852 shares; 2025Q2: 1,060 shares 1,060$307K0.23%+208Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 443 shares 443$274K0.21%+1Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 695 shares; 2025Q1: 719 shares; 2025Q2: 729 shares 729$259K0.2%+10Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,099 shares 1,099$253K0.19%+1Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 830 shares; 2025Q1: 811 shares; 2025Q2: 815 shares 815$238K0.18%+4Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,883 shares; 2025Q1: 1,558 shares; 2025Q2: 965 shares 965$211K0.16%-593Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,690 shares; 2025Q1: not reported; 2025Q2: 2,692 shares 2,692$204K0.15%newTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,339 shares; 2025Q1: 425 shares; 2025Q2: 359 shares 359$203K0.15%-66Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IVVISHARES TR16,118$9Mshares
SPMDSPDR SERIES TRUST161,635$8.25Mshares
SPSMSPDR SERIES TRUST193,066$7.84Mshares
GEGE AEROSPACE1,022$204Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001563634-25-000004 base2025-07-10acceptance time not in the bulk data set