Pachira Investments Inc.

Q1 2026 13F-HR Holdings

Location
Dana Point, CA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$214,015
Net value change ($000)
+8,544 (4.2%)
New positions
4
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGV 2,936 20.8%
PPA 2,243 45.9%
SMH 1,945 37.0%
VEA 1,883 22.9%
VWO 1,258 21.4%
IAU 723 152.5%
LMT 619 22.1%
VB 531 45.8%
VO 500 40.8%
XLV 402 4.2%
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,312 -9.7%
PI -1,291 -41.0%
BRK-B -915 -46.5%
IVV -820 -13.9%
IWF -723 -17.9%
SPMD -460 -8.4%
SPSM -439 -7.9%
EPI -369 -56.2%
IBIT -338 -18.2%
MSFT -311 -13.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type