You're signed outSign in or to get full access.
Pachira Investments Inc.
Pachira Investments Inc. is a registered investment adviser headquartered in Dana Point, California. Founded in 2011, the firm manages assets for individuals, high-net-worth clients, and select institutional accounts. As of 2025, the firm has 5 employees, with the majority directly involved in investment management, and specializes in diversified public equity strategies. Pachira Investments provides personalized portfolio management primarily for U.S.-based clients.
Investment Strategy
Pachira Investments Inc. focuses on a diversified public equity strategy. The firm constructs and manages portfolios across a range of sectors with an emphasis on major U.S. equities, ETFs, and some alternative vehicles. Client accounts include both high net worth and retail individuals, with no material business in pooled vehicles or institutions. Pachira uses both discretionary and non-discretionary account management, aiming for long-term capital appreciation while actively adjusting allocations based on market conditions and individual client objectives.
Latest 13F Filing Activity
Pachira Investments Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 63 equity positions with a total 13F market value of $178M. The fund increased holdings in Ishares TR, SPDR Series Trust, SPDR Series Trust among other positions. Pachira Investments Inc. reduced exposure to Wisdomtree TR, Ishares TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.17% | $14.5M | 23,738 | $422.74 | $612.38 | +$207.0K |
Q QQQ | INVESCO QQQ TR | 6.71% | $11.9M | 19,880 | $441.72 | $600.37 | +$2.3M |
V VTI | VANGUARD INDEX FDS | 6.46% | $11.5M | 35,013 | $224.47 | $328.17 | +$2.2M |
I IJH | ISHARES TR | 6.00% | $10.7M | 163,530 | $52.29 | $65.26 | -$154.9K |
M MGV | VANGUARD WORLD FD | 5.73% | $10.2M | 74,064 | $113.85 | $137.74 | +$1.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more