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.
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 |