Pachira Investments Inc.
CIK: 1563634SEC EDGAR →
Portfolio Value
$60.6B
Holdings
72
As of
Q1 2026
New Positions
72
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 157,835 | $10.1B | 16.69% |
| 2 | ISHARES TR | 139,916 | $9.4B | 15.59% |
| 3 | VANGUARD INTL EQUITY INDEX F | 132,127 | $7.1B | 11.79% |
| 4 | INNOVATOR ETFS TRUST | 245,336 | $6.6B | 10.83% |
| 5 | INNOVATOR ETFS TRUST | 249,018 | $6.4B | 10.50% |
| 6 | SPDR SERIES TRUST | 105,860 | $5.1B | 8.44% |
| 7 | SPDR SERIES TRUST | 84,443 | $5.0B | 8.25% |
| 8 | INNOVATOR ETFS TRUST | 106,973 | $3.6B | 5.91% |
| 9 | ISHARES BITCOIN TRUST ETF | 39,657 | $1.5B | 2.51% |
| 10 | ISHARES GOLD TR | 13,580 | $1.2B | 1.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $41.6B | 68.7% |
| Unknown | 9 | $17.9B | 29.6% |
| Consumer Cyclical | 4 | $459.8M | 0.8% |
| Utilities | 2 | $331.5M | 0.5% |
| Communication Services | 4 | $211.7M | 0.3% |
| Technology | 9 | $11.3M | 0.0% |
| Industrials | 5 | $5.2M | 0.0% |
| Consumer Defensive | 3 | $1.9M | 0.0% |
| Healthcare | 1 | $1.0M | 0.0% |
| Energy | 2 | $802K | 0.0% |