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Pachira Investments Inc. Last Quarter Change: USA ETF, Reduced

Pachira Investments Inc. quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pachira Investments Inc. opened 2 positions, added to 24, reduced 11, sold out of 1 and left 1 unchanged. The largest increase in value was QQQ (+$5,703,926); the largest decrease was EPI (-$288,497).

  • SMH: Country of operation —; Class SEMICONDUCTR ETF; Shares 2026-03-31 18,769; Shares 2026-06-30 18,337.
  • VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 20,454; Shares 2026-06-30 19,798.
  • IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 68,447; Shares 2026-06-30 65,753.
  • IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 139,916; Shares 2026-06-30 134,403.

Two Form 13F-HR filings compared (SEC CIK 1563634): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SMH
VANECK ETF TRUST
SEMICONDUCTR ETF18,76918,337-432$7,195,954$12,026,918+$4,830,964
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS20,45419,798-656$12,222,462$13,597,756+$1,375,294
IJR
ISHARES TR
CORE S&P SCP ETF68,44765,753-2,694$8,508,630$9,751,827+$1,243,197
IJH
ISHARES TR
CORE S&P MCP ETF139,916134,403-5,513$9,448,494$10,363,834+$915,340
IVV
ISHARES TR
CORE S&P500 ETF7,7997,739-60$5,094,460$5,795,651+$701,191
SPSM
SPDR SERIES TRUST
STATE STREET SPD105,86097,542-8,318$5,115,155$5,625,275+$510,120
SPMD
SPDR SERIES TRUST
STATE STREET SPD84,44379,477-4,966$5,000,714$5,369,448+$368,734
XLB
SELECT SECTOR SPDR TR
STATE STREET MAT11,9308,159-3,771$596,157$414,736-$181,421
VV
VANGUARD INDEX FDS
LARGE CAP ETF4,0764,031-45$1,218,240$1,386,307+$168,067
ETH
GRAYSCALE ETHEREUM STAKING
United StatesSHS NEW20,26720,063-204$402,503$301,547-$100,956
SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF9,8087,746-2,062$246,168$224,325-$21,843

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