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Chico Wealth RIA

Latest statistics and disclosures from Chico Wealth RIA's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAI, DFAE, DFSD, DFAU, and represent 85.35% of Chico Wealth RIA's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$8.6M), AJG, DFAI, DFAC, LVLU, SERV, DFAE, DFAW, TSLA, QQQ.
Started 6 new stock positions in LVLU, TSLA, AJG, SERV, DFSD, DFAW.
Reduced shares in these 10 stocks: ABAT, SKY, FERG, DRI, IPW, OPEN, MSFT, BSV, META, VEA.
Sold out of its positions in ABAT, DRI, FERG, IPW, OPEN, SKY.
Chico Wealth RIA was a net buyer of stock by $11M.
Chico Wealth RIA has $147M in assets under management (AUM), dropping by 16.37%.
Central Index Key (CIK): 0001926037

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Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 33 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	43.4	$64M		1.7M	38.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	22.8	$34M	+2%	923k	36.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	8.7	$13M	+2%	406k	31.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.8	$8.6M	NEW	179k	48.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.7	$6.8M		150k	45.76	View chart
Kla Corp Com New (KLAC)	2.2	$3.3M		3.0k	1078.60	View chart
TriCo Bancshares (TCBK)	1.3	$1.9M		44k	44.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$1.6M		27k	59.92	View chart
Apple (AAPL)	0.9	$1.4M		5.4k	254.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.3M		3.6k	355.47	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M		2.2k	517.97	View chart
Meta Platforms Cl A (META)	0.6	$919k		1.3k	734.46	View chart
Arthur J. Gallagher & Co. (AJG)	0.6	$864k	NEW	2.8k	309.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$831k		2.5k	328.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$729k		1.1k	666.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$711k	-2%	9.0k	78.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$690k		2.8k	243.10	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$585k		18k	32.07	View chart
NVIDIA Corporation (NVDA)	0.4	$552k		3.0k	186.58	View chart
Caterpillar (CAT)	0.4	$538k	+21%	1.1k	476.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$502k		999.00	502.74	View chart
Lulus Fashion Lounge Holding Com New (LVLU)	0.3	$477k	NEW	101k	4.70	View chart
Brown Forman Corp CL B (BF.B)	0.3	$475k		18k	27.08	View chart
PG&E Corporation (PCG)	0.3	$464k		31k	15.08	View chart
Amazon (AMZN)	0.3	$416k		1.9k	219.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$373k	+55%	622.00	600.37	View chart
Serve Robotics (SERV)	0.2	$343k	NEW	30k	11.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$294k	+3%	9.4k	31.38	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$287k		4.9k	58.21	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$258k	NEW	3.6k	71.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$251k		4.6k	54.18	View chart
Capital One Financial (COF)	0.1	$220k		1.0k	212.58	View chart
Tesla Motors (TSLA)	0.1	$211k	NEW	474.00	444.72	View chart

Past Filings by Chico Wealth RIA

SEC 13F filings are viewable for Chico Wealth RIA going back to 2022

Chico Wealth RIA 2025 Q3 filed Oct. 21, 2025
Chico Wealth RIA 2025 Q2 filed July 14, 2025
Chico Wealth RIA 2025 Q1 filed April 22, 2025
Chico Wealth RIA 2024 Q4 filed Jan. 22, 2025
Chico Wealth RIA 2024 Q3 filed Oct. 23, 2024
Chico Wealth RIA 2024 Q2 filed July 22, 2024
Chico Wealth RIA 2024 Q1 filed April 18, 2024
Chico Wealth RIA 2023 Q4 filed Jan. 22, 2024
Chico Wealth RIA 2023 Q3 filed Oct. 13, 2023
Chico Wealth RIA 2023 Q2 filed Aug. 10, 2023
Chico Wealth RIA 2023 Q1 filed May 11, 2023
Chico Wealth RIA 2022 Q4 filed Jan. 18, 2023
Chico Wealth RIA 2022 Q3 filed Oct. 27, 2022
Chico Wealth RIA 2022 Q2 filed July 19, 2022
Chico Wealth RIA 2022 Q1 filed April 29, 2022

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