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, DFAU, DFSD, and represent 84.44% of Chico Wealth RIA's stock portfolio.
  • Added to shares of these 10 stocks: DFAI, DFAC, DFAE, LVLU, JPM, NVDA, AAPL, MSFT, AMZN, GOOGL.
  • Started 1 new stock position in JPM.
  • Reduced shares in these 3 stocks: DFSD, SERV, VEA.
  • Sold out of its position in SERV.
  • Chico Wealth RIA was a net buyer of stock by $1.5M.
  • Chico Wealth RIA has $154M in assets under management (AUM), dropping by 4.32%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional US Core Equity 2 ETF Etf (DFAC) 43.4 $67M 1.7M 39.59
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Dimensional International Cr Eq Mkt ETF Etf (DFAI) 24.1 $37M +5% 972k 38.11
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Dimensional Emerging Core Equity Mkt ETF Etf (DFAE) 9.4 $14M +8% 441k 32.57
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Dimensional US Core Equity Market ETF Etf (DFAU) 4.6 $7.0M 150k 46.80
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Dimensional SHRT DRT FXD Incm ETF Etf (DFSD) 2.9 $4.5M -47% 94k 47.95
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Kla Corp Common Stock (KLAC) 2.4 $3.7M 3.0k 1215.08
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TriCo Bancshares Common Stock (TCBK) 1.3 $2.1M 44k 47.37
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Apple Common Stock (AAPL) 1.1 $1.7M +13% 6.1k 271.84
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Vanguard FTSE Developed Markets ETF Etf (VEA) 1.1 $1.7M 27k 62.47
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SPDR Gold Shares ETF Etf (GLD) 0.9 $1.4M 3.6k 396.31
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Microsoft Corp Common Stock (MSFT) 0.8 $1.2M +14% 2.5k 483.67
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Alphabet Inc Class A Common Stock (GOOGL) 0.6 $957k +7% 3.1k 313.00
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Lulus Fashion Lounge Holdings Common Stock (LVLU) 0.6 $896k +69% 172k 5.22
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Vanguard Total Stock Market ETF Etf (VTI) 0.6 $849k 2.5k 335.21
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Meta Platforms Inc Class A Common Stock (META) 0.5 $838k 1.3k 660.25
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SPDR S&P 500 ETF Trust Etf (SPY) 0.5 $801k +7% 1.2k 682.05
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NVIDIA Corp Common Stock (NVDA) 0.5 $773k +40% 4.1k 186.50
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Gallagher Arthur J & Co Common Stock (AJG) 0.5 $752k +4% 2.9k 258.79
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Vanguard Short-Term Bond ETF Etf (BSV) 0.5 $711k 9.0k 78.81
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Caterpillar Common Stock (CAT) 0.4 $661k +2% 1.2k 572.85
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Dimensional Emerging Markets Cr Eq 2 ETF Etf (DFEM) 0.4 $603k 18k 33.08
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Amazon.com Common Stock (AMZN) 0.3 $533k +22% 2.3k 230.82
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Berkshire Hathaway Class B Common Stock (BRK.B) 0.3 $518k +3% 1.0k 502.65
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PG&E Corp Common Stock (PCG) 0.3 $496k 31k 16.07
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Brown-Forman Corp Common Stock (BF.B) 0.3 $458k 18k 26.06
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Invesco QQQ Trust Etf (QQQ) 0.2 $382k 622.00 614.31
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Dimensional U S Targeted Value ETF Etf (DFAT) 0.2 $349k +18% 5.9k 59.54
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Dimensional World ex US Core Eq 2 ETF Etf (DFAX) 0.2 $318k +3% 9.7k 32.73
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Dimensional World Equity ETF Etf (DFAW) 0.2 $318k +19% 4.3k 73.98
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Capital One Finl Corp Common Stock (COF) 0.2 $257k +2% 1.1k 242.36
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Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.2 $250k 4.6k 53.76
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JPMorgan Chase & Co Common Stock (JPM) 0.2 $242k NEW 751.00 322.22
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Tesla Common Stock (TSLA) 0.2 $232k +8% 515.00 449.72
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Past Filings by Chico Wealth RIA

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