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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, DFAU, DFSD, and represent 82.96% of Chico Wealth RIA's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAI, IREN, DFAE, VLO, DFAW, CMRC, CIFR, GRWG, USFD.
Started 7 new stock positions in CMRC, IREN, FERG, USFD, GRWG, CIFR, VLO.
Reduced shares in these 9 stocks: LVLU, DFAT, , , MSFT, GOOGL, BSV, AJG, BF.B.
Sold out of its positions in COF, DFAT, TSLA.
Chico Wealth RIA was a net buyer of stock by $8.8M.
Chico Wealth RIA has $164M in assets under management (AUM), dropping by 6.66%.
Central Index Key (CIK): 0001926037

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Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional US Core Equity 2 ETF Etf (DFAC)	42.6	$70M	+6%	1.8M	38.86	View chart
Dimensional International Cr Eq Mkt ETF Etf (DFAI)	23.8	$39M	+3%	1.0M	38.96	View chart
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)	9.6	$16M	+5%	466k	33.86	View chart
Dimensional US Core Equity Market ETF Etf (DFAU)	4.1	$6.8M		150k	45.12	View chart
Dimensional SHRT DRT FXD Incm ETF Etf (DFSD)	2.7	$4.5M		94k	47.88	View chart
Kla Corp Common Stock (KLAC)	2.7	$4.5M		3.0k	1472.41	View chart
TriCo Bancshares Common Stock (TCBK)	1.3	$2.1M		44k	47.54	View chart
Lulus Fashion Lounge Holdings Common Stock (LVLU)	1.1	$1.8M	-19%	138k	12.72	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	1.0	$1.7M		27k	64.08	View chart
Apple Common Stock (AAPL)	1.0	$1.6M		6.2k	253.79	View chart
SPDR Gold Shares ETF Etf (GLD)	0.9	$1.5M		3.6k	430.29	View chart
Iren LTD F Common Stock (IREN)	0.6	$1.0M	NEW	30k	34.28	View chart
Dimensional World Equity ETF Etf (DFAW)	0.5	$848k	+167%	12k	73.78	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.5	$821k	-6%	2.9k	287.56	View chart
Caterpillar Common Stock (CAT)	0.5	$820k		1.2k	708.61	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.5	$812k		2.5k	320.83	View chart
Valero Energy Corp Common Stock (VLO)	0.5	$785k	NEW	3.2k	247.06	View chart
Meta Platforms Inc Class A Common Stock (META)	0.5	$777k	+6%	1.4k	572.34	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.5	$765k		1.2k	650.06	View chart
NVIDIA Corp Common Stock (NVDA)	0.5	$754k	+4%	4.3k	174.40	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$752k	-18%	2.0k	370.26	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.4	$651k	-7%	8.3k	78.41	View chart
Dimensional Emerging Markets Cr Eq 2 ETF Etf (DFEM)	0.4	$630k		18k	34.55	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.4	$628k		2.9k	216.58	View chart
PG&E Corp Common Stock (PCG)	0.4	$599k	+10%	34k	17.57	View chart
Amazon.com Common Stock (AMZN)	0.3	$508k	+5%	2.4k	208.27	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.3	$500k		1.0k	479.20	View chart
Brown-Forman Corp Common Stock (BF.B)	0.3	$464k		18k	26.44	View chart
BigCommerce Holdings Inc Ordinary Shares Series 1 Common Stock (CMRC)	0.2	$396k	NEW	148k	2.67	View chart
Cipher MNG Common Stock (CIFR)	0.2	$386k	NEW	30k	12.87	View chart
Invesco QQQ Trust Etf (QQQ)	0.2	$364k		630.00	577.19	View chart
Dimensional World ex US Core Eq 2 ETF Etf (DFAX)	0.2	$331k		9.7k	33.97	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.2	$251k		4.6k	54.05	View chart
Growgeneration Corp Common Stock (GRWG)	0.2	$250k	NEW	227k	1.10	View chart
US Foods HLDG Corp Common Stock (USFD)	0.1	$235k	NEW	2.6k	92.21	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.1	$225k		766.00	294.16	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$207k	NEW	887.00	233.26	View chart

Past Filings by Chico Wealth RIA

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

Chico Wealth RIA 2026 Q1 filed May 8, 2026
Chico Wealth RIA 2025 Q4 filed Feb. 10, 2026
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

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