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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, KLAC, DFAU, and represent 82.18% of Chico Wealth RIA's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$8.2M), GOOG, DFAI, DFAC, GOOGL, NBIS, EQPT, MU, TSM, TSLA.
Started 12 new stock positions in BAC, MU, COF, LITE, NBIS, GOOG, TSLA, EQPT, DRI, MED. ENLV, TSM.
Reduced shares in these 7 stocks: NVDA, META, VTI, VEA, FERG, PCG, BRK.B.
Chico Wealth RIA was a net buyer of stock by $14M.
Chico Wealth RIA has $192M in assets under management (AUM), dropping by 17.23%.
Central Index Key (CIK): 0001926037

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Portfolio Holdings for Chico Wealth RIA

Chico Wealth RIA holds 49 positions in its portfolio as reported in the June 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)	41.8	$80M		1.8M	44.36	View chart
Dimensional International Cr Eq Mkt ETF Etf (DFAI)	21.9	$42M		1.0M	41.25	View chart
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)	9.8	$19M		467k	40.21	View chart
Kla Corp Common Stock (KLAC)	4.8	$9.2M	+900%	30k	301.71	View chart
Dimensional US Core Equity Market ETF Etf (DFAU)	4.0	$7.7M		150k	51.69	View chart
Dimensional SHRT DRT FXD Incm ETF Etf (DFSD)	2.3	$4.5M		94k	47.75	View chart
TriCo Bancshares Common Stock (TCBK)	1.2	$2.4M		44k	53.85	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	1.0	$1.9M		26k	71.25	View chart
Apple Common Stock (AAPL)	1.0	$1.9M	+3%	6.4k	289.38	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.8	$1.5M	+44%	4.1k	357.37	View chart
Iren LTD F Common Stock (IREN)	0.8	$1.5M	+5%	32k	45.73	View chart
SPDR Gold Shares ETF Etf (GLD)	0.7	$1.3M		3.6k	368.38	View chart
Caterpillar Common Stock (CAT)	0.6	$1.2M		1.2k	1065.27	View chart
Lulus Fashion Lounge Holdings Common Stock (LVLU)	0.6	$1.1M		138k	8.24	View chart
Dimensional World Equity ETF Etf (DFAW)	0.5	$1.0M	+10%	13k	82.79	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$967k	+27%	2.6k	372.98	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.5	$918k	-2%	2.5k	370.11	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.5	$878k		1.2k	746.61	View chart
Valero Energy Corp Common Stock (VLO)	0.4	$834k		3.2k	260.47	View chart
NVIDIA Corp Common Stock (NVDA)	0.4	$765k	-11%	3.8k	200.11	View chart
Dimensional Emerging Markets Cr Eq 2 ETF Etf (DFEM)	0.4	$741k		18k	40.64	View chart
Cipher MNG Common Stock (CIFR)	0.4	$735k		30k	24.50	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.4	$689k	NEW	2.0k	353.33	View chart
Meta Platforms Inc Class A Common Stock (META)	0.4	$685k	-10%	1.2k	563.11	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.3	$667k		2.9k	229.58	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.3	$648k		8.3k	77.91	View chart
Amazon.com Common Stock (AMZN)	0.3	$648k	+11%	2.7k	238.34	View chart
PG&E Corp Common Stock (PCG)	0.3	$573k		34k	16.82	View chart
BigCommerce Holdings Inc Ordinary Shares Series 1 Common Stock (CMRC)	0.3	$540k	+23%	183k	2.96	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.3	$521k		1.0k	500.39	View chart
Brown-Forman Corp Common Stock (BF.B)	0.2	$469k		18k	26.65	View chart
Invesco QQQ Trust Etf (QQQ)	0.2	$464k		630.00	736.41	View chart
Dimensional World ex US Core Eq 2 ETF Etf (DFAX)	0.2	$361k		9.8k	36.84	View chart
Nebius Group N V A A Common Stock (NBIS)	0.2	$359k	NEW	1.3k	276.17	View chart
Growgeneration Corp Common Stock (GRWG)	0.2	$336k		227k	1.48	View chart
Equipmentsharecom Inc Class A Common Stock (EQPT)	0.2	$322k	NEW	16k	19.66	View chart
Micron Technology Common Stock (MU)	0.1	$281k	NEW	243.00	1154.29	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.1	$277k		4.6k	59.69	View chart
US Foods HLDG Corp Common Stock (USFD)	0.1	$261k		2.6k	102.25	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.1	$255k		779.00	327.33	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$254k	NEW	531.00	477.57	View chart
Tesla Common Stock (TSLA)	0.1	$233k	NEW	554.00	420.60	View chart
Medifast Common Stock (MED)	0.1	$223k	NEW	21k	10.61	View chart
Lumentum HLDGS Common Stock (LITE)	0.1	$216k	NEW	252.00	858.06	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$213k	NEW	1.1k	200.62	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$209k		881.00	237.33	View chart
Bank of America Corp Common Stock (BAC)	0.1	$208k	NEW	3.6k	56.98	View chart
Darden Restaurants Common Stock (DRI)	0.1	$204k	NEW	989.00	206.01	View chart
Enlivex LTD F Common Stock (ENLV)	0.0	$8.7k	NEW	16k	0.55	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 Q2 filed Aug. 13, 2026
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

View all past filings

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