Chico Wealth RIA

Chico Wealth RIA as of March 31, 2026

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