Chico Wealth RIA 13F Holdings

CIK 0001926037 · CHICO, CA

As of Sep 30, 2025, Chico Wealth RIA reported 33 positions worth 47.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—1,653,832$63.8M43.36%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—922,525$33.5M22.79%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—406,120 2.8M8.70%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFDFSD—178,492$8.6M5.85%
DIMENSIONAL US CORE EQUITY MARKET ETFDFAU—149,602$6.8M4.65%
KLA CORPKLACTechnology3,021$3.3M2.21%
TRICO BANCSHARESTCBKFinancial Services43,654 .9M1.32%
VANGUARD TAX-MANAGED FUNDSVEA—26,657 .6M1.09%
APPLE INCAAPLTechnology5,370 .4M0.93%
SPDR GOLD TRUSTGQ9—3,600 .3M0.87%
MICROSOFT CORPMSFTTechnology2,170 .1M0.76%
META PLATFORMS INCMETACommunication Services1,251$918.8K0.62%
ARTHUR J GALLAGHER & COAJGFinancial Services2,789$863.9K0.59%
VANGUARD TOTAL STOCK MKT ETFVTI—2,531$830.6K0.56%
SPDR S&P 500 ETF TRUSTSPY—1,095$729.4K0.50%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—9,014$711.3K0.48%
ALPHABET INCGOOGLEquity2,839$690.2K0.47%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEM—18,235$584.8K0.40%
NVIDIA CORPNVDATechnology2,958$551.9K0.38%
CATERPILLAR INCCATIndustrials1,127$537.5K0.37%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services999$502.2K0.34%
Lulu's Fashion Lounge HoldingsLVLUConsumer Cyclical101,432$476.7K0.32%
BROWN FORMAN CORPBF.BConsumer Defensive17,537$474.9K0.32%
PG&E CORPPCGUtilities30,774$464.1K0.32%
AMAZON.COM INCAMZNEquity1,893$415.6K0.28%