CIK 1926037
Chico Wealth RIA
Institutional 13F holdings & portfolio
Holdings
33
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–33 of 33
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | Dimensional US Core Equity 2 ETF | 1.7M | $1M+ | SH |
| DFAI | Dimensional International Cr Eq Mkt ETF | 972K | $1M+ | SH |
| DFAE | Dimensional Emerging Core Equity Mkt ETF | 441K | $1M+ | SH |
| DFAU | Dimensional US Core Equity Market ETF | 150K | $1M+ | SH |
| DFSD | Dimensional SHRT DRT FXD Incm ETF | 94K | $1M+ | SH |
| KLAC | Kla Corp | 3K | $1M+ | SH |
| TCBK | TriCo Bancshares | 44K | $1M+ | SH |
| AAPL | Apple Inc | 6K | $1M+ | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 26K | $1M+ | SH |
| GLD | SPDR Gold Shares ETF | 4K | $1M+ | SH |
| MSFT | Microsoft Corp | 2K | $1M+ | SH |
| GOOGL | Alphabet Inc Class A | 3K | $500K+ | SH |
| LVLU | Lulus Fashion Lounge Holdings Inc | 172K | $500K+ | SH |
| VTI | Vanguard Total Stock Market ETF | 3K | $500K+ | SH |
| META | Meta Platforms Inc Class A | 1K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF Trust | 1K | $500K+ | SH |
| NVDA | NVIDIA Corp | 4K | $500K+ | SH |
| AJG | Gallagher Arthur J & Co | 3K | $500K+ | SH |
| BSV | Vanguard Short-Term Bond ETF | 9K | $500K+ | SH |
| CAT | Caterpillar Inc | 1K | $500K+ | SH |
| DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | 18K | $500K+ | SH |
| AMZN | Amazon.com Inc | 2K | $500K+ | SH |
| BRK.B | Berkshire Hathaway Class B | 1K | $500K+ | SH |
| PCG | PG&E Corp | 31K | $100K–$500K | SH |
| BF.B | Brown-Forman Corp | 18K | $100K–$500K | SH |
| QQQ | Invesco QQQ Trust | 622 | $100K–$500K | SH |
| DFAT | Dimensional U S Targeted Value ETF | 6K | $100K–$500K | SH |
| DFAX | Dimensional World ex US Core Eq 2 ETF | 10K | $100K–$500K | SH |
| DFAW | Dimensional World Equity ETF | 4K | $100K–$500K | SH |
| COF | Capital One Finl Corp | 1K | $100K–$500K | SH |
| VWO | Vanguard FTSE Emerging Markets ETF | 5K | $100K–$500K | SH |
| JPM | JPMorgan Chase & Co | 751 | $100K–$500K | SH |
| TSLA | Tesla Inc | 515 | $100K–$500K | SH |