Chico Wealth RIA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Chico Wealth RIA held in its portfolio 33 assets valued at $153,490,020 (i.e. $153.49M).
The most valuable assets in the portfolio included: Dimensional US Core Equity 2 ETF ($66.68M), Dimensional International Cr Eq Mkt ETF ($37.05M), and Dimensional Emerging Core Equity Mkt ETF ($14.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Chico Wealth RIA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Dimensional US Core Equity 2 ETF | 1684338 | 66682960 | ETF |
| Dimensional International Cr Eq Mkt ETF | 972176 | 37049620 | ETF |
| Dimensional Emerging Core Equity Mkt ETF | 441195 | 14369724 | ETF |
| Dimensional US Core Equity Market ETF | 149602 | 7001374 | ETF |
| Dimensional SHRT DRT FXD Incm ETF | 93864 | 4500779 | ETF |
| Kla Corp | 3031 | 3682907 | Common Stock |
| TriCo Bancshares | 43654 | 2067890 | Common Stock |
| Apple Inc | 6106 | 1659871 | Common Stock |
| Vanguard FTSE Developed Markets ETF | 26497 | 1655276 | ETF |
| SPDR Gold Shares ETF | 3600 | 1426716 | ETF |
| Microsoft Corp | 2481 | 1199986 | Common Stock |
| Alphabet Inc Class A | 3056 | 956531 | Common Stock |
| Lulus Fashion Lounge Holdings Inc | 171707 | 896311 | Common Stock |
| Vanguard Total Stock Market ETF | 2532 | 848750 | ETF |
| Meta Platforms Inc Class A | 1269 | 837852 | Common Stock |
| SPDR S&P 500 ETF Trust | 1174 | 800729 | ETF |
| NVIDIA Corp | 4142 | 772496 | Common Stock |
| Gallagher Arthur J & Co | 2906 | 752044 | Common Stock |
| Vanguard Short-Term Bond ETF | 9023 | 711105 | ETF |
| Caterpillar Inc | 1153 | 660491 | Common Stock |
| Dimensional Emerging Markets Cr Eq 2 ETF | 18235 | 603214 | ETF |
| Amazon.com Inc | 2311 | 533425 | Common Stock |
| Berkshire Hathaway Class B | 1031 | 518232 | Common Stock |
| PG&E Corp | 30845 | 495679 | Common Stock |
| Brown-Forman Corp | 17561 | 457640 | Common Stock |
| Invesco QQQ Trust | 622 | 382101 | ETF |
| Dimensional U S Targeted Value ETF | 5859 | 348865 | ETF |
| Dimensional World ex US Core Eq 2 ETF | 9728 | 318407 | ETF |
| Dimensional World Equity ETF | 4303 | 318345 | ETF |
| Capital One Finl Corp | 1062 | 257386 | Common Stock |
| Vanguard FTSE Emerging Markets ETF | 4645 | 249721 | ETF |
| JPMorgan Chase & Co | 751 | 241987 | Common Stock |
| Tesla Inc | 515 | 231606 | Common Stock |
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