Chico Wealth RIA
CIK: 0001926037SEC EDGAR →
Portfolio Value
$153.5M
Holdings
33
As of
Q4 2025
New Positions
33
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional US Core Equity 2 ETF | 1,684,338 | $66.7M | 43.44% |
| 2 | Dimensional International Cr Eq Mkt ETF | 972,176 | $37.0M | 24.14% |
| 3 | Dimensional Emerging Core Equity Mkt ETF | 441,195 | $14.4M | 9.36% |
| 4 | Dimensional US Core Equity Market ETF | 149,602 | $7.0M | 4.56% |
| 5 | Dimensional SHRT DRT FXD Incm ETF | 93,864 | $4.5M | 2.93% |
| 6 | Kla Corp | 3,031 | $3.7M | 2.40% |
| 7 | TriCo Bancshares | 43,654 | $2.1M | 1.35% |
| 8 | Apple Inc | 6,106 | $1.7M | 1.08% |
| 9 | Vanguard FTSE Developed Markets ETF | 26,497 | $1.7M | 1.08% |
| 10 | SPDR Gold Shares ETF | 3,600 | $1.4M | 0.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (33)
$66.7M · 1.7M shares
$37.0M · 972K shares
$14.4M · 441K shares
$7.0M · 150K shares
$4.5M · 94K shares
$3.7M · 3K shares
$2.1M · 44K shares
$1.7M · 6K shares
$1.7M · 26K shares
$1.4M · 4K shares
$1.2M · 2K shares
$956K · 3K shares
$896K · 172K shares
$848K · 3K shares
$837K · 1K shares
$800K · 1K shares
$772K · 4K shares
$752K · 3K shares
$711K · 9K shares
$660K · 1K shares
$603K · 18K shares
$533K · 2K shares
$518K · 1K shares
$495K · 31K shares
$457K · 18K shares
$382K · 622 shares
$348K · 6K shares
$318K · 10K shares
$318K · 4K shares
$257K · 1K shares
$249K · 5K shares
$241K · 751 shares
$231K · 515 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $138.8M | 90.4% |
| Technology | 4 | $7.3M | 4.8% |
| Unknown | 4 | $2.8M | 1.8% |
| Communication Services | 2 | $1.8M | 1.2% |
| Consumer Cyclical | 3 | $1.7M | 1.1% |
| Industrials | 1 | $660K | 0.4% |
| Utilities | 1 | $495K | 0.3% |