Chico Wealth Ria Top Holdings and 13F Report (2025) About Chico Wealth RiaInvestment ActivityChico Wealth Ria has $126.43 million in total holdings as of June 30, 2025.Chico Wealth Ria owns shares of 33 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.24% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Chico Wealth Ria has purchased 30 new stocks and bought additional shares in 8 stocks.Chico Wealth Ria sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $58,746,204Dimensional International Core Equity Market ETF $31,225,525Dimensional Emerging Core Equity Market ETF $11,515,152Dimensional US Core Equity Market ETF $6,337,141KLA $2,705,135 Largest New Holdings this Quarter 830830105 - Champion Homes $313,363 Holding14040H105 - Capital One Financial $222,547 Holding46090E103 - Invesco QQQ $220,656 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 14,605 shares (about $523.44K)Champion Homes 5,005 shares (about $313.36K)Capital One Financial 1,046 shares (about $222.55K)Invesco QQQ 400 shares (about $220.66K)NVIDIA 760 shares (about $120.07K) Largest Sales this Quarter Dimensional International Core Equity Market ETF 21,101 shares (about $729.46K)KLA 629 shares (about $563.42K)Dimensional US Core Equity Market ETF 2,963 shares (about $125.51K)Dimensional Emerging Core Equity Market ETF 3,756 shares (about $108.74K)FERGUSON ENTERPRISES INC 425 shares (about $92.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChico Wealth Ria Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$58,746,204$523,443 ▲0.9%1,639,12446.5%ETFDFAIDimensional International Core Equity Market ETF$31,225,525$729,462 ▼-2.3%903,25524.7%ETFDFAEDimensional Emerging Core Equity Market ETF$11,515,152$108,736 ▼-0.9%397,7609.1%ETFDFAUDimensional US Core Equity Market ETF$6,337,141$125,513 ▼-1.9%149,6025.0%ETFKLACKLA$2,705,135$563,421 ▼-17.2%3,0202.1%Computer and TechnologyTCBKTriCo Bancshares$1,767,5500.0%43,6541.4%FinanceVEAVanguard FTSE Developed Markets ETF$1,529,521$7,240 ▼-0.5%26,8291.2%ETFAAPLApple$1,106,482$44,522 ▼-3.9%5,3930.9%Computer and TechnologyMSFTMicrosoft$1,098,736$62,671 ▲6.0%2,2090.9%Computer and TechnologyGLDSPDR Gold Shares$1,097,3880.0%3,6000.9%FinanceMETAMeta Platforms$937,374$2,952 ▲0.3%1,2700.7%Computer and TechnologyVTIVanguard Total Stock Market ETF$772,590$5,775 ▼-0.7%2,5420.6%ETFBSVVanguard Short-Term Bond ETF$727,267$8,972 ▼-1.2%9,2410.6%ETFSPYSPDR S&P 500 ETF Trust$676,368$618 ▲0.1%1,0950.5%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$541,215$29,888 ▲5.8%18,2350.4%ETFGOOGLAlphabet$499,437$1,762 ▼-0.4%2,8340.4%Computer and TechnologyBRK.BBerkshire Hathaway$488,199$48,577 ▼-9.0%1,0050.4%FinanceBF.BBrown-Forman$472,028$54 ▲0.0%17,5410.4%Consumer StaplesNVDANVIDIA$464,965$120,073 ▲34.8%2,9430.4%Computer and TechnologyPCGPacific Gas & Electric$428,948$613 ▼-0.1%30,7710.3%UtilitiesAMZNAmazon.com$415,305$12,725 ▼-3.0%1,8930.3%Retail/WholesaleCATCaterpillar$359,482$68,713 ▲23.6%9260.3%IndustrialsAMERICAN BATTERY TECHNOLOGY$324,0000.0%200,0000.3%COM NEWSKYChampion Homes$313,363$313,363 ▲New Holding5,0050.2%ConstructionDFATDimensional U.S. Targeted Value ETF$266,0770.0%4,9310.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$265,8570.0%9,0520.2%ETFFERGUSON ENTERPRISES INC$236,041$92,544 ▼-28.2%1,0840.2%COMMON STOCK NEWVWOVanguard FTSE Emerging Markets ETF$232,709$1,236 ▼-0.5%4,7050.2%ETFCOFCapital One Financial$222,547$222,547 ▲New Holding1,0460.2%FinanceQQQInvesco QQQ$220,656$220,656 ▲New Holding4000.2%FinanceDRIDarden Restaurants$211,867$218 ▼-0.1%9720.2%Retail/WholesaleIPWiPower$153,0880.0%236,7950.1%Consumer DiscretionaryOPENOpendoor Technologies$73,2140.0%137,3620.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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