Chico Wealth Ria Top Holdings and 13F Report (2025) About Chico Wealth RiaInvestment ActivityChico Wealth Ria has $115.24 million in total holdings as of March 31, 2025.Chico Wealth Ria owns shares of 30 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.22% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Chico Wealth Ria has purchased 30 new stocks and bought additional shares in 10 stocks.Chico Wealth Ria sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $53,592,882Dimensional International Core Equity Market ETF $28,867,638Dimensional Emerging Core Equity Market ETF $10,395,249Dimensional US Core Equity Market ETF $5,864,599KLA $2,480,590 Largest New Holdings this Quarter 02451V309 - AMERICAN BATTERY TECHNOLOGY $206,000 Holding237194105 - Darden Restaurants $202,150 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 30,945 shares (about $1.02M)Dimensional International Core Equity Market ETF 19,882 shares (about $620.91K)Dimensional Emerging Core Equity Market ETF 13,643 shares (about $353.22K)AMERICAN BATTERY TECHNOLOGY 200,000 shares (about $206K)Darden Restaurants 973 shares (about $202.15K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 1,045 shares (about $53.12K)Vanguard Short-Term Bond ETF 600 shares (about $46.97K)Vanguard Total Stock Market ETF 120 shares (about $32.98K)Vanguard FTSE Emerging Markets ETF 161 shares (about $7.29K)FERGUSON ENTERPRISES INC 2 shares (about $320.46) 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$53,592,882$1,020,876 ▲1.9%1,624,51946.5%ETFDFAIDimensional International Core Equity Market ETF$28,867,638$620,915 ▲2.2%924,35625.1%ETFDFAEDimensional Emerging Core Equity Market ETF$10,395,249$353,217 ▲3.5%401,5169.0%ETFDFAUDimensional US Core Equity Market ETF$5,864,5990.0%152,5655.1%ETFKLACKLA$2,480,5900.0%3,6492.2%Computer and TechnologyTCBKTriCo Bancshares$1,744,8500.0%43,6541.5%FinanceVEAVanguard FTSE Developed Markets ETF$1,370,173$53,117 ▼-3.7%26,9561.2%ETFAAPLApple$1,246,054$222 ▼0.0%5,6101.1%Computer and TechnologyGLDSPDR Gold Shares$1,037,3040.0%3,6000.9%FinanceMSFTMicrosoft$781,919$1,877 ▲0.2%2,0830.7%Computer and TechnologyBSVVanguard Short-Term Bond ETF$732,309$46,968 ▼-6.0%9,3550.6%ETFMETAMeta Platforms$729,672$8,069 ▲1.1%1,2660.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$703,865$32,981 ▼-4.5%2,5610.6%ETFSPYSPDR S&P 500 ETF Trust$612,2060.0%1,0940.5%FinanceBF.BBrown-Forman$595,274$34 ▼0.0%17,5390.5%Consumer StaplesBRK.BBerkshire Hathaway$588,501$5,858 ▲1.0%1,1050.5%FinancePCGPG&E$529,402$67,981 ▲14.7%30,8150.5%UtilitiesDFEMDimensional Emerging Markets Core Equity 2 ETF$455,8530.0%17,2280.4%ETFGOOGLAlphabet$439,797$1,546 ▲0.4%2,8440.4%Computer and TechnologyAMZNAmazon.com$371,1970.0%1,9510.3%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$253,897$29,504 ▲13.1%4,9310.2%ETFCATCaterpillar$247,0200.0%7490.2%IndustrialsFERGUSON ENTERPRISES INC$241,787$320 ▼-0.1%1,5090.2%COMMON STOCK NEWDFAXDimensional World ex U.S. Core Equity 2 ETF$237,1620.0%9,0520.2%ETFNVDANVIDIA$236,594$44,111 ▲22.9%2,1830.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$214,080$7,287 ▼-3.3%4,7300.2%ETFAMERICAN BATTERY TECHNOLOGY$206,000$206,000 ▲New Holding200,0000.2%COM NEWDRIDarden Restaurants$202,150$202,150 ▲New Holding9730.2%Retail/WholesaleOPENOpendoor Technologies$140,1090.0%137,3620.1%Business ServicesIPWiPower$118,3980.0%236,7950.1%Consumer DiscretionaryQQQInvesco QQQ$0$204,492 ▼-100.0%00.0%FinanceHYFMHydrofarm Holdings Group$0$12,461 ▼-100.0%00.0%Basic MaterialsShowing 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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