Chico Wealth Ria Top Holdings and 13F Report (2026)

About Chico Wealth Ria

Investment Activity

Chico Wealth Ria has $191.92 million in total holdings as of June 30, 2026.
Chico Wealth Ria owns shares of 49 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 7.14% of the portfolio was purchased this quarter.
About 0.12% of the portfolio was sold this quarter.
This quarter, Chico Wealth Ria has purchased 37 new stocks and bought additional shares in 21 stocks.
Chico Wealth Ria sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $80,132,844
Dimensional International Core Equity Market ETF: $41,934,593
Dimensional Emerging Core Equity Market ETF: $18,762,027
KLA: $9,155,692
Dimensional US Core Equity Market ETF: $7,732,927

Largest New Holdings this Quarter

02079K107 - Alphabet: $688,994 Holding
N97284108 - Yandex: $359,021 Holding
29445S100 - Equipmentsharecom Inc Class A: $322,129 Holding
595112103 - Micron Technology: $280,492 Holding
874039100 - Taiwan Semiconductor Manufacturing: $253,590 Holding

Largest Purchases this Quarter

KLA: 27,313 shares (about $8.24M)
Alphabet: 1,950 shares (about $688.99K)
Dimensional International Core Equity Market ETF: 14,980 shares (about $617.93K)
Dimensional U.S. Core Equity 2 ETF: 11,291 shares (about $500.87K)
Alphabet: 1,266 shares (about $452.43K)

Largest Sales this Quarter

NVIDIA: 504 shares (about $100.86K)
Meta Platforms: 140 shares (about $78.84K)
Vanguard Total Stock Market ETF: 53 shares (about $19.62K)
Vanguard FTSE Developed Markets ETF: 269 shares (about $19.17K)
Ferguson Enterprises Inc: 6 shares (about $1.42K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$80,132,844	$500,869 â–²	0.6%	1,806,421	41.8%	ETF
DFAI Dimensional International Core Equity Market ETF	$41,934,593	$617,925 â–²	1.5%	1,016,596	21.9%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$18,762,027	$19,703 â–²	0.1%	466,601	9.8%	ETF
KLAC KLA	$9,155,692	$8,240,606 â–²	900.5%	30,346	4.8%	Technology
DFAU Dimensional US Core Equity Market ETF	$7,732,927		0.0%	149,602	4.0%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$4,482,006		0.0%	93,864	2.3%	ETF
TCBK TriCo Bancshares	$2,350,768		0.0%	43,654	1.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,868,805	$19,166 â–¼	-1.0%	26,229	1.0%	ETF
AAPL Apple	$1,854,345	$70,030 â–²	3.9%	6,408	1.0%	Technology
GOOGL Alphabet	$1,473,086	$452,433 â–²	44.3%	4,122	0.8%	Communication Services
IREN IREN	$1,450,281	$78,381 â–²	5.7%	31,714	0.8%	Technology
GLD SPDR Gold Shares	$1,326,536	$368 â–²	0.0%	3,601	0.7%	ETF
CAT Caterpillar	$1,247,429	$14,914 â–²	1.2%	1,171	0.6%	Industrials
Lulus Fashion Lounge Holdings Inc	$1,137,764		0.0%	138,103	0.6%	Common Stock
Dimensional World Equity ETF	$1,048,369	$96,533 â–²	10.1%	12,663	0.5%	ETF
MSFT Microsoft	$967,131	$209,613 â–²	27.7%	2,593	0.5%	Technology
VTI Vanguard Total Stock Market ETF	$917,513	$19,616 â–¼	-2.1%	2,479	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$878,009		0.0%	1,176	0.5%	ETF
VLO Valero Energy	$833,497	$5,470 â–²	0.7%	3,200	0.4%	Energy
NVDA NVIDIA	$764,625	$100,856 â–¼	-11.7%	3,821	0.4%	Technology
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$741,070		0.0%	18,235	0.4%	ETF
CIFR Cipher Mining	$735,000		0.0%	30,000	0.4%	Technology
GOOG Alphabet	$688,994	$688,994 â–²	New Holding	1,950	0.4%	Communication Services
META Meta Platforms	$685,305	$78,835 â–¼	-10.3%	1,217	0.4%	Communication Services
AJG Arthur J. Gallagher & Co.	$667,166	$1,837 â–²	0.3%	2,906	0.3%	Finance
BSV Vanguard Short-Term Bond ETF	$648,364	$1,402 â–²	0.2%	8,322	0.3%	ETF
AMZN Amazon.com	$647,808	$66,497 â–²	11.4%	2,718	0.3%	Consumer Discretionary
PCG Pacific Gas & Electric	$573,343	$505 â–¼	-0.1%	34,087	0.3%	Utilities
BIGC Bigcommerce	$540,440	$101,789 â–²	23.2%	182,581	0.3%	Technology
BRK.B Berkshire Hathaway	$521,406	$500 â–¼	-0.1%	1,042	0.3%	Finance
BF.B Brown-Forman	$468,720	$853 â–²	0.2%	17,588	0.2%	Consumer Staples
QQQ Invesco QQQ	$463,940		0.0%	630	0.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$360,685	$1,989 â–²	0.6%	9,791	0.2%	ETF
YNDX Yandex	$359,021	$359,021 â–²	New Holding	1,300	0.2%	Technology
GRWG GrowGeneration	$335,960		0.0%	227,000	0.2%	Consumer Discretionary
Equipmentsharecom Inc Class A	$322,129	$322,129 â–²	New Holding	16,385	0.2%	Common Stock
MU Micron Technology	$280,492	$280,492 â–²	New Holding	243	0.1%	Technology
VWO Vanguard FTSE Emerging Markets ETF	$277,312	$60 â–²	0.0%	4,646	0.1%	ETF
USFD US Foods	$261,351	$409 â–²	0.2%	2,556	0.1%	Consumer Staples
JPM JPMorgan Chase & Co.	$254,990	$4,255 â–²	1.7%	779	0.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$253,590	$253,590 â–²	New Holding	531	0.1%	Technology
TSLA Tesla	$233,012	$233,012 â–²	New Holding	554	0.1%	Consumer Discretionary
MED Medifast	$222,810	$222,810 â–²	New Holding	21,000	0.1%	Consumer Staples
LITE Lumentum	$216,231	$216,231 â–²	New Holding	252	0.1%	Technology
COF Capital One Financial	$212,657	$212,657 â–²	New Holding	1,060	0.1%	Finance
Ferguson Enterprises Inc	$209,088	$1,424 â–¼	-0.7%	881	0.1%	Common Stock
BAC Bank of America	$207,757	$207,757 â–²	New Holding	3,646	0.1%	Finance
DRI Darden Restaurants	$203,744	$203,744 â–²	New Holding	989	0.1%	Consumer Discretionary
ENLV Enlivex Therapeutics	$8,686	$8,686 â–²	New Holding	15,796	0.0%	Healthcare

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Chico Wealth Ria Top Holdings and 13F Report (2026)

About Chico Wealth Ria

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Chico Wealth Ria Top Holdings and 13F Report (2026)

About Chico Wealth Ria

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofChico Wealth Ria

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools