Chico Wealth Ria Top Holdings and 13F Report (2026) About Chico Wealth RiaInvestment ActivityChico Wealth Ria has $163.71 million in total holdings as of March 31, 2026.Chico Wealth Ria owns shares of 37 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 6.30% of the portfolio was purchased this quarter.About 0.95% of the portfolio was sold this quarter.This quarter, Chico Wealth Ria has purchased 33 new stocks and bought additional shares in 17 stocks.Chico Wealth Ria sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $69,758,749Dimensional International Core Equity Market ETF $39,022,976Dimensional Emerging Core Equity Market ETF $15,782,522Dimensional US Core Equity Market ETF $6,750,042Dimensional Short-Duration Fixed Income ETF $4,494,208 Largest New Holdings this Quarter Q4982L109 - IREN $1,028,400 Holding91913Y100 - Valero Energy $785,416 Holding08975P108 - Bigcommerce $395,675 Holding17253J106 - Cipher Mining $386,100 Holding39986L109 - GrowGeneration $249,700 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 110,792 shares (about $4.31M)Dimensional International Core Equity Market ETF 29,440 shares (about $1.15M)IREN 30,000 shares (about $1.03M)Dimensional Emerging Core Equity Market ETF 24,916 shares (about $843.66K)Valero Energy 3,179 shares (about $785.42K) Largest Sales this Quarter Lulus Fashion Lounge Holdings Inc 33,604 shares (about $427.44K)Microsoft 450 shares (about $166.62K)Alphabet 200 shares (about $57.51K)Vanguard Short-Term Bond ETF 719 shares (about $56.38K)Arthur J. Gallagher & Co. 8 shares (about $1.73K) 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$69,758,749$4,305,377 â–²6.6%1,795,13042.6%ETFDFAIDimensional International Core Equity Market ETF$39,022,976$1,146,983 â–²3.0%1,001,61623.8%ETFDFAEDimensional Emerging Core Equity Market ETF$15,782,522$843,656 â–²5.6%466,1119.6%ETFDFAUDimensional US Core Equity Market ETF$6,750,0420.0%149,6024.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,494,2080.0%93,8642.7%ETFKLACKLA$4,465,820$2,945 â–²0.1%3,0332.7%Computer and TechnologyTCBKTriCo Bancshares$2,075,3110.0%43,6541.3%FinanceLulus Fashion Lounge Holdings Inc$1,756,670$427,443 â–¼-19.6%138,1031.1%Common StockVEAVanguard FTSE Developed Markets ETF$1,698,018$64 â–²0.0%26,4981.0%ETFAAPLApple$1,564,878$15,227 â–²1.0%6,1661.0%Computer and TechnologyGLDSPDR Gold Shares$1,549,0440.0%3,6000.9%FinanceIRENIREN$1,028,400$1,028,400 â–²New Holding30,0000.6%FinanceDimensional World Equity ETF$848,271$530,787 â–²167.2%11,4970.5%ETFGOOGLAlphabet$821,276$57,512 â–¼-6.5%2,8560.5%Computer and TechnologyCATCaterpillar$819,867$2,834 â–²0.3%1,1570.5%IndustrialsVTIVanguard Total Stock Market ETF$812,3380.0%2,5320.5%ETFVLOValero Energy$785,416$785,416 â–²New Holding3,1790.5%EnergyMETAMeta Platforms$776,661$50,366 â–²6.9%1,3570.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$764,476$1,300 â–²0.2%1,1760.5%FinanceNVDANVIDIA$754,293$31,916 â–²4.4%4,3250.5%Computer and TechnologyMSFTMicrosoft$751,992$166,616 â–¼-18.1%2,0310.5%Computer and TechnologyBSVVanguard Short-Term Bond ETF$651,111$56,376 â–¼-8.0%8,3040.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$630,0190.0%18,2350.4%ETFAJGArthur J. Gallagher & Co.$627,649$1,733 â–¼-0.3%2,8980.4%FinancePCGPacific Gas & Electric$599,436$57,489 â–²10.6%34,1170.4%UtilitiesAMZNAmazon.com$507,971$26,659 â–²5.5%2,4390.3%Retail/WholesaleBRK.BBerkshire Hathaway$499,806$5,750 â–²1.2%1,0430.3%FinanceBF.BBrown-Forman$464,181$132 â–¼0.0%17,5560.3%Consumer StaplesBIGCBigcommerce$395,675$395,675 â–²New Holding148,1930.2%ServicesCIFRCipher Mining$386,100$386,100 â–²New Holding30,0000.2%Business ServicesQQQInvesco QQQ$363,629$4,618 â–²1.3%6300.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$330,771$306 â–²0.1%9,7370.2%ETFVWOVanguard FTSE Emerging Markets ETF$251,0680.0%4,6450.2%ETFGRWGGrowGeneration$249,700$249,700 â–²New Holding227,0000.2%Basic MaterialsUSFDUS Foods$235,320$235,320 â–²New Holding2,5520.1%Consumer StaplesJPMJPMorgan Chase & Co.$225,327$4,412 â–²2.0%7660.1%FinanceFerguson Enterprises Inc$206,902$206,902 â–²New Holding8870.1%Common StockDFATDimensional U.S. Targeted Value ETF$0$348,865 â–¼-100.0%00.0%ETFCOFCapital One Financial$0$257,386 â–¼-100.0%00.0%FinanceTSLATesla$0$231,606 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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