§ 13F · FUND PROFILE
Chico Wealth RIA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147M (13F)Positions · 33Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 ETF | 1.80M | $70M | 42.6% | +7% |
| 2 | DFAI | Dimensional International Cr Eq Mkt ETF | 1.00M | $39M | 23.8% | +3% |
| 3 | DFAE | Dimensional Emerging Core Equity Mkt ETF | 466K | $16M | 9.6% | +6% |
| 4 | DFAU | Dimensional US Core Equity Market ETF | 150K | $7M | 4.1% | ±0% |
| 5 | DFSD | Dimensional SHRT DRT FXD Incm ETF | 94K | $4M | 2.7% | ±0% |
| 6 | KLAC | Kla Corp | 3K | $4M | 2.7% | ±0% |
| 7 | TCBK | TriCo Bancshares | 44K | $2M | 1.3% | ±0% |
| 8 | LVLU | Lulus Fashion Lounge Holdings Inc | 138K | $2M | 1.1% | −20% |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | 26K | $2M | 1.0% | ±0% |
| 10 | AAPL | Apple Inc | 6K | $2M | 1.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHICO SIGNAL
AC read
Chico Wealth RIA is a Other fund managing $147 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed