§ 13F · FUND PROFILE
Chico Wealth RIA.
AUM · $192M (13F)Positions · 49Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 ETF | 1.81M | $80M | 41.8% | +1% |
| 2 | DFAI | Dimensional International Cr Eq Mkt ETF | 1.02M | $42M | 21.9% | +2% |
| 3 | DFAE | Dimensional Emerging Core Equity Mkt ETF | 467K | $19M | 9.8% | ±0% |
| 4 | KLAC | Kla Corp | 30K | $9M | 4.8% | +901% |
| 5 | DFAU | Dimensional US Core Equity Market ETF | 150K | $8M | 4.0% | ±0% |
| 6 | DFSD | Dimensional SHRT DRT FXD Incm ETF | 94K | $4M | 2.3% | ±0% |
| 7 | TCBK | TriCo Bancshares | 44K | $2M | 1.2% | ±0% |
| 8 | VEA | Vanguard FTSE Developed Markets ETF | 26K | $2M | 1.0% | −1% |
| 9 | AAPL | Apple Inc | 6K | $2M | 1.0% | +4% |
| 10 | GOOGL | Alphabet Inc Class A | 4K | $1M | 0.8% | +44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHICO SIGNAL
AC read
Chico Wealth RIA is a Other fund managing $192 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →