§ 13F · FUND PROFILE
Chico Wealth RIA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.1T (13F)Positions · 33Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$242.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 ETF | 1.68M | $66.7T | 43.4% | +2% |
| 2 | DFAI | Dimensional International Cr Eq Mkt ETF | 972K | $37.0T | 24.1% | +5% |
| 3 | DFAE | Dimensional Emerging Core Equity Mkt ETF | 441K | $14.4T | 9.4% | +9% |
| 4 | DFAU | Dimensional US Core Equity Market ETF | 150K | $7.0T | 4.6% | ±0% |
| 5 | DFSD | Dimensional SHRT DRT FXD Incm ETF | 94K | $4.5T | 2.9% | −47% |
| 6 | KLAC | Kla Corp | 3K | $3.7T | 2.4% | ±0% |
| 7 | TCBK | TriCo Bancshares | 44K | $2.1T | 1.3% | ±0% |
| 8 | AAPL | Apple Inc | 6K | $1.7T | 1.1% | +14% |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | 26K | $1.7T | 1.1% | −1% |
| 10 | GLD | SPDR Gold Shares ETF | 4K | $1.4T | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHICO SIGNAL
AC read
Chico Wealth RIA is a Other fund managing $147130.1 trillion in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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