Institutional Fund
Chico Wealth Ria
Chico, CACIK 19260375 filings on record
Portfolio Value
$163.71M
Q1 2026
Holdings
37
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+6.7%
from $153.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust42.6%
- Dimensional ETF Trust23.8%
- Dimensional ETF Trust9.6%
- Dimensional ETF Trust4.1%
- Dimensional ETF Trust2.7%
- Kla Corp2.7%
- Other14.3%
Portfolio Holdings
37 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.80M | $69.76M | 42.6% | +110.8K | Added |
| 2 | Dimensional ETF Trust | 1.00M | $39.02M | 23.8% | +29.4K | Added |
| 3 | Dimensional ETF Trust | 466.1K | $15.78M | 9.6% | +24.9K | Added |
| 4 | Dimensional ETF Trust | 149.6K | $6.75M | 4.1% | 0 | Held |
| 5 | Dimensional ETF Trust | 93.9K | $4.49M | 2.7% | 0 | Held |
| 6 | Kla Corp | 3.0K | $4.47M | 2.7% | +2 | Added |
| 7 | Trico Bancshares | 43.7K | $2.08M | 1.3% | 0 | Held |
| 8 | Lulus Fashion Lounge Holding | 138.1K | $1.76M | 1.1% | −33.6K | Reduced |
| 9 | Vanguard Tax-Managed Fds | 26.5K | $1.70M | 1.0% | +1 | Added |
| 10 | Apple Inc | 6.2K | $1.56M | 1.0% | +60 | Added |
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