Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chico Wealth RIA (CIK 1926037) reported $163.7M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($69.8M, 42.61%), DFAI ($39.0M, 23.84%), DFAE ($15.8M, 9.64%), DFAU ($6.8M, 4.12%), DFSD ($4.5M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 ETF | $69.8M | 42.61% | 1.8M | Added |
| 2 | DFAI | Dimensional International Cr Eq Mkt ETF | $39.0M | 23.84% | 1.0M | Added |
| 3 | DFAE | Dimensional Emerging Core Equity Mkt ETF | $15.8M | 9.64% | 466,111 | Added |
| 4 | DFAU | Dimensional US Core Equity Market ETF | $6.8M | 4.12% | 149,602 | Hold |
| 5 | DFSD | Dimensional SHRT DRT FXD Incm ETF | $4.5M | 2.75% | 93,864 | Hold |
| 6 | KLAC | Kla Corp | $4.5M | 2.73% | 3,033 | Added |
| 7 | TCBK | TriCo Bancshares | $2.1M | 1.27% | 43,654 | Hold |
| 8 | LVLU | Lulus Fashion Lounge Holdings Inc | $1.8M | 1.07% | 138,103 | Trimmed |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | $1.7M | 1.04% | 26,498 | Added |
| 10 | AAPL | Apple Inc | $1.6M | 0.96% | 6,166 | Added |
| 11 | GLD | SPDR Gold Shares ETF | $1.5M | 0.95% | 3,600 | Hold |
| 12 | IREN | Iren LTD F | $1.0M | 0.63% | 30,000 | New |
| 13 | DFAW | Dimensional World Equity ETF | $848,271 | 0.52% | 11,497 | Added |
| 14 | VTI | Vanguard Total Stock Market ETF | $812,338 | 0.50% | 2,532 | Hold |
| 15 | CAT | Caterpillar Inc | $819,867 | 0.50% | 1,157 | Added |
| 16 | GOOGL | Alphabet Inc Class A | $821,276 | 0.50% | 2,856 | Trimmed |
| 17 | VLO | Valero Energy Corp | $785,416 | 0.48% | 3,179 | New |
| 18 | META | Meta Platforms Inc Class A | $776,661 | 0.47% | 1,357 | Added |
| 19 | SPY | SPDR S&P 500 ETF Trust | $764,476 | 0.47% | 1,176 | Added |
| 20 | NVDA | NVIDIA Corp | $754,293 | 0.46% | 4,325 | Added |
| 21 | MSFT | Microsoft Corp | $751,992 | 0.46% | 2,031 | Trimmed |
| 22 | BSV | Vanguard Short-Term Bond ETF | $651,111 | 0.40% | 8,304 | Trimmed |
| 23 | AJG | Gallagher Arthur J & Co | $627,649 | 0.38% | 2,898 | Trimmed |
| 24 | DFEM | Dimensional Emerging Markets Cr Eq 2 ETF | $630,019 | 0.38% | 18,235 | Hold |
| 25 | PCG | PG&E Corp | $599,436 | 0.37% | 34,117 | Added |
Source: SEC Form 13F filings · as of 2026-03-31