13F Insight
DOSSIER · 13F-HR · Q2 2026

Chico Wealth RIA

$192M in tracked AUM across 49 positions as of Q2 2026.

CW
CIK 0001926037 · last filed Jun 30, 2026
Total AUM
$192M
as of Q2 2026
Holdings
49
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Chico Wealth RIA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
Dimensional US Core Equity 2 ETF
$80M1.8M41.8%02
DFAI
Dimensional International Cr Eq Mkt ETF
$42M1.0M21.9%03
DFAE
Dimensional Emerging Core Equity Mkt ETF
$19M467K9.8%04
KLAC
Kla Corp
$9M30K4.8%05
DFAU
Dimensional US Core Equity Market ETF
$8M150K4.0%06
DFSD
Dimensional SHRT DRT FXD Incm ETF
$4M94K2.3%07
TCBK
TriCo Bancshares
$2M44K1.2%08
VEA
Vanguard FTSE Developed Markets ETF
$2M26K1.0%09
AAPL
Apple Inc
$2M6K1.0%10
GOOGL
Alphabet Inc Class A
$1M4K0.8%

Filing history

2026Q2Jun 30
$192M▲ 17.2%
49 positionsView →2026Q1Mar 31
$164M▲ 6.7%
37 positionsView →2025Q4Dec 31
$153M▲ 4.3%
33 positionsView →2025Q3Sep 30
$147M▲ 16.4%
33 positionsView →2025Q2Jun 30
$126M▲ 9.7%
33 positionsLocked2025Q1Mar 31
$115M▲ 0.8%
30 positionsLocked2024Q4Dec 31
$114M▼ 2.2%
30 positionsLocked2024Q3Sep 30
$117M▲ 7.1%
30 positionsLocked2024Q2Jun 30
$109M▲ 3.2%
27 positionsLocked2024Q1Mar 31
$106M▲ 10.2%
30 positionsLocked2023Q4Dec 31
$96M▲ 14.8%
34 positionsLocked2023Q3Sep 30
$84M▼ 0.4%
28 positionsLocked
Showing 12 of 18