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CIK: 0001926037
Total reported value
$191.9M
$191.9M
33 檔
57.6%
The Q2 2025 SEC filing reveals that Chico Wealth RIA held a total portfolio value of $191.9M, covering 33 public equity positions.
During Q2 2025, Chico Wealth RIA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, DFAE) accounted for 57.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 46.46% | -0.86% | +0.90% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 24.70% | -1.99% | -2.28% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.11% | +0.14% | -0.94% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 5.01% | -0.09% | -1.94% | |
| 5 | KLAC | Kla CORP | Stock-Tech | 2.14% | +2.04% | -17.24% | |
| 6 | TCBK | Trico Bancshares | Stock-Other | 1.40% | -0.05% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | -0.07% | -0.47% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.01% | -3.87% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.04% | +6.05% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -0.26% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.11% | +0.32% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | -0.02% | -0.74% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | -0.06% | -1.22% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.01% | +0.09% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.43% | +0.01% | +5.85% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.27% | -0.35% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.04% | -9.05% | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.37% | -0.04% | +0.01% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.06% | +34.81% | |
| 20 | PCG | P G & E CORP | Stock-Utilities | 0.34% | -0.07% | -0.14% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.03% | -2.97% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.15% | +23.63% | |
| 23 | ABAT | American Battery Technology | Stock-Other | 0.26% | — | — | |
| 24 | SKY | Champion Homes Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.21% | — | — | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.21% | -0.01% | — | |
| 27 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.19% | -0.02% | -28.16% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.18% | -0.01% | -0.53% | |
| 29 | COF | Capital One Financial CORP | Stock-Financials | 0.18% | +0.11% | NEW | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.02% | — | |
| 31 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.17% | +0.11% | NEW | |
| 32 | ✓ | Ipower Inc | Stock-Other | 0.12% | — | — | |
| 33 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.06% | — | — |
According to official SEC Form 13F filings, Chico Wealth RIA reported a total U.S. public equity portfolio value of $191.9M across 33 disclosed positions in Q2 2025.
During Q2 2025, Chico Wealth RIA's top holdings by market value included DFAC (46.5%)、DFAI (24.7%)、DFAE (9.1%). The largest single position, DFAC, represented 46.5% of total portfolio value.
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In Q2 2025, Chico Wealth RIA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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