13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001926037
Total reported value
$191.9M
$191.9M
33 檔
67.5%
At the close of Q4 2025, Chico Wealth RIA disclosed equity holdings valued at approximately $191.9M, spread across 33 reported holdings.
In Q4 2025, Chico Wealth RIA displayed an active expansion posture, initiating 1 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, DFAE) accounted for 67.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 43.44% | -0.86% | +1.84% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 24.14% | -1.99% | +5.38% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.36% | +0.14% | +8.64% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.56% | -0.09% | — | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 2.93% | -0.41% | -47.41% | |
| 6 | KLAC | Kla CORP | Stock-Tech | 2.40% | +2.04% | +0.33% | |
| 7 | TCBK | Trico Bancshares | Stock-Other | 1.35% | -0.05% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.01% | +13.71% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | -0.07% | -0.60% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 0.93% | -0.26% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.04% | +14.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.27% | +7.64% | |
| 13 | LVLU | Lulu's Fashion Lounge Holdin | Stock-Other | 0.58% | -0.48% | +69.28% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.02% | +0.04% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.11% | +1.44% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.01% | +7.21% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.06% | +40.03% | |
| 18 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.49% | -0.03% | +4.20% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | -0.06% | +0.10% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.15% | +2.31% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.39% | +0.01% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.03% | +22.08% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | +3.20% | |
| 24 | PCG | P G & E CORP | Stock-Utilities | 0.32% | -0.07% | +0.23% | |
| 25 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.30% | -0.04% | +0.14% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.02% | — | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.23% | — | +18.82% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.21% | -0.01% | +3.75% | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.21% | +0.03% | +19.76% | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.17% | +0.11% | NEW | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | -0.01% | +0.11% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | +0.12% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +1.4% | +5.38% | Add |
| 2 | DFAE | Dimensional Emerging Core Eq | +0.7% | +8.64% | Add |
| 3 | LVLU | Lulu's Fashion Lounge Holdin | +0.3% | +69.28% | Add |
| 4 | KLAC | Kla CORP | +0.2% | +0.33% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +13.71% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.64% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +40.03% | Add |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.1% | +1.84% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +22.08% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 11 | CAT | Caterpillar Inc | +0.1% | +2.31% | Add |
| 12 | TCBK | Trico Bancshares | 0% | — | Unchanged |
| 13 | DFAT | Dimensional US Target Value | 0% | +18.82% | Add |
| 14 | DFAW | Dimensional World Eqty ETF | 0% | +19.76% | Add |
| 15 | MSFT | Microsoft CORP | 0% | +14.33% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.21% | Add |
| 17 | COF | Capital One Financial CORP | 0% | +2.41% | Add |
| 18 | DFAX | Dimensional World Ex US Core | 0% | +3.75% | Add |
| 19 | TSLA | Tesla Inc | 0% | +8.65% | Add |
| 20 | PCG | P G & E CORP | — | +0.23% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.20% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | -0.60% | Trim |
| 24 | DFEM | Dimensional Emrg Mrkt Core | 0% | — | Unchanged |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.04% | Add |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.11% | Add |
| 27 | BF-B | Brown-forman Corp-class B | 0% | +0.14% | Add |
| 28 | BSV | Vanguard Short-term Bond ETF | 0% | +0.10% | Add |
| 29 | META | Meta Platforms Inc-class A | -0.1% | +1.44% | Add |
| 30 | DFAU | Dimensional US Core Equity M | -0.1% | — | Unchanged |
| 31 | AJG | Arthur J Gallagher & Co | -0.1% | +4.20% | Add |
| 32 | DFSD | Dimensional Short Duration | -2.9% | -47.41% | Trim |
| 33 | SERV | Serve Robotics Inc | — | EXIT | Sold out |
| 34 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
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 Q4 2025.
During Q4 2025, Chico Wealth RIA's top holdings by market value included DFAC (43.4%)、DFAI (24.1%)、DFAE (9.4%). The largest single position, DFAC, represented 43.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
JPM
市值: $242.0K
Top Position Liquidated / Trimmed
SERV
前期市值: $342.8K
In Q4 2025, Chico Wealth RIA made 29 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 2 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.