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CIK: 0001926037
Total reported value
$191.9M
$191.9M
37 檔
70.8%
During the Q1 2026 filing period, Chico Wealth RIA (CIK: 0001926037) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $191.9M across 37 reported positions.
In Q1 2026, Chico Wealth RIA displayed an active expansion posture, initiating 7 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 42.61% | -0.86% | +6.58% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 23.84% | -1.99% | +3.03% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.64% | +0.14% | +5.65% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.12% | -0.09% | — | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 2.75% | -0.41% | — | |
| 6 | KLAC | Kla CORP | Stock-Tech | 2.73% | +2.04% | +0.07% | |
| 7 | TCBK | Trico Bancshares | Stock-Other | 1.27% | -0.05% | — | |
| 8 | LVLU | Lulu's Fashion Lounge Holdin | Stock-Other | 1.07% | -0.48% | -19.57% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.07% | +0.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.01% | +0.98% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.26% | — | |
| 12 | IREN | IREN Limited | Stock-Other | 0.63% | +0.13% | — | |
| 13 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.52% | +0.03% | +167.19% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.27% | -6.54% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.15% | +0.35% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.02% | — | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 0.48% | -0.05% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.11% | +6.93% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | +0.17% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.06% | +4.42% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.04% | -18.14% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.06% | -7.97% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.38% | +0.01% | — | |
| 24 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.38% | -0.03% | -0.28% | |
| 25 | PCG | P G & E CORP | Stock-Utilities | 0.37% | -0.07% | +10.61% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.03% | +5.54% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | +1.16% | |
| 28 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.28% | -0.04% | -0.03% | |
| 29 | CMRC | Commerce.com Inc | Stock-Other | 0.24% | +0.04% | — | |
| 30 | CIFR | Cipher Digital Inc | Stock-Tech | 0.24% | +0.14% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.02% | +1.29% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.20% | -0.01% | +0.09% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | -0.01% | — | |
| 34 | GRWG | Growgeneration CORP | Stock-Other | 0.15% | +0.03% | — | |
| 35 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.14% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | +2.00% | |
| 37 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.13% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LVLU | Lulu's Fashion Lounge Holdin | +0.5% | -19.57% | Trim |
| 2 | KLAC | Kla CORP | +0.3% | +0.07% | Add |
| 3 | DFAW | Dimensional World Eqty ETF | +0.3% | +167.19% | Add |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.3% | +5.65% | Add |
| 5 | CAT | Caterpillar Inc | +0.1% | +0.35% | Add |
| 6 | PCG | P G & E CORP | +0.1% | +10.61% | Add |
| 7 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 8 | DFEM | Dimensional Emrg Mrkt Core | 0% | — | Unchanged |
| 9 | DFAX | Dimensional World Ex US Core | 0% | +0.09% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | 0% | +2.00% | Add |
| 12 | BF-B | Brown-forman Corp-class B | 0% | -0.03% | Trim |
| 13 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.29% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.16% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | 0% | +0.00% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +5.54% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +4.42% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | Unchanged |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.17% | Add |
| 20 | BSV | Vanguard Short-term Bond ETF | -0.1% | -7.97% | Trim |
| 21 | META | Meta Platforms Inc-class A | -0.1% | +6.93% | Add |
| 22 | TCBK | Trico Bancshares | -0.1% | — | Unchanged |
| 23 | AJG | Arthur J Gallagher & Co | -0.1% | -0.28% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | -0.1% | -6.54% | Trim |
| 25 | AAPL | Apple Inc | -0.1% | +0.98% | Add |
| 26 | DFSD | Dimensional Short Duration | -0.2% | — | Unchanged |
| 27 | DFAI | Dimensional International Co | -0.3% | +3.03% | Add |
| 28 | MSFT | Microsoft CORP | -0.3% | -18.14% | Trim |
| 29 | DFAU | Dimensional US Core Equity M | -0.4% | — | Unchanged |
| 30 | DFAC | Dimensional US Core Equity 2 | -0.8% | +6.58% | Add |
| 31 | IREN | IREN Limited | — | NEW | New buy |
| 32 | VLO | Valero Energy CORP | — | NEW | New buy |
| 33 | CMRC | Commerce.com Inc | — | NEW | New buy |
| 34 | CIFR | Cipher Digital Inc | — | NEW | New buy |
| 35 | DFAT | Dimensional US Target Value | — | EXIT | Sold out |
| 36 | COF | Capital One Financial CORP | — | EXIT | Sold out |
| 37 | GRWG | Growgeneration CORP | — | NEW | New buy |
| 38 | USFD | US Foods Holding CORP | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 40 | FERG | Ferguson Enterprises Inc | — | 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 37 disclosed positions in Q1 2026.
During Q1 2026, Chico Wealth RIA's top holdings by market value included DFAC (42.6%)、DFAI (23.8%)、DFAE (9.6%). The largest single position, DFAC, represented 42.6% 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.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAI, DFAE) accounted for 70.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IREN
市值: $1.0M
Top Position Liquidated / Trimmed
DFAT
前期市值: $348.9K
In Q1 2026, Chico Wealth RIA made 33 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 6 holdings, and fully liquidating 3 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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