Chico Wealth RIA: 13F holdings
CIK 19260372026Q2
| Positions | 49 |
|---|
| Reported value | $191.9m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 49 (+12 vs prior quarter) |
|---|
| Reported value | $191.9m (+17.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| Dimensional US Core Equity 2 ETF | 1,806,421 | $80.1m | 41.8% |
| DFAI Dimensional International Cr Eq Mkt ETF | 1,016,596 | $41.9m | 21.9% |
| DFAE Dimensional Emerging Core Equity Mkt ETF | 466,601 | $18.8m | 9.8% |
| KLAC Kla Corp | 30,346 | $9.2m | 4.8% |
| PAVE Dimensional US Core Equity Market ETF | 149,602 | $7.7m | 4.0% |
| DFSD Dimensional SHRT DRT FXD Incm ETF | 93,864 | $4.5m | 2.3% |
| TCBK TriCo Bancshares | 43,654 | $2.4m | 1.2% |
| VEA Vanguard FTSE Developed Markets ETF | 26,229 | $1.9m | 1.0% |
| AAPL Apple Inc | 6,408 | $1.9m | 1.0% |
| GOOGL Alphabet Inc Class A | 4,122 | $1.5m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1926037")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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