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CHICO WEALTH RIA
CHICO WEALTH RIA
Latest filing: 2026-06-30
CHICO WEALTH RIA runs CHICO WEALTH RIA and currently holds 49 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $191.92M. Their top holdings are DFAC, DFAI, DFAE, KLAC, DFAU. The top five represent 82.2% of reported portfolio weight. CHICO WEALTH RIA ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHICO WEALTH RIA initiated 9 new positions. They added to 22 existing positions. They trimmed 7 positions. Their current best-performing preview position is KLAC with returns of +104.91%.
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49 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC Dimensional US Core Equity 2 ETF | 41.75% | $28.15 | $45.61 | +62.02% | Added +0.63% |
 DFAI Dimensional International Cr Eq Mkt ETF | 21.85% | $28.27 | $43.33 | +53.27% | Added +1.50% |
 DFAE Dimensional Emerging Core Equity Mkt ETF | 9.78% | $25.61 | $39.48 | +54.16% | Added +0.11% |
 KLAC Kla Corp | 4.77% | $55.40 | $183.99 | +232.11% | Added +900.53% |
 DFAU Dimensional US Core Equity Market ETF | 4.03% | $29.63 | $53.04 | +78.99% | Held |
 DFSD Dimensional SHRT DRT FXD Incm ETF | 2.34% | $48.19 | $47.31 | -1.83% | Held |
 TCBK TriCo Bancshares | 1.22% | $40.09 | $55.07 | +37.37% | Held |
 VEA Vanguard FTSE Developed Markets ETF | 0.97% | $47.91 | $73.43 | +53.27% | Trimmed -1.02% |
 AAPL Apple Inc | 0.97% | $189.99 | $309.35 | +62.82% | Added +3.92% |
 GOOGL Alphabet Inc Class A | 0.77% | $213.59 | $344.82 | +61.44% | Added +44.33% |
Showing 1-10 of 49