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CHICO WEALTH RIA 13F portfolio summary

CHICO WEALTH RIA of CHICO WEALTH RIA has 37 current stock holdings with a reported portfolio value of $163.7M. The portfolio 1 year return is +23.27%. Top holdings include BSV (0.00%), DFAC (42.78%), DFAI (23.93%), DFAE (9.68%), DFAU (4.14%).

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CHICO WEALTH RIA

CHICO WEALTH RIA
Latest filing: 2026-03-31

CHICO WEALTH RIA runs CHICO WEALTH RIA and currently holds 37 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $163.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHICO WEALTH RIA ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHICO WEALTH RIA's portfolio at CHICO WEALTH RIA has delivered returns of +23.27%. Their 3-year annualized return is +50.10%. Looking at the 5-year horizon, CHICO WEALTH RIA has achieved +43.84% annualized returns at CHICO WEALTH RIA.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.27%
#0/1000
3 Year
+50.10%
#0/1000
5 Year
+43.84%
#0/1000

Portfolio Value

$163.71M

Alpha Score

37.3

#0 of 1000

Holdings

37

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change