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Latest Chico Wealth RIA Stock Portfolio

Chico Wealth RIA Performance:
2025 Q4: 3.29%YTD: 19.8%2024: 11.55%
Performance for 2025 Q4 is 3.29%, and YTD is 19.8%, and 2024 is 11.55%.

About Chico Wealth RIA and 13F Hedge Fund Stock Holdings

On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Chico Wealth RIA reported an equity portfolio of $153.5 Millions as of 31 Dec, 2025.

The top stock holdings of Chico Wealth RIA are DFAC, DFAC, DFAC. The fund has invested 43.4% of it's portfolio in DIMENSIONAL US CORE EQUITY 2 ETF and 24.1% of portfolio in DIMENSIONAL INTERNATIONAL CR EQ MKT ETF.

The fund managers got completely rid off SERVE ROBOTICS INC stocks. They significantly reduced their stock positions in DIMENSIONAL SHRT DRT FXD INCM ETF (DFAC) and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA). Chico Wealth RIA opened new stock positions in JPMORGAN CHASE & CO (JPM). The fund showed a lot of confidence in some stocks as they added substantially to LULUS FASHION LOUNGE HOLDINGS INC (LVLU), NVIDIA CORP (NVDA) and AMAZON.COM INC (AMZN).

Chico Wealth RIA Annual Return Estimates Vs S&P 500

Our best estimate is that Chico Wealth RIA made a return of 3.29% in the last quarter. In trailing 12 months, it's portfolio return was 19.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
jpmorgan chase & co241,987
New stocks bought by Chico Wealth RIA

Additions

Ticker% Inc.
lulus fashion lounge holdings inc69.28
nvidia corp40.03
amazon.com inc22.08
dimensional world equity etf19.76
dimensional u s targeted value etf18.82
microsoft corp14.33
apple inc13.71
tesla inc8.65
Additions to existing portfolio by Chico Wealth RIA

Reductions

Ticker% Reduced
dimensional shrt drt fxd incm etf-47.41
vanguard ftse developed markets etf-0.6
Chico Wealth RIA reduced stake in above stock

Sold off

Ticker$ Sold
serve robotics inc-342,771
Chico Wealth RIA got rid off the above stocks

Sector Distribution

Chico Wealth RIA has about 90.1% of it's holdings in Others sector.

Sector%
Others90.1
Technology4.8
Financial Services2.2
Communication Services1.2
Consumer Cyclical1.1

Market Cap. Distribution

Chico Wealth RIA has about 8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED90.1
MEGA-CAP4.2
LARGE-CAP3.8
SMALL-CAP1.3

Stocks belong to which Index?

About 9.3% of the stocks held by Chico Wealth RIA either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others90.7
S&P 5008
RUSSELL 20001.3
Top 5 Winners (%)%
GOOG
alphabet inc class a
27.4 %
CAT
caterpillar inc
19.8 %
COF
capital one finl corp
13.8 %
KLAC
kla corp
12.6 %
GLD
spdr gold shares etf
11.5 %
Top 5 Winners ($)$
DFAC
dimensional us core equity 2 etf
1.7 M
DFAC
dimensional international cr eq mkt etf
1.7 M
DFAC
dimensional emerging core equity mkt etf
0.4 M
KLAC
kla corp
0.4 M
GOOG
alphabet inc class a
0.2 M
Top 5 Losers (%)%
AJG
gallagher arthur j & co
-16.2 %
META
meta platforms inc class a
-10.0 %
MSFT
microsoft corp
-6.2 %
brown-forman corp
-3.8 %
VEU
vanguard ftse emerging markets etf
-0.8 %
Top 5 Losers ($)$
AJG
gallagher arthur j & co
-0.1 M
META
meta platforms inc class a
-0.1 M
MSFT
microsoft corp
-0.1 M
DFAC
dimensional shrt drt fxd incm etf
0.0 M
brown-forman corp
0.0 M

Chico Wealth RIA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Chico Wealth RIA

Chico Wealth RIA has 33 stocks in it's portfolio. About 91.3% of the portfolio is in top 10 stocks. AJG proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Chico Wealth RIA last quarter.

Last Reported on: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions