Chico Wealth RIA

CHICO, CA · CIK 1926037 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChico, CA

$191.9m reported value +17.2% vs Q1 2026

49positions

88.4%in top 10

12 new 21 added 7 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,806,421	$80.1m41.75%	41.75%	Added +11.3k	+11,291 0.6%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,016,596	$41.9m21.85%	21.85%	Added +15.0k	+14,980 1.5%
3	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	466,601	$18.8m9.78%	9.78%	Added +490	+490 0.1%
4	KLA CORP COM NEW KLAC	KLAC	30,346	$9.2m4.77%	4.77%	Added +16	+16 0.1%
5	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	149,602	$7.7m4.03%	4.03%	Unchanged
6	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	93,864	$4.5m2.34%	2.34%	Unchanged
7	TRICO BANCSHARES COM TCBK	TCBK	43,654	$2.4m1.22%	1.22%	Unchanged
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	26,229	$1.9m0.97%	0.97%	Reduced -269	-269 -1.0%
9	APPLE INC COM AAPL	AAPL	6,408	$1.9m0.97%	0.97%	Added +242	+242 3.9%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,122	$1.5m0.77%	0.77%	Added +1.3k	+1,266 44.3%
11	IREN LIMITED ORDINARY SHARES IREN	IREN	31,714	$1.5m0.76%	0.76%	Added +1.7k	+1,714 5.7%
12	SPDR GOLD TR GOLD SHS GLD	GLD	3,601	$1.3m0.69%	0.69%	Added +1	+1 0.0%
13	CATERPILLAR INC COM CAT	CAT	1,171	$1.2m0.65%	0.65%	Added +14	+14 1.2%
14	LULUS FASHION LOUNGE HOLDING COM NEW LVLU	LVLU	138,103	$1.1m0.59%	0.59%	Unchanged
15	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	12,663	$1.0m0.55%	0.55%	Added +1.2k	+1,166 10.1%
16	MICROSOFT CORP COM MSFT	MSFT	2,593	$967.1k0.50%	0.50%	Added +562	+562 27.7%
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,479	$917.5k0.48%	0.48%	Reduced -53	-53 -2.1%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,176	$878.0k0.46%	0.46%	Unchanged
19	VALERO ENERGY CORP COM VLO	VLO	3,200	$833.5k0.43%	0.43%	Added +21	+21 0.7%
20	NVIDIA CORPORATION COM NVDA	NVDA	3,821	$764.6k0.40%	0.40%	Reduced -504	-504 -11.7%
21	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	18,235	$741.1k0.39%	0.39%	Unchanged
22	CIPHER MINING INC COM CIFR	CIFR	30,000	$735.0k0.38%	0.38%	Unchanged
23	ALPHABET INC CAP STK CL C GOOG	GOOG	1,950	$689.0k0.36%	0.36%	New
24	META PLATFORMS INC CL A META	META	1,217	$685.3k0.36%	0.36%	Reduced -140	-140 -10.3%
25	GALLAGHER ARTHUR J & CO COM AJG	AJG	2,906	$667.2k0.35%	0.35%	Added +8	+8 0.3%
26	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,322	$648.4k0.34%	0.34%	Added +18	+18 0.2%
27	AMAZON COM INC COM AMZN	AMZN	2,718	$647.8k0.34%	0.34%	Added +279	+279 11.4%
28	PG&E CORP COM PCG	PCG	34,087	$573.3k0.30%	0.30%	Reduced -30	-30 -0.1%
29	BIGCOMMERCE HLDGS INC COM SER 1 CMRC	CMRC	182,581	$540.4k0.28%	0.28%	Added +34.4k	+34,388 23.2%
30	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,042	$521.4k0.27%	0.27%	Reduced -1	-1 -0.1%
31	BROWN FORMAN CORP CL B BF.B	BF.B	17,588	$468.7k0.24%	0.24%	Added +32	+32 0.2%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	630	$463.9k0.24%	0.24%	Unchanged
33	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	9,791	$360.7k0.19%	0.19%	Added +54	+54 0.6%
34	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	1,300	$359.0k0.19%	0.19%	New
35	GROWGENERATION CORP COM GRWG	GRWG	227,000	$336.0k0.18%	0.18%	Unchanged
36	EQUIPMENTSHARE COM INC COM CL A EQPT	EQPT	16,385	$322.1k0.17%	0.17%	New
37	MICRON TECHNOLOGY INC COM MU	MU	243	$280.5k0.15%	0.15%	New
38	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,646	$277.3k0.14%	0.14%	Added +1	+1 0.0%
39	US FOODS HLDG CORP COM USFD	USFD	2,556	$261.4k0.14%	0.14%	Added +4	+4 0.2%
40	JPMORGAN CHASE & CO COM JPM	JPM	779	$255.0k0.13%	0.13%	Added +13	+13 1.7%
41	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	531	$253.6k0.13%	0.13%	New
42	TESLA INC COM TSLA	TSLA	554	$233.0k0.12%	0.12%	New
43	MEDIFAST INC COM MED	MED	21,000	$222.8k0.12%	0.12%	New
44	LUMENTUM HLDGS INC COM LITE	LITE	252	$216.2k0.11%	0.11%	New
45	CAPITAL ONE FINL CORP COM COF	COF	1,060	$212.7k0.11%	0.11%	New
46	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	881	$209.1k0.11%	0.11%	Reduced -6	-6 -0.7%
47	BANK AMERICA CORP COM BAC	BAC	3,646	$207.8k0.11%	0.11%	New
48	DARDEN RESTAURANTS INC COM DRI	DRI	989	$203.7k0.11%	0.11%	New
49	ENLIVEX THERAPEUTICS LTD COM ENLV	ENLV	15,796	$8.7k0.00%	0.00%	New