Chico Wealth RIA

CIK

1926037

Location

CHICO, CA

Portfolio Value

Micro $18,192,077

Diversification

Diversified

Filing Date

Global Rank

#7,670 / 8,605 ▲ 225 · as of Mar 2026

Top Industry

Banks - Regional 13.4%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

17 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+92.9%

SPY

+76.5%

Annualised alpha

+3.6%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.4%

−2.3 pts

Top 5

43.8%

−4.7 pts

Top 10

65.6%

−9.9 pts

HHI

595

Diversified−129

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.5%	$4,456,490	5
Technology	23.6%	$4,299,320	6
Unclassified	14.7%	$2,677,466	3
Consumer Cyclical	13.8%	$2,514,340	3
Communication Services	8.8%	$1,597,651	2
Industrials	5.6%	$1,026,589	2
Energy	4.3%	$785,467	1
Utilities	3.3%	$599,435	1
Consumer Defensive	1.3%	$235,319	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	+3,272	34,117	$599,435
NVDA	Nvidia Corp	+183	4,325	$754,280
AMZN	Amazon Com Inc	+128	2,439	$507,970
META	Meta Platforms, Inc.	+88	1,357	$776,380
AAPL	Apple Inc.	+60	6,166	$1,564,869
JPM	Jpmorgan Chase & Co	+15	766	$225,326
BRK-B	Berkshire Hathaway Inc	+12	1,043	$499,805
QQQ	Invesco Qqq Trust, Series 1	+8	630	$363,623
CAT	Caterpillar Inc	+4	1,157	$819,688
SPY	Spdr S&P 500 ETF Trust	+2	1,176	$764,799
KLAC	Kla Corp	+2	3,033	$446,581
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
LVLU	Lulu's Fashion Lounge Holdings, Inc.	−33,604	138,103	$1,756,670
MSFT	Microsoft Corp	−450	2,031	$751,815
GOOGL	Alphabet Inc.	−200	2,856	$821,271
AJG	Arthur J. Gallagher & Co.	−8	2,898	$627,648
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
IREN	IREN Ltd	30,000	$1,028,400
VLO	Valero Energy Corp/Tx	3,179	$785,467
CMRC	Commerce.com, Inc.	148,193	$395,675
CIFR	Cipher Digital Inc.	30,000	$386,100
GRWG	GrowGeneration Corp.	227,000	$249,700
USFD	US Foods Holding Corp.	2,552	$235,319
FERG	Ferguson Enterprises Inc. /DE/	887	$206,901
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	1,062	$257,386
TSLA	Tesla, Inc.	515	$231,605
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $18,192,077 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TCBK	Trico Bancshares / Financial Services	Held	43,654	0	$2,075,311	+0.4%	11.41%
LVLU	Lulu's Fashion Lounge Holdings, Inc. Consumer Cyclical	Reduced	138,103	-33,604	$1,756,670	+96.0%	9.66%
AAPL	Apple Inc. Technology	Added	6,166	+60	$1,564,869	−5.7%	8.60%
GLD	Spdr Gold Trust	Held	3,600	0	$1,549,044	+8.6%	8.51%
IREN	IREN Ltd Financial Services	NEW	30,000	NEW	$1,028,400	NEW	5.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,856	-200	$821,271	−14.1%	4.51%
CAT	Caterpillar Inc Industrials	Added	1,157	+4	$819,688	+24.1%	4.51%
VLO	Valero Energy Corp/Tx Energy	NEW	3,179	NEW	$785,467	NEW	4.32%
META	Meta Platforms, Inc. Communication Services	Added	1,357	+88	$776,380	−7.3%	4.27%
SPY	Spdr S&P 500 ETF Trust	Added	1,176	+2	$764,799	−4.5%	4.20%
NVDA	Nvidia Corp Technology	Added	4,325	+183	$754,280	−2.4%	4.15%
MSFT	Microsoft Corp Technology	Reduced	2,031	-450	$751,815	−37.3%	4.13%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	2,898	-8	$627,648	−16.5%	3.45%
PCG	PG&E Corp Utilities	Added	34,117	+3,272	$599,435	+20.9%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,439	+128	$507,970	−4.8%	2.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,043	+12	$499,805	−3.6%	2.75%
KLAC	Kla Corp Technology	Added	3,033	+2	$446,581	+21.3%	2.45%
CMRC	Commerce.com, Inc. Technology	NEW	148,193	NEW	$395,675	NEW	2.17%
CIFR	Cipher Digital Inc. Technology	NEW	30,000	NEW	$386,100	NEW	2.12%
QQQ	Invesco Qqq Trust, Series 1	Added	630	+8	$363,623	−4.8%	2.00%
GRWG	GrowGeneration Corp. Consumer Cyclical	NEW	227,000	NEW	$249,700	NEW	1.37%
USFD	US Foods Holding Corp. Consumer Defensive	NEW	2,552	NEW	$235,319	NEW	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	766	+15	$225,326	−6.9%	1.24%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	NEW	887	NEW	$206,901	NEW	1.14%