Chico Wealth RIA
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 91.6%; sector active share 74.8% against the combined 13F book's sector weights.
Over time 18 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.2% | $161,575,018 |
| Technology | 7.7% | $14,767,443 |
| Financial Services | 3.0% | $5,664,980 |
| Communication Services | 1.7% | $3,206,616 |
| Consumer Cyclical | 1.4% | $2,782,682 |
| Industrials | 0.9% | $1,778,213 |
| Energy | 0.4% | $833,408 |
| Consumer Defensive | 0.4% | $730,071 |
| Utilities | 0.3% | $573,343 |
| Healthcare | 0.0% | $8,687 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMRC | Commerce.com, Inc. | +34,388 | 182,581 | $540,439 | |
| KLAC | Kla Corp | +27,313 | 30,346 | $9,155,691 | |
| DFAI | Dimensional International Core Equity Market ETF | +14,980 | 1,016,596 | $41,934,585 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +11,291 | 1,806,421 | $80,132,835 | |
| IREN | IREN Ltd | +1,714 | 31,714 | $1,450,281 | |
| GOOGL | Alphabet Inc. | +1,266 | 4,122 | $1,473,079 | |
| DFAW | Dimensional World Equity ETF | +1,166 | 12,663 | $1,048,369 | |
| MSFT | Microsoft Corp | +562 | 2,593 | $967,240 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | +490 | 466,601 | $18,762,026 | |
| AMZN | Amazon Com Inc | +279 | 2,718 | $647,808 | |
| AAPL | Apple Inc. | +242 | 6,408 | $1,854,218 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | +54 | 9,791 | $360,700 | |
| BF-B | Brown Forman Corp | +32 | 17,588 | $468,720 | |
| VLO | Valero Energy Corp/Tx | +21 | 3,200 | $833,408 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +18 | 8,322 | $648,367 | |
| CAT | Caterpillar Inc | +14 | 1,171 | $1,246,997 | |
| JPM | Jpmorgan Chase & Co | +13 | 779 | $254,990 | |
| AJG | Arthur J. Gallagher & Co. | +8 | 2,906 | $667,130 | |
| USFD | US Foods Holding Corp. | +4 | 2,556 | $261,351 | |
| GLD | Spdr Gold Trust | +1 | 3,601 | $1,326,536 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +1 | 4,646 | $277,319 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −504 | 3,821 | $764,543 | |
| VEA | Vanguard FTSE Developed Markets ETF | −269 | 26,229 | $1,868,816 | |
| META | Meta Platforms, Inc. | −140 | 1,217 | $685,523 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −53 | 2,479 | $917,329 | |
| PCG | PG&E Corp | −30 | 34,087 | $573,343 | |
| FERG | Ferguson Enterprises Inc. /DE/ | −6 | 881 | $209,087 | |
| BRK-B | Berkshire Hathaway Inc | −1 | 1,042 | $521,406 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOG | Alphabet Inc. | 1,950 | $688,993 | |
| NBIS | Nebius Group N.V. | 1,300 | $359,021 | |
| EQPT | EquipmentShare.com Inc | 16,385 | $322,129 | |
| MU | Micron Technology Inc | 243 | $280,492 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 531 | $253,589 | |
| TSLA | Tesla, Inc. | 554 | $233,012 | |
| MED | Medifast Inc | 21,000 | $222,810 | |
| LITE | Lumentum Holdings Inc. | 252 | $216,231 | |
| COF | Capital One Financial Corp | 1,060 | $212,657 | |
| BAC | Bank Of America Corp /De/ | 3,646 | $207,749 | |
| DRI | Darden Restaurants Inc | 989 | $203,743 | |
| ENLV | Enlivex Ltd. | 15,796 | $8,687 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 1,806,421 | $80,132,835 | 41.75% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 1,016,596 | $41,934,585 | 21.85% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Added | 466,601 | $18,762,026 | 9.78% | |
| KLAC |
Kla Corp
Technology
|
Added | 30,346 | $9,155,691 | 4.77% | |
| DFAU |
Dimensional US Core Equity Market ETF
|
Held | 149,602 | $7,732,927 | 4.03% | |
| DFSD |
Dimensional Short-Duration Fixed Income ETF
|
Held | 93,864 | $4,482,006 | 2.34% | |
| TCBK |
Trico Bancshares /
Financial Services
|
Held | 43,654 | $2,350,767 | 1.22% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 26,229 | $1,868,816 | 0.97% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,408 | $1,854,218 | 0.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,122 | $1,473,079 | 0.77% | |
| IREN |
IREN Ltd
Financial Services
|
Added | 31,714 | $1,450,281 | 0.76% | |
| GLD |
Spdr Gold Trust
|
Added | 3,601 | $1,326,536 | 0.69% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,171 | $1,246,997 | 0.65% | |
| LVLU |
Lulu's Fashion Lounge Holdings, Inc.
Consumer Cyclical
|
Held | 138,103 | $1,139,349 | 0.59% | |
| DFAW |
Dimensional World Equity ETF
|
Added | 12,663 | $1,048,369 | 0.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,593 | $967,240 | 0.50% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 2,479 | $917,329 | 0.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,176 | $878,201 | 0.46% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 3,200 | $833,408 | 0.43% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,821 | $764,543 | 0.40% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Held | 18,235 | $741,070 | 0.39% | |
| CIFR |
Cipher Digital Inc.
Technology
|
Held | 30,000 | $735,000 | 0.38% | |
| GOOG |
Alphabet Inc.
Communication Services
|
NEW | 1,950 | $688,993 | 0.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,217 | $685,523 | 0.36% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 2,906 | $667,130 | 0.35% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 8,322 | $648,367 | 0.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,718 | $647,808 | 0.34% | |
| PCG |
PG&E Corp
Utilities
|
Reduced | 34,087 | $573,343 | 0.30% | |
| CMRC |
Commerce.com, Inc.
Technology
|
Added | 182,581 | $540,439 | 0.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,042 | $521,406 | 0.27% | |
| BF-B |
Brown Forman Corp
Consumer Defensive
|
Added | 17,588 | $468,720 | 0.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 630 | $463,932 | 0.24% | |
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Added | 9,791 | $360,700 | 0.19% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 1,300 | $359,021 | 0.19% | |
| GRWG |
GrowGeneration Corp.
Consumer Cyclical
|
Held | 227,000 | $335,960 | 0.18% | |
| EQPT |
EquipmentShare.com Inc
Industrials
|
NEW | 16,385 | $322,129 | 0.17% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 243 | $280,492 | 0.15% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 4,646 | $277,319 | 0.14% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Added | 2,556 | $261,351 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 779 | $254,990 | 0.13% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 531 | $253,589 | 0.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 554 | $233,012 | 0.12% | |
| MED |
Medifast Inc
Consumer Cyclical
|
NEW | 21,000 | $222,810 | 0.12% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 252 | $216,231 | 0.11% | |
| COF |
Capital One Financial Corp
Financial Services
|
NEW | 1,060 | $212,657 | 0.11% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
Reduced | 881 | $209,087 | 0.11% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 3,646 | $207,749 | 0.11% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
NEW | 989 | $203,743 | 0.11% | |
| ENLV |
Enlivex Ltd.
Healthcare
|
NEW | 15,796 | $8,687 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.