Chico Wealth RIA
Top Portfolio Positions
23 positions ·
$21,711,510 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KLAC |
Kla Corp
Technology
|
3,033 | $4,465,819 | 20.57% | |
| TCBK |
Trico Bancshares /
Financial Services
|
43,654 | $2,075,311 | 9.56% | |
| LVLU |
Lulu's Fashion Lounge Holdings, Inc.
Consumer Cyclical
|
138,103 | $1,756,670 | 8.09% | |
| AAPL |
Apple Inc.
Technology
|
6,166 | $1,564,869 | 7.21% | |
| GLD |
Spdr Gold Trust
|
3,600 | $1,549,044 | 7.13% | |
| IREN |
IREN Ltd
Financial Services
|
30,000 | $1,028,400 | 4.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,856 | $821,271 | 3.78% | |
| CAT |
Caterpillar Inc
Industrials
|
1,157 | $819,688 | 3.78% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
3,179 | $785,467 | 3.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,357 | $776,380 | 3.58% |
Portfolio Trend
Holdings in GRWG
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,700 | 227,000 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||