account_balance

Investment manager · 13F filer · SEC CIK 1926037

Chico Wealth RIA

Reported value$192Mas of Jun 30, 2026
Positions49 12 new, 0 sold out
Top 10 weight88.4%DFAC alone is 42%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional US Core Equity 2 ETF 41.8% Held
DFAI Dimensional International Cr Eq Mkt ETF 21.9% Held
DFAE Dimensional Emerging Core Equity Mkt ETF 9.8% Held
KLAC KLA Corp 4.8% Held
DFAU Dimensional US Core Equity Market ETF 4.0% Held
DFSD Dimensional SHRT DRT FXD Incm ETF 2.3% Held
TCBK Trico Bancshares 1.2% Held
VEA Vanguard FTSE Developed Markets ETF 1.0% Held
AAPL Apple Inc. 1.0% Added +4%GOOGL Alphabet Inc. 0.8% Added +44%IREN IREN Ltd 0.8% Added +6%GLD SPDR Gold Trust 0.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 8, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist