Chico Wealth Ria Portfolio Holdings

Chico Wealth Ria

  • $146 Million
  • Q3 2025

Chico Wealth Ria has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $63.8M, Dimensional ETF Tr with a value of $33.5M, Dimensional ETF Tr with a value of $12.8M, Dimensional ETF Tr Short Durat with a value of $8.6M, and Dimensional ETF Tr with a value of $6.85M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $125M to 146M.

Below you can find more details about Chico Wealth Ria portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $132 Million
Technology: $6.3 Million
Financial Services: $3.52 Million
Communication Services: $1.61 Million
Consumer Cyclical: $625,000
Industrials: $537,000
Utilities: $464,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.8 Million 43.82% of portfolio
1,653,832
Q3 2025 Added 0.9%
$0
$33.5 Million 23.04% of portfolio
922,525
Q3 2025 Added 2.13%
$0
$12.8 Million 8.8% of portfolio
406,120
Q3 2025 Added 2.1%
$0
$8.6 Million 5.91% of portfolio
178,492
Q3 2025 New
$0
$6.85 Million 4.7% of portfolio
149,602
Q2 2025 Reduced 1.94%
$171B
$3.26 Million 2.24% of portfolio
3,021
Q3 2025 Added 0.03%
$1.46B
$1.94 Million 1.33% of portfolio
43,654
Q4 2024 Reduced 0.68%
$0
$1.6 Million 1.1% of portfolio
26,657
Q3 2025 Reduced 0.64%
$4.35T
$1.37 Million 0.94% of portfolio
5,370
Q3 2025 Reduced 0.43%
$127B
$1.28 Million 0.88% of portfolio
3,600
Q2 2024 Reduced 1.91%
$3.86T
$1.12 Million 0.77% of portfolio
2,170
Q3 2025 Reduced 1.77%
$1.46T
$918,000 0.63% of portfolio
1,251
Q3 2025 Reduced 1.5%
$52.5B
$863,000 0.59% of portfolio
2,789
Q3 2025 New
$0
$830,000 0.57% of portfolio
2,531
Q3 2025 Reduced 0.43%
$0
$729,000 0.5% of portfolio
1,095
Q2 2025 Added 0.09%
$0
$711,000 0.49% of portfolio
9,014
Q3 2025 Reduced 2.46%
$0
$584,000 0.4% of portfolio
18,235
Q2 2025 Added 5.85%
$505B
$551,000 0.38% of portfolio
2,958
Q3 2025 Added 0.51%
$305B
$537,000 0.37% of portfolio
1,127
Q3 2025 Added 21.71%
$621B
$502,000 0.34% of portfolio
999
Q3 2025 Reduced 0.6%
$31.7B
$464,000 0.32% of portfolio
30,774
Q3 2025 Added 0.01%
$2.49T
$415,000 0.29% of portfolio
1,893
Q2 2025 Reduced 2.97%
$0
$373,000 0.26% of portfolio
622
Q3 2025 Added 55.5%
$0
$287,000 0.2% of portfolio
4,931
Q1 2025 Added 13.15%
$0
$294,000 0.2% of portfolio
9,376
Q3 2025 Added 3.58%
$0
$251,000 0.17% of portfolio
4,640
Q3 2025 Reduced 1.38%
$84.4B
$220,000 0.15% of portfolio
1,037
Q3 2025 Reduced 0.86%
$1.44T
$210,000 0.14% of portfolio
474
Q3 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
Lulus Fashion Lounge Holding
-
$0 0.0% of portfolio
-
Q3 2025 New
Serve Robotics Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.02%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $146 Million
  • Prior Value $125 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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